1. Planning for
District Success

2. Create a culture of performance

3. What is Strategic Planning?
A systematic process of envisioning a desired future,
and translating this vision into broadly defined goals or objectives and a sequence of steps to achieve them.

4. A tool that provides guidance in fulfilling a Mission with maximum efficiency and impact.
If it is to be effective and useful, it should articulate specific goals and describe the action steps and resources needed to accomplish them.

5. Background
How long have the District’s Exchange Clubs been serving their communities?
What is the structure of the district?
What need does the district serve?
- Why is this important to the district right now?
Is the need for these services growing?
What kind of geographic boundaries does the district have?
- What is the reach, and what is the potential
What is the profile of your most likely service users?
- What do you know about this group of people
- How does the district address their needs
What successes did the district have last year?
What challenges do you anticipate next year that will need to be addressed?

6. Vision Vision Checklist: Does it excite members?
Does it tell the world about what you want to do?
Is it big enough?
Is it simple?
Is it clear?
Is it about what you can give?

7. Mission Vision: States the result of your good works
Mission: Your role in delivering the vision. What you will do to help bring about this change?
Your Mission checklist:
Does it tell the community about the purpose of Exchange Clubs?
Is it clear and simple?
Will it help keep you focused on the right things?
Does it link well:
With your Vision
Tell people your part in delivery

8. Values Accountability Dependability Hope Prosperity/Wealth Achievement
Determination
Humor
Quality
Attitude
Discipline
Independence
Recognition
Autonomy
Diversity
Individualism
Reliable
Balance
Equality
Innovation
Respect
Beauty
Ethical
Inspiring
Responsibility
Caring
Fairness
Integrity
Risk-Taking
Caution
Freedom
Intelligence
Safety
Challenge
Effectiveness
Involvement
Security
Commitment
Efficiency
Learning
Service
Communication
Empathy
Legal
Simplicity
Community
Empowerment
Love/Affection
Speed
Competence
Faith
Loyalty
Spirituality
Competition
Flexibility
Open-mindedness
Strength
Consistency
Friendship
Optimism
Success
Cooperation
Fun
Organization
Task-focused
Courage
Growth
Partnership
Teamwork
Creativity
Happiness
Patience
Trust
Curiosity
Harmony
Power
Uniqueness
Customer Service
Health
Productivity
Variety
Decisiveness
Honesty
Professionalism
Winning
Profitability
Wisdom

9. Championing Exchange in your District How will you take your message to your community?
What groups do we need to serve most?
Prospects, service users, community leaders, funders
How will you communicate slightly different messages to each group?
What do they need to hear from us?
What needs do they have? What problem can you solve?
What is the best way to find and communicate with them?
Where are they?
When will we communicate with them, and how often?
Monthly networking events? Weekly newspaper? Quarterly newsletter?
How will we know if they have heard our message?
What will success look like?

10. Objectives & Priorities
S Specific M Measurable A Achievable R Realistic T Timebound

11. Objectives & Priorities
Know your limit
Verify objectives are SMART
Support vision and fit mission
Clear link to values and delivery
Timing is everything
Are you excited?

12. Development Plan Summarize: How will your investment of time, energy,
Area of development needed
What will be done
When
Investment (both time and money)
How will your investment of time, energy,
and resources help you and your team
deliver your objectives and Mission?

13. Operating Budget
Estimated Operating Budget Worksheet Expected Income Budget Actual Fundraising Sponsors Ticket Sales Total Expected Income Expected Expenses Supplies Marketing Rental Total Expected Expenses Total

14. SWOT Analysis
Strengths
What makes you
amazing?
Weaknesses
What is missing?
What needs to be refined?
Opportunities What can push you forward that you have not yet taken advantage of?
Threats Obstacles Lack of funding

15. Measure your Success Start every meeting with a strategic plan
How will you know it’s working?
Are you achieving your mission and vision?
What will you do to get closer to achieving your goals?

16. Action Plan Quarterly Plan Action to take Related objective Start Date
End Date
Resources
Cost, time, people