1. Planning Ahead for Your Club
Presenter needs to enter their name and club
Kathy Suvia David Clarno
Rotary Club of Mt. Shasta Rotary Club of Dunsmuir
Leadership Consultant Restaurateur

2. What would you like to get out of today?
Introductions
Who are you?
Why are you here?
What would you like to get out of today?
Introductions….Ask participants to turn to their neighbor and tell their neighbor why they are here and what they hope to get out of the training.

3. Why Plan? Planning Ahead
There are many reasons: Planning enables you to achieve efficiency and accuracy by coordinating efforts and managing time effectively.

4. Planning is Your Road Map
Knowing where you are
Knowing where you want to be
Figure out how to get there
Getting “there”
The road map view is extremely helpful to visualize what needs to be prioritized year-by-year to achieve your vision

5. Proactive not reactive Communicates a common message
Benefits of Planning
Proactive not reactive
Communicates a common message
Simplifies decision making
Aligns resources to priorities
You set direction and priorities….. communicate the message…, Get everyone on the same page…., You simplify decision-making ….Align your resources to priorities by making sure that what you are doing goes with your set goals.

6. Six Steps to successful Planningr
ROTARY STRATEGIC PLANNING GUIDE
Six Steps to successful Planning

7. The Process Explore club’s current condition Prepare vision statement
Align vision statement
with club’s current condition
Set priorities to achieve vision
This is the process – HANDOUT - review these steps as outlined in RI Planning Tool; next few slides will expand on each of these ideas and give us a chance to talk more about the individual steps
List 3 to 5 yearly goals
to support priorities
Track the club’s new strategic plan

8. Club Strengths And Weaknesses Opportunities For The Community
Where Are We Now
WORKSHOP EXERCISE
Club Strengths And Weaknesses
Opportunities For The Community
Challenges Facing The Community
Expansion of Item #1 on Slide 7; Can ask each participant to take a moment to think about the SWOT (Strengths, Weaknesses, Opportunities and Challenges) as they relate to their own club ……
If time allows, you can have them share one or two items with a neighbor

9. Prepare a list of 5 to 10 items Prepare one-sentence vision statement
Where Do You Want To Be
Prepare a list of 5 to 10 items
Prepare one-sentence vision statement
Get membership buy-in
List 5 – 10 activities; For Example: building membership, complete a service project, form an Interact Club

10. Prioritize your list looking at:
Club’s strengths & weaknesses
Programs of RI & Rotary Foundation
Community’s opportunities &
challenges
Members’ opinions
Achievability

11. Identify/allocate resources Implement plan
Getting there
Develop teams
Establish time line
Identify/allocate resources
Implement plan

12. Update/adapt as needed Keep members in the loop
How Are We Doing
Monitor progress
Update/adapt as needed
Keep members in the loop
Make decisions based on plan
Have periodic reviews

13. Available Resources www.rotary.org www.rotary5160.org
- Strategic Planning Guide - DacDb
Planning Guide For - District Visioning
Effective Rotary Clubs
Rotary Club Health Check
RI vision Statement
RI Strategic Plan

14. District Visioning
Help is available from experienced strategic planning professionals
Candy Pierce, PDG
Visioning Team Leader
Ask if any clubs have participated and results, experience

15. Planning Ahead
How can you use planning to help your club and your community?
Does your plan follow the tenets of Rotary?
What is the one thing you can do this month to help your club plan ahead?
Planning helps you to make a bigger difference in your community; makes your club stronger
Follow tenets of Rotary – Don’t sponsor a baby seal hunt!
Take a moment to think of one thing you can do this month to help your club plan ahead? Quiet, personal reflection.
Depending on the tine available, ask participants to share.

16. End
Questions?