1. Creating Your Future The Power of Club Visioning
Vision Facilitation Presentation
5/2/2019
Creating Your Future The Power of Club Visioning
I am a member of the Hudson Daybreak Rotary Club. About 6 years ago a friend from St. Croix Falls asked me to come up and do Strategic Planning with his group and that was the beginning of this. Our Team has facilitated over 40 of these events including a Rotaract Club .
The Visioning Session is principally geared toward Rotary and Rotary Clubs. It may not have specific links, ties and parallels; however, please try to read between the lines and we’ll hopefully be able to bring your group to consensus. The process has been used with members and all the way up to 260 members.
Members of our D-5960 Team have gone out to 8 different training sessions in North America and Canada over the last 14 months and future events include: Seattle, Reno, LA, San Francisco, Hawaii, Arizona and Winnipeg with 175 District Leaders Facilitating Events in 31 Districts, in North America and Canada.
The process originating in District 5960 has grown tremendously…
Presented By:
Zones 30-31
Visioning Team

2. Glen Vanderford Visioning Coordinator Zones 30-31 District 6760

3. Club Visioning What is Visioning: An Overview
How it Works and How to Request Visioning for Your Club
The Visioning Experience: Perspectives from Participating Clubs
Tips and Lessons Learned: Encouraging Buy-in from Your Club and Using the Visioning Outcomes
Q&A

4. Rotary International’s Vision Statement
“Together, we see a world where people unite and take action to create lasting change – across the globe, in our communities, and in ourselves.”

5. Vision Facilitation Presentation
5/2/2019
“Rotary is not an organization for retrospection. It is rather one whose worth and purpose lie in future activity rather than past performance.”
Paul Harris, Founder of Rotary International
Paul Harris said, “Rotary is not an organization for retrospection. It is rather one whose worth and purpose lie in future activity rather than past performance.”

6. Vision Facilitation Presentation
5/2/2019
5/2/2019
“If you don’t know where you are going, chances are you will end up someplace else.” (Yogi Berra)
If you don’t know or can’t see where you are going, chances are you’ll end up someplace else. Hopefully we can all end up at the same point at the conclusion of our Visioning Event.
07-Club Planning Present V 6

7. Vision Facilitation Presentation
5/2/2019
What Is A Club Vision?
It is a living management tool that:
Defines a shared commitment
Provides long-term direction
Creates a framework to establish goals and objectives
Club vision is a living management tool, it defines a shared commitment among those present this evening that you’ll be able to share and take to the rest of your Rotaract members in time. Provided it’s a Long Term direction, our hope is your planning will go out five years to Provide and carry a framework to establish goals and objectives and optimize the resources that are not just here in the room but internationally as well.

8. Vision Facilitation Presentation
5/2/2019
Why Is A Plan Needed?
Club Leadership changes yearly
Establishes a multi-year coordinated plan
Provides for greater continuity, consistency, and consensus
Efficiency is also a critical outcome of the planning process…

9. Vision Facilitation Presentation
5/2/2019
5/2/2019
Pulling in the same direction
with a common destination in mind…
When any team has their oars in the water and is pulling in the same direction the organization is propelled forward. Our objective today is to ensure that your oars are in the water and engaged in unison toward common goals.
07-Club Planning Present V 9

10. Vision Facilitation Presentation
5/2/2019
5 Questions in Planning
Who are we?
Where are we?
Where do we want to be?
How will we get there?
How will we know when we have arrived?

11. Club Visioning Process
Vision Facilitation Presentation
5/2/2019
Club Visioning Process
Four Hour Process
Facilitated by a District Visioning Team
Club Leadership must agree to the process and attend
15 – 30 club members in attendance
One key to the success of club visioning is the district visioning team. Its difficult to self-facilitate because you may be too close to the issues. An outside, neutral team of Rotary facilitators make a difference in the Visioning process.

12. Club Visioning Outcome
What the club stands for in the community
The club’s target membership size in 3 years
Identification of the club’s attributes
Top 3 objectives for each Avenue of Service
Ways to improve club’s leadership development

13. Club Action Plan Action/ Who/ When
5/2/2019
Club Action Plan Action/ Who/ When
Compile the facilitation wall charts
Create a Statement of Purpose for our Club
Schedule a Club Assembly to share what has happened
Assemble the President’s Development Team
Choose a Club Vision Champion
Report to the District Governor and DCV Team
The Scribes/Flip Charters must listen intently and translate long answers from club members into clearly written (printed clearly) word “captures” of an idea.
The key to a successful scribe is to collect accurate representations of ideas in a quick and concise way. The scribes will alternate “captures” between them COMMUNICATING as a team so as not to be writing the same idea on both charts. The scribes and extractor must work together to keep the data collection flowing as this segment of the process can add valuable time to the completion of the evening’s event.
The scribes will number each of their chart pages in sequence for future capture, use not abbreviations or acronyms and post charts in order and in groupings representing the 8 topics of the Vision Writing Exercise.

14. Next Steps Club Presentation
Use the Vision as a guide for Strategic Planning
Identify Club Committees
Establish Action Plans for each of the categories
Monitor activities for success
Report on the results

15. Vision Facilitation Presentation
5/2/2019
Planning Steps…
Actions & Programs
Vision
Solid organizations employ these steps to a solid action plan… The visioning exercise that we will present today starts out the cycle toward a long range plan that your club can put into practice for a number of years. The clarity that will come from this process will provide the alignment within your club of activities and direction promoting membership strength in retention and growth.
Long Range Plan

16. To Hold a Club Visioning
1. Contact your District Visioning Chair
2. Set up a four hour event time
3. Create a group of participants
4. Appoint a Club Visioning Event Coordinator who will:
A. Secure a Venue
B. Order box dinners for the participants
C. Work with the District Visioning Chair

17. The Visioning Experience
Rita Esterly
Rotary Coordinator Zone 31
Andrea Brady
Springfield MO Metro RC

18. The Visioning Experience
Laura Carie
IVFC Facilitator Zone 30
Andrew Hinz
Vincennes Indiana RC

19. The Visioning Experience
Glen Vanderford
IVFC Coordinator Zones 30-31
Lorrie Graves
Downtown Franklin TN RC

20. Tom Ripperda IVFC Facilitator Zone 31 Belleville, IL District 6510

21. Club Visioning Analytics
Vision Facilitation Presentation
5/2/2019
Club Visioning Analytics
Club
June 30, 2011
March 31, 2019
Change
Mt. Vernon 83 85 +2
O’Fallon Sunrise 64 66
O’Fallon 76 +9
District 6510
1,646
1,490
-156
These 3 clubs asked for a repeat of visioning. They see the value of visioning. Has it effected members? Clearly yes. For the rest of this district, several things have been observed. Foundation giving was at $80 per member and for the past 5 years has exceeded $120 per man and total giving is up even with declining membership. Club have a President Elect earlier in the year. Student exchange is growing, increasing number of Interact & Rotaract Clubs and more community service projects and clubs working together to solve larger problems.

22. Tips and Lessons Learned
Vision Facilitation Presentation
5/2/2019
Tips and Lessons Learned
Establish a follow up process
Club Assembly attended by Team member
Team members available for follow up
Get evaluations after club sessions
Picture of place where the session is being held
Do a debrief by the team & report back
Final Plan to Team Leader
After completing 35 visioning events for clubs, we realized that follow up by the team is really important. At the recent, Club assembly reviewing the visioning event, the development team left out the fund raising part of visioning. This give the team a chance to correct things in the future. We get evaluations after each event. It also provides the team a report card and we can see our mistakes and correct the. Debrief by the team reviews the good, what can be improved on. Follow up process is the key to visioning being a blessing or just another failure. Interaction of the club with the team leader or other members is the key to the plan moving forward. At the recent, Club assembly, the review of the event, the development team left out the fund raising part of visioning. Use of SMART goals is important and having the final plan to the team leader meets the time requirement.

23. Thank You For Your Service To Rotary
Q & A
Thank You For Your Service To Rotary