1. 1April 2012 – RI District 7020 Conference, Haiti An update on Rotary International and District 7020’s Strategic Plan Haiti District Conference – April 2012

2. 2April 2012 – RI District 7020 Conference, Haiti Why do we need a Strategic Plan…. Fail to Plan – Plan to Fail Continuity - Sustainability Long Term Plan Breaks focus on annual cycle Onward and upward! 2

3. 3April 2012 – RI District 7020 Conference, Haiti Is it important? “The second priority that I see for our organization is to “operationalize” the new Strategic Plan and to translate the plan into concrete initiatives, so that it becomes a living document and not simply words on paper.” John Hewko, RI General Secretary 3

4. 4April 2012 – RI District 7020 Conference, Haiti Our Core Essence Remains…. A worldwide network of inspired individuals translating their passions into relevant social causes to change lives in communities 4

5. 5April 2012 – RI District 7020 Conference, Haiti Diversity Fellowship Integrity Leadership Service Our Core Values remain……..

6. 6April 2012 – RI District 7020 Conference, Haiti Building Priorities on our Core Values

7. 7April 2012 – RI District 7020 Conference, Haiti Strategic Planning Process 6. Implement District/Club 7. Monitor Evaluate 5. Goals Objectives Tasks 4. Decide Strategic Directions 3. Strengths Weaknesses Opportunities Threats (SWOT) 2. Assess where we are? 1. Vision - Mission/Purpose Values Here

8. 8April 2012 – RI District 7020 Conference, Haiti SWOT for District 7020 Strengths Leadership tradition Training Membership Growth Reputation Weaknesses Geographical/Logistical Membership Retention D7020 disparate nature Communication issues Opportunities Public Relations Strategic Planning District’s Diversity Webinars – Social Media Cross-district Support Threats Regional Disasters Declining attendance Youth Certification Non – communication Economy

9. 9April 2012 – RI District 7020 Conference, Haiti RI District 7020 Foundation Goals 100% EREY to annual program fund US$100 minimum per capita to APF 100% Club participation in APF Exceed out End Polio Now goal100% 100% Future Vision District & Club Certification

10. 10April 2012 – RI District 7020 Conference, Haiti RI District 7020 Membership Goals 85% minimum membership retention rate 2% change in membership diversity 2% increase in younger professionals (Under 45) Induction of one or more Rotary/Foundation alumni Increase Diversity (gender, age, classification) Minimum increase of One Member Minimum net increase of one member in 50% of clubs Focus on NEXT GENERATION

11. 11April 2012 – RI District 7020 Conference, Haiti RI District 7020 Humanitarian Goals Cleaner and Safer Water Mitigating disease and illness Spreading literacy Working with and for the new Generation Striving for Peace Strengthen the Family Improve Continuity Sustainability, Measurability, Accountability Alignment to TRF Future Vision Areas of Focus

12. 12April 2012 – RI District 7020 Conference, Haiti D7020 positioning 2011-14 Balance in membership attraction vs growth & engagement to achieve retention. Focus on greater impact in key areas Better PR – tell our story Higher satisfaction among members Improved Disaster Management Stronger support mechanism for Clubs More youth involvement at Club leadership and District level Haiti earthquake follow up maintained Clubs adopt & implement strategic plans Clubs and District Prepare for Future Vision

13. 13April 2012 – RI District 7020 Conference, Haiti What can District 7020’s leaders do? Collaborate with all Communicate the rationale Lead the change Be open- minded Innovate Commitment to Excellence

14. 14April 2012 – RI District 7020 Conference, Haiti Why a Strategic Plan locally? Engage & Participate Motivation and focus Continuity and collaboration Inspire and develop Prepares for the bright future of Rotary Essential for D7020 at Club Level……

15. 15April 2012 – RI District 7020 Conference, Haiti What can you do? Workshops to create framework –Visioning exercise – Assembly/Forum –Planning exercise – Committee –Use SWOT –And KISS - don’t overcomplicate Club governance structure –Create continuity with planning committee –Provide strategic direction and support to Club Presidents – G-CORPS & P-CORPS

16. 16April 2012 – RI District 7020 Conference, Haiti Adopt Club Strategic Plan Process 6. Member buy-in & resources to implement 7. Monitor and evaluate 5. Identify tactics and actions 4. Set strategic priorities 3. Identify club’s strengths and challenges 2. Identify expectations – engage members 1. Set Vision Mission/Purpose Values

17. 17April 2012 – RI District 7020 Conference, Haiti Tools You Can Use RI Strategic Planning Guide RI Club Leadership Plan RI Planning Guide for Effective Clubs RI District Planning Guide

18. 18April 2012 – RI District 7020 Conference, Haiti Progress and Next Steps Continuous communication and promotion Rotary Coordinator program Reconstituted Strategic Planning Committee Measures identified for “scorecard” Collaboration to identify tangible actions

19. 19April 2012 – RI District 7020 Conference, Haiti THANK YOU DGN Jeremy Hurst Acknowledgment to D7020’s G-Corp: DGNN Paul, DGE Vance, DG Guy, PDG Diana, Submit your Club Strategic Plan to DGND Paul by November 2012 Part of RI President Citation & DG Award