1. Rotary Club of Orillia Visioning - June 15,2010 A Vision… The Rotary Club of Orillia Outcomes from Visioning Workshop June 15, 2010

2. Rotary Club of Orillia Visioning - June 15,2010 The Process Develop a wish list that sketches a picture of our club in 5 years time, using 10 areas of focus Use the “dot democracy” method to choose the activities that we are most passionate about

3. Rotary Club of Orillia Visioning - June 15,2010 What Our Club Stands For 18Identified community needs and developed goals and action to meet 17Leader in community projects 12Respect (public know Rotary) PR and Branding 12FUN!! (fellowship and family events) 2Interact club in each school 1Rotary is “the” international service club 1Leader in youth development 1Received peace award for YMCA 1Most diverse club in age, race, gender etc. 0Inclusive (enticing to prospective members) 0Go to group….for funding 0100% volunteering within the club

4. Rotary Club of Orillia Visioning - June 15,2010 Number of Members – Club Size 1460* 1175* 870* by verbal consensus is was felt that 65 would be a good number 2100 178 plus 10 E members 078 060 plus 10 E members

5. Rotary Club of Orillia Visioning - June 15,2010 Attributes 23Representation of culture, age, gender and ethnicity 21Membership – broader classification base representing the community 9Average age = 45 550% women 3Higher foundation goals 3Using new ideas and strengths of all membership 230 different classifications 1New members from Interact and Rotaract (active) 0Have developed community leaders 0Leadership for diversity in the club 0Outgoing attributes

6. Rotary Club of Orillia Visioning - June 15,2010 Club Service 21Fully integrated membership plan (recruitment and retention) that works 21Rotary “brand” is well known in community….respect 11Embrace technology and members are comfortable with it……website – contain all club info (committee minutes, structure etc) 4New members attend all standing committees 2Effective and friendly training 21 new social activity by new members 2Social family activity once per quarter 0Monthly Rotary activities in the daily online newspaper

7. Rotary Club of Orillia Visioning - June 15,2010 Vocational Service 22Continue to recognize student of the month 21Interact and Rotaract in all local schools (age appropriate) 13Visit 4 places of work per year 6Increase scholarships by 25% 1Members applying 4 way test in business 1Sponsor a 4 way test essay contest 1Re-institute law and security program 1 Provide professional seminars free to the community 1Job shadowing – mentoring program 0Vocational service for adults – youth activities now in 5th avenue (new generations)

8. Rotary Club of Orillia Visioning - June 15,2010 Community Service 29Ensure that youth activities are available to everyone 18Visible literacy program* 8Provide a variety of opportunities for family fun 8Award for clean community through Rotary’s efforts 2Senior support program in homes and institutions – advocacy group 2Fully funded activity centre for youth, turning them into Rotarians through learning about service above self 0Promotion of Jr Achievement (business) 0Provide opportunities for family fun activities

9. Rotary Club of Orillia Visioning - June 15,2010 Humanitarian Service 7$75,000 6$100,000 5$50,000

10. Rotary Club of Orillia Visioning - June 15,2010 International 29Continue with international weekend 24Lead in district project 12Support Polio Plus and eradication of disease 6Exchange student with European countries 3Obtain funding for children’s hospital in developing country 3Malaria project 2GSE leader from club 1Contribute to district project 1Concentration for 3 years on a specific geographic area. Project to become self sustaining.

11. Rotary Club of Orillia Visioning - June 15,2010 Foundation 26Establish an achievable goal 22EREY contributions 1510 Paul Harris Society members 6100% PHF 2TRF increased by 100% 1$300 per Rotarian average annual giving

12. Rotary Club of Orillia Visioning - June 15,2010 Leadership Development 22Identify succession plan for leaders 19New members work through an induction plan 8Develop leadership within Rotaract Club(s) 6All board members attend district conference 5Strong mentoring program 2Adopted club leadership plan 0All CTE chairs attend district assembly 0Online training program (100% participation)

13. Rotary Club of Orillia Visioning - June 15,2010 Initial Action Plan Compile wall charts – Done Create a vision statement – Done President Development Committee – Done Club Assembly to share information – Today Prepare Plan with timelines & committees - To be in place by September 30 th, 2010

14. Rotary Club of Orillia Visioning - June 15,2010 SUMMARY

15. Our Club Stands For…. respect – town knows about Rotary - branding we recognize and meet community needs leader in community (projects)

16. Rotary Club of Orillia Visioning - June 15,2010 Membership aim for between 60-75 members balance of culture, age and gender broad classification base representative of entire city

17. Rotary Club of Orillia Visioning - June 15,2010 Club Service visibility of Club in community – branding use of evolving technology integrated membership plan- recruitment, retention, exit interviews, etc.

18. Rotary Club of Orillia Visioning - June 15,2010 Vocational Service continue support of current student & youth programs Interact and Rotaract clubs in all secondary schools and tertiary schools continue Student of the Month program

19. Rotary Club of Orillia Visioning - June 15,2010 Community Service Youth activities for all Visible literacy program

20. Rotary Club of Orillia Visioning - June 15,2010 Humanitarian Service Financial Goals:raise $75,000

21. Rotary Club of Orillia Visioning - June 15,2010 International Service lead in a District Project continue with International Student weekend continue with support for polio eradication

22. Rotary Club of Orillia Visioning - June 15,2010 Foundation continue EREY program establish an achievable goal for Foundation giving aim for 10 Paul Harris Society members

23. Rotary Club of Orillia Visioning - June 15,2010 Leadership succession plan for club leaders comprehensive induction plan for prospective members adoption of a long range plan – e.g. 5 years

24. Rotary Club of Orillia Visioning - June 15,2010 Draft Vision Statement The Rotary Club of Orillia is a group of like minded business and community individuals dedicated to the promotion of peace and understanding through responding to the needs of communities at home and around the world.

25. Rotary Club of Orillia Visioning - June 15,2010 Action Plan President’s Development Team At the Visioning Workshop, the team leaders suggested the formation of a Presidents Development Team to examine the various expectations identified, to prioritize them and to put them into a time line with responsibilities assigned. The committee consisted of PP Mary, VP Jed, P. Nominee Kevin and Pres Cliff. In considering our task, the committee also referred to RI’s monthly themes, seeking coordination where possible. Following is the suggested Action Plan for the first 6 months.

26. Rotary Club of Orillia Visioning - June 15,2010 August 2010 Actively work on increasing our membership - goal 65 members - Develop an integrated written membership plan, including: –recruitment –support for new members –exit interviews –broad classification base –membership representative of city makeup This activity should involve all club members enthusiastically led by the Membership Committee

27. Rotary Club of Orillia Visioning - June 15,2010 September 2010 RI’s New Generation month. Emphasize our youth activities - student of the month - youth programs at YMCA - A second Interact Club - RYLA** - Continue efforts to form a Rotaract Club** **These last two initiatives to be coordinated with the morning club Principal Responsibility – Vocational Committee

28. Rotary Club of Orillia Visioning - June 15,2010 October 2010 Vocational Month –Schedule visits to local industries – perhaps having Tuesday lunch meetings in one or more plants with lunch brought in if necessary. –Schedule speakers from local industries. Principal Responsibility of Vocational Committee

29. Rotary Club of Orillia Visioning - June 15,2010 November 2010 Foundation Month –Presentations to the club on the various Foundation fund raising and service programs such as EREY, Paul Harris Society, Paul Harris Member, Benefactor, polio plus, scholarships, 3H grants etc. Principal Responsibility of the Foundation Committee

30. Rotary Club of Orillia Visioning - June 15,2010 December 2010 Family Month –This month is our principal fund raiser, the FOT. Also this is a when we strongly support the Salvation Army as bell ringers and with donations to their hamper fund and other food banks. –Increase our involvement in Literacy Programs for all. Principal Responsibility of FOT Committee and Local Needs Committee Local Needs Committee

31. Rotary Club of Orillia Visioning - June 15,2010 January 2011 Rotary Awareness Month –Emphasize & publicizes what Club stands for and what it accomplishes –Emphasize our leadership in community projects –Add visibility to our brand Principal Responsibility Public Relations Committee

32. Rotary Club of Orillia Visioning - June 15,2010 Looking forward…. August:Membership Plan September:RI New Generation October:Vocational November:Foundation December:Family January: Rotary Awareness