1. Creating a Living Strategy Rotary 2010

2. Update to Rotary Clubs STRATEGIC PLAN ROTARY INTERNATIONAL “ This is a changing world. We must be prepared to change with it” Paul Harris, 1935

3. Strategic Planning A Powerful Leadership Tool for: Your Club Your Business Your Life

4. Strategy – A Fundamental Planning Process 1.Where are we today? 2.Where are we going? 3.How do we get there? 4.Are we on track? 5.How do we keep going?

5. Where are we today? Strengths / Weaknesses / Opportunities / Threats  A solid assessment of the starting point for the plan – from both internal and external perspectives. Brainstorm then prioritize Distinctive Excellence  Assure that you don’t leave behind your best strength(s). What do we do really well?

6. Where do we want to be? Mission / Values  Set for us by RI – Object of Rotary Values  What’s important in how we do things? (Four Way Test) Vision  Choose your club’s destination – essential to the development of a plan, 5 years + look

7. How do we get there? Set the details towards the vision: Core strategy selections / statements of strategy – (3 year goals typically) Setting of specific one-year goals Disciplined action to achieve goals: Assignment of action Measurement of results to plan Regular review and renewal

8. VISION A clear & compelling image of the future that inspires confidence and motivates change.

9. WHAT MAKES GREAT VISION? Leader initiated Shared and understood, supported Positive – inspiring Not a sure bet Relevant A strong vision sets direction for your efforts, and creates alignment in an organization.

10. PATHWAY VISION -Organization - Team - Personal START Strategy and Vision help keep your club on its pathway

11. VISION Values ResultsActionsObjectivesStrategy CommitteesClubs District Putting it all together Mission (Object of Rotary), Values (Four Way Test) Rotarians

12. Benefits of Strategic Planning Creates alignment, sets direction Within the club, aligned with RI and District Reduces needed effort (and cost) More efficient because we stay on track Builds the team We share common goals, work better together Creates true high performance Most important objectives are accomplished

13. Rotary International's Vision Rotary’s vision is to be the service organization of choice with dynamic, action-oriented clubs whose contributions improve lives in communities worldwide.

14. Core Values Full definitions can be found at www.rotary.orgwww.rotary.org Rotarian FellowshipIntegrityLeadershipServiceDiversity

15. Rotary’s Mission Statement We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.

16. Back to Basics Priorities & Goals Support and Strengthen Clubs Focus and Increase Humanitarian Service Enhance Public Image and Awareness  Foster club innovation and flexibility  Balance activities in all four Avenues of Service  Promote membership diversity  Improve member recruitment and retention  Develop leaders  Extend Rotary  Encourage strategic planning at club and district levels  Eradicate polio  Increase sustainable service focused on in oYouth and young adults oThe Rotary Foundation ’ s six areas of focus  Expand strategic partnerships and cooperative relationships  Create significant projects both locally and internationally  Unify image and brand awareness  Publicize action- oriented service  Promote core values  Emphasize vocational service ideal  Encourage clubs to promote their networking opportunities and signature activities

17. My Club – How do we start? Review the RI and District Strategic Goals Spend time with your team, develop a “vision” for your club that aligns (facilitator or on your own) At least 5 years out, involve past, current, future presidents + members Build core strategic goals (3 years+) in alignment with your club’s vision and the District strategy Set actionable one year goals Take action and stick with it throughout your year Regularly review progress on goals - measure

18. Vision without action is merely a dream, Action without vision just passes the time, Vision with action can change the world. Joel Barker