1. Presented by Greg Yank, District 6510 Club Visioning Chair Project Lead, Regional Membership Plan, Zones 30-31 Assistant Governor Training Mid-South PETSMarch 19, 2015 1

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5.  Important role of the AG  Mission, Vision and Values  Visioning takes leadership  Planning Template  Club Visioning  Q & A 5

6.  Serve and be a resource for the Club  Be the eyes and ears for the DG  Advise, Coach, Mentor the Club President  Identify future District Leaders  Ensure Club follow through on key issues  Appropriately “push” the Club  Help the Club be more active and attractive  Explore new club development possibilities 6

7. 7 Effective clubs are able to Sustain and Increase Membership Implement Successful Service Projects Support The Rotary Foundation Develop Leaders Beyond the Club Level Five Avenues of Service Club Leadership Plan New Generations

8. 8 “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

9. 9 We Can Help Your Club To Figure Out Which Way To Go….

10. 10 Good Planning Just Makes Sense !!

12.  Mission – Fundamental purpose of the organization  Vision – Paints a picture of the desired future  Core Values – Grounding beliefs/philosophy 12

13.  Results in a statement or statements about an ideal future state from which long- range goals can be generated. Presidents-elect Training Seminar | 13

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15.  Tradition of annual cycles has not been effective  Establishes a multi-year coordinated plan  Need for greater continuity, consistency, and consensus 15

16.  Who are you?  Where are you?  Where do you want to be?  How will you get there?  How will you know when you have arrived? 16

17. Typical Planning cycle… Assign ownership and resources to implement Monitor and evaluate Identify tactics and actions; establish time lines Set strategic priorities Identify club’s strengths and challenges Set Vision Mission/Purpose Values Identify club’s opportunities

18. Pulling in the same direction with a common destination in mind … 18

19. Create a vision for your club, with strategic priorities that will help you achieve it. Then develop annual goals that support each strategic priority.

20. Where are we now? SWOT analysis Where do we want to be? Vision Statement How will we get there?Set key priorities/initiatives Set annual goals to flesh out priorities/initiatives Establish timelines, resources needed and who will do it Evaluation/monitoring – how are we doing?

21. 21 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  Optimizes use of resources

22. The first step to developing a strategic plan for clubs  Club leadership must agree to the process  Takes about four hours  Facilitated by a district visioning team  Who should attend: Maximum of 30 club members 6 of the newest members, 6 of the most experienced, active members, and some crumudgeons/complainers +Board of directors, the president, president-elect and the vice president +Assistant Governor 22

23. O’Fallon’s premier Service Club – working together, having fun, positively changing our community and the world. ~Rotary Club of O’Fallon, IL 23

24. 24 1. RVQ - Rotary Vision Questionnai re 2. Rotary Club Visioning Event 3. Club creates formal drafts of vision, mission and/or purpose statement 4. Club Assembly Event 5. Club Builds out a Long Range Plan Document (Strategic Inititatives) 6. Club builds out Annual Goals and Objectives document (Action Planning) 7. Club identifies measurements and milestone expectations for annual goals and objectives (Part of the Action Plan) 8. Club reviews and monitors progress (Implementation Phase) on a consistent timeline

25.  Understand the passions of fellow members/club  Renewed energy/dynamic  Define focus  New ideas  Hear the voices of new and quiet members  Come up with a PLAN for our club  Engage members who may not be involved  Create EXCITEMENT  Think BIG into the future 25

26. “Has increased membership by 3 new members, we are hoping for 2 more” Club Membership Chair, U.S.A. “We’ve not grown simply because people have moved out of the area. We do have 2 new members one of which I will attribute to the Club Visioning exercise” Club President with 23 Members, United Kingdom “Yes, it’s increased by 10-15 members” Club President with 55 members, Australia 26

27. [doc] Strategic Planning Guide https://www.rotary.org/myrotary/ en/document/strategic-planning- guide Strategic Planning Guide Updated: 03-Oct-2014 | Size 133.17

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30. Some Clubs:  Have Long Term Loss or Have Plateaued  Are Very Small – Less than 15 Members  Do Not Believe There is a Problem  Do Not Change In Spite of Outside Efforts

31.  Have An Immediate, Positive Effect On Membership Growth  Has the Ability to Address New Opportunities  Has the Ability to Revitalize the Rotary Brand

32.  Affinity Clubs ◦New Generation ◦Ethnic (Asian, Latino, African American) ◦Military  Lifestyle Clubs ◦Ecological ◦Golf/Retirement Communities ◦Breakfast, Lunch, Happy Hour, Dinner ◦E Clubs  Satellite Clubs

33.  Assemble a Strong Team – Not One Person  Objective Inventory of Your District  Identify and Prioritize Opportunities  Establish a Plan Across At Least Three Years of Leadership