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Strategic Planning in Your District

Learn about responsibilities, plans, and steps for effective strategic planning in Rotary Districts to achieve goals and sustain success. Explore common obstacles and integration strategies.

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Strategic Planning in Your District

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  1. (Manual p. 1.4) Strategic Planning in Your District Rotary Zones 24 & 32 2013 Governors-elect Training Seminar | 1

  2. “A goal without a plan is just a wish.” Antoine de Saint Exupéry 2013 Governors-elect Training Seminar | 2

  3. Topics for Discussion • Your responsibilities in planning for your district • Steps to working with your district leaders to create and use a strategic plan • Identify ways to effectively implement the plan as a guide to the district’s direction and to achieve its goals 2013 Governors-elect Training Seminar

  4. 2013 Governors-elect Training Seminar | 2

  5. 2013 Governors-elect Training Seminar | 2

  6. 2013 Governors-elect Training Seminar | 2

  7. Your Responsibilities as a Governor • Providing leadership, motivation, and guidance to the clubs in your district • Taking the leadership role in sustaining and increasing Rotary’s success by fostering achievement at the club level. • Supporting achievement of Rotary’s plan • #1 responsibility: strengthening clubs What other responsibilities will you have in your district? 2013 Governors-elect Training Seminar

  8. Two Types of Plans • Annual (tactical) planning – specific action steps completed in 12 months to achieve a short-term goal or an incremental target toward a strategic goal • Strategic (long-range) planning – systematic process to envision a desired future and translate this vision into goals and steps to achieve them; (usually 3 to 5 years in length 2013 Governors-elect Training Seminar

  9. Why a WRITTEN Plan? 4% 16% 55% 76% 89% 2013 Governors-elect Training Seminar

  10. Steps to Effectiveness • Think about goals • Write the goals • Develop a specific action plan to reach the goals (with dates and commitments) • Tell someone • Regular progress reports 2013 Governors-elect Training Seminar

  11. Your Goals as Governor Purpose • Clear direction • Motivate to action • Personal passion/vision 2013 Governors-elect Training Seminar

  12. Leadership Leadership is getting someone else to do something you want done because he wants to do it.” Dwight D. Eisenhower 2013 Governors-elect Training Seminar

  13. Steps to Effectiveness What is your #1 priority for 2014-15? How does it integrate with your district’s plan and help to achieve the longer-term goals? 2013 Governors-elect Training Seminar

  14. Your District’s Plan What is in place today? • Structure/Process • Frequency of planning/review • Length of plan • Follow up • Written measures • Reporting How do you know if you’re successful? 2013 Governors-elect Training Seminar

  15. Who is Involved? • Plan development/updates • Plan implementation • Plan assessment and reporting • Plan feedback and recognition of achievements 2013 Governors-elect Training Seminar

  16. Plans: Information Components • Where are we now? • Where do we want to be? • How do we get there? • How are we doing? How can we use Rotary Club Central? 2013 Governors-elect Training Seminar

  17. Planning: Getting Started • Make the commitment • Appoint a steering committee • Hold the 1st planning session • Develop concrete action plan (responsibilities, dates, measures) • Communicate • Document the planning process • Follow up/Report/Adapt 2013 Governors-elect Training Seminar

  18. Plans: Common Obstacles • Visible leadership commitment/communication • Actually used to guide actions • Flexible and adaptable • Continuity • Mutual support of initiatives What obstacles exist in your district? 2013 Governors-elect Training Seminar

  19. Your District & Club PlansCoordination & Integration • District and RI integrate • Clubs and district integrate • Governor years integrate • Strategies integrate: “One Rotary” 2013 Governors-elect Training Seminar

  20. Your Clubs’ Plans • What is the expectation for club plans? • How does your district support clubs in making a plan? • What follow up is in place? How can Rotary Club Central be used? 2013 Governors-elect Training Seminar

  21. Making It Happen Commit. Expect and inspect. Communicate. (if it’s important to you, it’s important to them) 2013 Governors-elect Training Seminar

  22. Resources • Strategic Planning Guide • Rotary Strategic Plan • Rotary Coordinators • Strategic planning consultant in your own community • www.GreatIdeasToShare.com 2013 Governors-elect Training Seminar

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