Club Vision Facilitation

1. Club Vision Facilitation • A Look into the Future

2. What is Vision Facilitation? • Seeing where your Rotary Club wants to go, where it can go • Creation of 3 year Goals within core elements of Rotary Clubs • Short Term Action Plans created later... • ...or Who does What and by When to achieve goals?

3. What is a Club Vision? It is a dynamic, living, management tool that: • Defines a shared commitment • Provides long-term direction • Creates a framework to establish goals and objectives • Optimizes use of resources

4. Why Is A Plan Needed? Tradition of annual cycles breaks Continuity, Consistency, and Consensus ...and this has not been effective Clubs end up “re-inventing the wheel” instead of moving forward

5. Failing to Plan = Planning to Fail

6. Visioning Process: • Provides focus • Provides a common understanding for all club members where you • This leads to: • Continuity • Consistency • Consensus

7. Planning... Planning is all about pulling in the same direction with a destination in mind. • First, have a Vision…GOALS. • Develop measurable, short term goals on the road to the long term goals. • Establish actions for the plan and programs to be instituted: Who or what committee, by when. • Establish a process to review progress toward the goals.

8. Embracing the Vision “There are risks and costs to a program of action, but they are far less than the long-range risks and costs of comfortable inaction.” --John F. Kennedy

9. CHANGE... • L. C. MEGGINSON: • It is not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change. • PEARL S. BUCK: • You can judge your age by the amount of pain you feel when you come in contact with a new idea. • W. E. B. DU BOIS: • The most important thing to remember is this: To be ready at any moment to give up what you are, for what you might become.

10. So What Did We Do? (fill in visioning date) • We did a writing exercise to gather information. • We had a dot voting process to obtain consensus of what the club would look like in 3 years. • We were charged with presenting the process and results to the Club.

11. Step 1: Compiling the Wall Charts • A person to compile event wall charts with all the ideas was selected at the event. • Two to three top vote getters in each category were selected. • These were put into this presentation for the Club Assembly. • This was to be completed in one to three weeks. • What our Club “stands for” and its “attributes” were formulated into a Statement of Purpose, motto, slogan, or elevator speech by a designated person or committee or at a Club Assembly to present today for review.

12. Step 2: Creation of a Vision Statement, Elevator Speech, Slogan, Motto • Why is the Club in existence? What is its culture? What are its attributes, what does it stand for? • A statement of purpose, motto, or elevator speech about our Club • Can be a a few sentences, can be short and sweet-a phrase • Fits the personality of the club • Is able to motivate others to support or join Rotary • Has the power to become a rallying point for the club • Is able to be a compass which will guide theClub as it makes decisions • Is in concert with the club’s core belief system

13. Some examples of a Statement of Purpose, Elevator Speech, Slogan, Motto • “We’re old, we’re bold, we’re going for gold” • “We start on Time, We end on Time, We have a good Time” • “We’re loud, we’re proud, we’re fun in a crowd” • “We’re a drinking club with a community service problem”

14. Step 3: Schedule a Club Assembly Within 30 days of the Visioning • We chose a member to Champion the presentation of the wall chart compilation for the Club Assembly. • At this point we are reporting only on consensus of the Vision/goals from the event...the plan(s) to make them happen will come later. • We committed to make a date for the presentation of the new vision statement, slogan, elevator speech, motto (within 30 days).

15. Step 4: Assemble the The Vision Implementation Team • Within 30 days of the Club Assembly • Team meets to discuss who or which committees will prioritize the goals and establish action plans for these goals in: • Club Service • Vocational Service • Community Service • International Service • New Generations • Marketing and Public Relations • RI Foundation and our Club foundation

16. Suggestions for Developing Action Plans using SMART GOALS Process • Take one Vision/Goal. • Develop one or several short term goals on the road to the long term Vision/ goal. • Establish action plans for each of the short term goals: who or what committee, by when. • Establish a time line to accomplish the action plan(s). • Report at a minimum, quarterly, to the Vision Champion Team on your progress.

17. Vision Implementation Team • Establish a plan to gather the information about the action plans. • Establish a plan to present the “action plans” in each area to the Board and Club. • Become the “cheerleaders” and mentors of the process. • Team Members: ( list)

18. Suggested Format for Club Assembly • Remember that at this point we are reporting on only consensus arrived at from the Visioning event…the action plans will come later. • The first slides gave a sense of how the process works and what the expected timetable will be. • The next slides show the areas of consensus reached during the Visioning event by category. • There will be time later to discuss ideas about moving forward and developing action plans in assigned committees. (Your Club may already have a committee for each of the avenues of service.)

19. Ideas of Consensus • What does our Club stand for in our Community? (List the two or three and maybe four top vote getters that can be developed into a concise message that defines your club )

20. Ideas of Consensus • Size of club in 2018 (five years from now) (Give the one or two numbers which received the most votes)

21. Ideas of Consensus • Attributes of our Club: defining qualities, characteristics, traits, features, properties, aspects, singular distinctions List the top few attributes combining similar ideas

22. Ideas of Consensus • Club service in 2018 • (List the top vote getters)

23. Ideas of Consensus • Vocational Service in 2018 (List the top vote getters)

24. Ideas of Consensus • Community Service in 2018 (List the top vote getters)

25. Ideas of Consensus • International service in 2018 (List the top vote getters)

26. Ideas of Consensus • New Generations in 2018 (List the top vote getters)

27. Ideas of Consensus • FUNDRAISING Projects and $ they raise in 2018 (List the top vote getters)

28. Ideas of Consensus • Club Endowment now has $xxx in 2018 (List the top vote getter. Only use if your Club has its own endowment or charitable fund)

29. Ideas of Consensus • The Rotary International Foundation fundraising achievements by 2015 (List the top vote getters)

30. Ideas of Consensus • Marketing and Public image development (List the top vote getters)

31. What should we do about all this? We have choices: • Wait until next year to start? Start now? • Develop a plan/committee(s) to prioritize these visions/goals. • Decide to develop action plans for measurable “visions/goals” • Start with what we, the Club, feel we can handle, then add more new initiatives • Make sure we have a plan to revisit the goals and action plans on a regular basis

32. JOHN F. KENNEDY: “Change is the law of life. And those who look only to the past or present are certain to miss the future.”

33. “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

34. Is our Club ready for change? .....to pursue a Vision for our future?