Visioning & Long-Range Planning __________________

1. Visioning & Long-Range Planning__________________ Rotary District 5010

2. Visioning& Planning__________________ A tool to • Strengthen your club • Re-vitalize membership • Prepare your club for the future Rotary District 5010

3. Good to GREAT__________________ Profits are a necessary condition for existence and a means to more important ends, but profits are not the end in itself for companies. Profits are like oxygen, food, water and blood for the body; they are not the point of life, but without them, there is no life. Jim Collins “Good to Great” Rotary District 5010

4. Good to GREATRotary Clubs__________________ Members are a necessary condition for existence and a means to more important ends, but members are not the end in itself for clubs. Members are like oxygen, food, water and blood for the body; they are not the point of Rotary, but without them, there is no Rotary. Rotary District 5010

5. Our DiscussionToday__________________ • Club Leadership Plan • CLP First Step: Planning • Visioning: How Does it Relate to Long Range Planning and Membership? • How will YOUR Club Benefit? Rotary District 5010

6. Rotary District 5010

7. Why CLP?__________________ To strengthen Rotary by providing an administrative framework for an effective club (already proven to work) Rotary District 5010

8. Club Leadership Plan__________________ You can't do today's job with yesterday's methods and be in business tomorrow. Peter Drucker Rotary District 5010

9. Club Leadership Plan9 Steps for Implementation__________________ • Develop long-range goals • Set annual goals • Communicate clearly & hold assemblies • Ensure continuity in leadership • Customize/Amend the bylaws • Make sure club members feel involved and informed • Provide regular fellowship opportunities • Actively involve all club members • Offer regular, consistent training Rotary District 5010

10. Club Leadership Plan__________________ The First Step: Planning Develop long-range goals for the elements of an effective club Rotary District 5010

11. Effective Clubs__________________ • Sustain and Increase Membership • Implement Successful Service Projects • Support The Rotary Foundation • Develop Leaders Beyond the Club Level Rotary District 5010

12. What is a Long-Range Plan?__________________ A living management tool • Defines a shared commitment • Provides long-term direction (5 years) • Creates a framework to set annual goals and objectives • Optimizes use of resources (M&M) Rotary District 5010

13. Why A Long-Term Plan?__________________ • Tradition of annual cycles has not been effective • Establishes a multi-year coordinated plan • Need for greater continuity, consistency and consensus • Ability for ALL club members to participate in setting the direction Rotary District 5010

14. Club Long-Term Planning__________________ • Where do we want to be? • Where are we now? • How do we get there? Rotary District 5010

15. Club Visioning Process__________________ Rotary District 5010

16. __________________ If you don’t know where you’re going, chances are you will end up someplace else.Yogi Berra

17. What is a Club Vision?__________________ Rowing in the same direction with a common destination in mind… Rotary District 5010

18. Planning Steps Actions & Programs Long Range Plan Rotary District 5010 Vision

19. Club Visioning Benefits__________________ • Goal setting - Long range (strategic) - Annual goals (operational and action plans) • Continuity in projects/decision making • Consensus in direction and decisions Rotary District 5010

20. Club Visioning Benefits__________________ • Larger and stronger field of club leaders • Succession planning for club leadership • Involving all members in club activities • Fellowship • Membership Development Vision is how we recruit and retain Rotary District 5010

21. Which Clubs Benefit from Visioning?__________________ • Effective clubs that want more members to be active, active at a higher level or new projects • New clubs that are forming their “identity” in the community and setting future direction • Clubs that may have a level or declining membership • Clubs that are struggling with some issues or need re-vitalization Rotary District 5010

22. Club Visioning Topics__________________ • Who are we? • What do we stand for in the community? • Club size and attributes • Four Avenues of Service • Foundation Success • Leadership Development Rotary District 5010

23. Rotary Club VisioningHistory__________________ • Started in 2002 in District 5960 (Minnesota) • Developed and refined 3.5 – 4 hour process for clubs • Visioning is occurring in 37 Rotary districts and expanding • 220 visioning facilitators trained and working with clubs Rotary District 5010

24. Rotary Club VisioningNuts & Bolts__________________ • Visioning available to D5010 clubs starting in September (first come, first served!) • Team of 2-3 facilitators will work with your club • 4-hour session Rotary District 5010

25. Rotary Club VisioningClub Requirements__________________ • All board members (current and incoming); 50% of club members present for small clubs; clubs over 50 members: 25 present • Provide site, food and organization • Help with home host or donated lodging and air miles for facilitators • Clubs in 1 region scheduled same week Rotary District 5010

26. Rotary Long Range Plans__________________ Rotary Plans • Rotary International strategic plan • TRF future vision plan • District 5010 strategic plan • Club vision and plan Rotary District 5010

27. Want to Schedule Visioning for Your Club?__________________ • Kim O’Meara District 5010 Visioning Coordinator kim.omeara@greatlandlaser.com 907-223-8385 • Your AG Rotary District 5010

28. Planning is the First Step to Action__________________ 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 Rotary District 5010

29. Taking Action__________________ Just do it. Nike Rotary District 5010

30. Taking Action__________________ Git ‘er done. Larry, the cable guy. Rotary District 5010