A Vision…

1. A Vision… The Rotary Club of Orillia Outcomes from Visioning Workshop June 15, 2010

2. The Process • Develop a wish list that sketches a picture of our club in 5 years time, using 10 areas of focus • Use the “dot democracy” method to choose the activities that we are most passionate about

3. What Our Club Stands For 18 Identified community needs and developed goals and action to meet 17 Leader in community projects 12 Respect (public know Rotary) PR and Branding 12 FUN!! (fellowship and family events) 2 Interact club in each school 1 Rotary is “the” international service club 1 Leader in youth development 1 Received peace award for YMCA 1 Most diverse club in age, race, gender etc. 0 Inclusive (enticing to prospective members) 0 Go to group….for funding 0 100% volunteering within the club

4. Number of Members – Club Size 14 60* 11 75* 8 70* by verbal consensus is was felt that 65 would be a good number 2 100 1 78 plus 10 E members 0 78 0 60 plus 10 E members

5. Attributes 23 Representation of culture, age, gender and ethnicity 21 Membership – broader classification base representing the community 9 Average age = 45 5 50% women 3 Higher foundation goals 3 Using new ideas and strengths of all membership 2 30 different classifications 1 New members from Interact and Rotaract (active) 0 Have developed community leaders 0 Leadership for diversity in the club 0 Outgoing attributes

6. Club Service 21 Fully integrated membership plan (recruitment and retention) that works 21 Rotary “brand” is well known in community….respect 11 Embrace technology and members are comfortable with it……website – contain all club info (committee minutes, structure etc) 4 New members attend all standing committees 2 Effective and friendly training 2 1 new social activity by new members 2 Social family activity once per quarter 0 Monthly Rotary activities in the daily online newspaper

7. Vocational Service 22 Continue to recognize student of the month 21 Interact and Rotaract in all local schools (age appropriate) 13 Visit 4 places of work per year 6 Increase scholarships by 25% 1 Members applying 4 way test in business 1 Sponsor a 4 way test essay contest 1 Re-institute law and security program 1 Provide professional seminars free to the community 1 Job shadowing – mentoring program 0 Vocational service for adults – youth activities now in 5th avenue (new generations)

8. Community Service 29 Ensure that youth activities are available to everyone 18 Visible literacy program* 8 Provide a variety of opportunities for family fun 8 Award for clean community through Rotary’s efforts 2 Senior support program in homes and institutions – advocacy group 2 Fully funded activity centre for youth, turning them into Rotarians through learning about service above self 0 Promotion of Jr Achievement (business) 0 Provide opportunities for family fun activities

9. Humanitarian Service 7 $75,000 6 $100,000 5 $50,000

10. International 29 Continue with international weekend 24 Lead in district project 12 Support Polio Plus and eradication of disease 6 Exchange student with European countries 3 Obtain funding for children’s hospital in developing country 3 Malaria project 2 GSE leader from club 1 Contribute to district project 1 Concentration for 3 years on a specific geographic area. Project to become self sustaining.

11. Foundation 26 Establish an achievable goal 22 EREY contributions 15 10 Paul Harris Society members 6 100% PHF 2 TRF increased by 100% 1 $300 per Rotarian average annual giving

12. Leadership Development 22 Identify succession plan for leaders 19 New members work through an induction plan 8 Develop leadership within Rotaract Club(s) 6 All board members attend district conference 5 Strong mentoring program 2 Adopted club leadership plan 0 All CTE chairs attend district assembly 0 Online training program (100% participation)

13. Initial Action Plan Compile wall charts – Done Create a vision statement – Done President Development Committee – Done Club Assembly to share information – Today Prepare Plan with timelines & committees - To be in place by September 30th, 2010

14. SUMMARY

15. Our Club Stands For…. • respect – town knows about Rotary - branding • we recognize and meet community needs • leader in community (projects)

16. Membership • aim for between 60-75 members • balance of culture, age and gender • broad classification base representative of entire city

17. Club Service • visibility of Club in community – branding • use of evolving technology • integrated membership plan- recruitment, retention, exit interviews, etc.

18. Vocational Service • continue support of current student & youth programs • Interact and Rotaract clubs in all secondary schools and tertiary schools • continue Student of the Month program

19. Community Service • Youth activities for all • Visible literacy program

20. Humanitarian Service Financial Goals: raise $75,000

21. International Service • lead in a District Project • continue with International Student weekend • continue with support for polio eradication

22. Foundation • continue EREY program • establish an achievable goal for Foundation giving • aim for 10 Paul Harris Society members

23. Leadership • succession plan for club leaders • comprehensive induction plan for prospective members • adoption of a long range plan – e.g. 5 years

24. Draft Vision Statement The Rotary Club of Orillia is a group of like minded business and community individuals dedicated to the promotion of peace and understanding through responding to the needs of communities at home and around the world.

25. Action Plan President’s Development Team At the Visioning Workshop, the team leaders suggested the formation of a Presidents Development Team to examine the various expectations identified, to prioritize them and to put them into a time line with responsibilities assigned. The committee consisted of PP Mary, VP Jed, P. Nominee Kevin and Pres Cliff. In considering our task, the committee also referred to RI’s monthly themes, seeking coordination where possible. Following is the suggested Action Plan for the first 6 months.

26. August 2010 Actively work on increasing our membership - goal 65 members - Develop an integrated written membership plan, including: • recruitment • support for new members • exit interviews • broad classification base • membership representative of city makeup This activity should involve all club members enthusiastically led by the Membership Committee

27. September 2010 RI’s New Generation month. Emphasize our youth activities - student of the month - youth programs at YMCA - A second Interact Club - RYLA** - Continue efforts to form a Rotaract Club** **These last two initiatives to be coordinated with the morning club Principal Responsibility – Vocational Committee

28. October 2010 Vocational Month • Schedule visits to local industries – perhaps having Tuesday lunch meetings in one or more plants with lunch brought in if necessary. • Schedule speakers from local industries. Principal Responsibility of Vocational Committee

29. November 2010 Foundation Month • Presentations to the club on the various Foundation fund raising and service programs such as EREY, Paul Harris Society, Paul Harris Member, Benefactor, polio plus, scholarships, 3H grants etc. Principal Responsibility of the Foundation Committee

30. December 2010 Family Month • This month is our principal fund raiser, the FOT. Also this is a when we strongly support the Salvation Army as bell ringers and with donations to their hamper fund and other food banks. • Increase our involvement in Literacy Programs for all. Principal Responsibility of FOT Committee and Local Needs Committee

31. January 2011 Rotary Awareness Month • Emphasize & publicizes what Club stands for and what it accomplishes • Emphasize our leadership in community projects • Add visibility to our brand Principal Responsibility Public Relations Committee

32. Looking forward…. August: Membership Plan September: RI New Generation October: Vocational November: Foundation December: Family January: Rotary Awareness