an update on rotary international and district 7020’s strategic plan

1April 2012 – RI District 7020 Conference, Haiti

An update on Rotary International andDistrict 7020’s Strategic Plan

Haiti District Conference – April 2012


Why do we need a Strategic Plan….

• Fail to Plan – Plan to Fail• Continuity - Sustainability• Long Term Plan• Breaks focus on annual cycle• Onward and upward!

2


Is it important?

“The second priority that I see for our organization is to “operationalize” the new Strategic Plan

and to translate the plan into concrete initiatives, so that it becomes a living document and not

simply words on paper.”

John Hewko, RI General Secretary

3


Our Core Essence Remains….

A worldwide network of inspired individuals translating their

passions into relevant social causes to change lives in communities

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• Diversity• Fellowship• Integrity• Leadership • Service

Our Core Values remain……..


Building Priorities on our Core Values


Strategic Planning Process

6. ImplementDistrict/Club

7. Monitor Evaluate

5. Goals Objectives

Tasks

4. Decide Strategic Directions

3. Strengths Weaknesses Opportunities

Threats (SWOT)

2. Assess where we are?

1. Vision - Mission/Purpose

Values

Here


SWOT for District 7020

• Strengths• Leadership tradition• Training• Membership Growth• Reputation

• Weaknesses• Geographical/Logistical• Membership Retention• D7020 disparate nature• Communication issues

• Opportunities• Public Relations• Strategic Planning• District’s Diversity• Webinars – Social Media• Cross-district Support

• Threats• Regional Disasters• Declining attendance• Youth Certification• Non – communication• Economy


RI District 7020 Foundation Goals

• 100% EREY to annual program fund• US$100 minimum per capita to APF• 100% Club participation in APF• Exceed out End Polio Now goal100% • 100% Future Vision District & Club Certification


RI District 7020 Membership Goals

• 85% minimum membership retention rate• 2% change in membership diversity• 2% increase in younger professionals (Under 45)• Induction of one or more Rotary/Foundation alumni• Increase Diversity (gender, age, classification)• Minimum increase of One Member• Minimum net increase of one member in 50% of clubs• Focus on NEXT GENERATION


RI District 7020 Humanitarian Goals

• Cleaner and Safer Water • Mitigating disease and illness • Spreading literacy • Working with and for the new Generation • Striving for Peace• Strengthen the Family• Improve Continuity• Sustainability, Measurability, Accountability• Alignment to TRF Future Vision Areas of

Focus


D7020 positioning 2011-14• Balance in membership attraction vs growth & engagement to

achieve retention.• Focus on greater impact in key areas• Better PR – tell our story• Higher satisfaction among members• Improved Disaster Management• Stronger support mechanism for Clubs• More youth involvement at Club leadership and District level• Haiti earthquake follow up maintained• Clubs adopt & implement strategic plans• Clubs and District Prepare for Future Vision


What can District 7020’s leaders do?


Why a Strategic Plan locally?• Engage & Participate• Motivation and focus• Continuity and

collaboration• Inspire and develop• Prepares for the bright

future of Rotary• Essential for D7020 at

Club Level……


What can you do?• Workshops to create framework

– Visioning exercise – Assembly/Forum– Planning exercise – Committee– Use SWOT – And KISS - don’t overcomplicate

• Club governance structure– Create continuity with planning committee– Provide strategic direction and support to

Club Presidents – G-CORPS & P-CORPS


Adopt Club Strategic Plan Process

6. Member buy-in &

resources to implement

7. Monitor and evaluate

5. Identify tactics and

actions

4. Set strategic priorities

3. Identify club’s

strengths and challenges

2. Identify expectations –

engage members

1. Set Vision Mission/Purpose

Values


Tools You Can Use

• RI Strategic Planning Guide

• RI Club Leadership Plan

• RI Planning Guide for Effective Clubs

• RI District Planning Guide


Progress and Next Steps• Continuous communication and promotion• Rotary Coordinator program• Reconstituted Strategic Planning

Committee• Measures identified for “scorecard”• Collaboration to identify tangible actions


THANK YOUDGN Jeremy Hurst

Acknowledgment to D7020’s G-Corp:

DGNN Paul, DGE Vance, DG Guy, PDG Diana,

Submit your Club Strategic Plan to DGND Paul by November 2012

Part of RI President Citation & DG Award

an update on rotary international and district 7020’s strategic plan

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