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Visioning & Long-Range Planning
__________________
Rotary District 5010
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Visioning& Planning
__________________ A tool to
• Strengthen your club• Re-vitalize membership• Prepare your club for the future
Rotary District 5010
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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
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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
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Our DiscussionToday
__________________ 1. Club Leadership Plan
2. CLP First Step: Planning
3. Visioning: How Does it Relate to Long Range Planning and Membership?
4. How will YOUR Club Benefit?
Rotary District 5010
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Rotary District 5010
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Why CLP?__________________
To strengthen Rotary by providing an administrative framework for an effective club (already proven to work)
Rotary District 5010
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Club Leadership Plan
__________________
You can't do today's job with yesterday's methods and be in business tomorrow.
Peter Drucker
Rotary District 5010
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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
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Club Leadership Plan__________________
The First Step: Planning Develop long-range
goals for the elements of an effective club
Rotary District 5010
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Effective Clubs__________________
• Sustain and Increase Membership
• Implement Successful Service Projects
• Support The Rotary Foundation
• Develop Leaders Beyond the Club Level
Rotary District 5010
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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
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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
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Club Long-Term Planning
__________________ • Where do we want to be?
• Where are we now?
• How do we get there?
Rotary District 5010
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Club Visioning Process
__________________
Rotary District 5010
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__________________
If you don’t know where you’re going, chances are you will end up someplace
else. Yogi Berra
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What is a Club Vision?__________________
Rotary District 5010
Rowing Rowing in the in the same same directiondirectionwith a with a common common destinatidestination in on in mind…mind…
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Planning Steps
Actions & ProgramsActions & Programs
Long Range PlanLong Range Plan
Rotary District 5010
VisionVision
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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
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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
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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
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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
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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
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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
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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
weekRotary District 5010
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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
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Want to Schedule Visioning for Your Club?
__________________
Kim O’Meara District 5010 Visioning
Coordinator [email protected] 907-223-8385
Your AG
Rotary District 5010
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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
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Taking Action__________________
Just do it.Nike
Rotary District 5010
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Taking Action__________________
Git ‘er done.Larry, the cable guy.
Rotary District 5010
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