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pacific northwest pets Planning and Goal Setting Strategic Planning & Goal Setting for Effective Clubs

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pacific northwest petsIntroductionsIntroductions Assistant Governor Support Mike McNulty 5100 / Camby, OR Facilitator Andrew Ballard 5030 / Lynnwood, WA Introduce yourself to your table team Name, District, Club, years in Rotary Courtesies

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pacific northwest pets IM PUTTING YOU ON THE STRATEGIC PLANNING TEAM ITS LIKE WORK BUT WITHOUT THE SATISFACTION OF ACCOMPLISHING ANYTHING.

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pacific northwest pets If you dont know where youre going, youll end up somewhere else.

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pacific northwest pets A: Learning Objectives (Use Planning Guide in Workbook p. 57) 1.Identify the resources available and benefits of strategic planning & visioning 2.Articulate the difference between strategic planning and annual goals 3.Outline the goal planning process, setting a key goal and developing an action plan with benchmarks 4.Understand the formal club visioning process and how to conduct it

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pacific northwest pets Materials & Planning Resources Rotary is very Goal oriented Goal Worksheet-Committee Goals/Action Plans p. 58 Club Presidents Manual Chapter 2 Page 13 Chapter 2, Planning for Your Year Page 16 Planning Guide for Effective Rotary Club

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pacific northwest pets Strategic Planning vs. Annual Goals Strategic Planning 5-year Horizon Strategic Planning 5-year Horizon Annual Goals 1-year Horizon Annual Goals 1-year Horizon Measure Monthly

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pacific northwest pets Planning & Goal Setting (Effective Rotary Clubs) 1.Sustain or Increase Membership 2.Implement Successful Service Projects 3.Support The Rotary Foundation 4.Develop Leaders Beyond the Club Level

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pacific northwest pets B: Strategic Planning & Visioning How many have already done strategic planning? What are the benefits of strategic planning? What are the key steps to develop a strategic plan? Describe clubs current state Draft one sentence vision statement Brainstorm 5-year strategic priorities A strategy plan helps clubs achieve their vision through strategic priorities and annual goals

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pacific northwest pets Strategic Planning Focus Strategic Planning 5-year Horizon Strategic Planning 5-year Horizon

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pacific northwest pets C: Annual Goals Why do we really need goals in our Rotary Clubs? Annual goals identify specific accomplishments you want to achieve during your year Who should help develop your Clubs annual goals? Club Board Committee members Club members

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pacific northwest pets Annual Goals Focus Annual Goals 1-year Horizon Annual Goals 1-year Horizon Measure Monthly

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pacific northwest pets SMART Goal Setting Specific Measurable Achievable Relevant Timed

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pacific northwest pets D: Strategies for Achieving Goals How does your club determine what goals to set? Based on club current situation and needs Aligned to support vision and strategic priorities Based on what committees want to accomplish Based on community needs and program services Based on achieving the Presidential Citation

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pacific northwest pets Table Team Exercise Teams discuss and choose one (1) goal you want to accomplish in your year 5-minutes Using the Goal Planning Worksheet, act as a committee chair and fill out page 58 of your worksheet 15-minutes Report to group how you will achieve your goal 10-minutes State committee and goal What impact will it have Share three (3) action steps

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pacific northwest pets District Vision Facilitation p 60 Most Districts have a Visioning Facilitation Team Four hour session to develop a five year plan Contact your District for your Visioning Chair

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pacific northwest pets E: Review/Conclusion Review Learning Objectives (did we): 1.Identify the resources available and benefits of strategic planning & visioning 2.Articulate the difference between strategic planning and annual goals 3.Outline the goal planning process, setting a key goal and developing an action plan and benchmarks 4.Discuss the Districts visioning process for Clubs What will you takeaway from this session?

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pacific northwest pets E: Review/Conclusion Thank you all for your participation You will all make excellent Club Presidents Please fill out evaluations before you leave Please tidy up your tables before you leave