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Slide1: 

Choose Your Club’s Future! OR Victim? Independent!

Expectations: 

Expectations You will engage in the content of this presentation. You will contribute to the discussion and we will learn from our colleagues. At the end of this presentation, you will seriously consider working on a strategic plan for your club.

Why Make A Plan?: 

Why Make A Plan? The future is going to happen! Tomorrow will not be like today. Clubs need a “change program”; not BAU. You’ve got to have a dream! If you don’t have a dream, how you gonna have a dream come true? Bloody Mary, South Pacific Are your resources limited? We can’t do everything. Avoid the tyranny of good ideas! Almost any idea is a good idea at some time and in some circumstances. Build a cohesive leadership team.

Why “Strategic”?: 

Why “Strategic”? Plans are grouped into two types: Strategic and Tactical. Strategic plans deal with positioning. Tactical plans deal with doing work. A strategic plan positions your Club for success. A tactical plan implements success.

How Should You Use A Plan?: 

How Should You Use A Plan? “Plans provide the backdrop for making even the most insignificant decisions…How can I use this decision to reach my objectives?” Let members see where the Club is going. Recruit new members. Obtain support.

The 5 Planning Questions: 

The 5 Planning Questions Why do we exist? What resources do we need to succeed? What do we have? How can we migrate from our current situation to our desired situation? What are the first steps?

A Strategic Planning Model: 

Why do we exist? What do we need? What do we have? How Can We Move From What We Have To What We Need? The GAP What are the first steps? A Strategic Planning Model

The First Question: 

The First Question Why do we exist? > Club Definition Mission Vision Beliefs, Values, Principles

Mission Statements & Tag Lines: 

Mission Statements & Tag Lines A Mission Statement is: A sentence about what your Club is trying to achieve. Believable. A Tag Line is: The core of the Mission. Just a few words. Use your tag line on ALL documents. Consider: Service Above Self

Sample Mission Statements: 

Sample Mission Statements (We design, produce, and sell) The best travel & adventure clothing in the world Tilley Endurables (We design, produce, and sell) Tools for serious readers Levenger (We create) The finest in family entertainment Walt Disney, since 1928

A General Mission Statement: 

A General Mission Statement We (provide, give, support, …) (something) (in some particular way) (to or for) (some set of clients) (so the clients will gain something that is important to them)

RI’s Mission Statement: 

RI’s Mission Statement The mission of Rotary International, a worldwide association of Rotary clubs, is to provide service to others, promote high ethical standards, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

RI’s Vision: 

RI’s Vision The vision of Rotary International is to be universally recognized for our commitment to Service Above Self to advance world understanding, goodwill, and peace. Clubs could have more-concrete visions: By 2xxx, all schools in our town… We imagine a time when…

RI’s Core Values: 

RI’s Core Values Service We believe that our service activities and programs bring about greater world understanding and peace… Fellowship We believe that…combined efforts serve humanity… Diversity We believe Rotary unifies all people…behind the ideal of service… Integrity We are committed to and expect accountability from our leaders and fellow members… Leadership We are a global fellowship of individuals who are leaders in their fields of endeavour…

The Second & Third Questions: 

The Second & Third Questions What do we need? Current Assessment What do we have?

What Do We Need...: 

What Do We Need... ...to accomplish our mission “in spades”? Members Information Policies Procedures Money Partners Do we have it all? What is The Gap?

Answering The Need/Have Questions: 

Answering The Need/Have Questions We have to think about what our Club does. We have to be clear about our assumptions. Creating models helps us to think. SWOT model Value Chain model Force Field model etc. Models also help us to explain ourselves.

A SWOT model is...: 

…a realistic assessment of your situation. Weaknesses Threats Opportunities Strengths A SWOT model is... Internal External Do you have a SWOT model of your Club?

The Fourth Question: 

The Fourth Question How can we move from what we have to what we need? We need a migration strategy

Migration Strategy: 

Migration Strategy A journey - not a destination About 3 “Initiatives” or “Programs” broad strategic thrusts lasting several years Each Initiative will have several projects projects last 6 to 18 months Each Initiative has a Board member as the Owner

RI’s Initiatives: 

RI’s Initiatives Eradicate polio. Advance the internal and external public image of RI. Increase Rotary’s capacity to provide service to others. Expand membership globally in both numbers and quality. Emphasize Rotary’s unique vocational service commitment. Optimize the use and development of leadership talents within RI. Fully implement the strategic planning process to ensure continuity and consistency throughout the organization.

Rotary Club “Standard Initiatives”: 

Rotary Club “Standard Initiatives” Sustain & grow membership. Implement successful service projects. Support The Rotary Foundation. Develop leaders for beyond club level. Efficient club administration. Are these the right initiatives for your club? Are they focused on change or on BAU?

The Fifth Question: 

The Fifth Question What are the first steps? We need to define some projects and take action!

Projects: 

Projects A defined outcome that supports an initiative. A beginning date and an end date. Many tasks: Tasks last 1 to 2 months. Is it done yet? A Project Manager to: Organize Plan Control Lead

Final Discussion: 

Final Discussion Group definition? Current assessment? Migration strategy? Action plans? Other topics? Thank you!

Let’s Make A Better World!: 

Let’s Make A Better World!