Note to preparer for club session

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Note to preparer for club session

• Cover sheet needs club name and date
• Pages 13 and 14 add results from survey
• Page 19 needs club name
• Page 25 needs AG name, and name of a mentor from
  our team.
• Last step erase this slide!

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Vision Facilitation
Long Range Planning for
The Rotary Club of __________ Presented By
D-5340 Vision Facilitation Team Date, 2011
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Focus

• Our plans miscarry because they have no aim.
  When a man does not know what harbor he is making
  for, no wind is the right wind.
• --Seneca

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What Is Club Vision?

• Dynamic Management Tool
• Defines a shared commitment
• Provides long-term direction
• Creates a framework to establish goals and
  objectives
• Optimizes use of resources

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Why Is A Plan Needed?

• Tradition of annual cycles breaks continuity,
  consistency, and consensus
• Clubs end up re-inventing the wheel instead of
  moving forward
• ..or worse.

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Start with the End in mind.

• SUCCESSFUL CLUBS
• Sustain and increase membership
• Implement successful service projects
• Support The Rotary Foundation
• Develop leaders in the club and beyond

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Our Outcome Today
VISION
Long Term Vision A Multi-year Plan
2016
2015
2014
2013
2012
Annual plans, projects, programs
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Planning Steps
Actions Programs
Vision
Long Range Plan
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The Big Picture
We can make Rotary the best it has ever been as
we enter our second century of service!
-RI Strategic Plan
RI
RI
District
Club
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Rotary InternationalStrategic Priorities 2011

• Support and strengthen the clubsVia recruiting,
  retention, diversity, leadership
  training,
  strategic planning at district and club level
• Increase service to humanity Eradicate polio,
  create significant sustainable projects, and
  partner with other organizations
• Enhance public image and awareness Publicize
  service, promote core values, emphasize
  vocational service

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Planning at the District levelGovernors
Planning Committee

• Membership - Sitting DG, DGE, DGN and District
  Resource Leaders
• Semiannual review of objectives and progress
• Annual update cycle
• Chaired by current District Governor
• Presentation to current AGs and Presidents
• Adoption by Presidents Elect for following Rotary
  year

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District 5340 Initiatives

• Support and Strengthen Clubs
• Foster club innovation and flexibility
• Promote membership diversity
• Start new, dynamic clubs
• Encourage Strategic planning at club and district
  levels
• Focus and Increase Humanitarian Service
• Increase sustainable service focused on New
  Generations Service Programs and TRF's six areas
  of focus
• Increase collaboration and connection with other
  organization
• Enhance Public Image and Awareness
• Emphasize vocational service
• Encourage clubs to promote their networking
  opportunities and signature activities

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Club Planning Survey Results What working well
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Club Planning Survey Results What needs
attention
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• Rotary is not an organization for retrospection.
  It is rather one whose worth and purpose lie in
  future activity rather than past performance.
• - Paul Harris, Founder of Rotary
  International

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The Visioning Process

• Be bold and think outside the box
• Suspend your practical side
• Allow yourself to dream grand dreams
• The practical sorting process will come later

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It is NOW the Year 2016
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(No Transcript)
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Vision Facilitation
Next Steps for
The Rotary Club of __________ Presented By
D-5340 Vision Facilitation Team
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What Follows Today
Actions Programs
Vision
Long Range Plan
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Implementing The Plan Next Steps to Action

• Club Vision ?
• Translate to Long Range Goals ?
• Annual (Short Term) Goals ?
• Engage every member in the Passion of the Vision
  ?Club Assemblies ? Ongoing Training ?
• Build in Succession Leadership ?
• Review and update the Plan on regular basis

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Planning at the Club levelPresidents
Development Team

• Membership - Sitting Pres, P-E, P-E-N, 3
  Immediate Past Presidents
• Meeting - every third month
• Chaired Immediate Past-President
• Minutes newest member to committee

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Planning Training at the Club levelPresidents
Development Team
Sample Agenda Topics for Quarterly Meetings
August
May
November
February
Long Range Planning Review
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Action Plan
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District 5340 Rotary Resources

• www.rotary.org
• www.rotary5340.org
• District Visioning Chair Louise Andres
• ________ (club AG)
• Regional Leadership Team (AG, Membership, TRF
  specialists)
• District Mentorship Team

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The only way a man can remain consistent amid
changing circumstances is to change with them
while preserving the same dominating purpose.
Sir Winston Churchill
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Thank you for your Commitment