2014 ROTARY INTERNATIONAL CONVENTION
Preparing Your Club for the Future:
Club Assessment & Club Visioning
Moderator Steve ...
• Most critical issues facing your club
– Lack of growth?
– Lack of engagement?
– Lack of awareness?
– Lack of interest?
–...
2014 ROTARY INTERNATIONAL CONVENTION
Strategic Plan
Joe Brownlee
ROTARY’S STRATEGIC PLAN
ROTARY GRANTS
JOINING LEADERS
EXCHANGING IDEAS
TAKING ACTION
WEBSITE
SOCIAL BUSINESS STRATEGY/SHOWCASE
ROTARY CLUB CENTRAL
BRAND CENTER
REGIONAL MEMBERSHIP PLANS
RI PLANNING RESOURCES FOR CLUBS AND DISTRICTS
• Rotary Club Central
• Strategic Planning Guide
• Be A Vibrant Club: Your
C...
RI STRATEGIC PLAN SURVEY
• Baseline data for priorities,
interests, concerns
• Confirm relevance of plan
and elements
• Tr...
The Top Three Strategic Issues Today In Ten Years
Membership recruitment and retention 68% 68%
Membership diversity (age, ...
STRENGTHENING CLUBS
Question
Strongly
Agree
Agree
Somewhat
Agree
Somewhat
Disagree
Disagree
Strongly
Disagree
Don't
Know /...
CLUB & DISTRICT STRATEGIC PLANNING
Question Year Yes No Don’t Know
Does your club have a strategic
plan?
2014 45% 34% 21%
...
CLUB & DISTRICT STRATEGIC PLANNING
Level of Importance Year
Very
Important
Important
Somewhat
Important
Somewhat
Unimporta...
TRANSFORMATIONAL IDEAS
• Transforming our product
• Relevant to today’s market
and societal needs
• Questioning the status...
• How do the RI products and tools help
you?
– Do they help support and strengthen clubs?
– Are your members aware of thes...
2014 ROTARY INTERNATIONAL CONVENTION
Club Assessment
Mark Kriebel
Yogi Berra
American Baseball Player
“The future ain’t what it used to be.”
“You can observe a lot by just watching.”
Rotary Vision Questionnaire
• Membership
• Club Projects
• Vocational Projects
• Administration and Operations
• International
• The Rotary Foundation...
Club Assessment Tools
https://www.rotary.org/myrotary/en/document/618
• Membership Section of the Planning
Guide for Effective Rotary Clubs
• Classification Survey
• Membership Diversity Asses...
Or develop and use something
appropriate for your Club….
But….
DO SOMETHING to assess
where your Club is Now!!
“If you don’t know where you are going, you
might wind up someplace else.”
2014 ROTARY INTERNATIONAL CONVENTION
Club Planning
Steve Wilcox
Go to the people.
Live among the people
Learn from them.
Start with what they know
Build on what they have.
But of the bes...
YOU ARE AGENTS OF CHANGE
TAKE ACTION, CHANGE LIVES
WHY IS A PLAN NEEDED?
• Tradition of annual cycles has not been
effective
• Establishes a multi-year coordinated plan
• Ne...
• It is a living management tool that:
– Defines a shared commitment
– Provides long-term direction
– Creates a framework ...
Pulling in the
same
direction
with a
common
destination in
mind…
Consensus
2014
2016
2015
Success
VISION
Annual plans, projects, programs
CONTINUITY AND CONSISTENCY
ClubLeadershipPlan
• Develop a long-
range plan
• Set Annual Goals
TAKE YOUR CLUB TO THE NEXT LEVEL
• Sustain and increase
membership
• Implement successful
service projects
• Support The Rotary
Foundation
• Develop leader...
Purpose: To strengthen Rotary at the club
level by providing the administrative
framework of an effective club.
53
53
CLUB...
VISION TO PLAN PROCESS
Actions
and
Programs
Long-
Range
Plan
Vision
• Who Are You?
• Where Are You?
• Where Do You Want To Be?
• How Will You Get There?
• How Will You Know When You Have
Arr...
ROTARY HAPPENS AT THE CLUB
STRATEGIC THINKING
• Understand the Passions of fellow
members/club
• Define Focus
• Renewed Energy/dynamic
• New Ideas
• Hear the voices of ...
• “What the visioning did for us in terms of
membership is that we planned a couple of
events specifically around finding ...
• “Has increased membership by 3 new
members, we are hoping for 2 more”
• “We’ve not grown simply because people
have move...
• CLUB LEADERSHIP PLAN WORKSHEET
• STRATEGIC PLAN | MY ROTARY
• BE A VIBRANT CLUB OUR CLUB LEADERSHIP PLAN
– Available by ...
“Rotary is not an organization for
retrospection. It is rather one whose
worth and purpose lie in future activity
rather t...
ROTARY TOOLS AND RESOURCES
RESOURCES
• Strategic Planning Guide
• Be A Vibrant Club: Your
Club Leadership Plan
• Rotary Co...
QUESTIONS
ROTARY CONVENTION APP.
Please Download at:
Guidebook.com/app/rotary/
Preparing your Club for the Future: Club Assessment & Club Visioning
Preparing your Club for the Future: Club Assessment & Club Visioning
Preparing your Club for the Future: Club Assessment & Club Visioning
Preparing your Club for the Future: Club Assessment & Club Visioning
Preparing your Club for the Future: Club Assessment & Club Visioning
Preparing your Club for the Future: Club Assessment & Club Visioning
Preparing your Club for the Future: Club Assessment & Club Visioning
Preparing your Club for the Future: Club Assessment & Club Visioning
Preparing your Club for the Future: Club Assessment & Club Visioning
Preparing your Club for the Future: Club Assessment & Club Visioning
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Preparing your Club for the Future: Club Assessment & Club Visioning

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The strength and stability of a club are not always easy
to measure, but understanding your club’s current
condition can be invaluable in keeping your club healthy,
viable, and relevant. Gain understanding of the value
of assessing the strengths and challenges your club is
facing, learn how to create a shared vision for the future,
and hear about the resources RI has available to help you.

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Preparing your Club for the Future: Club Assessment & Club Visioning

  1. 1. 2014 ROTARY INTERNATIONAL CONVENTION Preparing Your Club for the Future: Club Assessment & Club Visioning Moderator Steve Wilcox
  2. 2. • Most critical issues facing your club – Lack of growth? – Lack of engagement? – Lack of awareness? – Lack of interest? – Lack of relevance? – Lack of internal awareness for the need to change • Everything going well? • What are your club’s burning issues? SHARE YOUR THOUGHTS WITH YOUR NEIGHBOR
  3. 3. 2014 ROTARY INTERNATIONAL CONVENTION Strategic Plan Joe Brownlee
  4. 4. ROTARY’S STRATEGIC PLAN
  5. 5. ROTARY GRANTS
  6. 6. JOINING LEADERS EXCHANGING IDEAS TAKING ACTION
  7. 7. WEBSITE
  8. 8. SOCIAL BUSINESS STRATEGY/SHOWCASE
  9. 9. ROTARY CLUB CENTRAL
  10. 10. BRAND CENTER
  11. 11. REGIONAL MEMBERSHIP PLANS
  12. 12. RI PLANNING RESOURCES FOR CLUBS AND DISTRICTS • Rotary Club Central • Strategic Planning Guide • Be A Vibrant Club: Your Club Leadership Plan • Rotary Coordinators • District Planning Guide www.rotary.org/strategicplan
  13. 13. RI STRATEGIC PLAN SURVEY • Baseline data for priorities, interests, concerns • Confirm relevance of plan and elements • Track trends and ideas • March 2014 survey sent to 67,000 Rotarians – Response rate of 15% (10,334 responses) – Received responses from over 150 countries
  14. 14. The Top Three Strategic Issues Today In Ten Years Membership recruitment and retention 68% 68% Membership diversity (age, gender, etc.) 32% 29% Innovation, modernization, flexibility and/or simplification of processes and rules 29% 32% Public awareness of Rotary 27% 21% Maintaining and promoting core values 21% 27% Developing leaders 21% 21% Polio eradication 21% 6% Programs for youth and young leaders 17% 21% Collaborating and connecting within Rotary 11% 8% Rotary's public relations activities 10% 8% Collaborating and connecting with other organizations 8% 11% Fundraising 8% 8% Financial sustainability 8% 17% Areas of focus 6% 10% Strategic planning 6% 6% Club public relations activities 5% 5% Other 3% 3% TOP STRATEGIC ISSUES The Top Three Strategic Issues Today In Ten Years Membership recruitment and retention 68% 68% Membership diversity (age, gender, etc.) 32% 29% Innovation, modernization, flexibility and/or simplification of processes and rules 29% 32%
  15. 15. STRENGTHENING CLUBS Question Strongly Agree Agree Somewhat Agree Somewhat Disagree Disagree Strongly Disagree Don't Know / Undecided I have the opportunities I want to connect and collaborate with other Rotarians -- across clubs and districts 16% 43% 26% 8% 4% 1% 1% My club does a great job involving new members in our club's activities, projects, and programs 15% 34% 30% 13% 6% 2% 0% Rotary provides members sufficient opportunities for professional networking 12% 37% 30% 12% 6% 2% 2% My club involves each member in activities according to the member's interests, skills, and availability 13% 33% 30% 14% 6% 2% 1%
  16. 16. CLUB & DISTRICT STRATEGIC PLANNING Question Year Yes No Don’t Know Does your club have a strategic plan? 2014 45% 34% 21% 2012 41% 33% 27% 2009 44% 50% 7% Question Yes No Don’t Know Use resources on rotary.org for planning? 56% 20% 24% Does your club create annual and long-term goals using Rotary Club Central? 39% 29% 32% Does your club monitor club goals in Rotary Club Central? 34% 31% 35% Those that answered “yes” were asked the following:
  17. 17. CLUB & DISTRICT STRATEGIC PLANNING Level of Importance Year Very Important Important Somewhat Important Somewhat Unimportant Not Important Importance of district having a strategic plan 2014 48% 38% 11% 2% 1% 2012 42% 42% 14% 2% 0% Importance of club having a strategic plan 2014 47% 35% 14% 3% 1% 2012 43% 39% 15% 3% 0% Members in clubs with strategic plans are more satisfied and have a more positive view of their club and Rotary as a whole: Does club have a strategic plan? 2014 average “Strongly Agree / Agree” on questions about members’ experience in club and with Rotary D Yes, club has strategic plan 63% +16 No, club does not have strategic plan 47%
  18. 18. TRANSFORMATIONAL IDEAS • Transforming our product • Relevant to today’s market and societal needs • Questioning the status quo • Identifying new growth opportunities for Rotary’s future • How can we prosper over the next 100 years?
  19. 19. • How do the RI products and tools help you? – Do they help support and strengthen clubs? – Are your members aware of these tools? – How can you spread the word? • Are there elements of RI Strategic Plan that resonate with your club? SHARE YOUR THOUGHTS WITH YOUR NEIGHBOR
  20. 20. 2014 ROTARY INTERNATIONAL CONVENTION Club Assessment Mark Kriebel
  21. 21. Yogi Berra American Baseball Player
  22. 22. “The future ain’t what it used to be.”
  23. 23. “You can observe a lot by just watching.”
  24. 24. Rotary Vision Questionnaire
  25. 25. • Membership • Club Projects • Vocational Projects • Administration and Operations • International • The Rotary Foundation (NOT a Club Foundation) • Fundraising and Gifting • Long Range Planning/Leadership Development • Communication and Club Public Relations • Club Administration and Operations
  26. 26. Club Assessment Tools https://www.rotary.org/myrotary/en/document/618
  27. 27. • Membership Section of the Planning Guide for Effective Rotary Clubs • Classification Survey • Membership Diversity Assessment • 25-Minute Membership Survey • Retention Model • Termination Profile • Membership Satisfaction Questionnaire • Resigning Member Questionnaire
  28. 28. Or develop and use something appropriate for your Club…. But…. DO SOMETHING to assess where your Club is Now!!
  29. 29. “If you don’t know where you are going, you might wind up someplace else.”
  30. 30. 2014 ROTARY INTERNATIONAL CONVENTION Club Planning Steve Wilcox
  31. 31. Go to the people. Live among the people Learn from them. Start with what they know Build on what they have. But of the best leaders, When their task is accomplished Their work is done, The people will say… We have done it ourselves CHINESE POEM
  32. 32. YOU ARE AGENTS OF CHANGE TAKE ACTION, CHANGE LIVES
  33. 33. WHY IS A PLAN NEEDED? • Tradition of annual cycles has not been effective • Establishes a multi-year coordinated plan • Need for greater continuity, consistency, and consensus
  34. 34. • It is a living management tool that: – Defines a shared commitment – Provides long-term direction – Creates a framework to establish goals and objectives – Optimizes use of resources WHAT IS A CLUB VISION?
  35. 35. Pulling in the same direction with a common destination in mind…
  36. 36. Consensus 2014 2016 2015 Success VISION Annual plans, projects, programs CONTINUITY AND CONSISTENCY
  37. 37. ClubLeadershipPlan • Develop a long- range plan • Set Annual Goals TAKE YOUR CLUB TO THE NEXT LEVEL
  38. 38. • Sustain and increase membership • Implement successful service projects • Support The Rotary Foundation • Develop leaders beyond the club level EFFECTIVE CLUBS ARE ABLE TO… District Gov Insert your picture here
  39. 39. Purpose: To strengthen Rotary at the club level by providing the administrative framework of an effective club. 53 53 CLUB LEADERSHIP PLAN
  40. 40. VISION TO PLAN PROCESS Actions and Programs Long- Range Plan Vision
  41. 41. • Who Are You? • Where Are You? • Where Do You Want To Be? • How Will You Get There? • How Will You Know When You Have Arrived? THE BASIC PLANNING QUESTIONS
  42. 42. ROTARY HAPPENS AT THE CLUB
  43. 43. STRATEGIC THINKING
  44. 44. • Understand the Passions of fellow members/club • Define Focus • Renewed Energy/dynamic • New Ideas • Hear the voices of new and quiet members • Come up with a PLAN for our club • Engage members who may not be involved • Create EXCITEMENT • Think BIG into the future TOP BENEFITS AS DESCRIBED BY PARTICIPANTS
  45. 45. • “What the visioning did for us in terms of membership is that we planned a couple of events specifically around finding new members. At this point, we have the 1 new member and at least 2 more will come on shortly.” VISIONING-IMPACT ON MEMBERSHIP
  46. 46. • “Has increased membership by 3 new members, we are hoping for 2 more” • “We’ve not grown simply because people have moved out of the area. We do have 2 new members one of which I will attribute to the Club Visioning exercise” • “Yes, it’s increased by 10-15 members” VISIONING-IMPACT ON MEMBERSHIP
  47. 47. • CLUB LEADERSHIP PLAN WORKSHEET • STRATEGIC PLAN | MY ROTARY • BE A VIBRANT CLUB OUR CLUB LEADERSHIP PLAN – Available by region • BE A VIBRANT CLUB: YOUR CLUB LEADERSHIP PLAN TOOLS ON ROTARY.ORG
  48. 48. “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 1914
  49. 49. ROTARY TOOLS AND RESOURCES RESOURCES • Strategic Planning Guide • Be A Vibrant Club: Your Club Leadership Plan • Rotary Coordinators • District Planning Guide • www.rivisionfacilitation.org TOOLS • Rotary Club Central • Showcase • Ideas Platform • My Rotary • Learn • Brand Center
  50. 50. QUESTIONS
  51. 51. ROTARY CONVENTION APP. Please Download at: Guidebook.com/app/rotary/

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