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Rotary Club Planning for Membership Growth

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Published on

How does club and district planning drive membership
growth? Hear about actual Rotary club experiences from
panelists, along with metrics to illustrate how planning
increases retention, attracts new members, and boosts our
impact on the world.

Published in: Government & Nonprofit
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Rotary Club Planning for Membership Growth

  1. 1. Club Planning For Membership Growth 14 June 2017
  2. 2. Presenters: Stephanie Urchick RI Strategic Planning Committee Chair R. Elixman (5100) J. Kovarik (5960) C. Smith (5960) S. Wilcox (5960) 14 June 2017
  3. 3. Impact of Planning On Rotary PDG Stephanie Urchick – RI Strategic Planning Committee Chair
  4. 4. WHY PLAN? PDG Joe Kovarik D5960
  5. 5. • Rotarians in clubs with strategic plans have much more favorable views and feel their clubs are better prepared for the future. The pace of change in my club is… Rotarians in clubs with strategic plans Rotarians in clubs without strategic plans 61% 26% Too Slow Rotarians in clubs without strategic plans Rotarians in clubs with strategic plans What is your current overall impression of your Rotary club? 11% 31% Excellent 2017 Strategic Planning Survey Results
  6. 6. 2017 Strategic Planning Survey • Conducted every 3 years… To evaluate where Rotary is today & understand what Rotary needs to do to thrive in the future • January 2017: o A random, representative worldwide sample of 160,474 Rotarians invited to take the online survey o 20,693 Rotarians participated – a response rate of 12.9%
  7. 7. 2017 Strategic Planning Survey Results 2017 Strategic Planning Survey Does your club have a strategic plan?
  8. 8. 2017 Strategic Planning Survey Results • Strategic plans may help with membership attraction and retention. I recommend my Rotary club to others Rotarians in clubs with strategic plans Rotarians in clubs without strategic plans 33% 53% Strongly Agree How likely are you to remain a Rotarian for the next two years? Rotarians in clubs with strategic plans Rotarians in clubs without strategic plans 64% 79% Definitely Will
  9. 9. Wired for Optimism—Time Magazine
  10. 10. Mental Time Travel Our capacity to envision a different time & place is in fact... CRITICAL TO OUR SURVIVAL We must be able to imagine ourselves in the future
  11. 11. 2017 Strategic Planning Survey According to Rotarians’ survey responses… Rotary’s three greatest strengths: 1.Polio Eradication 2.Areas of focus / Rotary’s main humanitarian causes 3.Maintaining and promoting core values
  12. 12. Core Values of D-5960
  13. 13. Tools for Club Planning & What Will a 3 Year Plan Establish? PDG Steve Wilcox D5960
  14. 14. Tools on ROTARY.ORG •ROTARY CLUB HEALTH CHECK •MEMBERSHIP ASSESSMENT TOOLS •CLUB LEADERSHIP PLAN WORKSHEET •BE A VIBRANT CLUB OUR CLUB LEADERSHIP PLAN –Available by region •STRATEGIC PLAN | MY ROTARY
  15. 15. …… on ROTARY.ORG https://my.rotary.org/en/document/rotary-club-health-check/ Rotary Club Health Check
  16. 16. …… on ROTARY.ORG https://my.rotary.org/en/document/membership-assessment -tools Membership Assessment Tools
  17. 17. …… on ROTARY.ORG https://my.rotary.org/en/document/be-vibrant-club-club-leadership-plan-worksheet
  18. 18. Rotary's Be a Vibrant Club Leadership Plan …… on ROTARY.ORG
  19. 19. Rotary's Strategic Planning Guide …… on ROTARY.ORG
  20. 20. Rotary Club Central …… on ROTARY.ORG
  21. 21. ROTARY PLANNING RESOURCES FOR CLUBS & DISTRICTS • Rotary Club Central • Strategic Planning Guide • Be A Vibrant Club: Your Club Leadership Plan • Rotary Coordinators • District Planning Guide www.rotary.org/strategicplan
  22. 22. Our Strategic Priorities & Goals
  23. 23. 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
  24. 24. What Will A 3 Year Plan Establish? • Reflects Passions & Values of Club • Provides Direction for Projects, Fundraising, & Functions • Buy-in from Members/Leaders ensuring Support, Focus & Continuity
  25. 25. Vision to Plan Process Vision Long-Range Plan Actions and Programs
  26. 26. Planning in Current Times PDG Dick Elixman D5100
  27. 27. It’s YOUR TURN Who has experienced a Planning Process? What impact on your club?
  28. 28. Questions? PDG Cathy Smith D5960 For more information please visit: WWW.RIVISIONFACILITATION.ORG

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