Three Year Strategic Plan 2015-18

1. Three Year
Strategic Plan
2015 - 2018
PO Box 709
Fontainebleau, 2032
Pres. 082 457 4558 annemarie@mila.cleaning
www.rotaryeclubsa9400.org

2. Table of Contents
I. Executive Summary ................................................................................................. 2
Objectives
Mission and Vision Statement
Keys to Success
II. Annual Goals ........................................................................................................... 4
Club Administration
Public Relations
Membership
Service Projects
New Generations
Foundation & International
Training & Leadership Development
Achievements
Management
Responsibilities

3. THREE YEAR STRATEGIC PLAN 2015 - 2018 - JULY 2016 2
Executive Summary
The Rotary E Club of Southern Africa D9400 records a heathy growth since its inception some 2.5 years
ago. The various awards received are a clear indication that the members of the club are focused and
passionate about “Serving Humanity”. A few changes in membership were noted mostly due to the non-
payments of members. During the year a lot of emphasis was put on fellowship, membership growth as
well as hard work to obtain significant club projects which are both sustainable and meaningful.
Great partnerships were formed. The Club has exceptional Leaders, many passionate and loyal Rotarians,
who make a difference to the lives of many people in our community. We have placed a focus on New
Generations and leadership development. We are proud of our 7 Rotaract Clubs, the RYLA programme
and will also participate in the long term student exchange programme.
Activities such as the hosting and management of the web site are done by the Rotaract members of YFM.
Our members are active on our web site and also participate from time to time using the ZOOM online
platform. We are proud to acknowledge that 8 of our members attended the RI Convention in Seoul. The
Club also established the 4x4 International Fellowship for Rotarians which was exhibited in the House of
Friendship in Seoul.
It has been a great privilege to serve the Club over the past year! The club has transformed from 28 to the
52 members. Our members are active and vibrant. The aim is to grow the Club’s membership to 200 in
2020. Let's continues to seize opportunities and use our skills and influence to grow our club and Rotary
International.
Objectives
1. Support and strengthen clubs
Foster club innovation and flexibility
Encourage members to participate in a variety of service activities
Promote membership diversity
Improve member recruitment and retention
Develop leaders
Operate as a dynamic club
Encourage strategic planning at club level
2. Focus and increase humanitarian service
Eradicate polio
Increase sustainable service focused on programs and activities that support youth and young leaders and
Rotary's six areas of focus
Increase collaboration with other organizations
Create significant projects both locally and internationally
3 Enhance public image and awareness
Unify image and brand awareness

4. THREE YEAR STRATEGIC PLAN 2015 - 2018 - JULY 2016 3
Publicize action-oriented service
Promote core values
Emphasize vocational service
Encourage members to promote their networking opportunities and signature activities. Invite members to
be part of various committees.
Mission and Vision Statement
Mission:
We provide service to others, promote integrity, and advance world understanding, goodwill, and peace
through our fellowship of business, professional, and community leaders. Our values are an increasingly
important component in strategic planning because they drive the intent and direction of the organization’s
leadership. These core values are:
Peace and global understanding
We build lifelong relationships.
Ethics and integrity
We honour our commitments.
Diversity
We connect diverse perspectives.
Vocational expertise, service, and leadership
We apply our leadership and expertise to solve social issues.
Our Vision:
To be regarded as a respected, well run Service Club, whose members are fully committed to the Objects
of Rotary; to develop community service projects as outlined in the six focus areas, that address many of
today's most critical issues and finally, to use the internet to retain, attract, develop and manage a friendly
community of like-minded Rotarians. The Rotary motto is “Service above Self.”
Keys to Success
Doing a SWOT analysis of the club help to identify the strengths and weaknesses of the club. By doing so,
the members can focus on new methods to address the weaknesses. The results of the SWOT analyses
are as follows:
Strengths
Strong Board, good governance and new leadership
Aligned to the Goals and Objectives of Rotary International – focused approach
Flexible, experienced and skilled Rotarians
Good and solid profile in the community
Members are scattered across the Continent and Europe with potential huge footprint
Focus on New Generations
Weaknesses
Members are scattered across the Continent and need to stay in touch online and through fellowship
Some members are not active enough in their communities
Awareness of projects
Attendance at weekly meetings (24/7) by some members can improve
Donations to the Rotary Foundation / Polio Plus programme

5. THREE YEAR STRATEGIC PLAN 2015 - 2018 - JULY 2016 4
Await PBO registration
We see major opportunities and challenges as being:
Opportunities
To change the demographics of the membership of the Club as can tap into the Globe
Target expats abroad to “buy” into Rotary and our Club. Increase membership.
Introduce activities that can change the energy levels in the Club – make Rotary an exciting place to be!
Establish and invite Friends of the Rotary E Club of Southern Africa 9400
To get corporate sponsorships and partnerships to fund projects
To capitalize on experience and business influence of present and future Rotarians
To offer a forum for those within the community to learn from other professions and gain further input and
knowledge from our experienced Rotarians who have been out there and done it.
To promote the interactive web site in order to attract new members, partners, visitors and businesses.
Interact with other Rotary E Clubs around the World. Use 4x4 Fellowship as an additional tool.
Be an “enabler” and be solution driven
Recognize important leaders in the community
Profile Rotary in all we do. Transfer the skills of current Rotarians. “Call a Rotarian”.
Challenges facing the community
Rate of unemployment
Economic growth combined with an improvement in poor infrastructure and ineffective administration
To be able to support the number of charity organizations tapping into a somewhat saturated market
To take cognizance of the economic decline.
Annual Goals
Club Administration
Goal Time Line Member / s
Adopt a three-year strategic plan identifying specific annual &
long term goals
20-04-15 A Mostert / Board
Ensure that an annual club budget is prepared 15/0/2016 A Mostert / K Pillay
Update membership list through membership access Regularly S du Plessis
Publish monthly newsletter Bi-monthly S Downie
Update and maintain club website Weekly A Mostert / YFM
Observe the special months of Rotary calendar Monthly S Downie / S du Plessis
Conduct regular fellowship activities planned well in advance. Monthly L v d Walt
Involve the Rotary Family in some fellowship activities Quarterly L v d Walt
Ensure regular board meetings are scheduled Monthly C Khoury
Ensure the Club Leadership plan is reviewed Quarterly A Mostert / Board
Ensure Strategic Plan is reviewed Quarterly A Mostert
Ensure club assemblies are held Quarterly A Mostert / C Khoury
Ensure bylaws are updated after Council of Legislation Annually C Khoury
Ensure club elections are held Dec-16 C Khoury / A Mostert
Ensure a number of members go to Conference Apr-17 C Khoury
An interesting & relevant weekly programme Topic Weekly S du Plessis / A Mostert
Attendance figures reported on time to District Monthly C Khoury
Membership changes reported to RI within 7 days C Khoury

6. THREE YEAR STRATEGIC PLAN 2015 - 2018 - JULY 2016 5
Citation and reports to RI sent on time C Khoury / A. Mostert
Finalise PBO status Aug K. Pillay / A Mostert
Public Relations
Goal Time Line Member / s
Ensure a friendly web site ongoing A Mostert / K Pillay
Plan public relations efforts around all service projects ongoing S Downie
Conduct a public awareness programme targeted at the
business & professional community explaining what Rotary is
and what it does
ongoing S Downie / K Pillay
Arrange for a public service announcement to be placed or
announced by the media on Rotary.
S Downie / A Mostert
Be responsible for informing the public, members and District
of our Club’s activities
ongoing S Downie
Promote the Four-Way Test and/or the Declaration of
Rotarians in Businesses. (Awards etc)
All
This includes articles in the media, web site and Rotary Africa
S Downie / A Mostert
S du Plessis
Membership
Goals Time line Member / s
Membership Goal– 50 members Jul-16 A Mostert / Board
Membership Goal– 55 members Dec-16 Board
Membership Goal– 60 members (hope for 200 members) Jun-17 Board
Implement a retention plan that focuses on retaining at least
95% of members
ongoing Board
Implement an orientation programme for new members with
mentorship programme for each new member
ongoing A Mostert / S du Plessis
Recognise members who sponsor new members ongoing S du Plessis / A Mostert
Encourage members to join a Rotary Fellowship group ongoing A Mostert
Service Projects
Goals Time line Member / s
Continue to conduct needs assessments of the community to
identify possible projects
ongoing
A Featherstone
Committee
Identify social issues in the community that the club wishes
addressed through its service goals
ongoing K Pillay
Make the Club’s vision of the identified projects a reality ongoing A Mostert / Committee
Invite all club members to be involved in Community Service
projects
ongoing Committee
Recognise community members who participate and provide
leadership in projects
ongoing Board
Identify a partner /s to assist the club in its large projects ongoing Board

7. THREE YEAR STRATEGIC PLAN 2015 - 2018 - JULY 2016 6
New Generations
Annual Goals Time Line Member / s
Long term youth exchange programme ongoing T Buttress
Promote Ryla and other youth programmes April / Sept R Viljoen
Rotaract Club of UJ, YFM, Warriors ongoing
S du Plessis /R Viljoen / K
Pillay
Foundation & International
Goals Time line Member / s
Identify partner clubs which to carry out an
International service project
ongoing L v d Walt / All
Continue to donated to the Foundation and Polio Plus Annually M Doyle
Apply for grants from Rotary Foundation to support club
projects
ongoing A Mostert /M Doyle
Promote Rotary benefactors in the club ongoing M Doyle
Encourage members to give to the Foundation every
year
ongoing Board
Training & Leadership Development
Annual Goals Time line Members assigned
Have the President – elect attend the president elect training
seminar (POETS) and District Assembly
Yearly Board
Have Committee Directors attend District Assembly Yearly Committee Directors
Use the expertise of the DG, PDG’s and Assistant Governor ongoing Board
Encourage members to visit other Clubs to exchange ideas
and then share experiences and work together with the Club
ongoing All members
Achievements / Actions
1. At this assembly we also need to solicit innovative ideas from all members to add to this plan. It is also
important to hold an annual review to change direction in need etc.
2. Develop a plan to communicate with each other on a weekly basis as well at these assemblies.
3. We need to help members to navigate the RI (Club Central and My Rotary) and Club website as well as
the social networking sites.
4. Set up training sessions on online platform.
5.RFHD and other projects: List the various service projects members are involved in.
6. We need to work together as a team, even if we are scattered over the Continent. Buddy System
7. Share success stories and best practices.
8. Invite members to join committees.

8. THREE YEAR STRATEGIC PLAN 2015 - 2018 - JULY 2016 7
Management
Responsibilities