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Club Planning
For Membership Growth
14 June 2017
Presenters: Stephanie Urchick
RI Strategic Planning Committee Chair
R. Elixman (5100) J. Kovarik (5960)
C. Smith (5960) S. Wilcox (5960)
14 June 2017
Impact of Planning On Rotary
PDG Stephanie Urchick –
RI Strategic Planning Committee Chair
WHY PLAN?
PDG Joe Kovarik D5960
• 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
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%
2017 Strategic Planning Survey Results
2017 Strategic Planning Survey
Does your club have a strategic plan?
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
Wired for Optimism—Time Magazine
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
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
Core Values of D-5960
Tools for Club Planning &
What Will a 3 Year Plan
Establish?
PDG Steve Wilcox D5960
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
…… on ROTARY.ORG
https://my.rotary.org/en/document/rotary-club-health-check/
Rotary Club
Health
Check
…… on ROTARY.ORG
https://my.rotary.org/en/document/membership-assessment -tools
Membership
Assessment
Tools
…… on ROTARY.ORG
https://my.rotary.org/en/document/be-vibrant-club-club-leadership-plan-worksheet
Rotary's Be
a Vibrant
Club
Leadership
Plan
…… on ROTARY.ORG
Rotary's
Strategic
Planning
Guide
…… on ROTARY.ORG
Rotary
Club
Central
…… on ROTARY.ORG
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
Our Strategic Priorities & Goals
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
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
Vision to Plan Process
Vision
Long-Range
Plan
Actions and
Programs
Planning in Current Times
PDG Dick Elixman D5100
It’s YOUR TURN
Who
has experienced a
Planning Process?
What impact on
your club?
Questions?
PDG Cathy Smith D5960
For more information please visit:
WWW.RIVISIONFACILITATION.ORG

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Rotary Club Planning for Membership Growth

Editor's Notes

  1. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  2. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  3. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  4. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  5. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  6. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  7. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  8. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  9. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  10. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  11. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  12. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  13. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  14. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)
  15. The Strategic Planning Committee conducts a survey of Rotarians at least every three years. Strategic planning surveys have been conducted in 2006, 2009, 2012, 2014, and 2017. (The committee moved up the cycle in 2014 so that the survey cycle would henceforth have survey results well in advance of the Council on Legislation.)