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.
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. Impact of Planning On Rotary
PDG Stephanie Urchick –
RI Strategic Planning Committee Chair
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. 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. 2017 Strategic Planning Survey Results
2017 Strategic Planning Survey
Does your club have a strategic plan?
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
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. 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
13. Tools for Club Planning &
What Will a 3 Year Plan
Establish?
PDG Steve Wilcox D5960
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
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
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. 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. Vision to Plan Process
Vision
Long-Range
Plan
Actions and
Programs
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.)
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.)
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.)
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.)
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.)
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.)
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.)
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.)
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.)
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.)
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.)
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.)
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.)
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.)
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.)