Creating a Living Strategy

Rotary 2010

Update to Rotary Clubs

STRATEGIC PLANROTARY INTERNATIONAL

“This is a changing world. We must be prepared to change with it”

Paul Harris, 1935

Strategic Planning

A Powerful Leadership Tool for:

•Your Club

•Your Business

•Your Life

Strategy – A Fundamental Planning Process

1. Where are we today?

2. Where are we going?

3. How do we get there?

4. Are we on track?

5. How do we keep going?

Where are we today? Strengths / Weaknesses /

Opportunities / Threats A solid assessment of the starting point for the plan

– from both internal and external perspectives.• Brainstorm then prioritize

Distinctive Excellence Assure that you don’t leave behind your best

strength(s). What do we do really well?

Where do we want to be? Mission / Values

Set for us by RI – Object of Rotary

Values What’s important in how we do things?(Four Way Test)

Vision Choose your club’s destination – essential to the

development of a plan, 5 years + look

How do we get there? Set the details towards the vision:• Core strategy selections / statements of

strategy – (3 year goals typically)• Setting of specific one-year goalsDisciplined action to achieve goals:• Assignment of action • Measurement of results to plan • Regular review and renewal

VISION

A clear & compelling image of the future that inspires

confidence and motivates change.

WHAT MAKES GREAT VISION?

Leader initiatedShared and understood, supportedPositive – inspiringNot a sure betRelevant

A strong vision sets direction for your efforts, and creates alignment in an organization.

VISION-Organization- Team- Personal

Strategy and Vision help keep your club on its pathway

VISION

Values

Results

Actions

Objectives

Strategy

Committees

Clubs

District

Putting it all together

Mission (Object of Rotary), Values (Four Way Test)

Rotarians

Benefits of Strategic PlanningCreates alignment, sets direction• Within the club, aligned with RI and District

Reduces needed effort (and cost)• More efficient because we stay on track

Builds the team• We share common goals, work better

togetherCreates true high performance• Most important objectives are accomplished

Rotary International's Vision

Rotary’s vision is to be the service organization of choice with dynamic, action-oriented clubs whose contributions improve lives in communities worldwide.

Core Values

Full definitions can be found at www.rotary.org

Diversity

Service Leadership

Integrity

Fellowship

Rotarian

Rotary’s Mission Statement

We provide service to others, promote integrity, and advance world

understanding, goodwill, and peace through our fellowship of business,

professional, and community leaders.

Back to Basics Priorities & GoalsSupport and

Strengthen Clubs Focus and Increase Humanitarian Service

Enhance Public Image and Awareness

Foster club innovation and flexibility

Balance activities in all four Avenues of Service

Promote membership diversity

Improve member recruitment and retention

Develop leaders Extend Rotary Encourage strategic planning

at club and district levels

Eradicate polio Increase sustainable service

focused on in o Youth and young

adultso The Rotary

Foundation’s six areas of focus

Expand strategic partnerships and cooperative relationships

Create significant projects both locally and internationally

Unify image and brand awareness

Publicize action-oriented service

Promote core values Emphasize vocational

service ideal Encourage clubs to

promote their networking opportunities and signature activities

My Club – How do we start?Review the RI and District Strategic Goals

Spend time with your team, develop a “vision” for your club that aligns (facilitator or on your own)

• At least 5 years out, involve past, current, future presidents + members

Build core strategic goals (3 years+) in alignment with your club’s vision and the District strategy

Set actionable one year goals

Take action and stick with it throughout your year

Regularly review progress on goals - measure

Vision without action is merely a dream,

Action without vision just passes the time,

Vision with action can change the world.

Joel Barker