2014 ROTARY INTERNATIONAL CONVENTION
Preparing Your Club for the Future:Club Assessment & Club Visioning
Moderator Steve Wilcox
2014 ROTARY INTERNATIONAL CONVENTION
Strategic PlanJoe Brownlee
ROTARY’S STRATEGIC PLAN
ROTARY GRANTS
JOINING LEADERS
EXCHANGING IDEAS
TAKING ACTION
WEBSITE
SOCIAL BUSINESS STRATEGY/SHOWCASE
ROTARY CLUB CENTRAL
BRAND CENTER
REGIONAL MEMBERSHIP PLANS
RI PLANNING RESOURCES FOR CLUBS AND DISTRICTS
• Rotary Club Central
• Strategic Planning Guide
• Be A Vibrant Club: Your Club Leadership Plan
• Rotary Coordinators
• District Planning Guide
www.rotary.org/strategic
plan
RI STRATEGIC PLAN SURVEY
• Baseline data for priorities, interests, concerns
• Confirm relevance of plan and elements
• Track trends and ideas• March 2014 survey sent
to 67,000 Rotarians– Response rate of 15%
(10,334 responses)– Received responses from
over 150 countries
The Top Three Strategic Issues Today In Ten Years
Membership recruitment and retention 68% 68%
Membership diversity (age, gender, etc.) 32% 29%
Innovation, modernization, flexibility and/or simplification of processes and rules 29% 32%
Public awareness of Rotary 27% 21%
Maintaining and promoting core values 21% 27%
Developing leaders 21% 21%
Polio eradication 21% 6%
Programs for youth and young leaders 17% 21%
Collaborating and connecting within Rotary 11% 8%
Rotary's public relations activities 10% 8%
Collaborating and connecting with other organizations 8% 11%
Fundraising 8% 8%
Financial sustainability 8% 17%
Areas of focus 6% 10%
Strategic planning 6% 6%
Club public relations activities 5% 5%
Other 3% 3%
TOP STRATEGIC ISSUES
The Top Three Strategic Issues Today In Ten Years
Membership recruitment and retention 68% 68%
Membership diversity (age, gender, etc.) 32% 29%
Innovation, modernization, flexibility and/or simplification of processes and rules 29% 32%
STRENGTHENING CLUBS
Question Strongly Agree Agree Somewhat
AgreeSomewhat Disagree Disagree Strongly
DisagreeDon't
Know / Undecided
I have the opportunities I want to connect and
collaborate with other Rotarians -- across clubs
and districts
16% 43% 26% 8% 4% 1% 1%
My club does a great job involving new members in our club's activities,
projects, and programs
15% 34% 30% 13% 6% 2% 0%
Rotary provides members sufficient opportunities
for professional networking
12% 37% 30% 12% 6% 2% 2%
My club involves each member in activities
according to the member's interests, skills,
and availability
13% 33% 30% 14% 6% 2% 1%
CLUB & DISTRICT STRATEGIC PLANNING
Question Year Yes No Don’t Know
Does your club have a strategic plan?
2014 45% 34% 21%
2012 41% 33% 27%
2009 44% 50% 7%
Question Yes No Don’t Know
Use resources on rotary.org for planning? 56% 20% 24%
Does your club create annual and long-term goals using Rotary Club Central? 39% 29% 32%
Does your club monitor club goals in Rotary Club Central? 34% 31% 35%
Those that answered “yes” were asked the following:
CLUB & DISTRICT STRATEGIC PLANNING
Level of Importance Year Very Important Important Somewhat
ImportantSomewhat
UnimportantNot
Important
Importance of district having a strategic plan
2014 48% 38% 11% 2% 1%
2012 42% 42% 14% 2% 0%
Importance of club having a strategic plan
2014 47% 35% 14% 3% 1%2012 43% 39% 15% 3% 0%
Members in clubs with strategic plans are more satisfied and have a more positive view of their club and Rotary as a whole:
Does club have a strategic plan?2014 average “Strongly Agree /
Agree” on questions about members’ experience in club and
with RotaryD
Yes, club has strategic plan 63%+16
No, club does not have strategic plan 47%
HOW DOES ROTARY DEFINE SUCCESS IN THE FUTURE?
Stronger, more effective clubs
Greater impact
Greater visibility and influence
Increased financial sustainability and
operational effectiveness
TRANSFORMATIONAL IDEAS
• Transforming our product• Relevant to today’s
market and societal needs
• Questioning the status quo
• Identifying new growth opportunities for Rotary’s future
• How can we prosper over the next 100 years?
2014 ROTARY INTERNATIONAL CONVENTION
Club AssessmentMark Kriebel
Yogi BerraAmerican Baseball Player
“The future ain’t what it used to be.”
“You can observe a lot by just watching.”
Rotary Vision Questionnaire
• Membership• Club Projects• Vocational Projects• Administration and Operations• International• The Rotary Foundation (NOT a Club Foundation)• Fundraising and Gifting• Long Range Planning/Leadership Development• Communication and Club Public Relations• Club Administration and Operations
Club Assessment Tools https://www.rotary.org/myrotary/en/document/618
• Membership Section of the Planning Guide for Effective Rotary Clubs
• Classification Survey • Membership Diversity Assessment• 25-Minute Membership Survey• Retention Model• Termination Profile• Membership Satisfaction Questionnaire• Resigning Member Questionnaire
Or develop and use something appropriate for
your Club….But….
DO SOMETHING to assess where your Club is Now!!
“If you don’t know where you are going, you might wind up someplace else.”
2014 ROTARY INTERNATIONAL CONVENTION
Club PlanningSteve Wilcox
Go to the people.Live among the people
Learn from them.Start with what they know
Build on what they have.But of the best leaders,
When their task is accomplishedTheir work is done,
The people will say… We have done it ourselves
CHINESE POEM
YOU ARE AGENTS OF CHANGE
TAKE ACTION, CHANGE LIVES
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
• It is a living management tool that:– Defines a shared commitment– Provides long-term direction– Creates a framework to establish goals
and objectives– Optimizes use of resources
WHAT IS A CLUB VISION?
Pulling in the same directionwith a common destination in mind…
Consensus
2014
2016
2015
Success
VISION
Annual plans, projects, programs
CONTINUITY AND CONSISTENCY
Club
Lea
ders
hip
Plan
• Develop a long-range plan
• Set Annual Goals
TAKE YOUR CLUB TO THE NEXT LEVEL
• Sustain and increase membership
• Implement successful service projects
• Support The Rotary Foundation
• Develop leaders beyond the club level
EFFECTIVE CLUBS ARE ABLE TO…
District Gov
Insert your picture here
Purpose: To strengthen Rotary at the club level by providing the administrative
framework of an effective club.
4646
CLUB LEADERSHIP PLAN
VISION TO PLAN PROCESS
Actions and Programs
Long-Range Plan
Vision
• Who Are You?• Where Are You?• Where Do You Want To Be?• How Will You Get There?• How Will You Know When You Have
Arrived?
THE BASIC PLANNING QUESTIONS
ROTARY HAPPENS AT THE CLUB
STRATEGIC THINKING
• Understand the Passions of fellow members/club
• Define Focus• Renewed Energy/dynamic• New Ideas• Hear the voices of new and quiet members• Come up with a PLAN for our club• Engage members who may not be involved• Create EXCITEMENT• Think BIG into the future
TOP BENEFITS AS DESCRIBED BY PARTICIPANTS
• “What the visioning did for us in terms of membership is that we planned a couple of events specifically around finding new members. At this point, we have the 1 new member and at least 2 more will come on shortly.”
VISIONING-IMPACT ON MEMBERSHIP
• “Has increased membership by 3 new members since the first of the year, we are hoping for at least 2 more”
• “Our club membership has not grown simply because people have moved out of the area. However, we do have 2 new members one of which I will attribute to the Club Visioning exercise”
• “Yes, it’s increased by 10-15 members”
VISIONING-IMPACT ON MEMBERSHIP
• CLUB LEADERSHIP PLAN WORKSHEET
• STRATEGIC PLAN | MY ROTARY
• BE A VIBRANT CLUB OUR CLUB LEADERSHIP PLAN– Available by region
• BE A VIBRANT CLUB: YOUR CLUB LEADERSHIP PLAN
TOOLS ON ROTARY.ORG
“Rotary is not an organization for retrospection. It is rather one whose
worth and purpose lie in future activity rather than past performance.”
Paul Harris, Founder of Rotary International1914
ROTARY TOOLS AND RESOURCES
RESOURCES
• Strategic Planning Guide
• Be A Vibrant Club: Your Club Leadership Plan
• Rotary Coordinators
• District Planning Guide
www.rotary.org/strategic
plan
TOOLS
• Rotary Club Central
• Showcase
• Ideas Platform
• My Rotary
• Learn
• Brand Center
QUESTIONS