Planning and Goal Setting PNW PETS 2014 Don Evans

Learning Objectives How to use the Planning Guide for Effective Rotary Clubs to lead your club forward Identify the benefits of strategic planning and the visioning process Understand the difference between strategic plans and annual goals Understand how to set annual goals and develop action plans and benchmarks

Effective Rotary Clubs Use the Planning and Goal Setting process Sustain or increase membership Implement successful service projects Support The Rotary Foundation Develop leaders beyond the club level

Strategic Planning A Powerful Leadership Tool for: Your Rotary Club Your Business Your Life

Update to Rotary Clubs STRATEGIC PLAN ROTARY INTERNATIONAL “ This is a changing world. We must be prepared to change with it” Paul Harris, 1935

Benefits of Strategic Planning Creates alignment, sets club direction Within the club, aligned with RI and District Reduces needed effort More efficient because we stay on track Builds the team We share common goals, work better together, achieve consensus Creates true high performance Most important objectives are accomplished Builds Consistency, Continuity and Consensus

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?

1. Where are we today? Strengths / Weaknesses / Opportunities / Threats(SWOT)  A solid assessment of the starting point for the plan – from both internal and external perspectives. Brainstorm then prioritize Sets the starting point for the journey

2. Where do we want to be? Vision  Choose your club’s destination – essential to the development of a plan, 5 years + look ahead of what the club wants to be (Mission)  Set for us by RI – (Object of Rotary, Rotary Mission) (Values)  What’s important in how we do things? (Four Way Test, Rotary Values)

3. How do we get there? Set key strategies to aim towards the vision: – The most important areas for change and focus over the next two to three years Set annual goals (SMART) Take disciplined 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 initiated Shared and understood, supported Positive – inspiring Not a sure bet Relevant A strong vision sets direction for your efforts, and creates alignment in an organization.

PATHWAY VISION -Personal - Club - District START Vision builds consensus and helps keep your club on its pathway

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) Focus 5 years out, involve past, current, future presidents + members Identify key strategies in alignment with your club’s vision Set actionable annual goals for the club 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

Setting Annual Club Goals Annual goals are an essential part of the process, and the responsibility of the President and his / her team Annual goals should be measurable steps to move the club forward, aligned to the club’s vision and strategic plan

SMART Goals Specific Measureable Achievable Relevant Time Framed

A Word About Change….. “Insanity is... continuing to do the things we’ve always done and expecting to get different results.” Albert Einstein

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.

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 Rotarian FellowshipIntegrityLeadershipServiceDiversity Full definitions can be found at

R.I. Back to Basics Priorities & Goals Support 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 oYouth and young adults oThe 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