1. Planning and Goal Setting
Strategic Planning & Goal Setting for Effective Clubs

2. Introductions Assistant Governor Support Facilitator
Mike McNulty – 5100 / Camby, OR
Facilitator
Andrew Ballard – 5030 / Lynnwood, WA
Introduce yourself to your table team
Name, District, Club, years in Rotary
Courtesies

3. I’M PUTTING YOU ON THE STRATEGIC PLANNING TEAM
IT’S LIKE WORK BUT WITHOUT THE SATISFACTION OF ACCOMPLISHING ANYTHING.

4. If you don’t know where you’re going, you’ll end up somewhere else.

5. A: Learning Objectives (Use Planning Guide in Workbook p. 57)
Identify the resources available and benefits of strategic planning & visioning
Articulate the difference between strategic planning and annual goals
Outline the goal planning process, setting a key goal and developing an action plan with benchmarks
Understand the formal club visioning process and how to conduct it

6. Materials & Planning Resources
Rotary is very “Goal” oriented
Goal Worksheet-Committee Goals/Action Plans p. 58
Club President’s Manual – Chapter 2
Page 13 – Chapter 2, Planning for Your Year
Page 16 – Planning Guide for Effective Rotary Club

7. Strategic Planning vs. Annual Goals
5-year Horizon
Annual Goals
1-year Horizon
Measure Monthly

8. Planning & Goal Setting (Effective Rotary Clubs)
Sustain or Increase Membership
Implement Successful Service Projects
Support The Rotary Foundation
Develop Leaders Beyond the Club Level

9. B: Strategic Planning & Visioning
How many have already done strategic planning?
What are the benefits of strategic planning?
What are the key steps to develop a strategic plan?
Describe club’s current state
Draft one sentence vision statement
Brainstorm 5-year strategic priorities
A strategy plan helps clubs achieve their vision through strategic priorities and annual goals

10. Strategic Planning Focus
5-year Horizon

11. C: Annual Goals Why do we really need goals in our Rotary Clubs?
Annual goals identify specific accomplishments you want to achieve during your year
Who should help develop your Club’s annual goals?
Club Board
Committee members
Club members

12. Annual Goals Focus
Annual Goals
1-year Horizon
Measure Monthly

13. SMART Goal Setting
Specific
Measurable
Achievable
Relevant
Timed

14. D: Strategies for Achieving Goals
How does your club determine what goals to set?
Based on club current situation and needs
Aligned to support vision and strategic priorities
Based on what committees want to accomplish
Based on community needs and program services
Based on achieving the Presidential Citation

15. Table Team Exercise
Teams discuss and choose one (1) goal you want to accomplish in your year – 5-minutes
Using the Goal Planning Worksheet, act as a committee chair and fill out page 58 of your worksheet – 15-minutes
Report to group how you will achieve your goal – 10-minutes
State committee and goal
What impact will it have
Share three (3) action steps

16. District Vision Facilitation – p 60
Most Districts have a Visioning Facilitation Team
Four hour session to develop a five year plan
Contact your District for your Visioning Chair

17. E: Review/Conclusion Review Learning Objectives (did we):
Identify the resources available and benefits of strategic planning & visioning
Articulate the difference between strategic planning and annual goals
Outline the goal planning process, setting a key goal and developing an action plan and benchmarks
Discuss the Districts visioning process for Clubs
What will you takeaway from this session?

18. E: Review/Conclusion Thank you all for your participation
You will all make excellent Club Presidents
Please fill out evaluations before you leave
Please tidy up your tables before you leave