1. March 18, 2009 March 18, 2009 Vision and Strategic Plan Compiled for Rotary Club Rotary ClubofTigardby Rotary District 5100 Vision Facilitation Team _____________________________________________ _____________________________________________

2. Taking your Rotary Club where it wants to go/can go Creation of a 5 year Plan with core elements Formation of Ideas (Brainstorming -reality vs. fiction) Short Plans Who does what and by when to achieve goals? Vision Facilitation Is:

3.  Planning is all about pulling in the same direction with a destination in mind.  Strategic Planning provides continuity between leadership teams and provides a common understanding for all Club Members  Planning steps  - Vision  - Long Range Plan  - Actions, Tactical Club Plan and Programs to be Instituted  Continuity, Consistency, and Consensus (Unanimity) Why We Plan

4. Effective Clubs: Sustain Members Successful Service Projects Support the Rotary Foundation Develop leaders beyond club level Rotary’s Strength: Club Level

5. Who are we? Where are we? Where do we want to be? How will we get there? How will we know when we arrive? Planning Insert photo here

6. You wrote a letter as if it were 2014 to the Rotary International President explaining why the Rotary Club of Tigard deserves the distinguished Gold Medal as recognition for being “the best of the best.” This became the basis for creating the Vision that your club might have for itself five years from now! Vision Exercise Insert photo here

7. Elevator Speech That “thirty second” one-liner that describes the Tigard Rotary Club that you can tell someone in an elevator between the 10 th and 1 st floor. Insert photo here

8. What our Club Stands For Insert photo here “We are the place that members of the community desire to be a member and the community supports us financially” - 15 votes “We are known as a diverse club reflecting the make-up of the community” - 11 votes “Community leaders, political and organizational, all belong to our club” - 10 votes “We partner with other organizations” – 10 votes

9. 100 Membership of Club

10. “All members are engaged” - 14 votes “90% attendance” - 13 votes “We are known for our high ethical values and standards” - 9 votes Attributes Insert photo here

11. “Quarterly fellowship events (family, fun, retention) attended by 60% of members” - 15 votes “We sponsor national speakers and the meeting is open to the community and it is well publized” - 13 votes “We have fun at our meetings” - 12 votes Club Service

12. “We completed a one-time large community project which is recognized throughout the community” - 16 votes “We did 50 Christmas boxes each year” - 14 votes “We are active supporters of the arts” - 9 v otes Community Service

13. “We sponsored the Achievement Banquet each year and it continues to grow” - 15 votes “We have developed an Interact Club” - 8 votes “We have increased our scholarship to $20,000 each year” - 7 votes Vocational Service

14. “We have partnered with other clubs for matching grants” - 16 votes “We have sponsored 4 inbound and 4 outbound youth exchange students each year” - 16 votes “We have developed a hands-on project in another country and on their turf” - 13 votes International Service

15. “We have raised $20,000 each years thru our raffles” - 12 votes “We have raised $10,000 each year at the Balloon Festival” - 12 votes “We sponsored an Alaska Fishing trip and raised $50,000 each year” - 10 votes Fund Raising

16. “100% sustaining Paul Harris Fellows” – 8 votes “30% members belong to the Paul Harris Society” “Annual giving to the R.I. Foundation is $25,000” The Rotary Foundation

17. “Current/past board members mentor and develop future board members” - 16 votes “Every board member and committee chair attended District Assembly” - 14 votes “Members of each committee remain actively involved in the committee for 3 years” – 12 votes Leadership Development

18. Action Who ______When 1. Compile the facilitation sheets EM3/20/09 2. Create a vision statement from info gathered this evening 3. Set a club forum or assembly to present and discuss "findings" with rest of our club SB4/27/09 4. Assemble our President’s Development team for a first meeting. 5. Review 1 year from today 6. Strategic Planning report @ Board meetings monthly ….and then what happens?

19.  Break out – small groups by committee (or not)  Review the three listed in each category  Prioritize and determine specifically: who, what and when for each listed  Report back to club on your commitment to focus Next Steps

20. “There are risks and costs to a program of action, but they are far less than the long-range risks and costs of comfortable inaction.” --John F. Kennedy Embracing the Vision

21. Thank you Rotarians Thanks to all the Tigard Rotary Club Members who participated in the Visioning Work Session on March 18, 2009: Scott Bernhard, Ed Murphy, Steve Schmitt, Doug Lusk, Dan Murphy, Jim Strickler, Birol Yesilada, Bob Davidson, Dean Williams, Dan Hardy, Ken VanDomelen, Cliff Elling, Bill Monahan, Stuart Cohen, Rob Musante, Jim Sanders and Richard Shavey. Special thanks the District 5100 Facilitators: Tom Crozier, Ed Gronke, Richela Grantz and Shirish Patel.