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