session 8: strategic planning & goalssetting district 3310 assembly 2010/11 session 8: strategic...

SESSION 8: STRATEGIC PLANNING & GOALSSETTINGDistrict 3310 Assembly 2010/11

Session 8: Strategic Planning and Goals Setting


1. Appreciate - Meaning of Strategic Planning - Why essential to well-being of club- Forms an important part of CLP

2. Be able to work with Club leaders and members to develop or update club’s Strategic plan.3. Learn importance of establishing goals4. Be able to use Planning Guide for Effective Rotary Clubs to work with club members to establish club goals for coming year.

Learning Objectives


What is a Plan?


Definition of A Plan

The act or process of making or carrying out the

establishment of -

goals

- policies and procedures

for a unit of work


Handouts

•Strategic Planning Worksheets

Worksheet 20 – Summary for Goal Setting

Worksheet 21 - Strategic Planning Guide•Appendix I – Planning Guide for an Effective Rotary Club: complete jointly with Board and submit to AG by July 1.


Worksheet 20

Summary for Strategic Planning & Goal Setting– Reminder to write notes– Summarise learning– Summarise plans


What is Strategic Planning?


Definition of a Strategic Plan

Strategic Planning is long range planning. Involves an analysis of

•work environment, •economic issues, •trends, •existing competition.

The trend of a strategic plan is to shape the future of the organisation, whether totally or partially.


Worksheet 21

Strategic Planning Guide

•Fill in Strategic Planning Worksheet individually for resp Club (draft)

(5 minutes)

•Share


What is Current Status in your Club?

•Do you have a strategic plan?•Do you have an SP Director or Committee? •Is SP essential to Club?•Is it beneficial? What are benefits?


Benefits of a Strategic Plan

A strategic plan:• Gives all club members the opportunity to be involved in planning the future of the club.• Ensures consistency and continuity among those who carry out the goals.• Focus on significant issues and challenges facing the club.• Promotes teamwork and commitment to strategic issues.


Conducting a Strategic Planning Retreat

Steps to take

• Before the Retreat• During the Retreat


Before the Retreat

• Top Down Approach – Total Commitment of the Board• The commitment of General Leadership• Commitment to contribute to workshop framework• Adequate Time to be allocated • Promise of attendance and participation• Funds to be provided


During the Retreat

• Attendance at all sessions• Commitment to study and think• Interactive, Creative Participation• Commitment to be Owners


Implementing the Strategic Plan

• How to Implement SP thru Developing Annual Goals• Steps in Goal Setting to ensure success


Implementation of the Strategic Plan

• Review Priorities. • Owners to renew commitment.• Share Plan with members and get their buy-in.• Establish Monitoring Structure.• Provide Resources.• Be Prepared to Change Direction.• Re-validate Yearly Goals. • Evaluate half-yearly.


What is Goal Setting?


Goal Setting – Definition

Goal Setting is a marketing process using ideas which are • achievable, • measurable and • realistic in implementing strategic plan.


How do you set Goals?


How do you set Goals?

• Align with District Vision, Mission and Goals• Grow Service to New Generations and Vocational Service• Prioritise based on Club needs


Reminder

Appendix I –

Planning Guide for an Effective Rotary Club:

Complete jointly with Board and submit to AG by July 1.


1. Appreciate - Meaning of Strategic Planning - Why essential to well-being of club- Forms an important part of CLP

2. Be able to work with Club leaders and members to develop or update club’s Strategic plan.3. Learn importance of establishing goals4. Be able to use Planning Guide for Effective Rotary Clubs to work with club members to establish club goals for coming year.

Learning Objectives


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session 8: strategic planning & goalssetting district 3310 assembly 2010/11 session 8: strategic...

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