Creating a Living Strategy Rotary 2010 ROTARY INTERNATIONAL

Creating a Living Strategy Rotary 2010

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

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

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?

Where are we today? Strengths / Weaknesses / Opportunities / Threats · A solid assessment of the starting point for the plan – from both internal and external perspectives. Brainstorm then prioritize Distinctive Excellence · Assure that you don’t leave behind your best strength(s). What do we do really well?

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

How do we get there? Set the details towards the vision: Core strategy selections / statements of strategy – (3 year goals typically) Setting of specific one-year goals 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.

Strategy and Vision help keep your club on its pathway VISION -Organization - Team - Personal

VISION District Putting it all together Strategy Objectives Clubs Actions Committees Results Rotarians Values Mission (Object of Rotary), Values (Four Way Test)

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

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 Fellowship Diversity Integrity Rotarian Service Leadership Full definitions can be found at www. rotary. org/RIdocuments/en_pdf/strategic_plan. pdf

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.

Back to Basics Priorities & Goals Support and Strengthen Clubs � 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 Focus and Increase Humanitarian Service Enhance Public Image and Awareness � Eradicate polio � Increase sustainable service focused on in o Youth and young adults o The 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 actionoriented service � Promote core values � Emphasize vocational service ideal � Encourage clubs to promote their networking opportunities and signature activities

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) • At least 5 years out, involve past, current, future presidents + members Build core strategic goals (3 years+) in alignment with your club’s vision and the District strategy Set actionable one year goals 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