District Assembly | 1 Strategic Planning in Your District (Manual p. 1.4) 2013 Governors-elect Training Seminar | 1 Rotary Zones 24 & 32.

District Assembly | 1

Strategic Planning in Your District

(Manual p. 1.4)

2013 Governors-elect Training Seminar | 1

Rotary Zones 24 & 32

“A goal without a plan is just a wish.”

Antoine de Saint Exupéry

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Topics for Discussion

• Your responsibilities in planning for your district

• Steps to working with your district leaders to create and use a strategic plan

• Identify ways to effectively implement the plan as a guide to the district’s direction and to achieve its goals

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2013 Governors-elect Training Seminar | 2

2013 Governors-elect Training Seminar | 2

2013 Governors-elect Training Seminar | 2

Your Responsibilities as a Governor• Providing leadership, motivation, and

guidance to the clubs in your district• Taking the leadership role in sustaining and

increasing Rotary’s success by fostering achievement at the club level.

• Supporting achievement of Rotary’s plan• #1 responsibility: strengthening clubsWhat other responsibilities will you have in your

district?

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Two Types of Plans• Annual (tactical) planning – specific action

steps completed in 12 months to achieve a short-term goal or an incremental target toward a strategic goal

• Strategic (long-range) planning – systematic process to envision a desired future and translate this vision into goals and steps to achieve them; (usually 3 to 5 years in length

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Why a WRITTEN Plan?

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Steps to Effectiveness

• Think about goals• Write the goals• Develop a specific action plan to reach the

goals (with dates and commitments)• Tell someone • Regular progress reports

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Your Goals as Governor

Purpose• Clear direction• Motivate to action• Personal passion/vision

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Leadership

Leadership is getting someone else to do something you

want done because he wants to do it.”

Dwight D. Eisenhower

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Steps to Effectiveness

What is your #1 priority for 2014-15?

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How does it integrate with your district’s plan and help to achieve the longer-term goals?

Your District’s Plan

What is in place today?• Structure/Process• Frequency of planning/review• Length of plan• Follow up• Written measures• ReportingHow do you know if you’re successful?

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Who is Involved?

• Plan development/updates• Plan implementation• Plan assessment and reporting• Plan feedback and recognition of

achievements

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Plans: Information Components

• Where are we now?• Where do we want to be?• How do we get there?• How are we doing? How can we use Rotary Club Central?

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Planning: Getting Started• Make the commitment • Appoint a steering committee• Hold the 1st planning session• Develop concrete action plan

(responsibilities, dates, measures)• Communicate• Document the planning process• Follow up/Report/Adapt

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Plans: Common Obstacles• Visible leadership

commitment/communication• Actually used to guide actions• Flexible and adaptable• Continuity• Mutual support of initiativesWhat obstacles exist in your district?

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Your District & Club PlansCoordination & Integration

• District and RI integrate

• Clubs and district integrate

• Governor years integrate

• Strategies integrate: “One Rotary”

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Your Clubs’ Plans

• What is the expectation for club plans?

• How does your district support clubs in making a plan?

• What follow up is in place?How can Rotary Club Central be used?

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Making It Happen

Commit.Expect and inspect.

Communicate.

(if it’s important to you, it’s important to them)

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Resources• Strategic Planning Guide• Rotary Strategic Plan• Rotary Coordinators• Strategic planning consultant in your

own community• www.GreatIdeasToShare.com

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