Lake Elmo Strategic Planning Session January 3 rd , 2007 Lake Elmo Rotary Board Officers: Paul Erickson, Ray Marshall, Liz Johnson, Jim Gruver, Anne Plante,Tom Wenger,Tom Bouthilet,Bob Walz, Kris Killian, John Deir Rotary District 5960 Vision Facilitation Team Joe Kovarik, Fred Bartl, Dave Shafer with Kuhn Lee and Lee Finholm attending
Lake Elmo Strategic Planning Session. January 3 rd , 2007 Lake Elmo Rotary Board Officers: Paul Erickson, Ray Marshall, Liz Johnson, Jim Gruver, Anne Plante,Tom Wenger,Tom Bouthilet,Bob Walz, Kris Killian, John Deir Rotary District 5960 Vision Facilitation Team - PowerPoint PPT Presentation
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Lake Elmo Strategic Planning Session
January 3rd, 2007 Lake Elmo Rotary Board Officers: Paul Erickson, Ray Marshall, Liz Johnson, Jim Gruver, Anne Plante,Tom Wenger,Tom Bouthilet,Bob Walz, Kris Killian, John Deir Rotary District 5960 Vision Facilitation Team Joe Kovarik, Fred Bartl, Dave Shafer with Kuhn Lee and Lee Finholm attending
Vision Facilitation is:
Taking the club where it wants to go/can go
5 year Plan Write down Ideas (Brainstorming -reality vs
fiction) Short Action Plans Who does what and by when to achieve
goals?
Why We Plan
Planning is all about pulling in the same direction with a destination in mind.
Strategic Planning provides continuity between leadership terms
Planning steps - Vision - Long Range Plan - Actions and Programs
Continuity, Consistency, and Consensus (Unanimity)
Goal Tiers
Rotary International Goals - Vision set for 2010
Rotary District Goals - plans to help International achieve its goals on a District level
Rotary Club Goals - Plans to get District to meet
international goals on a local level
Strength of Rotary at Club Level
Effective Clubs: - Sustain Members - Successful Service Projects - Support the Rotary Foundation
- Develop leaders beyond club level
PLANNING Who are we? Where are we? Where do we want to be? How will we get there? How will we know when we arrive?
Vision Exercise Write a letter as if it were 2012 to
the Rotary International President explaining why your club deserves the distinguished Gold Medal as recognition for being “the best of the best.”
Vision "...Most widely recognized and respected
service club in our community. There is no place like Lake Elmo ... "
"... A model for other clubs ... " "..Reputation for getting things done and
exemplify values and service to community..."
Membership of Club
50
Attributes
"... 50/50 men and women ... "
"... Credible, known for efficiency and effectiveness ... "
"...FUN..."
Club Service
"... Website links as Community event page...."
"...Our programs are exciting, relevant and recognized..."
"... Weekly recognition in newspapers..."
Vocational
"... Scholarships for ALL who complete the STRIVE program..."
"... Expand Guatemala Literacy Program...“
"..Mentor New members..."
Community Service "... Long term partnership with
battered women’s shelter..."
"... Established high profile youth leadership/citizenship program with local schools...“
"... 07, Wifi 08, Round About 09,
Welcome Center 10, Signature Event 11, Community Festival 12 *New project Every Year*..."
International "... Support and host
international student annually..."
"... Host GSE Student Exchange program...”
"... Use resources (people, power
and $$) to continue supporting Books for Africa, Water Wells, Guatemalan literacy..."
Rotary Foundation
"... 50% Paul Harris, 100% contributing, @ least $100/per member annually..."
"...5 members attend the district foundation event annually...“
"... District Chair for Paul Harris
Foundation comes from Lake Elmo Rotary"
Leadership Development "... All board members have
complete district training..."
"...both president and president elect to PETS annually...“
"... Plan career ladder that
outlines experiences for succession..."
…and then what happened?
Action WhoWhen
1. Compile the facilitation sheets Tom 1/10/07
2. Create a vision statement from Ray 1/17/07
info gathered this evening
3. Set a club forum or assembly Paul 1/31/07 to present and discuss "findings" w/rest of our club
4. Assemble our Presidents Liz 2/07
Development team for a first meeting. 5. Review 1 year from today Club