Strategic Planning for Rotary Club - 2015

Rotary Club Strategic PlanMichel P. JazzarRotary International Representative to United Nations - ESCWAPolioPlus District 2452 Chairman 2015-16

PETS-Lebanon 15 March 2015

Michel P. Jazzar, RI representative to United Nations-ESCWA - March 15, 2015


RC President without Strategic PlanRC President without Strategic Plan


RC President not attending PETS

A Z


RC President who attends PETS

A Z


Be a Vibrant club suppose1-Decide where your club wants to be in three to five years.2-Set annual goals and enter them into Rotary Club Central.

3-Hold club assemblies regularly to keep members engaged and knowledgeable.

4-Communicate openly in your club.5-Prepare members for future roles to maintain a smooth

leadership transition.6-Adapt your club’s bylaws to support the way your club works.

7-Develop strong relationships within your club.8-Make sure all members are involved in activities that genuinely

interest them.9-Coach new and current members in leading.

10-Create committees that are practical for your club.


Be a Vibrant club suppose1-Decide where your club wants to be in three to five years.2-Set annual goals and enter them into Rotary Club Central.

3-Hold club assemblies regularly to keep members engaged and knowledgeable.

4-Communicate openly in your club.5-Prepare members for future roles to maintain a smooth

leadership transition.6-Adapt your club’s bylaws to support the way your club works.

7-Develop strong relationships within your club.8-Make sure all members are involved in activities that genuinely

interest them.9-Coach new and current members in leading.

10-Create committees that are practical for your club.

Resource on My Rotary:“Strategic Planning Guide”

http://www.rotary.org/document/745

Rotary’s Strategic Plan coursehttp://learn.rotary.org/Pages/Catalog/CourseCatalog.aspx

Rotary webinarswww.rotary.org/webinars


http://learn.rotary.org/Pages/Catalog/CourseCatalog.aspx

http://www.rotary.org/webinars


Edition: October 2014





10

Learning Objectives• Identify the formula and steps for

creating a strategic plan.• Collaborate on strategies for creating

a new strategic plan or evaluating an existing one.

Michel [. Jazzae, RI representative to United Nations-ESCWA - March 15, 2015

The formula shows you

steps Michel P. Jazzar, RI representative to United Nations-ESCWA - March 15, 2015

FormulaRotary Club Strategic Plan


M V-G-SRelation between Mission, Vision, Goal/s and Strategy/ies


M V-G-S


color lines and geometric shapes and

insert letters in appropriate shapes


M V-G-SRelation between Mission, Vision, Goal/s and Strategy/ies


M V-G-S

S G

M

V


M V-G-SResources:

Club-RCs-D-Z…

Future

Mission

RC History,Current state


How to access your apartment on the 10th floor

of a 10 floors’ building?


1. by elevator2. by the stairs3. by the fire escape4. by being worn by someone5. be landed by a helicopter on the

roof6. taking the stairs firefighters7. …

Strategy: ≠ ways to access


The formula shows you The steps


Steps?Rotary Club Strategic Plan


Strategic Planning Steps1. Create a vision.

2. Develop long-range goals that support your vision.

3. Set annual goals that support your long-range goals. [3 RYs]

4. Evaluate your plan regularly and adjust as needed.


Support and

Evaluation

Vision

Long-range goals

Annual goals


Rotary Club community

CONSENSUS

2015

2017

2016

Success

VISION

Annual plans, projects, programs

Continuity and Consistency


Goal: Creating an Action Plan

For each goal, identify:1. Actions needed

2. Person responsible

3. Timeline

4. How progress will be measured

5. Available resources


M V-G-SResources:

Club-RCs-D-Z…

Goal

Mission

Vision 1st RY 2nd RY 3rd RY


M V-G-SResources:

Club-RCs-D-Z…

Goals

Mission

Vision 1st RY 2nd RY 3rd RY


EREY


Every Rotarian

Every Year

ERETEvery

Rotarian Evolves a Task

ةّم�ة ةّو ر مه ةّي يط كل روتا ر


Workshop


3 GroupsMichel P. Jazzar, RI representative to United Nations-ESCWA - March 15, 2015

Each group:1.Appoints a representative [P. of a club]2.Has 5 minutes to prepare the subject.

3.Has 5 minutes for presentation.4.Rep. should write a report of 1 page

on behalf the group.


Group 1 = Activity 1Celebrate: 110th RI anniversary

You want to celebrate by a local sustainable development project :1. Choose a community development project - 6 AOF2. Who are your project partners?3. Do you have another creative idea for the celebration?4. Indicate how Rotaract and Interact could be involved

Vous voulez célébrer cet anniversaire par monter un projet local de développement durable qui a besoin de partenaires:

1.Choisissez 1 projet de développement durable – 6 axes stratégiques.2.Qui sont vos partenaires?3.Vous avez une autre idée créative pour la célébration?4.Comment impliquer le Rotaract et l’Interact


SustainabilitySustainability

Giving a community the skills and knowledge to maintain project outcomes for the long-term to serve the ongoing need after grant funds have been expended.

Identify ways to make your service projects more significant and sustainable.


Peace and conflict prevention/resolution

Disease prevention and treatment

Water and sanitation

Maternal and child health

Basic education and literacy

Economic and community development

Areas of FocusAreas of Focus


Potential partnersPotential partners• Identify potential partners and

resources for projects.• Identify best practices for forming

partnerships with organizations and other clubs.


Group 2 = Activity 2Celebrate: 70th UN-RI partnership

You want to motivate your club to participate in this celebration:1. How to inform the club? why to become RPC benefactor?, how to

recruit / support candidates for scholarships of peace?2. Propose a creative idea 3. Indicate how Rotaract and Interact could be involved

Vous voulez motiver votre club pour participer à cette célébration:1.Comment informer le club? pourquoi devenir bienfaiteur des CRP?, comment recruter/soutenir des candidats aux bourses de la paix?2.Proposer une idée créative 3.Comment impliquer le Rotaract et l’Interact


Group 3 = Activity 3Celebrate: 30th PolioPlus anniversary

You want to motivate your club in this celebration:1. How to inform, why to contribute for 1500$/club, how to motivate

members’ involvement during NIDs. 2. Propose a creative idea 3. Indicate how Rotaract and Interact could be involved

Vous voulez motiver votre club pour la célébration. 1.Comment informer le club, pourquoi une contribution de 1500$?, comment s'impliquer d'avantage ~JINs. 2.Proposer une idée créative 3.Comment impliquer le Rotaract et l’Interact


Each group:1.Appoints a representative [P. of a club]2.Has 5 minutes to prepare the subject.

3.Has 5 minutes for presentation.4.Rep. should write a report of 1 page

on behalf the group.


Report Group 1

Report Group 2

Report Group 3


Celebrate: 110th RI anniversary

Celebrate: 30th PolioPlus anniversary

Celebrate: 70th UN-RI partnership


www.authorstream.com/jazzar


http://riescwa.hautetfort.com




Rotary Club - Goals 2015 - 2018

Administration & Leadership

• Meet all RI/District obligations (reporting, payments etc.) as per the guidelines.

• Win at least 1 RI award .• Win at least 1 District award.• Develop leaders and have at least

3 serving on District scale• District yearly goal

Membership

• Increase average number of active and effective members per RY 205-16 by 10%/year

• Membership retention; reduce attrition of new members.

• Recruit young members• District yearly goal


The Rotary Foundation

• PHFs 100%• Raise benefactor- 1/year• Have at least 1 running GG /year.• Be involved in Polio Plus

program: awareness-advocacy, volunteering-NIDs, financial-1500$

• District yearly goal

Youth

• sponsor 1 Rotaract club/Interact Club or keep support .

• Have RAc – IAc attending RYLA over the period.

• Youth Exchange • District yearly goal


Public Image

• Maintain a signature annual event involving at least 200 people and raising “significant” funds for a national cause/local Associations.

• Keep good relations with media• District yearly goal

International Programs

• ICCs• RI Convention• United Nations and RI• District yearly goal


• to have 1 impactful health project per year. [mother/kids]

• to be linked to at least 1 major water project per year.

• to participate in environment related projects each year.

• to participate in impactful economic empowerment projects per year.

Service Programs

• to be devoted in one peace program: RPF

• To implement a maternal and child project

• to sponsor one RCC over the strategy period.

• District yearly goal


Edition: October 2014

Introduction Strategic planning involves creating a vision, with supporting

goals that can be regularly measured and adjusted as needed. Use this guide and the accompanying worksheet as a starting point for developing your strategic plan. The guide is designed for Rotary clubs but can be adapted for districts. Complete the worksheet on your own or with other club members.

Facilitators should become familiar with these resources and prepare an agenda before conducting a strategic planning meeting. The agenda should allot the majority of time to the second and third steps of the process, which focus on the future, and less time to the current state of the club.

During the strategic planning process, keep the following tips in mind:

• Involve past, current, and incoming club leaders.

• Include a wide variety of perspectives by involving the full club or a diverse representation of your club’s membership.

• Consider all ideas.

• Ask an unbiased facilitator or a small group of facilitators to run strategic planning meetings.

• Reflect on how your club’s goals align with those of your district and the priorities and goals of Rotary's Strategic Plan.

• Be prepared to revisit your plan each year and adjust your strategic priorities and annual goals as needed.

https://www.rotary.org/myrotary/en/strategic-plan

The Strategic Planning Model

The Strategic Planning Model

Create a vision for your club, with strategic priorities that will help you achieve it. Then develop annual goals that support each strategic priority.

Process

Develop a strategic plan by engaging members in the process below. Use the accompanying worksheet to record your ideas.

1. Where are we now? 2. Where do we want to be?

1. Where are we now?• Create a list of your club’s

strengths and weaknesses as of today.

• Create a list of opportunities and challenges facing your community.

When assessing your club’s current state, consult your region’s version of Be a Vibrant Club to determine what your club is already doing well and what you could do to rejuvenate it.

2. Where do we want to be?• Create a list of 5 to 10

characteristics that you would like to see in your club three to five years from now.

• Draft a one-sentence vision statement describing your club and what you want it to be in three to five years. Allow for both individual and group work on this step.

• Finalize the vision statement with the full group, and make sure that all club members support it.

https://www.rotary.org/myrotary/en/learning-reference/learn-topic/membership

3. How do we get there?• Develop strategic priorities that will help your club achieve the vision,

considering:

– Strengths and weaknesses of the club Programs and missions of Rotary International and The Rotary Foundation External environment.

– Involvement of all members

– Achievability in three to five years

• As a group, decide on the most important strategic priorities — those that will have the greatest impact as your club works toward the vision.

• Identify annual goals that support each of the top strategic priorities.

• Determine the timeline, resources, and people necessary to meet the annual goals under each of the strategic priorities.

4. How are we doing?• Create a strategic planning team to regularly monitor

progress and recommend revisions to the plan, if needed.

• Allocate sufficient resources for the plan’s implementation.

• Continually evaluate all decisions to make sure they support the plan, providing feedback to the strategic planning team on their implementation.

• Review your strategic plan annually with all club members, including the vision statement, strategic priorities, and annual goals, and revise it as needed.

• Repeat the full strategic planning process every three to five years to create a new plan or uphold the current one.

Important

Use Rotary Club Central to set annual goals and track achievements.

Strategic Planning WorksheetComplete this worksheet to create your strategic plan.

Today’s date: _____________1. Where are we now?

Club strengths Club weaknesses

Opportunities for the community (e.g., new businesses, growing population)

Challenges facing the community (e.g., economic decline, competing services)

Club strengths Club weaknesses

2. Where do we want to be? T arget date: ______________

Key characteristics of future state (e.g., number of members, retention percentage, balance between local and international projects, support of The Rotary Foundation)

Vision statement (Include something that will make your club stand out from other service clubs in your community — e.g., Our vision is to be the most internationally diverse service club in our community, Our vision is to be the service club most supportive of youth in our community.)

3. How do we get there?To reach our vision, we must achieve the following goals. (On the lines below, write out each of your strategic priorities. Then, in the chart beneath each one, list annual goals that will help you achieve each of them.Though there is no limit to the number of strategic priorities or annual goals in your strategic plan, consider the resources available to you, and focus on goals that you can accomplish.)

Annual goals Timeline Resources needed Member assigned

Strategic priority 1:

Strategic priority 2



Strategic priority 3



4. How are we doing?• To monitor our progress, we will take these steps. (List the actions

the club will take to follow up on the plan’s implementation, including a timeline for checking in and evaluating your progress — e.g., reports at board meetings each month, strategic plan reviews at club assemblies, annual reviews.)

Strategic Planning for Rotary Club - 2015

Presentations & Public Speaking

united nationsescwa

ri representative

club works

club assemblies

rotary club central

orgwebinars michel

vibrant club suppose1

current members