the club vision facilitation process

The Club Vision Facilitation

Process

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R.I. Theme 2009-10 R.I. President-elect John Kenny

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Ask yourself these questions

How many of your members are actively involved in your club?

What input do all members have into your yearly program?

What will you club look like 5 years from now? How many people outside of your club know of

your plans?

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Vision

What you see for tomorrow …. Where we are going … our desired destination …

A description of what an organisation would like to achieve in the mid to long term future ….

A descriptor of what we will become … NOT of the strategies to be used ….

A Vision Statement is a quick summary of that direction , usually in the future tense …

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Rotary InternationalClub Visioning

Involve past, current, and incoming club leaders Have an unbiased facilitator or group of facilitators run

Club Visioning Align club goals with those of District and the RI

Strategic Plan Draft a vision statement describing your club in the future Prioritize club goals by participant consensus Identify annual goals that support the top three-year

goals

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Club Vision Facilitation

Not an official program of R.I. A multi-District program currently promoted by R.I.

as best practice Adopted by 65+ Rotary Districts across USA &

Canada Introduced to Australia-NZ at RI Institute Nov 2008 Have Trained 120 Rotarian facilitators to take

program to Clubs in Australia and New Zealand Facilitators now in 21 of 23 Australian Rotary

Districts and 6 of 6 N.Z. Districts

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Why Is A Plan Needed?

Tradition of annual cycles breaks continuity, consistency, and consensus

Clubs end up “re-inventing the wheel” instead of moving forward

…..or worse….

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Failing to Plan = Planning to Fail

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“Our plans miscarry because they have no aim. When a man does not know what harbour he is making for, no wind is the right wind.”

--Seneca

Focus

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90% of 250 clubs which completed the process in 10+ Districts shared two common results.  The Club encountered membership growth in the first year.

Clubs initiated at least one other significant service project or endeavour.

TAKE YOUR CLUB TO THE NEXT LEVEL

Implement the Club Leadership Plan

• Develop a long-range plan• Simplify the committee

structure• Involve all club members

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Effective clubs are able to

Sustain and

Increase Membership

ImplementSuccessful

ServiceProjects

Support The RotaryFoundation

Develop Leaders

Beyond the Club Level

Four Avenues of ServiceClub Leadership Plan

Start with the “End” in mind….

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Continuity

of Leadership, Vision & Process …

Where Do We Want to be?

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Consistency

in Programming—

How Will We Get There?

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Consensus

Solidarity and Unanimity —

In Purpose and Action

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The Process A 4 hour event

Led by a trained team of experienced

Rotarians

A representative body of Club Rotarians (or

all members in a small club)

All members ideas are of equal value

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Writing ExercisePresenting

the Concept

Caloundra Pacific R.C.52 Members

Multi-District TrainingShaftesbury Nov 08

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Writing Exercise Envision the Club as you want it to be in 5

years time

Write your ideas down in 30 minutes

Ideas are extracted by a facilitator

Placed on wall charts for dot point voting

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“Extraction” - Scribing

Multi District TrainingShaftesbury Nov 08

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Dot Voting

Caloundra Pacific R.C.52 Members 7 Feb

2009

Round 1 – Blue Dots

Round 2 – Red Dots

Norwood S.A. Training4 April 2009

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Summary of ChartsDiscussing

Observations

Caloundra Pacific R.C.52 Members

Qld MultiDistrict Training Shaftesbury Nov 08

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The Action Plan

The Call To Action…

Qld MultiDistrict Training Shaftesbury

Nov 08

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Implementing The Plan:

Next Steps to Action1. Club Vision ►

2. Translate to Long Range Goals ►

3. Annual (Short Term) Goals ►

4. Engage every member in the Passion of the Vision ►Club Assemblies ► Ongoing Training ►

5. Build in Succession Leadership ►

6. Review and update the Plan on regular basis

D-9830Vision Facilitation Team

PP Gillian WhitehouseDistrict Vision Chair

President Andrew BakerDistrict Vision

Coordinator

President Chris LoveDistrict Vision

Facilitator

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Sylvia Byers Western Australia

Rob Wylie Qld., Northern NSW, N.T.,

P.N.G., S.I.(Australian Coordinator)

Ross Murray New Zealand & Pacific

Islands

Noel Trevaskis Sydney, Southern NSW, ACT

Philip Archer Victoria & Tasmania

Euan Miller South Australia

Insert

Australia-NZ Vision Team

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How can you help?

Promote to your Clubs

Invite a Team Member to give an

introductory presentation at a Club

AGs can assist as Mentors for follow up

after a facilitation and ongoing assistance

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The future is not someplace we are going to, but one we are creating.

The paths to it are not found, but made, and the making of those paths change both the maker and the destination.

(John Scharr)

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“Rotary is not an organization for retrospection. It is rather one

whose worth and purpose lie in future activity rather than past

performance.”

- Paul Harris, Founder of Rotary International

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I encourage all of you to take this program back to your clubs and

book and information session this year.

Thank You