planning and goal setting pnw pets 2014 don evans
TRANSCRIPT
Planning and Goal Setting
PNW PETS 2014
Don Evans
Learning Objectives
• How to use the Planning Guide for Effective Rotary Clubs to lead your club forward
• Identify the benefits of strategic planning and the visioning process
• Understand the difference between strategic plans and annual goals
• Understand how to set annual goals and develop action plans and benchmarks
Effective Rotary Clubs
• Use the Planning and Goal Setting process• Sustain or increase membership• Implement successful service projects• Support The Rotary Foundation• Develop leaders beyond the club level
Strategic Planning
A Powerful Leadership Tool for:
•Your Rotary Club
•Your Business
•Your Life
Update to Rotary Clubs
STRATEGIC PLANROTARY INTERNATIONAL
“This is a changing world. We must be prepared to change with it”
Paul Harris, 1935
Benefits of Strategic Planning• Creates alignment, sets club direction
• Within the club, aligned with RI and District• Reduces needed effort
• More efficient because we stay on track• Builds the team
• We share common goals, work better together, achieve consensus
• Creates true high performance• Most important objectives are accomplished
Builds Consistency, Continuity and Consensus
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?
1. Where are we today?
Strengths / Weaknesses / Opportunities / Threats (SWOT)
A solid assessment of the starting point for the plan – from both internal and external
perspectives.• Brainstorm then prioritize• Sets the starting point for the journey
2. Where do we want to be? Vision
Choose your club’s destination – essential to the development of a plan, 5 years + look ahead of what the club wants to be
(Mission) Set for us by RI – (Object of Rotary, Rotary Mission)
(Values) What’s important in how we do things?
(Four Way Test, Rotary Values)
3. How do we get there? Set key strategies to aim towards the vision:
– The most important areas for change and focus over the next two to three years
Set annual goals (SMART)Take 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.
VISION-Personal- Club- District
Vision builds consensus and helps keep your club on its pathway
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)
• Focus 5 years out, involve past, current, future presidents + members
• Identify key strategies in alignment with your club’s vision
• Set actionable annual goals for the club
• 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
Setting Annual Club Goals• Annual goals are an essential part of the
process, and the responsibility of the President and his / her team
• Annual goals should be measurable steps to move the club forward, aligned to the club’s vision and strategic plan
SMART Goals
SpecificMeasureableAchievableRelevantTime Framed
A Word About Change…..
“Insanity is. . . continuing to do the things we’ve always done and expecting to get different results.”
Albert Einstein
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.
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
Diversity
Service Leadership
Integrity
Fellowship
Rotarian
Full definitions can be found at www.rotary.org
R.I. Back to Basics Priorities & GoalsSupport and
Strengthen Clubs Focus and Increase Humanitarian Service
Enhance Public Image and Awareness
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
Eradicate polio Increase sustainable service
focused on in o Youth and young
adultso 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 action-oriented service
Promote core values Emphasize vocational
service ideal Encourage clubs to
promote their networking opportunities and signature activities