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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
2013 Governors-elect Training Seminar | 2
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
2013 Governors-elect Training Seminar
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?
2013 Governors-elect Training Seminar
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
2013 Governors-elect Training Seminar
Why a WRITTEN Plan?
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2013 Governors-elect Training Seminar
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
2013 Governors-elect Training Seminar
Your Goals as Governor
Purpose• Clear direction• Motivate to action• Personal passion/vision
2013 Governors-elect Training Seminar
Leadership
Leadership is getting someone else to do something you
want done because he wants to do it.”
Dwight D. Eisenhower
2013 Governors-elect Training Seminar
Steps to Effectiveness
What is your #1 priority for 2014-15?
2013 Governors-elect Training Seminar
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?
2013 Governors-elect Training Seminar
Who is Involved?
• Plan development/updates• Plan implementation• Plan assessment and reporting• Plan feedback and recognition of
achievements
2013 Governors-elect Training Seminar
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?
2013 Governors-elect Training Seminar
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
2013 Governors-elect Training Seminar
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?
2013 Governors-elect Training Seminar
Your District & Club PlansCoordination & Integration
• District and RI integrate
• Clubs and district integrate
• Governor years integrate
• Strategies integrate: “One Rotary”
2013 Governors-elect Training Seminar
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?
2013 Governors-elect Training Seminar
Making It Happen
Commit.Expect and inspect.
Communicate.
(if it’s important to you, it’s important to them)
2013 Governors-elect Training Seminar
Resources• Strategic Planning Guide• Rotary Strategic Plan• Rotary Coordinators• Strategic planning consultant in your
own community• www.GreatIdeasToShare.com
2013 Governors-elect Training Seminar