March 18, 2009March 18, 2009

Vision and Vision and Strategic PlanStrategic Plan

Compiled forCompiled for

Rotary Club Rotary Club of of

TigardTigard

byby

Rotary District 5100 Vision Rotary District 5100 Vision Facilitation TeamFacilitation Team

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• Taking your Rotary Club where it wants to go/can go

• Creation of a 5 year Plan with core elements

• Formation of Ideas (Brainstorming -reality vs. fiction)

• Short Plans • Who does what and by

when to achieve goals?

Vision Facilitation Is:

Planning is all about pulling in the same direction with a destination in mind.

Strategic Planning provides continuity between leadership teams and provides a common understanding for all Club Members

Planning steps - Vision

- Long Range Plan

- Actions, Tactical Club Plan and Programs to

be Instituted

Continuity, Consistency, and Consensus (Unanimity)

Why We Plan

Effective Clubs: Sustain Members Successful Service Projects Support the Rotary

Foundation Develop leaders beyond

club level

Rotary’s Strength: Club Level

• Who are we? • Where are we? • Where do we want

to be? • How will we get

there? • How will we know

when we arrive?

Planning

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You wrote a letter as if it were 2014 to the Rotary International President explaining why the Rotary Club of Tigard deserves the distinguished Gold Medal as recognition for being “the best of the best.”

This became the basis for creating the Vision that your club might have for itself five years from now!

Vision Exercise

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Elevator Speech That “thirty second” one-liner that describes the Tigard Rotary Club that you can tell someone in an elevator between the 10th and 1st floor.

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What our Club Stands For

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“We are the place that members of the community desire to be a member and the community supports us financially” - 15 votes

“We are known as a diverse club reflecting the make-up of the community” - 11 votes

“Community leaders, political and organizational, all belong to our club” - 10 votes

“We partner with other organizations” – 10 votes

100

Membership of Club

“All members are engaged” - 14 votes

“90% attendance” - 13 votes

“We are known for our high ethical values and standards” - 9 votes

Attributes

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“Quarterly fellowship events (family, fun, retention) attended by 60% of members” - 15 votes

“We sponsor national speakers and the meeting is open to the community and it is well publized” - 13 votes

“We have fun at our meetings” - 12 votes

Club Service

“We completed a one-time large community project which is recognized throughout the community” - 16 votes

“We did 50 Christmas boxes each year” - 14 votes

“We are active supporters of the arts” - 9 votes

Community Service

“We sponsored the Achievement Banquet each year and it continues to grow” - 15 votes

“We have developed an Interact Club” - 8 votes

“We have increased our scholarship to $20,000 each year” - 7 votes

Vocational Service

“We have partnered with other clubs for matching grants” -

16 votes

“We have sponsored 4 inbound and 4 outbound youth exchange students each year” - 16 votes

“We have developed a hands-on project in another country and on their turf” - 13 votes

International Service

“We have raised $20,000 each years thru our raffles” - 12 votes

“We have raised $10,000 each year at the Balloon Festival” - 12 votes

“We sponsored an Alaska Fishing trip and raised $50,000 each year” - 10 votes

Fund Raising

“100% sustaining Paul Harris Fellows” – 8 votes

“30% members belong to the Paul Harris Society”

“Annual giving to the R.I. Foundation is $25,000”

The Rotary Foundation

“Current/past board members mentor and develop future board members” - 16 votes

“Every board member and committee chair attended District Assembly” - 14 votes

“Members of each committee remain actively involved in the committee for 3 years” – 12 votes

Leadership Development

Action Who ______When

1. Compile the facilitation sheets EM 3/20/09

2. Create a vision statement from info gathered this evening

3. Set a club forum or assembly to present and discuss "findings" with rest of our club SB 4/27/09

4. Assemble our President’s Development team for a first meeting. 5. Review 1 year from today

6. Strategic Planning report @ Board meetings monthly

….and then what happens?

Break out – small groups by committee (or not)

Review the three listed in each category

Prioritize and determine specifically: who, what and when for each listed

Report back to club on your commitment to focus

Next Steps

“There are risks and costs to a program of action, but they are far less than the long-range risks and costs of comfortable inaction.”

--John F. Kennedy

Embracing the Vision

Thank you

RotariansThanks to all the Tigard Rotary Club Members who participated in the Visioning Work Session on March 18, 2009: Scott Bernhard, Ed Murphy, Steve Schmitt, Doug Lusk, Dan Murphy, Jim Strickler, Birol Yesilada, Bob Davidson, Dean Williams, Dan Hardy, Ken VanDomelen, Cliff Elling, Bill Monahan, Stuart Cohen, Rob Musante, Jim Sanders and Richard Shavey.

Special thanks the District 5100 Facilitators: Tom Crozier, Ed Gronke, Richela Grantz and Shirish Patel.