Strategic Planning Guide En

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Strategic planning involves creating a vision, with supporting goals that can beregularly measured and adjusted as needed. Use this guide and theaccompanying worksheet as a starting point for developing your strategic plan.The guide is designed for Rotary clubs but can be adapted for districts. Completethe worksheet on your own or with other club members. acilitators shouldbecome familiar with these resources and prepare an agenda before conducting astrategic planning meeting. The agenda should allot the majority of time to thesecond and third steps of the process, which focus on the future, and less time tothe current state of the club.

!uring the strategic planning process, keep the following tips in mind"# $nvolve past, current, and incoming club leaders.

# $nclude a wide variety of perspectives by involving the full club or a diverserepresentation of your club%s membership.

# Consider all ideas.

# &sk an unbiased facilitator or a small group of facilitators to run strategicplanning meetings.

# Reflect on how your club%s goals align with those of your district and thepriorities and goals of Rotary's Strategic (lan.

# )e prepared to revisit your plan each year and adjust your strategic prioritiesand annual goals as needed.

STRATEGIC PLANNING GUIDE

October 2014

The StrategicPlanning ModelCreate a vision foryour club, withstrategic prioritiesthat will help youachieve it. Thendevelop annual goalsthat support eachstrategic priority.
https://www.rotary.org/myrotary/en/strategic-planhttps://www.rotary.org/myrotary/en/strategic-plan


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Use Rotary Club Central to setannual goals and trackachievements.

4. How are we doing?

# Create a strategic planning team toregularly monitor progress andrecommend revisions to the plan, ifneeded.

# &llocate sufficient resources for theplan%s implementation.

# Continually evaluate all decisionsto make sure they support the plan,

providing feedback to the strategicplanning team on theirimplementation.

# Review your strategic plan annuallywith all club members, including

the vision statement, strategicpriorities, and annual goals, andrevise it as needed.

# Repeat the full strategic planningprocess every three to five years tocreate a new plan or uphold thecurrent one.


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Strategic Planning WorksheetComplete this worksheet to create your strategic plan.

1. Where are we now? Todays date:

Club strengths Club weaknesses

5pportunities for the community 6e.g., newbusinesses, growing population7

Challenges facing the community 6e.g.,economic decline, competing services7

Club strengths Club weaknesses

2. Where do we want to be? Target date:

8ey characteristics of future state 6e.g., number of members, retention percentage, balancebetween local and international projects, support of The Rotary oundation7

+ision statement 6$nclude something that will make your club stand out from other serviceclubs in your community 4 e.g., Our vision is to be the most internationally diverse serviceclub in our community, Our vision is to be the service club most supportive of youth in ourcommunity.7


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3. How do we get there?

To reach our vision, we must achieve the following goals. 65n the lines below, write out each ofyour strategic priorities. Then, in the chart beneath each one, list annual goals that will helpyou achieve each of them.Though there is no limit to the number of strategic priorities orannual goals in your strategic plan, consider the resources available to you, and focus on goals

that you can accomplish.7

Strategic !riority 1:

"nn#al goalsTi$eline

%eso#rcesneeded Me$ber assigned







4. How are we doing?

To monitor our progress, we will take these steps. 69ist the actions the club will take to followup on the plan%s implementation, including a timeline for checking in and evaluating yourprogress 4 e.g., reports at board meetings each month, strategic plan reviews at clubassemblies, annual reviews.7


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Documents

Strategic Planning Guide En