Vision Facilitation

© International Vision Facilitation Committee 1

Vision FacilitationVision Facilitation

Long Range Long Range Planning Planning

forforThe Rotary Club of ______, __The Rotary Club of ______, __

Presented By: D-7870 Vision Facilitation TeamPresented By: D-7870 Vision Facilitation TeamDate: _______________Date: _______________

© International Vision Facilitation Committee

5:00 – 5:15

Please:

Get your FoodHave a SeatDig in

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5:15 – 5:40

Keep on eating! Introduce Facilitation Team PowerPoint

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Rules of the Room

Cell phones off No Palm Prayers Bathrooms… Respect each others views One person speaks at a time No wrong answers or input

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Your Facilitation Team Today

Rotary Club of:Tatha Lewis Wallingford, VTRuth Clough Bethel, VTJune Howe Brattleboro, VTDavid Hoopes Wantastiquet-Londonderry, VTRick Manganello Nashua, NHJanet Manganello

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Our Program This Evening 5:00 – 5:15 Buffet Line – Get Food, Be Seated 5:15 – 5:20 Introduce Facilitation Team 5:20 – 5: 40 PowerPoint Presentation 5:40 – 5:50 Introduce Club Members 5:50 – 6:00 Break - Clean up, Restrooms 6:00 – 6:40 Vision Exercise 6:40 – 8:00 Extraction and Scribing 8:00 – 8:05 Break - Team sorts 8:05 – 8:30 Voting, Round One & Round Two 8:30 – 9:00 Summarization & Wrap-up

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Facilitation = Training

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Failing to Plan = Planning to Fail


( “NO - Your “OTHER” Main St. “)

Conflicting Directions…

Taken In A CityTaken In A City Following AFollowing A

Vision SessionVision Session


Road Blocks!


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….

Planning

Steps…

VisionVision

Long Range PlanLong Range Plan

Actions & ProgramsActions & Programs


“If you don’t know where you are going, chances are you will end up someplace else.”

- Yogi Berra

Why does your Club need a Vision?


What Is “Club Visioning”?

Dynamic Management Tool• Defines a shared

commitment• Provides long-term

direction• Creates a framework to

establish goals and objectives

• Optimizes use of resources


The Visioning Process

Be bold and think outside the box

Suspend your practical side

Allow yourself to dream grand dreams

The practical sorting process will come later


Start with the Start with the ““EndEnd”” in mind…. in mind….

SUCCESSFUL CLUBSSUCCESSFUL CLUBS

Sustain and increase Sustain and increase membershipmembership

Implement successful Implement successful service projectsservice projects

Support The Rotary Support The Rotary FoundationFoundation

Develop leaders in the Develop leaders in the club and beyondclub and beyond


2013

2014

2016

2015

2017

Our Outcome Today

VISION

Annual plans, projects, programs

Long TermVisionA Multi-yearPlan


Who are you?

Name Years in Rotary, what Club(s) Your Role(s) in the Club Your Rotary Passion

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5:50 – 6:00

Break

Take 10!Restrooms Back in seats promptly at 6:00

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Vision ExerciseA great way to get started

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Vision Exercise - Categories

Club Stands For 3 Club Size 1 Club Attributes 3 Five Avenues of Service

Club Service 3 Vocational Service 3 Community Service 3 New Generations Service 3 International Service 3

Fund Raiser 1 The Rotary Foundation 3 Public Image 3 29

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Vision Exercise

In room writing assignment – 30 Minutes For your individual use – No test will be given For each Category

Decide what you think is keyWrite down a headline that captures your idea

If you finish early, take a stretch

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It is NOW the Year

2017


Vision FacilitationVision Facilitation

Next Steps Next Steps forfor

The Rotary Club of ___________, ___The Rotary Club of ___________, ___Presented By: D-7870 Vision Facilitation TeamPresented By: D-7870 Vision Facilitation Team

Date: ____________Date: ____________


Summary – Club Stands For

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Summary – Club Size

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Summary – Club Attributes

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Summary – Club Service

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Summary – Vocational Service

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Summary – Community Service

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Summary – New Generations Service

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Summary – International Service

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Summary – Fund Raising

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Summary – Rotary Foundation

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Summary – Public Relations

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What Follows Today

VisionVision

Long Range PlanLong Range Plan

Actions & ProgramsActions & Programs


Implementing The Plan: Implementing The Plan: Next Steps to ActionNext Steps to Action

1. 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


Action Plan

ACTION WHO WHEN (Specific Date)

Compile the facilitation wall charts

Create a vision statement or “elevator speech” for our club using the information gathered this evening.

Schedule a club assembly to share what has happened

Assemble a President’s Development Committee (PDC)

Serve as liaison to Vision Facilitation Mentor that will assist your club in preparing an Action Plan with Timeline


District 7870 Rotary Resources

www.rotary.org www.rotary7870.org PDG Rick Manganello AG Nancy Russell


Thank you for your Commitment

Documents

Vision Facilitation