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The Club Vision Facilitation Process

Visioning Promo to Clubs

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This is the presentation delivered by PDG Liz Westoby at the joint districts Rotary in WA Membership Action Forum on Sunday 11 August 2013

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Page 1: Visioning Promo to Clubs

The Club Vision Facilitation

Process

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© International Vision Facilitation Committee 2

The Purpose of this Presentation

• A promotional slide show to inform Clubs.

• To explain all the steps in the Visioning process

• To show how Visioning fits in with Rotary International’s strategic initiatives.

• To assist clubs in planning for the future.

…...Please ask questions as we are going through

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Club Vision Facilitation

A multi-District program currently promoted by Rotary International as best practice

Club facilitation helps a Rotary Club to design its own vision / identity and then sets out the necessary steps to achieve that vision.

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Rotary International Strategic Priorities and Goals

1. Support & Strengthen Clubs

• Foster Club Innovation & Flexibility• Encourage clubs to participate in a variety of service activities• Promote membership diversity• Improve member recruitment and retention• Develop Leaders• Start new dynamic clubs• Encourage Strategic Planning at Club & District Levels

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Rotary International Strategic Priorities and Goals

2. Focus and Increase Humanitarian Service

• Eradicate Polio• Increase sustainable service focussed on:

- Youyh Service Programs- The Rotary Foundation’s six areas of focus•Increase collaboration and connection with other organisations•Create significant projects both locally and internationally

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Rotary International Strategic Priorities and Gaols

3. Enhance Public Image and Awareness

• Unify image and brand awareness • Publicize action-oriented service• Promote core values• Emphasise vocational service• Encourage clubs to promote their networking opportunities and signature activities.

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Rotary InternationalLong Range Planning Guide for Clubs &

Districts

• Involve past, current, and incoming club leaders• Have an unbiased facilitator or group of facilitators

run strategic planning meetings• Align club goals with those of District and the Rotary

International Strategic Priorities and Goals• Draft a vision statement describing your club in the

future• Prioritize club goals by participant consensus• Identify annual goals that support the top three-year

goals

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Failing to Plan = Planning to Fail

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TAKE YOUR CLUB TO THE NEXT LEVEL

Implement a Club Leadership Plan

• Develop a long range plan

• Simplify the committee structure

• Involve all club membersBe a Vibrant

Club

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1. The Process

• A 3 - 4 hour event. Flexible delivery

• Led by a trained experienced Rotarian

facilitators

• Ideally it should include a representative

body of the Club’s members (or all

members in a small club)

• All members’ ideas are of equal value

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2. Writing Exercise

Presentingthe concept

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Writing Exercise (cont)

• Envision your Club as to where you want

it to be in 5 years’ time

• Write your ideas down in 20 - 30 minutes

• Ideas written in very simple short

sentences or dot points.

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Writing Exercise (cont) Vision (What do we stand for in our community?) Club attributes (demographics, etc) Club size Rotary Foundation Public Image Fundraising Club Service (Club Administration) Vocational Service Community Service Youth Service International Service

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3. Extraction and Scribing

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4. Dot Voting

Round 1 – Blue Dots

Round 2 – Red Dots

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5. Summary of Charts

DiscussingObservations

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6. The Action Plan

The call to Action…

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Action Plan (cont)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 forum to share what has happened

Assemble a President’s Planning Committee (PPC) and implement the plan

Choose a Club Vision Champion

Agree on a Club Vision Mentor

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90% of 250 clubs who have completed the process in 10+ Districts shared two common results. 

• The Club encountered membership growth in the first year

• Clubs initiated at least one other significant service project or endeavour.

 

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• Gave club members the opportunity to talk about where they want the club to go (never enough time at meetings)

• It was not at all boring (as was expected by some). I liked the dot concept.

Feedback from Australian Clubs

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• The concept of looking ahead 5 years, gave the opportunity to be

daring

• What energy was in the room last night! We certainly would have won

the RI President’s award in 2018.

• Let’s do it!

Feedback from Australian Clubs

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The future is not someplace we are going to, but one we are creating.

The paths to it are not found, but made, and the making of those paths change both the maker and the destination.

(John Scharr)

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A thought to ponder….

When a tree stops growing - it is ready to die... A Rotary club is like that. It is moving ahead only when it is growing. When the growing ends, the knife-and-fork club begins. ~ Charles G. Tennent