Rotary Club Strategic Planning Steps

Rotary Club Strategic Plan
Michel P. Jazzar
Rotary International Representative to United Nations - ESCWA
PolioPlus District 2452 Chairman 2015-16
PETS-Lebanon 15 March 2015
Michel P. Jazzar, RI representative to United Nations-ESCWA - March 15, 2015

RC President without Strategic PlanRC President without Strategic Plan

RC President not attending PETS
A Z

RC President who attends PETS
A Z

Be a Vibrant club suppose
1-Decide where your club wants to be in three to five years.
2-Set annual goals and enter them into Rotary Club Central.
3-Hold club assemblies regularly to keep members engaged and
knowledgeable.
4-Communicate openly in your club.
5-Prepare members for future roles to maintain a smooth
leadership transition.
6-Adapt your club’s bylaws to support the way your club works.
7-Develop strong relationships within your club.
8-Make sure all members are involved in activities that genuinely
interest them.
9-Coach new and current members in leading.
10-Create committees that are practical for your club.

Be a Vibrant club suppose
1-Decide where your club wants to be in three to five years.
2-Set annual goals and enter them into Rotary Club Central.
3-Hold club assemblies regularly to keep members engaged and
knowledgeable.
4-Communicate openly in your club.
5-Prepare members for future roles to maintain a smooth
leadership transition.
6-Adapt your club’s bylaws to support the way your club works.
7-Develop strong relationships within your club.
8-Make sure all members are involved in activities that genuinely
interest them.
9-Coach new and current members in leading.
10-Create committees that are practical for your club.
Resource on My Rotary:
“Strategic Planning Guide”
http://www.rotary.org/document/745
Rotary’s Strategic Plan course
http://learn.rotary.org/Pages/Catalog/CourseCatalog.aspx
Rotary webinars
www.rotary.org/webinars

5
Edition: October 2014

10
Learning Objectives
• Identify the formula and steps for
creating a strategic plan.
• Collaborate on strategies for creating
a new strategic plan or evaluating an
existing one.
Michel [. Jazzae, RI representative to United Nations-ESCWA - March 15, 2015

The formula
shows you
steps

Formula

M V-G-S
Relation between Mission, Vision, Goal/s and Strategy/ies

M V-G-S

color lines and
geometric shapes and
insert letters in
appropriate shapes

M V-G-S
S G
M
V

M V-G-S
Resources:
Club-RCs-D-Z…
Future
Mission
RC History,
Current state

How to access
your apartment
on the 10th
floor
of a 10 floors’
building?

1. by elevator
2. by the stairs
3. by the fire escape
4. by being worn by someone
5. be landed by a helicopter on the
roof
6. taking the stairs firefighters
7. …
Strategy: ≠ ways to access

The formula
shows you
The steps

Steps?

Strategic Planning Steps
1. Create a vision.
2. Develop long-range goals that support
your vision.
3. Set annual goals that support your
long-range goals. [3 RYs]
4. Evaluate your plan regularly and adjust
as needed.

Support
and
Evaluation
Vision
Long-range
goals
Annual goals
Rotary Club community

CONSENSUS
2015
2017
2016
Success
VISION
Annual plans, projects, programs
Continuity and
Consistency

Goal: Creating an Action Plan
For each goal, identify:
1. Actions needed
2. Person responsible
3. Timeline
4. How progress will be measured
5. Available resources

M V-G-S
Resources:
Club-RCs-D-Z…
Goal
Mission
Vision 1st
RY 2nd
RY 3rd
RY

M V-G-S
Resources:
Club-RCs-D-Z…
Goals
Mission
Vision 1st
RY 2nd
RY 3rd
RY

EREY
Every
Rotarian
Every
Year

ERET
Every
Rotarian
Evolves
a Task
‫مة‬ّ‫ة‬ ‫مه‬ ‫و ر‬ّ‫ة‬ ‫يط‬ ‫ي‬ّ‫ة‬ ‫ روتا ر‬ ‫كل‬

Workshop

3Groups

Each group:
1.Appoints a representative [P. of a club]
2.Has 5 minutes to prepare the subject.
3.Has 5 minutes for presentation.
4.Rep. should write a report of 1 page
on behalf the group.

Group 1 = Activity 1
Celebrate: 110th RI anniversary
You want to celebrate by a local sustainable development project :
1. Choose a community development project - 6 AOF
2. Who are your project partners?
3. Do you have another creative idea for the celebration?
4. Indicate how Rotaract and Interact could be involved
Vous voulez célébrer cet anniversaire par monter un projet local de
développement durable qui a besoin de partenaires:
1.Choisissez 1 projet de développement durable – 6 axes stratégiques.
2.Qui sont vos partenaires?
3.Vous avez une autre idée créative pour la célébration?
4.Comment impliquer le Rotaract et l’Interact

SustainabilitySustainability
Giving a community the skills and
knowledge to maintain project
outcomes for the long-term to serve
the ongoing need after grant funds
have been expended.
Identify ways to make your service projects
more significant and sustainable.

Peace and conflict prevention/resolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development
Areas of FocusAreas of Focus

Potential partnersPotential partners
• Identify potential partners and
resources for projects.
• Identify best practices for forming
partnerships with organizations and
other clubs.

Celebrate: 70th UN-RI partnership
You want to motivate your club to participate in this celebration:
1. How to inform the club? why to become RPC benefactor?, how to
recruit / support candidates for scholarships of peace?
2. Propose a creative idea
Vous voulez motiver votre club pour participer à cette célébration:
1.Comment informer le club? pourquoi devenir bienfaiteur des CRP?,
comment recruter/soutenir des candidats aux bourses de la paix?
2.Proposer une idée créative

Celebrate: 30th
PolioPlus anniversary
You want to motivate your club in this celebration:
1. How to inform, why to contribute for 1500$/club, how to motivate
members’ involvement during NIDs.
2. Propose a creative idea
Vous voulez motiver votre club pour la célébration.
1.Comment informer le club, pourquoi une contribution de 1500$?,
comment s'impliquer d'avantage ~JINs.
2.Proposer une idée créative

Report Group 1
Report Group 2
Report Group 3

Celebrate: 110th RI anniversary
Celebrate: 30th
PolioPlus anniversary
Celebrate: 70th UN-RI partnership

www.authorstream.com/jazzar

http://riescwa.hautetfort.com

Rotary Club - Goals 2015 - 2018
Administration Leadership
• Meet all RI/District obligations
(reporting, payments etc.) as per
the guidelines.
• Win at least 1 RI award .
• Win at least 1 District award.
• Develop leaders and have at least
3 serving on District scale
• District yearly goal
Membership
• Increase average number of
active and effective members per
RY 205-16 by 10%/year
• Membership retention; reduce
attrition of new members.
• Recruit young members

The Rotary Foundation
• PHFs 100%
• Raise benefactor- 1/year
• Have at least 1 running GG /year.
• Be involved in Polio Plus
program: awareness-advocacy,
volunteering-NIDs, financial-
1500$
Youth
• sponsor 1 Rotaract club/Interact
Club or keep support .
• Have RAc – IAc attending RYLA
over the period.
• Youth Exchange

Public Image
• Maintain a signature annual
event involving at least 200
people and raising “significant”
funds for a national cause/local
Associations.
• Keep good relations with media
International Programs
• ICCs
• RI Convention
• United Nations and RI

• to have 1 impactful health project
per year. [mother/kids]
• to be linked to at least 1 major
water project per year.
• to participate in environment
related projects each year.
• to participate in impactful
economic empowerment projects
per year.
Service Programs
• to be devoted in one peace
program: RPF
• To implement a maternal and
child project
• to sponsor one RCC over the
strategy period.

Edition: October 2014

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

During the strategic planning process, keep the following tips in
mind:
• Involve past, current, and incoming club leaders.
• Include a wide variety of perspectives by involving the full
club or a diverse representation of your club’s membership.
• Consider all ideas.
• Ask an unbiased facilitator or a small group of facilitators to
run strategic planning meetings.
• Reflect on how your club’s goals align with those of your
district and the priorities and goals of Rotary's Strategic Plan.
• Be prepared to revisit your plan each year and adjust your
strategic priorities and annual goals as needed.

The Strategic Planning Model
The Strategic Planning
Model
Create a vision for your
club, with strategic
priorities that will
help you achieve it.
Then develop annual
goals that support
each strategic
priority.

Process
Develop a strategic plan by
engaging members in the process
below. Use the accompanying
worksheet to record your ideas.

1. Where are we now?
2. Where do we want to be?
1. Where are we now?
• Create a list of your club’s
strengths and weaknesses as of
today.
• Create a list of opportunities and
challenges facing your
community.
When assessing your club’s current
state, consult your region’s
version of Be a Vibrant Club to
determine what your club is
already doing well and what you
could do to rejuvenate it.
2. Where do we want to be?
• Create a list of 5 to 10
characteristics that you would
like to see in your club three to
five years from now.
• Draft a one-sentence vision
statement describing your club
and what you want it to be in
three to five years. Allow for both
individual and group work on this
step.
• Finalize the vision statement with
the full group, and make sure
that all club members support it.

3. How do we get there?
• Develop strategic priorities that will help your club achieve the vision,
considering:
– Strengths and weaknesses of the club Programs and missions of Rotary
International and The Rotary Foundation External environment.
– Involvement of all members
– Achievability in three to five years
• As a group, decide on the most important strategic priorities — those
that will have the greatest impact as your club works toward the
vision.
• Identify annual goals that support each of the top strategic priorities.
• Determine the timeline, resources, and people necessary to meet the
annual goals under each of the strategic priorities.

4. How are we doing?
• Create a strategic planning team to regularly monitor
progress and recommend revisions to the plan, if needed.
• Allocate sufficient resources for the plan’s implementation.
• Continually evaluate all decisions to make sure they support
the plan, providing feedback to the strategic planning team
on their implementation.
• Review your strategic plan annually with all club members,
including the vision statement, strategic priorities, and annual
goals, and revise it as needed.
• Repeat the full strategic planning process every three to five
years to create a new plan or uphold the current one.

Important
Use Rotary Club Central to
set annual goals and track
achievements.

Strategic Planning WorksheetComplete this worksheet to create your strategic plan.
Today’s date: _____________1. Where are we now?
Club strengths Club weaknesses
Opportunities for the community (e.g., new
businesses, growing population)
Challenges facing the community (e.g., economic
decline, competing services)
Club strengths Club weaknesses

2. Where do we want to be? T arget date: ______________
Key characteristics of future state
(e.g., number of members, retention percentage, balance between local and international projects,
support of The Rotary Foundation)
Vision statement (Include something that will make your club stand out from other service clubs in your
community — e.g., Our vision is to be the most internationally diverse service club in our community,
Our vision is to be the service club most supportive of youth in our community.)

3. How do we get there?
To reach our vision, we must achieve the following goals. (On the lines below, write out each of your
strategic priorities.
Then, in the chart beneath each one, list annual goals that will help you achieve each of them.
Though there is no limit to the number of strategic priorities or annual goals in your strategic plan,
consider the resources available to you, and focus on goals that you can accomplish.)
Annual goals Timeline Resources needed Member assigned
Strategic priority 1:

Strategic priority 2

Strategic priority 3

4. How are we doing?
• To monitor our progress, we will take these steps. (List the actions
the club will take to follow up on the plan’s implementation,
including a timeline for checking in and evaluating your progress
— e.g., reports at board meetings each month, strategic plan
reviews at club assemblies, annual reviews.)

Rotary Club Strategic Planning Steps

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