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Perception vs. Reality: Club Evaluation and Visioning

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Slides from a webinar held on 8 October 2014. View a recording at https://vimeo.com/108381769. In part two of the Membership Matters! webinar series, PDG Steve Wilcox from the International Vision Facilitation Council and Joe Brownlee, RI’s chief strategy officer, discuss the process of club visioning and the steps to perform this transformational process in your own club.

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Perception vs. Reality: Club Evaluation and Visioning

  1. 1. Perception vs. Reality: Club Evaluation and Visioning Membership Development Moderator – Sheena Lilly Presenters – PDG Steve Wilcox & RI Chief Strategy Officer, Joe Brownlee 8 October 2014
  2. 2. Perception vs. Reality | 2 Meet our Moderator Sheena Lilly Coordinator, Regional Membership Plans Rotary International Sheena Lilly
  3. 3. Perception vs. Reality | 3 Welcome to the Webinar: • Welcome to the second webinar in the Membership Matters! webinar series • 5 part series dedicated to discussing the fundamentals of Rotary club membership • Each webinar focuses on steps you can take in your club to improve and grow members’ experience with Rotary
  4. 4. What We Will Cover in Today’s Webinar: • Why is a club assessment and vision important? – How does it help clubs and members? – Is there data to support it? – What resources are available to assist your club? • How to create a vision? Perception vs. Reality | 4 – How does the process work best? – How long does the process take? – How long until we see impact in our club?
  5. 5. Perception vs. Reality | 5 Meet Our First Panelist - Joe Brownlee General Manager/ Chief Strategy Officer Rotary International Joined RI in 2004 Joe Brownlee Rotary Club of Evanston IL, USA, District 6440
  6. 6. Perception vs. Reality | 6 Club Evaluation:
  7. 7. Perception vs. Reality | 7 How Would You Evaluate Your Club? A. Everything is going well because… B. My club is struggling because… Engaged, satisfied members Disengaged, dissatisfied members Diverse Not representative of community Growing Stable or declining Positive public interest No interest from public Relevant to community needs What community needs? Community awareness “What do you do?” Trying new things Trying the same things over and over Awesome signature event/program We do nothing significant Great leadership What leadership? Led by the same group Engaged speakers Dry politicians and perceived leaders Having FUN!!!!! I laugh at a meeting or two Having FUN!!!!! Have fun with some members
  8. 8. Perception vs. Reality | 8
  9. 9. The Top Three Strategic Issues Today In Ten Years Membership recruitment and retention 68% 68% Membership diversity (age, gender, etc.) 32% 29% Innovation, modernization, flexibility and/or simplification of processes and rules 29% 32% Public awareness of Rotary 27% 21% Maintaining and promoting core values 21% 27% Developing leaders 21% 21% Polio eradication 21% 6% Programs for youth and young leaders 17% 21% Collaborating and connecting within Rotary 11% 8% Rotary's public relations activities 10% 8% Collaborating and connecting with other organizations 8% 11% Fundraising 8% 8% Financial sustainability 8% 17% Areas of focus 6% 10% Strategic planning 6% 6% Club public relations activities 5% 5% Other 3% 3% Perception vs. Reality | 9 Top Strategic Issues: The Top Three Strategic Issues Today In Ten Years Membership recruitment and retention 68% 68% Membership diversity (age, gender, etc.) 32% 29% Innovation, modernization, flexibility and/or simplification of processes and rules 29% 32%
  10. 10. Perception vs. Reality | 10 Strengthening Clubs: Question Strongly Agree Agree Somewhat Agree Somewhat Disagree Disagree Strongly Disagree Don't Know / Undecided I have the opportunities I want to connect and collaborate with other Rotarians -- across clubs and districts 16% 43% 26% 8% 4% 1% 1% My club does a great job involving new members in our club's activities, projects, and programs 15% 34% 30% 13% 6% 2% 0% Rotary provides members sufficient opportunities for professional networking 12% 37% 30% 12% 6% 2% 2% My club involves each member in activities according to the member's interests, skills, and availability 13% 33% 30% 14% 6% 2% 1%
  11. 11. Perception vs. Reality | 11 Club & District Strategic Planning: Question Year Yes No Don’t Know Does your club have a strategic plan? 2014 45% 34% 21% 2012 41% 33% 27% 2009 44% 50% 7%
  12. 12. Perception vs. Reality | 12 Club & District Strategic Planning: Level of Importance Year Very Important Important Somewhat Important Somewhat Unimportant Not Important Importance of district having a strategic plan 2014 48% 38% 11% 2% 1% 2012 42% 42% 14% 2% 0% Importance of club having a strategic plan 2014 47% 35% 14% 3% 1% 2012 43% 39% 15% 3% 0% Members in clubs with strategic plans are more satisfied and have a more positive view of their club and Rotary as a whole: Does club have a strategic plan? 2014 average “Strongly Agree / Agree” on questions about members’ experience in club and with Rotary D Yes, club has strategic plan 63% +16 No, club does not have strategic plan 47%
  13. 13. Re-emergence Perception vs. Reality | 13 Time for Transitional Change? • Transforming our product • Relevant to today’s market and societal needs • Questioning the status quo • Identifying new growth opportunities for Rotary’s future • How can we prosper over the next 100 years? Growth Birth Success Plateau Chaos Wake Up Calls The End?
  14. 14. Perception vs. Reality | 14 Rotary Resources for Clubs and Districts: • Club Assessment Tools • Be A Vibrant Club: Your Club Leadership Plan • Strategic Planning Guide • Rotary Club Central • Governors, Assistant Governors, and Rotary Coordinators
  15. 15. Perception vs. Reality | 15 Club Assessment Tools: • Evaluate your club’s strengths • Identify weakness • Obtain feedback from club Members and community • Discuss strategies to address weaknesses and opportunities • Implement new strategies and tactics • Monitor progress Available on rotary.org and shop.rotary.org
  16. 16. Perception vs. Reality | 16 Your Club Leadership Plan: • Be A Vibrant Club: Your Club Leadership Plan  10 best practices identified  Planning worksheet
  17. 17. Perception vs. Reality | 17 Final Thought… Develop or use something appropriate for your club. But… DO SOMETHING to assess where your club is now!!
  18. 18. Perception vs. Reality | 18 Meet Our Featured Panelist - • Joined Rotary 1979 • Served as President, DG, GETS Trainer, International Training Leader • Has over 12 years of experience in Club Vision facilitation • Founder of International Club Vision Facilitation Council Steve Wilcox Rotary Club of Hudson Daybreak (Wisconsin, USA) District 5960 (MN/WI USA) PDG Steve Wilcox
  19. 19. Perception vs. Reality | 19 Club Visioning:
  20. 20. Perception vs. Reality | 20 Why is a Plan Needed? • Tradition of annual cycles has not been effective • Establishes a multi-year coordinated plan • Need for greater continuity, consistency, and consensus
  21. 21. Perception vs. Reality | 21 What is a Club Vision? It is a living management tool that: – Defines a shared commitment – Provides long-term direction – Creates a framework to establish goals and objectives – Optimizes use of resources
  22. 22. Perception vs. Reality | 22 2014 Consensus 2016 2015 Success VISION Annual plans, projects, programs Continuity and Consistency:
  23. 23. Perception vs. Reality | 23 Effective Clubs are able to… • Sustain and increase membership • Implement successful service projects • Support The Rotary Foundation • Develop leaders beyond the club level District Insert your Gov. picture here
  24. 24. Club Leadership Plan: Purpose: To strengthen Rotary at the club level by providing the administrative Perception vs. Reality | 24 framework of an effective club.
  25. 25. Perception vs. Reality | 25 Vision to Plan Process: Actions and Programs Long- Range Plan Vision
  26. 26. Perception vs. Reality | 26 The Basic Planning Questions: • Who are you? • Where are you? • Where do you want to be? • How will you get there? • How will you know when you have arrived?
  27. 27. Perception vs. Reality | 27 Rotary Happens at the Club Level:
  28. 28. Perception vs. Reality | 28 Strategic Thinking
  29. 29. • Understand the passions of fellow members/club • Renewed energy/dynamic • Define focus • New ideas • Hear the voices of new and quiet members • Come up with a PLAN for our club • Engage members who may not be involved • Create EXCITEMENT • Think BIG into the future Perception vs. Reality | 29 Top Benefits as Described by Participants:
  30. 30. “What the visioning did for us in terms of membership is that we planned a couple of events specifically around finding new members. At this point, we have the 1 new member and at least 2 Perception vs. Reality | 30 more will come on shortly.” Club President with 27 members, Canada Visioning-Impact on Membership:
  31. 31. “Has increased membership by 3 new members, we are hoping for 2 more” Club Membership Chair, U.S.A. “We’ve not grown simply because people have moved out of the area. We do have 2 new members one of which I will attribute to the Club Visioning exercise” Club President with 23 Members, United Kingdom Perception vs. Reality | 31 “Yes, it’s increased by 10-15 members” Club President with 55 members, Australia Visioning-Impact on Membership:
  32. 32. Perception vs. Reality | 32 Rotary Club Central: Membership Reports • Membership Growth & Viability -Determine current retention rates for new and existing members • Termination Profile -Illustrates when the majority of a club’s terminations are occurring
  33. 33. Perception vs. Reality | 33 Rotary Resources for Clubs and Districts: • Club Assessment Tools • Be A Vibrant Club: Your Club Leadership Plan • Strategic Planning Guide • Rotary Club Central • Governors, Assistant Governors, and Rotary Coordinators
  34. 34. WHAT ARE YOU WAITING FOR? BE A VIBRANT CLUB Perception vs. Reality | 34 Be a Vibrant Club includes: •A club success story from your region •Ideas for your club to try •Resources for your club on My Rotary
  35. 35. Perception vs. Reality | 35 LLEEAARRNN EEVVEERRYYWWHHEERREE WWIITTHH RROOTTAARRYY’’SS LLEEAARRNNIINNGG CCEENNTTEERR.. • Take courses • Find resources • Connect with an online community • Customize your user profile and track your progress Learn how to tell your Rotary story, set goals in Rotary Club Central, apply for a grant, and much more. Visit the Learning Center at http://learn.rotary.org to learn more.
  36. 36. Perception vs. Reality | 36 Membership Best Practices Discussion Group: Search for “Membership Best Practices” on Rotary.org
  37. 37. Perception vs. Reality | 37 Rotary Resources for Clubs and Districts: RESOURCES •Strategic Planning Guide •Be A Vibrant Club: Your Club Leadership Plan •Rotary Coordinators •District Planning Guide •www.rivisionfacilitation.org TOOLS •Rotary Club Central •Showcase •Ideas Platform •My Rotary •Learn •Brand Center
  38. 38. Perception vs. Reality: Club Evaluation and Visioning | 38
  39. 39. Perception vs. Reality | 39 Thank you! Register for upcoming webinars and access recordings of past webinars at www.rotary.org/webinars

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