Session 8: Strategic Planning and Goals Setting

1. Session 8: Strategic Planning and Goals Setting District 3310 PETS 2010/11

2. Learning Objectives • Appreciate the meaning of Strategic Planning and why • Strategic Planning is essential to the well being of the • club. Strategic Planning forms an important part of • the CLP. • Be able to work with Club leaders and members to • develop or update the clubs’ Strategic plan. • Learn the importance of establishing goals • Be able to use the Planning Guide for Effective Rotary • Guide to work with club members to establish club • goals for the coming year. District 3310 PETS 2010/11

3. The act or process of making or carrying out the establishment of goals, policies, and procedure for a unit of work District 3310 PETS 2010/11

4. Definition of a Strategic Plan • Strategic Planning is long range planning. It involves an analysis of the work environment, the economic issues, the trends, the existing competition. The trend of a strategic plan is to shape the future of the organisation, whether totally or partially. District 3310 PETS 2010/11

5. A strategic plan: • Gives all club members the opportunity to be • involved in planning the future of the club. • Ensures consistency and continuity among those • who carry out the goals. • Focus on significant issues and challenges facing • the club. • Promotes teamwork and commitment to strategic • issues. District 3310 PETS 2010/11

6. Priorities have to be reviewed. • Owners have to renew commitment or re-appointed. • Plan to be shared with members and get their buy-in. • Monitoring structure have to be established. • Provide Resources • Be Prepared to Change Direction • Yearly Goals have to be re-validated. • Evaluation done half-yearly District 3310 PETS 2010/11

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9. Session 8 Goal Setting District 3310 PETS 2010/11

10. Learning Objectives • Understand effective annual and long range goals • Lead club members in establishing goals • Understand the importance of motivating club members to accomplish their goals District 3310 PETS 2010/11

11. Annual and Long-Range Goals • Long range goals should: • - Cover the next three to five Rotary years • - Address the elements of an effective club and each avenue of service • - Include action steps for achieving them • Annual goals should support the long range goals District 3310 PETS 2010/11

12. Effective Rotary Clubs • Sustain or increase their membership base • Implement successful projects that address the needs of their community • Support the Rotary Foundation through both program participation and financial contribution • Develop leaders capable of serving in Rotary beyond the club level District 3310 PETS 2010/11

13. Promoting Effective Clubs

14. Determining Goals • Assess the club’s current conditions • Brainstorm ideas • Speak with community members • Contact District leadership • Consult with other clubs • Review the Presidential Citation District 3310 PETS 2010/11

15. Effective Goals • Shared • Measurable • Challenging • Achievable • Time Specific District 3310 PETS 2010/11

16. Strategies for Achieving Goals • Communicate with club and district leaders • Develop action steps • Assign club members to each step of the action plan • Establish a time-line • Determine criteria for measuring progress • Use resources available from your club, District, and RI • Evaluate your progress District 3310 PETS 2010/11