Session 8 Strategic Planning and Goals Setting District

Session 8: Strategic Planning and Goals Setting District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Learning Objectives 1. Appreciate - Meaning of Strategic Planning - Why essential to well-being of club - Forms an important part of CLP 2. Be able to work with Club leaders and members to develop or update club’s Strategic plan. 3. Learn importance of establishing goals 4. Be able to use Planning Guide for Effective Rotary Clubs to work with club members to establish club goals for coming year. District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

What is a Plan? District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Definition of A Plan The act or process of making or carrying out the establishment of - goals - policies and procedures for a unit of work District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Handouts • Strategic Planning Worksheets Worksheet 20 – Summary for Goal Setting Worksheet 21 - Strategic Planning Guide • Appendix I – Planning Guide for an Effective Rotary Club: complete jointly with Board and submit to AG by July 1. District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Worksheet 20 Summary for Strategic Planning & Goal Setting – Reminder to write notes – Summarise learning – Summarise plans District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

What is Strategic Planning? District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Definition of a Strategic Planning is long range planning. Involves an analysis of • work environment, • economic issues, • trends, • existing competition. The trend of a strategic plan is to shape the future of the organisation, whether totally or partially. District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Worksheet 21 Strategic Planning Guide • Fill in Strategic Planning Worksheet individually for resp Club (draft) (5 minutes) • Share District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

What is Current Status in your Club? • Do you have a strategic plan? • Do you have an SP Director or Committee? • Is SP essential to Club? • Is it beneficial? What are benefits? District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Benefits of a Strategic Plan 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 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Conducting a Strategic Planning Retreat Steps to take • Before the Retreat • During the Retreat District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Before the Retreat • Top Down Approach – Total Commitment of the Board • The commitment of General Leadership • Commitment to contribute to workshop framework • Adequate Time to be allocated • Promise of attendance and participation • Funds to be provided District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

During the Retreat • • Attendance at all sessions Commitment to study and think Interactive, Creative Participation Commitment to be Owners District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Implementing the Strategic Plan • How to Implement SP thru Developing Annual Goals • Steps in Goal Setting to ensure success District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Implementation of the Strategic Plan • • Review Priorities. Owners to renew commitment. Share Plan with members and get their buy-in. Establish Monitoring Structure. Provide Resources. Be Prepared to Change Direction. Re-validate Yearly Goals. Evaluate half-yearly. District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

What is Goal Setting? District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Goal Setting – Definition Goal Setting is a marketing process using ideas which are • achievable, • measurable and • realistic in implementing strategic plan. District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

How do you set Goals? District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

How do you set Goals? Align with District Vision, Mission and Goals • Grow Service to New Generations and Vocational Service • Prioritise based on Club needs • District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Reminder Appendix I – Planning Guide for an Effective Rotary Club: Complete jointly with Board and submit to AG by July 1. District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Learning Objectives 1. Appreciate - Meaning of Strategic Planning - Why essential to well-being of club - Forms an important part of CLP 2. Be able to work with Club leaders and members to develop or update club’s Strategic plan. 3. Learn importance of establishing goals 4. Be able to use Planning Guide for Effective Rotary Clubs to work with club members to establish club goals for coming year. District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING

Thank You for Sharing District 3310 Assembly 2010/11 SESSION 8: STRATEGIC PLANNING & GOALSSETTING