Club Planning For Membership Growth

14 June 2017

Presenters: Stephanie UrchickRI Strategic Planning Committee Chair

R. Elixman (5100) J. Kovarik (5960) C. Smith (5960) S. Wilcox (5960)

14 June 2017

Impact of Planning On Rotary PDG Stephanie Urchick –

RI Strategic Planning Committee Chair

WHY PLAN?PDG Joe Kovarik D5960

• Rotarians in clubs with strategic plans have much more favorable views and feel

their clubs are better prepared for the future.

The pace of change in my club is…

Rotarians in clubs with

strategic plans

Rotarians in clubs without strategic plans 61%

26%

Too Slow

Rotarians in clubs without strategic plans

Rotarians in clubs

with strategic plans

What is your current overall impression of your Rotary club?

11%

31%

Excellent

2017 Strategic Planning Survey Results

2017 Strategic Planning Survey

• Conducted every 3 years…

To evaluate where Rotary is today &

understand what Rotary needs to do to

thrive in the future

• January 2017:

o A random, representative worldwide

sample of 160,474 Rotarians invited to

take the online survey

o 20,693 Rotarians participated – a

response rate of 12.9%

2017 Strategic Planning Survey Results

2017 Strategic Planning Survey

Does your club have a strategic plan?

2017 Strategic Planning Survey Results

• Strategic plans may help with membership attraction and retention.

I recommend my Rotary club to others

Rotarians in clubs

with strategic plans

Rotarians in clubs without strategic plans 33%

53%

Strongly Agree

How likely are you to remain a Rotarian for the next two years?

Rotarians in clubs with

strategic plans

Rotarians in clubs without strategic plans

64%

79%

Definitely Will

Wired for Optimism—Time Magazine

Mental Time Travel

Our capacity to envision a different time & place is in fact...

CRITICAL TO OUR SURVIVAL

We must be able to imagine ourselves in the future

2017 Strategic Planning Survey

According to Rotarians’ survey responses…

Rotary’s three greatest strengths:

1.Polio Eradication

2.Areas of focus / Rotary’s main

humanitarian causes

3.Maintaining and promoting core values

Core Values of D-5960

Tools for Club Planning &

What Will a 3 Year Plan

Establish?PDG Steve Wilcox D5960

Tools on ROTARY.ORG

•ROTARY CLUB HEALTH CHECK

•MEMBERSHIP ASSESSMENT TOOLS

•CLUB LEADERSHIP PLAN WORKSHEET

•BE A VIBRANT CLUB OUR CLUB LEADERSHIP PLAN–Available by region

•STRATEGIC PLAN | MY ROTARY

…… on ROTARY.ORG

https://my.rotary.org/en/document/rotary-club-health-check/

Rotary Club Health Check

…… on ROTARY.ORG

https://my.rotary.org/en/document/membership-assessment -tools

Membership Assessment

Tools

…… on ROTARY.ORGhttps://my.rotary.org/en/document/be-vibrant-club-club-leadership-plan-worksheet

Rotary's Be a Vibrant

Club Leadership

Plan

…… on ROTARY.ORG

Rotary's Strategic Planning

Guide

…… on ROTARY.ORG

Rotary Club

Central

…… on ROTARY.ORG

ROTARY PLANNING RESOURCES FOR CLUBS & DISTRICTS

• Rotary Club Central

• Strategic Planning Guide

• Be A Vibrant Club: Your Club Leadership Plan

• Rotary Coordinators

• District Planning Guide

www.rotary.org/strategicplan

Our Strategic Priorities & Goals

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

What Will A 3 Year Plan Establish?

• Reflects Passions & Values of Club

• Provides Direction for Projects, Fundraising, & Functions

• Buy-in from Members/Leaders ensuring Support, Focus & Continuity

Vision to Plan Process

Vision

Long-Range Plan

Actions and Programs

Planning in Current TimesPDG Dick Elixman D5100

It’s YOUR TURN

Who

has experienced a

Planning Process?

What impact on your club?

Questions?PDG Cathy Smith D5960

For more information please visit:

WWW.RIVISIONFACILITATION.ORG