Club Visioning – A Club Development Tool

ROTARY INTERNATIONAL DISTRICT 1250

John Watkins Club Visioning Champion District 1250

April 22, 2023 Rotary International District 1250 1

Club Visioning –A Club Development Tool

District Team:

David Gill , Simon Crowther, Susan Knight, Frank West


We’ll cover

• What is Visioning?• What could it mean for your Club?• Next steps• Questions…

2Rotary International District 1250April 22, 2023 2


Visioning is…

• A structured process to help members develop a long term plan for the future of your Club

• A way to move Clubs up the ‘vibrancy scale’• An ongoing process• A process fully supported by RIBI• A Programme, fully supported by our 1250 DGs for

the next 3-4 years



A bit of background

• Visioning started in 2002 in District 5960 (Minnesota and Wisconsin)

• Developed by Rotarians Steve and Terri Wilcox who adapted techniques they use professionally

• Spread to Canada, New Zealand, Australia and now across RIBI. In use in 94 Districts worldwide

• Now fully committed to in the UK



Visioning is not…

• Not anything to do with SPECSAVERS!• Not just about getting new members• Not anything to do with Future Vision• Not about change for the sake of change!• Not something you will be told to do by District or

the DG• Not a quick fix!



So why is a plan needed?

• The world around us is changing-fast!• Tradition of annual cycles has not always been fully

effective• Need for greater Continuity, Consistency

and Consensus• Ability of ALL club members to shape the focus of the

club



More effective clubs are able to…

• Sustain and Increase Membership

• Implement even more Successful Service Projects

• Meet the changing needs of members and the Community

• Develop Leaders at and Beyond the Club Level




What could this mean for Your Club?

The courage to challenge yourselves and to dream…. A More Vibrant Club• More Visibility• More Members• More satisfaction and Fun• Engaging Rotary; Changing Lives

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The Visioning process


Vision

Long Range Plan

Actions & Programs


Visioning Sessions

• Facilitated by the District Visioning team• Involves all members –up to about 30 max.• Up to four hours • Uses a tried and tested methodology gets the group to

answer the key planning questions– Who are we?– Where are we?– Where do we want to be?– How will we get there?– How will we know when we get there?



Visioning Sessions

Topics covered during the session include:• What do we stand for in the community• Club size and attributes• All Avenues of Service• Foundation Success• Public Image

• What do we want as a club




Our first full working session !



More working Sessions!



The first Session of 2014-Chichester Harbour!


Visioning Session - output

A Club Vision which becomes a living management tool that:• Defines a shared commitment• Provides long-term direction• Creates a framework to establish goals and

objectives• Optimises use of resources• Forms the basis of a Plan




CLUB ACTION PLAN IMMEDIATELY FOLLOWING VISIONING SESSION

Action Who When

Write up flip charts into a spread sheet AAA 14 days

Create club statement of purpose using information collated from the Club Visioning meeting

AAA +3 21 days

Hold a Club Assembly to share the information to format the programme and action steps

AAA 35-42 days

Create a President's development team for regular meetings to move the plan forward

AAA +3 quarterly

EXAMPLE-CLUB ACTION PLAN FOLLOWING VISIONING SESSION


Visioning follow-up

Structured next steps to be completed by the Club• Write a Club Vision/ Purpose statement• Present at club business meeting-gain consensus• Create 3-5 year plan • Breakdown into Annual Goals

– By working area (ie International Service, Community Service, Public Image)

• Use resources/ideas/support from District, RI, RIBI, other clubs, other NGO’s, business, etc.




Sample Breakdown into Annual Goals

ACTIONS WHO WHEN

Year 1

Year 2 Year 3 Year 4 Year 5

Institute 4 Way Test essay contest in elementary schools & middle schools

Research what other service clubs are doing in schools Joe

Research how other Rotary clubs are interacting with schools and 4 way test

Deliver 4 way test cards to all school students

Implement 4 way test essay contest middle school



Annual Goals Breakdown into Tasks

ACTIONS WHO WHEN

Year 1 15-Feb Mar-PETS Apr-May June

Research what other service clubs are doing in schools Joe

Talk to school superintendent Tom

Find out what other Rotary clubs are doing with to promote 4 way test in schools PE Paul

Visit school Districts around our area Susan

Talk to JCC and Lions about what they are doing in schools Chuck


Some benefits of the Visioning Process

• Confirms what you want as a Club• An action plan and annual goals• Clarity for Club members on “what we stand for”• A “vision” to recruit and retain to• Continuity in projects/decision making• Confirm your relevance to the community• Larger/stronger field of club leaders



Rotary International District 1250April 22, 2023

Where are we up to in our District?

• Core 1250 Facilitator Team: John Watkins, Simon Crowther, Frank West ,Sue Knight, David Gill.

• Facilitator training was 13th July at Holiday Inn Guildford• First full club Visioning Session was on 8th September• More sessions booked for, February, March, April and May• 30% of Clubs in District now had Visioning presentations• Clubs-Good uptake to do full Visioning Session• The District Executive Teams and Committee Chairs have

engaged in a full Visioning Session on Saturday 14th December 2013

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Where are we up to in our District? Continued…

• District committed to a 3-4year programme• We want more Volunteers to train as Facilitators next year• We want 5-6 or more in next years training session -Could it

be you?• This will be another joint training session with District 1140

in Spring 2014



District Executive Visioning Session December 2013


THANK YOU

Rotary International District 1250April 22, 2023 25

Training Session - District 1250 Club Visioning Facilitators


Your next steps?

• Invite the District Visioning Team in to give a talk √• Discuss as a Club whether you want to get actively

involved in Visioning• Ask us to set up a full Visioning session• Identify potential District Facilitators for training• Get Visioning…




District Visioning Team Contacts

John Watkins [email protected] 07801 714641

David Gill [email protected] 01483 271565 Simon Crowther [email protected] 01483 208329

Susan Knight [email protected] 01293 774698

Frank West [email protected] 01483 570078

mailto:[email protected]






Think about it…

“There are risks and costs to a program of action, but they are far less than the long-range risks and costs of comfortable inaction.”

- John F. Kennedy


A ship in harbour is safe . . .But this is not what ships are for


QUESTIONS?

Rotary International District 1250April 22, 2023 29

QUESTIONS?



Thank You!

Club Visioning – A Club Development Tool

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