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The Club Vision 
Facilitation Process
ยฉ International Vision Facilitation Committee 
2 
The Purpose of this Presentation 
โ€ข A promotional slide show to inform Clubs. 
โ€ข To explain all the steps in the Visioning process 
โ€ข To show how Visioning fits in with Rotary 
Internationalโ€™s strategic initiatives. 
โ€ข To assist clubs in planning for the future. 
โ€ฆ...Please ask questions as we are going through
Club Vision Facilitation 
โ€ข A multi-District program currently 
promoted by Rotary International as best 
practice 
โ€ข Club facilitation helps a Rotary Club to 
design its own vision / identity and then 
sets out the necessary steps to achieve 
that vision. 
ยฉ International Vision Facilitation Committee 
3
ยฉ International Vision Facilitation Committee 
4 
Rotary International Strategic 
Priorities and Goals 
1. Support & Strengthen Clubs 
โ€ข Foster Club Innovation & Flexibility 
โ€ข Encourage clubs to participate in a variety of 
service activities 
โ€ข Promote membership diversity 
โ€ข Improve member recruitment and retention 
โ€ข Develop Leaders 
โ€ข Start new dynamic clubs 
โ€ข Encourage Strategic Planning at Club & District 
Levels
ยฉ International Vision Facilitation Committee 
5 
Rotary International Strategic 
Priorities and Goals 
2. Focus and Increase Humanitarian Service 
โ€ข Eradicate Polio 
โ€ข Increase sustainable service focussed on: 
- Youth Service Programs 
- The Rotary Foundationโ€™s six areas of focus 
โ€ข Increase collaboration and connection with other 
organisations 
โ€ข Create significant projects both locally and 
internationally
ยฉ International Vision Facilitation Committee 
6 
Rotary International Strategic 
Priorities and Gaols 
3. Enhance Public Image and Awareness 
โ€ข Unify image and brand awareness 
โ€ข Publicize action-oriented service 
โ€ข Promote core values 
โ€ข Emphasise vocational service 
โ€ข Encourage clubs to promote their networking 
opportunities and signature activities.
ยฉ International Vision Facilitation Committee 
7 
Rotary International 
Long Range Planning Guide for Clubs & 
Districts 
โ€ข Involve past, current, and incoming club leaders 
โ€ข Have an unbiased facilitator or group of facilitators 
run strategic planning meetings 
โ€ข Align club goals with those of District and the Rotary 
International Strategic Priorities and Goals 
โ€ข Draft a vision statement describing your club in the 
future 
โ€ข Prioritize club goals by participant consensus 
โ€ข Identify annual goals that support the top three-year 
goals
ยฉ International Vision Facilitation Committee 
8 
TAKE YOUR CLUB TO 
THE NEXT LEVEL 
Implement a Club 
Leadership Plan 
โ€ข Develop a long range 
plan 
โ€ข Simplify the committee 
structure 
โ€ข Involve all club members 
Be a Vibrant Club
ยฉ International Vision Facilitation Committee 
9 
Failing to Plan = Planning to Fail
ยฉ International Vision Facilitation Committee 
10 
1. The Process 
โ€ข A 2 โ€“ 3 hour event. Flexible delivery 
โ€ข Led by a trained experienced Rotarian 
facilitators. 
โ€ข Ideally it should include a representative 
body of the Clubโ€™s members (or all 
members in a small club) 
โ€ข All membersโ€™ ideas are of equal value.
ยฉ International Vision Facilitation Committee 
11 
2. Writing Exercise 
Presenting 
the concept
ยฉ International Vision Facilitation Committee 
12 
Writing Exercise (cont) 
โ€ข Envision your Club as to where you want 
it to be in 5 yearsโ€™ time 
โ€ข Ideas written in very simple short 
sentences or dot points. 
โ€ข You will be given a paper copy of the 
writing exercise at your Rotary meeting to 
complete at home, or sent a copy by 
email if you are absent.
ยฉ International Vision Facilitation Committee 
13 
Writing Exercise (cont) 
๏ฌ Vision (What do we stand for in our community?) 
๏ฌ Our Club attributes (demographics, etc.) 
๏ฌ Public Image and Awareness 
๏ฌ Rotary Foundation (Giving and receiving) 
๏ฌ Fundraising 
๏ฌ Club Service (Club Administration) 
๏ฌ Vocational Service 
๏ฌ Community Service 
๏ฌ Youth Service 
๏ฌ International Service 
๏ฌ Membership Size (addressed in voting sessions)
ยฉ International Vision Facilitation Committee 
14 
3. Extraction and Scribing
4. Dot Voting 
ยฉ International Vision Facilitation Committee 
15 
Round 1 โ€“ Blue Dots 
Round 2 โ€“ Red Dots
ยฉ International Vision Facilitation Committee 
16 
5. Summary of Charts 
Discussing 
Observations
ยฉ International Vision Facilitation Committee 
17
ยฉ International Vision Facilitation Committee 
18 
6. The Action Plan 
The call 
to Actionโ€ฆ
ยฉ International Vision Facilitation Committee 
19 
Action Plan (cont) 
ACTION WHO WHEN (Specific Date) 
Compile the facilitation wall charts 
Create a vision statement or โ€œelevator 
speechโ€ for our club using the information 
gathered this evening. 
Schedule a club forum to share what has 
happened 
Assemble a Presidentโ€™s Planning 
Committee (PPC) and implement the plan 
Choose a Club Vision Champion 
Agree on a Club Vision Mentor
ยฉ International Vision Facilitation Committee 
20 
90% of 250 clubs who have completed 
the process in 10+ Districts shared two 
common results. 
โ€ข The Club encountered membership 
growth in the first year 
โ€ข Clubs initiated at least one other 
significant service project or endeavour.
Feedback from Australian Clubs 
ยฉ International Vision Facilitation Committee 
21 
โ€ข Gave club members the opportunity to 
talk about where they want the club to 
go (never enough time at meetings) 
โ€ข It was not at all boring (as was 
expected by some). I liked the dot 
concept.
Feedback from Australian Clubs 
ยฉ International Vision Facilitation Committee 
22 
โ€ข The concept of looking ahead 5 years, 
gave the opportunity to be daring 
โ€ข What energy was in the room last 
night! We certainly would have received 
an award from the District Governor at 
Conference. 
โ€ข Letโ€™s do it!
ยฉ International Vision Facilitation Committee 
23 
The future is not someplace we are 
going to, but one we are creating. 
The paths to it are not found, but 
made, and the making of those paths 
change both the maker and the 
destination. 
(John Scharr)
A thought to ponderโ€ฆ. 
When a tree stops growing - it is 
ready to die... A Rotary club is like 
that. It is moving ahead only when 
it is growing. When the growing 
ends, the knife-and-fork club 
begins. ~ Charles G. Tennent 
ยฉ International Vision Facilitation Committee

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Rotary District 9465 Visioning promo to clubs

  • 1. The Club Vision Facilitation Process
  • 2. ยฉ International Vision Facilitation Committee 2 The Purpose of this Presentation โ€ข A promotional slide show to inform Clubs. โ€ข To explain all the steps in the Visioning process โ€ข To show how Visioning fits in with Rotary Internationalโ€™s strategic initiatives. โ€ข To assist clubs in planning for the future. โ€ฆ...Please ask questions as we are going through
  • 3. Club Vision Facilitation โ€ข A multi-District program currently promoted by Rotary International as best practice โ€ข Club facilitation helps a Rotary Club to design its own vision / identity and then sets out the necessary steps to achieve that vision. ยฉ International Vision Facilitation Committee 3
  • 4. ยฉ International Vision Facilitation Committee 4 Rotary International Strategic Priorities and Goals 1. Support & Strengthen Clubs โ€ข Foster Club Innovation & Flexibility โ€ข Encourage clubs to participate in a variety of service activities โ€ข Promote membership diversity โ€ข Improve member recruitment and retention โ€ข Develop Leaders โ€ข Start new dynamic clubs โ€ข Encourage Strategic Planning at Club & District Levels
  • 5. ยฉ International Vision Facilitation Committee 5 Rotary International Strategic Priorities and Goals 2. Focus and Increase Humanitarian Service โ€ข Eradicate Polio โ€ข Increase sustainable service focussed on: - Youth Service Programs - The Rotary Foundationโ€™s six areas of focus โ€ข Increase collaboration and connection with other organisations โ€ข Create significant projects both locally and internationally
  • 6. ยฉ International Vision Facilitation Committee 6 Rotary International Strategic Priorities and Gaols 3. Enhance Public Image and Awareness โ€ข Unify image and brand awareness โ€ข Publicize action-oriented service โ€ข Promote core values โ€ข Emphasise vocational service โ€ข Encourage clubs to promote their networking opportunities and signature activities.
  • 7. ยฉ International Vision Facilitation Committee 7 Rotary International Long Range Planning Guide for Clubs & Districts โ€ข Involve past, current, and incoming club leaders โ€ข Have an unbiased facilitator or group of facilitators run strategic planning meetings โ€ข Align club goals with those of District and the Rotary International Strategic Priorities and Goals โ€ข Draft a vision statement describing your club in the future โ€ข Prioritize club goals by participant consensus โ€ข Identify annual goals that support the top three-year goals
  • 8. ยฉ International Vision Facilitation Committee 8 TAKE YOUR CLUB TO THE NEXT LEVEL Implement a Club Leadership Plan โ€ข Develop a long range plan โ€ข Simplify the committee structure โ€ข Involve all club members Be a Vibrant Club
  • 9. ยฉ International Vision Facilitation Committee 9 Failing to Plan = Planning to Fail
  • 10. ยฉ International Vision Facilitation Committee 10 1. The Process โ€ข A 2 โ€“ 3 hour event. Flexible delivery โ€ข Led by a trained experienced Rotarian facilitators. โ€ข Ideally it should include a representative body of the Clubโ€™s members (or all members in a small club) โ€ข All membersโ€™ ideas are of equal value.
  • 11. ยฉ International Vision Facilitation Committee 11 2. Writing Exercise Presenting the concept
  • 12. ยฉ International Vision Facilitation Committee 12 Writing Exercise (cont) โ€ข Envision your Club as to where you want it to be in 5 yearsโ€™ time โ€ข Ideas written in very simple short sentences or dot points. โ€ข You will be given a paper copy of the writing exercise at your Rotary meeting to complete at home, or sent a copy by email if you are absent.
  • 13. ยฉ International Vision Facilitation Committee 13 Writing Exercise (cont) ๏ฌ Vision (What do we stand for in our community?) ๏ฌ Our Club attributes (demographics, etc.) ๏ฌ Public Image and Awareness ๏ฌ Rotary Foundation (Giving and receiving) ๏ฌ Fundraising ๏ฌ Club Service (Club Administration) ๏ฌ Vocational Service ๏ฌ Community Service ๏ฌ Youth Service ๏ฌ International Service ๏ฌ Membership Size (addressed in voting sessions)
  • 14. ยฉ International Vision Facilitation Committee 14 3. Extraction and Scribing
  • 15. 4. Dot Voting ยฉ International Vision Facilitation Committee 15 Round 1 โ€“ Blue Dots Round 2 โ€“ Red Dots
  • 16. ยฉ International Vision Facilitation Committee 16 5. Summary of Charts Discussing Observations
  • 17. ยฉ International Vision Facilitation Committee 17
  • 18. ยฉ International Vision Facilitation Committee 18 6. The Action Plan The call to Actionโ€ฆ
  • 19. ยฉ International Vision Facilitation Committee 19 Action Plan (cont) ACTION WHO WHEN (Specific Date) Compile the facilitation wall charts Create a vision statement or โ€œelevator speechโ€ for our club using the information gathered this evening. Schedule a club forum to share what has happened Assemble a Presidentโ€™s Planning Committee (PPC) and implement the plan Choose a Club Vision Champion Agree on a Club Vision Mentor
  • 20. ยฉ International Vision Facilitation Committee 20 90% of 250 clubs who have completed the process in 10+ Districts shared two common results. โ€ข The Club encountered membership growth in the first year โ€ข Clubs initiated at least one other significant service project or endeavour.
  • 21. Feedback from Australian Clubs ยฉ International Vision Facilitation Committee 21 โ€ข Gave club members the opportunity to talk about where they want the club to go (never enough time at meetings) โ€ข It was not at all boring (as was expected by some). I liked the dot concept.
  • 22. Feedback from Australian Clubs ยฉ International Vision Facilitation Committee 22 โ€ข The concept of looking ahead 5 years, gave the opportunity to be daring โ€ข What energy was in the room last night! We certainly would have received an award from the District Governor at Conference. โ€ข Letโ€™s do it!
  • 23. ยฉ International Vision Facilitation Committee 23 The future is not someplace we are going to, but one we are creating. The paths to it are not found, but made, and the making of those paths change both the maker and the destination. (John Scharr)
  • 24. A thought to ponderโ€ฆ. When a tree stops growing - it is ready to die... A Rotary club is like that. It is moving ahead only when it is growing. When the growing ends, the knife-and-fork club begins. ~ Charles G. Tennent ยฉ International Vision Facilitation Committee

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