Strategic%20planning%20-PETS%20Lebanon%202015

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Rotary Club Strategic Plan Michel P.
Jazzar Rotary International Representative to
United Nations - ESCWAPolioPlus District 2452
Chairman 2015-16
PETS-Lebanon 15 March 2015
Michel P. Jazzar, RI representative to United
Nations-ESCWA - March 15, 2015
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Acronyms?

• Past President
• Incoming President
• Strategic Planning

• PP
• IP
• SP

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Rotary Club Strategic Plan Michel P.
Jazzar Rotary International Representative to
United Nations - ESCWAPolioPlus District 2452
Chairman 2015-16
PETS-Lebanon 15 March 2015
Michel P. Jazzar, RI representative to United
Nations-ESCWA - March 15, 2015
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(No Transcript)
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Michel P. Jazzar, RI representative to United
Nations-ESCWA - March 15, 2015
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RC President without Strategic Plan
Michel P. Jazzar, RI representative to United
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RC President not attending PETS
Z
A
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RC President who attends PETS
A
Z
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Be a Vibrant club suppose
1-Decide where your club wants to be in three to
five years. 2-Set annual goals and enter them
into Rotary Club Central. 3-Hold club assemblies
regularly to keep members engaged and
knowledgeable. 4-Communicate openly in your
club. 5-Prepare members for future roles to
maintain a smooth leadership transition. 6-Adapt
your clubs bylaws to support the way your club
works. 7-Develop strong relationships within your
club. 8-Make sure all members are involved in
activities that genuinely interest them. 9-Coach
new and current members in leading. 10-Create
committees that are practical for your club.
Michel P. Jazzar, RI representative to United
Nations-ESCWA - March 15, 2015
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Be a Vibrant club suppose
1-Decide where your club wants to be in three to
five years. 2-Set annual goals and enter them
into Rotary Club Central. 3-Hold club assemblies
regularly to keep members engaged and
knowledgeable. 4-Communicate openly in your
club. 5-Prepare members for future roles to
maintain a smooth leadership transition. 6-Adapt
your clubs bylaws to support the way your club
works. 7-Develop strong relationships within your
club. 8-Make sure all members are involved in
activities that genuinely interest them. 9-Coach
new and current members in leading. 10-Create
committees that are practical for your club.
Resource on My Rotary Strategic Planning
Guide http//www.rotary.org/document/745
Rotarys Strategic Plan course http//learn.rotary
.org/Pages/Catalog/CourseCatalog.aspx
Rotary webinars www.rotary.org/webinars
Michel P. Jazzar, RI representative to United
Nations-ESCWA - March 15, 2015
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Edition October 2014
http//www.rotary.org/document/745
Michel P. Jazzar, RI representative to United
Nations-ESCWA - March 15, 2015
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http//www.rotary.org/document/745
Michel P. Jazzar, RI representative to United
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Learn Listen Lead
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Learn Listen Lead
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Learn Listen Lead
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Learn Listen Lead
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Learn Listen Lead
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Learning Objectives

• Identify the formula and steps for creating a
  strategic plan.
• Collaborate on strategies for creating a new
  strategic plan or evaluating an existing one.

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The formula shows you steps
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Rotary Club Strategic Plan
Formula
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?
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Relation between Mission, Vision, Goal/s and
Strategy/ies
M? V-G-S
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M? V-G-S
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color lines and geometric shapes and insert
letters in appropriate shapes
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Relation between Mission, Vision, Goal/s and
Strategy/ies
M? V-G-S
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M? V-G-S
S
G
V
M
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M? V-G-S
Resources Club-RCs-D-Z
RC History, Current state
Future
Mission
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How to access your apartment on the 10th floor of
a 10 floors building?
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?
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Strategy ? ways to access

1. by elevator
2. by the stairs
3. by the fire escape
4. by being worn by someone
5. be landed by a helicopter on the roof
6. taking the stairs firefighters

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The formula shows you The steps
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Rotary Club Strategic Plan
Steps?
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Strategic Planning Steps

1. Create a vision.
2. Develop long-range goals that support your
   vision.
3. Set annual goals that support your long-range
   goals. 3 RYs
4. Evaluate your plan regularly and adjust as needed.

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Vision
Support and Evaluation
Rotary Club? community
Long-range goals
Annual goals
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Continuity and Consistency
VISION
Success
2017
2016
2015
CONSENSUS
Annual plans, projects, programs
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Goal Creating an Action Plan

• For each goal, identify
• Actions needed
• Person responsible
• Timeline
• How progress will be measured
• Available resources

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M? V-G-S
Resources Club-RCs-D-Z
Goal
Vision
3rd RY
1st RY
2nd RY
Mission
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M? V-G-S
Resources Club-RCs-D-Z
Goals
Vision
3rd RY
1st RY
2nd RY
Mission
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EREY
ERET
Every Rotarian Evolves a Task
?? ??????? ????? ?????
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Workshop
???? ???
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3 Groups
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• Each group
• Appoints a representative P. of a club
• Has 5 minutes to prepare the subject.
• Has 5 minutes for presentation.
• Rep. should write a report of 1 page on behalf
  the group.

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Group 1 Activity 1
Ahmed Husseini
Celebrate 110th RI anniversary

• You want to celebrate by a local sustainable
  development project
• Choose a community development project - 6 AOF
• Who are your project partners?
• Do you have another creative idea for the
  celebration?
• Indicate how Rotaract and Interact could be
  involved

• Vous voulez célébrer cet anniversaire par monter
  un projet local de développement durable qui a
  besoin de partenaires
• Choisissez 1 projet de développement durable 6
  axes stratégiques.
• Qui sont vos partenaires?
• Vous avez une autre idée créative pour la
  célébration?
• Comment impliquer le Rotaract et lInteract

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Sustainability
Identify ways to make your service projects more
significant and sustainable.

• Giving a community the skills and knowledge to
  maintain project outcomes for the long-term to
  serve the ongoing need after grant funds have
  been expended.

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Areas of Focus

• Peace and conflict prevention/resolution
• Disease prevention and treatment
• Water and sanitation
• Maternal and child health
• Basic education and literacy
• Economic and community development

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Potential partners

• Identify potential partners and resources for
  projects.
• Identify best practices for forming partnerships
  with organizations and other clubs.

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Group 2 Activity 2
Maroun Chakour
Celebrate 70th UN-RI partnership

• You want to motivate your club to participate in
  this celebration
• How to inform the club? why to become RPC
  benefactor?, how to recruit / support candidates
  for scholarships of peace?
• Propose a creative idea
• Indicate how Rotaract and Interact could be
  involved

• Vous voulez motiver votre club pour participer à
  cette célébration
• Comment informer le club? pourquoi devenir
  bienfaiteur des CRP?, comment recruter/soutenir
  des candidats aux bourses de la paix?
• Proposer une idée créative
• Comment impliquer le Rotaract et lInteract

Michel P. Jazzar, RI representative to United
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Group 3 Activity 3
Joseph Rachkidi
Celebrate 30th PolioPlus anniversary

• You want to motivate your club in this
  celebration
• How to inform, why to contribute for 1500/club,
  how to motivate members involvement during NIDs.
  
• Propose a creative idea
• Indicate how Rotaract and Interact could be
  involved

• Vous voulez motiver votre club pour la
  célébration.
• Comment informer le club, pourquoi une
  contribution de 1500?, comment s'impliquer
  d'avantage JINs.
• Proposer une idée créative
• Comment impliquer le Rotaract et lInteract

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• Each group
• Appoints a representative P. of a club
• Has 5 minutes to prepare the subject.
• Has 5 minutes for presentation.
• Rep. should write a report of 1 page on behalf
  the group.

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Report Group 1
Report Group 2
Report Group 3
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Celebrate 110th RI anniversary
Celebrate 70th UN-RI partnership
Celebrate 30th PolioPlus anniversary
3 ? 7 September 2015
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3 ? 7 September 2015
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www.authorstream.com/jazzar
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Michel P. Jazzar, RI representative to United
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Michel P. Jazzar, RI representative to United
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Rotary Club - Goals 2015 - 2018

• Administration Leadership

• Membership

• Increase average number of active and effective
  members per RY 205-16 by 10/year
• Membership retention reduce attrition of new
  members.
• Recruit young members
• District yearly goal

• Meet all RI/District obligations (reporting,
  payments etc.) as per the guidelines.
• Win at least 1 RI award .
• Win at least 1 District award.
• Develop leaders and have at least 3 serving on
  District scale
• District yearly goal

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Rotary Club - Goals 2015 - 2018

• Youth

• The Rotary Foundation

• sponsor 1 Rotaract club/Interact Club or keep
  support .
• Have RAc IAc attending RYLA over the period.
• Youth Exchange
• District yearly goal

• PHFs 100
• Raise benefactor- 1/year
• Have at least 1 running GG /year.
• Be involved in Polio Plus program
  awareness-advocacy, volunteering-NIDs,
  financial-1500
• District yearly goal

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Rotary Club - Goals 2015 - 2018

• Public Image

• International Programs

• ICCs
• RI Convention
• United Nations and RI
• District yearly goal

• Maintain a signature annual event involving at
  least 200 people and raising significant funds
  for a national cause/local Associations.
• Keep good relations with media
• District yearly goal

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Rotary Club - Goals 2015 - 2018

• Service Programs

• to have 1 impactful health project per year.
  mother/kids
• to be linked to at least 1 major water project
  per year.
• to participate in environment related projects
  each year.
• to participate in impactful economic empowerment
  projects per year.

• to be devoted in one peace program RPF
• To implement a maternal and child project
• to sponsor one RCC over the strategy period.
• District yearly goal

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Edition October 2014
http//www.rotary.org/document/745
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Introduction

• Strategic planning involves creating a
  vision, with supporting goals that can be
  regularly measured and adjusted as needed. Use
  this guide and the accompanying worksheet as a
  starting point for developing your strategic
  plan. The guide is designed for Rotary clubs but
  can be adapted for districts. Complete the
  worksheet on your own or with other club members.
  
• Facilitators should become familiar with
  these resources and prepare an agenda before
  conducting a strategic planning meeting. The
  agenda should allot the majority of time to the
  second and third steps of the process, which
  focus on the future, and less time to the current
  state of the club.

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• During the strategic planning process, keep the
  following tips in mind
• Involve past, current, and incoming club
  leaders.
• Include a wide variety of perspectives by
  involving the full club or a diverse
  representation of your clubs membership.
• Consider all ideas.
• Ask an unbiased facilitator or a small group
  of facilitators to run strategic planning
  meetings.
• Reflect on how your clubs goals align with
  those of your district and the priorities and
  goals of Rotary's Strategic Plan.
• Be prepared to revisit your plan each year and
  adjust your strategic priorities and annual goals
  as needed.

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The Strategic Planning Model

• The Strategic Planning Model
• Create a vision for your club, with strategic
  priorities that will help you achieve it. Then
  develop annual goals that support each strategic
  priority.

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Process

• Develop a strategic plan by engaging members
  in the process below. Use the accompanying
  worksheet to record your ideas.

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1. Where are we now? 2. Where do we want to be?

• 1. Where are we now?
• Create a list of your clubs strengths and
  weaknesses as of today.
• Create a list of opportunities and challenges
  facing your community.
• When assessing your clubs current state, consult
  your regions version of Be a Vibrant Club to
  determine what your club is already doing well
  and what you could do to rejuvenate it.

• 2. Where do we want to be?
• Create a list of 5 to 10 characteristics that
  you would like to see in your club three to five
  years from now.
• Draft a one-sentence vision statement
  describing your club and what you want it to be
  in three to five years. Allow for both individual
  and group work on this step.
• Finalize the vision statement with the full
  group, and make sure that all club members
  support it.

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3. How do we get there?

• Develop strategic priorities that will help
  your club achieve the vision, considering
• Strengths and weaknesses of the club Programs
  and missions of Rotary International and The
  Rotary Foundation External environment. 
• Involvement of all members
• Achievability in three to five years
• As a group, decide on the most important
  strategic priorities those that will have the
  greatest impact as your club works toward the
  vision.
• Identify annual goals that support each of the
  top strategic priorities.
• Determine the timeline, resources, and people
  necessary to meet the annual goals under each of
  the strategic priorities.

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4. How are we doing?

• Create a strategic planning team to regularly
  monitor progress and recommend revisions to the
  plan, if needed.
• Allocate sufficient resources for the plans
  implementation.
• Continually evaluate all decisions to make sure
  they support the plan, providing feedback to the
  strategic planning team on their implementation.
• Review your strategic plan annually with all
  club members, including the vision statement,
  strategic priorities, and annual goals, and
  revise it as needed.
• Repeat the full strategic planning process
  every three to five years to create a new plan or
  uphold the current one.

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Important

• Use Rotary Club Central to set annual goals and
  track achievements.

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Strategic Planning Worksheet
Complete this worksheet to create your strategic
plan.
1. Where are we now?
Todays date _____________
Club strengths Club weaknesses
   
Opportunities for the community (e.g., new businesses, growing population) Challenges facing the community (e.g., economic decline, competing services)
   
Club strengths Club weaknesses
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2. Where do we want to be? T arget date
______________
Key characteristics of future state (e.g.,
number of members, retention percentage, balance
between local and international projects, support
of The Rotary Foundation)

Vision statement (Include something that will
make your club stand out from other service clubs
in your community e.g., Our vision is to be
the most internationally diverse service club in
our community, Our vision is to be the service
club most supportive of youth in our community.)

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3. How do we get there?
To reach our vision, we must achieve the
following goals. (On the lines below, write out
each of your strategic priorities. Then, in the
chart beneath each one, list annual goals that
will help you achieve each of them. Though there
is no limit to the number of strategic priorities
or annual goals in your strategic plan, consider
the resources available to you, and focus on
goals that you can accomplish.)
Strategic priority 1
Annual goals Timeline Resources needed Member assigned
       
       
       
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Strategic priority 2
Strategic priority 2
Annual goals Timeline Resources needed Member assigned
       
       
       
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Strategic priority 3
Strategic priority 3
Annual goals Timeline Resources needed Member assigned
       
       
       
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4. How are we doing?

• To monitor our progress, we will take these
  steps. (List the actions the club will take to
  follow up on the plans implementation, including
  a timeline for checking in and evaluating your
  progress e.g., reports at board meetings each
  month, strategic plan reviews at club assemblies,
  annual reviews.)