Transcript Lake Elmo Strategic Planning Session

Lake Elmo Strategic Planning Session
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January 3rd, 2007
Lake Elmo Rotary Board Officers:
Paul Erickson, Ray Marshall, Liz Johnson, Jim Gruver, Anne Plante,Tom
Wenger,Tom Bouthilet,Bob Walz, Kris Killian, John Deir
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Rotary District 5960 Vision Facilitation Team
Joe Kovarik, Fred Bartl, Dave Shafer with Kuhn Lee and Lee Finholm attending
Vision Facilitation is:
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Taking the club where it wants to go/can go
5 year Plan
Write down Ideas (Brainstorming -reality vs fiction)
Short Action Plans
Who does what and by when to achieve goals?
Why We Plan
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Planning is all about pulling in the same direction
with a destination in mind.
Strategic Planning
provides continuity between leadership terms
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Planning steps
- Vision
- Long Range Plan
- Actions and Programs
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Continuity, Consistency, and Consensus (Unanimity)
Goal Tiers
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Rotary International Goals - Vision set for 2010
Rotary District Goals - plans to help International achieve its
goals on a District level
Rotary Club Goals - Plans to get District to meet
international goals on a local level
Strength of Rotary at Club Level
Effective Clubs:
- Sustain Members
- Successful Service Projects
- Support the Rotary Foundation
- Develop leaders beyond club level
PLANNING
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Who are we?
Where are we?
Where do we want to be?
How will we get there?
How will we know when we arrive?
Vision Exercise
Write a letter as if it were 2012 to the Rotary
International President explaining why your
club deserves the distinguished Gold Medal as
recognition for being “the best of the best.”
Vision
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"...Most widely recognized and respected service club in our
community. There is no place like Lake Elmo ... "
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"... A model for other clubs ... "
"..Reputation for getting things done and exemplify values
and service to community..."
Membership of Club
50
Attributes
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"... 50/50 men and women ... "
"... Credible, known for efficiency and
effectiveness ... "
"...FUN..."
Club Service
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"... Website links as Community event page...."
"...Our programs are exciting, relevant and
recognized..."
"... Weekly recognition in newspapers..."
Vocational
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"... Scholarships for ALL who complete the
STRIVE program..."
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"... Expand Guatemala Literacy Program...“
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"..Mentor New members..."
Community Service
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"... Long term partnership with battered women’s
shelter..."
"... Established high profile youth
leadership/citizenship program with local schools...“
"... 07, Wifi 08, Round About 09, Welcome
Center 10, Signature Event 11, Community
Festival 12
*New project Every Year*..."
International
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"... Support and host international student
annually..."
"... Host GSE Student Exchange program...”
"... Use resources (people, power and $$) to
continue supporting Books for Africa, Water
Wells, Guatemalan literacy..."
Rotary Foundation
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"... 50% Paul Harris, 100% contributing,
@ least $100/per member annually..."
"...5 members attend the district foundation
event annually...“
"... District Chair for Paul Harris Foundation
comes from Lake Elmo Rotary"
Leadership Development
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"... All board members have complete district
training..."
"...both president and president elect to PETS
annually...“
"... Plan career ladder that outlines experiences
for succession..."
…and then what happened?
Action
Who
When
Compile the facilitation sheets
Tom
1/10/07
2. Create a vision statement from
info gathered this evening
Ray
1/17/07
3. Set a club forum or assembly
to present and discuss
"findings" w/rest of our club
Paul
1/31/07
4. Assemble our Presidents
Development team for a
first meeting.
Liz
2/07
5. Review 1 year from today
Club
1/30/08
6. Strategic Planning report @ Board meetings
Board
monthly
1.
Next Steps
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Break out – small groups x committee (or not)
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Review the three listed
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Prioritize and determine specifically:
who, what and when for each listed
Report back to club on your commitment to focus
Think about it
“There are risks and costs to a program of
action, but they are far less than the longrange risks and costs of comfortable
inaction.”
John F. Kennedy
Think about it
“Just Do It”
NIKE
Think about it
“Git ‘er done”
Larry the cable guy
Thank you
Rotarians