STRATEGIC PLANNING WORK SHEET

Club Level
CLUB_____________ ____ Our Clubs Vision: What we want our Club to be in the long-run; our desired image. __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________
Example of Rotary Club of Brisbane: "Our Vision for the Rotary Club of Brisbane is to be a high profile, dynamic service organisation within the Brisbane Central Business District, actively involved in worthwhile community projects, which make a difference in the lives of all involved."

Our Club Mission: What our Club aims to do in the long run, our battle cry. __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________
Example of Rotary Club of Brisbane: "Our Mission is to provide resources, people, financial, technical for designated community projects within the CBD, specific RI programs within selected geographical areas, and to be a forum for fellowship of members."

OUR OBJECTIVE FOR THIS EXERCISE: To develop a 3-year Strategic Plan to enhance the public image of My Club with a view to helping achieve its goals on Membership, Foundation, Service, among others.

1. Where is My Club now? No. of Club members: __________ No. of Members: __________ Average Age: __________ Male/Female Ratio: __________ Analyse the above data and list down the internal Strengths and Weaknesses they create for My Club: Strengths
Examples: Strong membership, reliable partners

Weaknesses
Example: Lack of funds

Now list down the external Opportunities and Challenges of My Club.

Opportunities Examples: New growth sectors, population growth, strong partners Challenges Examples: Dying sectors, economic decline, competing NGOs

2. Where do we want to be? Write down the 3-year Strategic Plan of My Clubt (what are the results that I want my Club to accomplish in the next 3 years?) My Clubs 3-Year Strategic Plan
Examples: Increase no. of clubs by 10%, Attract quality professionals as members

3. How do we get there? Make a list of goals that will lead to the achievement of where My Club wants to be (or its 3-year Strategic Plan), both for Projects and Training, which can be done during RY 2012-2015. For this exercise, limit your list to a total of 6 goals, 2 for each coming Rotary Year. District Level Goals Objectives CLUB LEVEL GOALS

1 RY 20122013 2 RY 20122013

2 RY 20132014 3 RY 20132014

1 RY 20142015 2 RY 20142015

District Level Goals

District Public Image Goals

Club Level Goals

RY 20122013

1.

RY 20122013

1.

2.

2.

RY 20132014

1.

RY 20132014

1.

2.

2.

RY 20142015

1.

RY 20142015

1.

2.

2.

Now, make a list of Projects that will use Public Image to help My Club get to where it wants to be (3-Year Strategic Plan), which can be done during RY 2012-1015, with a calendar of implementation. For this exercise, limit your list to 6 projects, 2 for each coming Rotary Year. District Level Projects RY 20122013 Project Title: RY 20122013 Club Level Projects Public Image Training:

Project Objective:

Training Objective:

Committees assigned (with Person-in-charge):

Committees assigned (with Person-in-charge):

Target date of implementation:

Target date of implementation:

RY 20132014

Project Title:

RY 20132014

Public Image Training:

Project Objective:

Training Objective:

Committees assigned (with Person-in-charge):

Committees assigned (with Person-in-charge):

Target date of implementation:

Target date of implementation:

RY 20142015

Project Title:

RY 20142015

Public Image Training:

Project Objective:

Training Objective:

Committees assigned (with Person-in-charge):

Committees assigned (with Person-in-charge):

Target date of implementation:

Target date of implementation:

4. How are we doing? To monitor our progress, list down the steps you will take to check and follow up on the implementation of your Clubs 3-year Strategic Plan, (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.) Note that progress monitoring is done on regular intervals (for example, once a year).

Club ____ 3-Year Strategic Plan Monitoring Form For RY 2012-2013 District Level Monitoring Club Level Monitoring Project Title: Project Title:

Project Objective:

Project Objective:

Date implemented:

Date implemented:

Target Achievement Rate: Member participation: ____% Attendance: ______% Funds generated: _______% Others (specify):

Target Achievement Rate: Member participation: ____% Attendance: ______% Funds generated: _______% Others (specify):

District ____ 3-Year Strategic Plan Monitoring Form

For RY 2013-2014

District Level Monitoring Project Title:

Club Level Monitoring Project Title:

Project Objective:

Project Objective:

Date implemented:

Date implemented:

Target Achievement Rate: Member participation: ____% Attendance: ______% Funds generated: _______% Others (specify):

Target Achievement Rate: Member participation: ____% Attendance: ______% Funds generated: _______% Others (specify):

Club ____ 3-Year Strategic Plan Monitoring Form

For RY 2014-2015

District Level Monitoring Project Title:

Club Level Monitoring Project Title:

Project Objective:

Project Objective:

Date implemented:

Date implemented:

Target Achievement Rate: Member participation: ____% Attendance: ______% Funds generated: _______% Others (specify):

Target Achievement Rate: Member participation: ____% Attendance: ______% Funds generated: _______% Others (specify):