Vision Facilitation
Long Range Planning
for
The Rotary Club of ______, __
Presented By: D-7870 Vision Facilitation Team
Date: _______________
© International Vision Facilitation Committee
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5:00 – 5:15
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Please:
 Get
your Food
 Have a Seat
 Dig in
© International Vision Facilitation Committee
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5:15 – 5:40
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Keep on eating!
Introduce Facilitation Team
PowerPoint
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Rules of the Room
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Cell phones off
No Palm Prayers
Bathrooms…
Respect each others views
One person speaks at a time
No wrong answers or input
© International Vision Facilitation Committee
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Your Facilitation Team Today
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Tatha Lewis
Ruth Clough
June Howe
David Hoopes
Rick Manganello
Janet Manganello
Rotary Club of:
Wallingford, VT
Bethel, VT
Brattleboro, VT
Wantastiquet-Londonderry, VT
Nashua, NH
© International Vision Facilitation Committee
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Our Program This Evening
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5:00 – 5:15 Buffet Line – Get Food, Be Seated
5:15 – 5:20 Introduce Facilitation Team
5:20 – 5: 40PowerPoint Presentation
5:40 – 5:50 Introduce Club Members
5:50 – 6:00 Break - Clean up, Restrooms
6:00 – 6:40 Vision Exercise
6:40 – 8:00 Extraction and Scribing
8:00 – 8:05 Break - Team sorts
8:05 – 8:30 Voting, Round One & Round Two
8:30 – 9:00 Summarization & Wrap-up
© International Vision Facilitation Committee
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Facilitation
=
Training
© International Vision Facilitation Committee
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Failing to Plan = Planning to Fail
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Conflicting Directions…
Taken In A City
Following A
Vision Session
(“NO - Your “OTHER” Main St. “)
© International Vision Facilitation Committee
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Road Blocks!
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Why Is A Plan Needed?
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Tradition of annual cycles breaks continuity,
consistency, and consensus
Clubs end up “re-inventing the wheel” instead of
moving forward
…..or worse….
© International Vision Facilitation Committee
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Planning
Steps…
Actions & Programs
Vision
Long Range Plan
Why does your Club need a Vision?
“If you don’t know where you are going, chances
are you will end up someplace else.”
- Yogi Berra
© International Vision Facilitation Committee
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What Is “Club Visioning”?
Dynamic Management Tool
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•
•
•
Defines a shared
commitment
Provides long-term
direction
Creates a framework to
establish goals and
objectives
Optimizes use of
resources
© International Vision Facilitation Committee
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The Visioning Process
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Be bold and think
outside the box
Suspend your
practical side
Allow yourself to
dream grand
dreams
The practical sorting
process will come
later
© International Vision Facilitation Committee
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Start with the “End” in mind….
SUCCESSFUL CLUBS

Sustain and increase
membership

Implement successful
service projects

Support The Rotary
Foundation

Develop leaders in the
club and beyond
© International Vision Facilitation Committee
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Our Outcome Today
Long Term
Vision
A Multi-year
Plan
VISION
2017
2016
2015
2014
2013
Annual plans,
projects, programs
© International Vision Facilitation Committee
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Who are you?
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Name
Years in Rotary, what Club(s)
Your Role(s) in the Club
Your Rotary Passion
© International Vision Facilitation Committee
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5:50 – 6:00
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Break
 Take
10!
 Restrooms
 Back in seats promptly at 6:00
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A great way to get started
VISION EXERCISE
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Vision Exercise - Categories
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Club Stands For
Club Size
Club Attributes
Five Avenues of Service
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Club Service
Vocational Service
Community Service
New Generations Service
International Service
Fund Raiser
The Rotary Foundation
Public Image
3
1
3
3
3
3
3
3
1
3
3
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© International Vision Facilitation Committee
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Vision Exercise
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In room writing assignment – 30 Minutes
For your individual use – No test will be given
For each Category
 Decide
what you think is key
 Write down a headline that captures your idea
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If you finish early, take a stretch
© International Vision Facilitation Committee
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It is NOW the Year
2017
© International Vision Facilitation Committee
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Vision Facilitation
Next Steps
for
The Rotary Club of ___________, ___
Presented By: D-7870 Vision Facilitation Team
Date: ____________
© International Vision Facilitation Committee
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Summary – Club Stands For
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Summary – Club Size
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Summary – Club Attributes
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Summary – Club Service
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Summary – Vocational Service
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Summary – Community Service
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Summary – New Generations
Service
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Summary – International Service
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Summary – Fund Raising
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Summary – Rotary Foundation
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Summary – Public Relations
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What Follows
Today
Actions & Programs
Vision
Long Range Plan
© International Vision Facilitation Committee
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Implementing The Plan:
Next Steps to Action
1. Club Vision ►
2. Translate to Long Range Goals ►
3. Annual (Short Term) Goals ►
4. Engage every member in the Passion of the Vision
►Club Assemblies ► Ongoing Training ►
5. Build in Succession Leadership ►
6. Review and update the Plan on regular basis
© International Vision Facilitation Committee
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Action Plan
ACTION
WHO
WHEN (Specific Date)
Compile the facilitation wall charts
Create a vision statement or “elevator
speech” for our club using the
information gathered this evening.
Schedule a club assembly to share
what has happened
Assemble a President’s Development
Committee (PDC)
Serve as liaison to Vision Facilitation
Mentor that will assist your club in
preparing an Action Plan with
Timeline
© International Vision Facilitation Committee
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District 7870 Rotary Resources
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www.rotary.org
www.rotary7870.org
PDG Rick Manganello
AG Nancy Russell
© International Vision Facilitation Committee
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Thank you for your Commitment
© International Vision Facilitation Committee
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