Strategic Planning Club Template

This template is based on the layout and organisation of the Rotary International and District 9800 Strategic Plans and to assist your Club to align your plan with the RI and District Plans it
includes the three Rotary International Priorities and related Goals. Clubs are encouraged to use these if they apply and identify and include other priorities and goals of their own, as they see fit.
Remember … the core values of Service, Fellowship, Diversity, Integrity and Leadership should underpin your Plan, a vision for the future of your club is essential before you begin and that all
Rotary Clubs are autonomous; so be forward thinking and innovative and make your Club Plan your own, in terms of voice, content and style.
For further Strategic Planning support and information consult the RI and District 9800 Strategic Plans, the RI Strategic Planning Guide and the two District 9800 Strategic Planning Brochures,
view the Rotary International Strategic Plan PowerPoint presentation and/or contact your AG, the District Learning and Development Director and the District Club Service Chair.
Rotary Club of
Sample Strategic Plan Template
Include the following if you wish and change headings and wording to reflect the language your members understand and use …
Message/s from Club Leaders:
Club President
Core Essence statement:
Purpose / Mission Statement:
President Elect
President Nominee
ROTARY CLUB OF
STRATEGIC PLAN 2015 -
Priority 1: To grow and strengthen our Club
Club Goals
Foster club innovation and
flexibility
Encourage participation in a
variety of Service activities
Promote and practise
membership diversity
Improve Member
Recruitment
Improve Member Retention
Educate and empower
members
Develop Leaders
Start new dynamic clubs
Develop, implement and
regularly review our Club
Strategic Plan
Develop, apply and regularly
review our Club Budget
Raise funds
Access funds and
sponsorships from a range of
sources
Implementation strategies
and actions
Roles and
Responsibilities
Review data and comments –
add review dates here and document
comments etc. after the review.
Recommendations
ROTARY CLUB OF
STRATEGIC PLAN 2015 -
Priority 2: To focus and Increase Humanitarian Service
Club Goals
Eradicate Polio
Donate annually to the Rotary
Foundation (endeavouring to
meet / exceed Foundation
contribution targets)
Participate in Foundation
Education and Humanitarian
Programs
Increase sustainable service
related to the Foundation’s six
areas of focus:
 Promoting Peace
 Fighting Disease
 Clean Water
 Saving Mothers
and Children
 Supporting
Education
 Growing local
Communities
Increase collaboration and
connection with other
organisations
Create and implement
significant projects both locally
and internationally
Implementation strategies
and actions
Roles and
Responsibilities
Review data and comments –
add review dates here and document
comments etc. after the review.
Recommendations
Develop and apply Grant
Writing and Application
skills to access funds from
the Rotary Foundation,
District 9800 and other
bodies
ROTARY CLUB OF
STRATEGIC PLAN 2015 -
Priority 3: To enhance Public Image and Awareness of Rotary
Club Goals
Unify Image and Brand
Awareness by adopting RI
publication guidelines
Publicise action orientated
service
Promote the Core Values of
Rotary
Emphasise Vocational
Service and Vocations in
Service
Promote networking
opportunities and signature
activities
Make more use of different
forms of technology to
publicise Rotary and what our
club does
Implementation strategies
and actions
Roles and
Responsibilities
Review data and comments –
add review dates here and document
comments etc. after the review.
Recommendations