DISTRICT PLANNING GUIDE
Review your district’s planning guide with your governor and governor-elect and
work together to develop or refine it.
This guide helps districts assess where districts are today and establish goals for
the coming year. Refer to Rotary Club Central and complete this form during
your year as governor-elect to develop goals for your year as governor. Work with
your district leadership team to set goals, which should promote your district’s
strategic plan. Review and revise the goals throughout the year.
District
number:
Rotary year of office:
Name of governor:
Name of immediate past
governor:
Name of governor-elect:
Name of governornominee:
STRATEGIC PLANNING
The district today
Does the district have a strategic plan?
YES
NO
If so, when was it last reviewed, or when was it established?
Does your district consult with the Rotary coordinator?
YES
NO
Looking ahead
During my year as governor, the district will focus on the following areas of
strategic priorities:
1.
2.
3.
TRAINING
The district today
Number of Rotarians who attended the most recent:
1
District team training seminar:
Presidents-elect training seminar:
District training assembly:
District Rotary Foundation seminar:
District membership seminar:
District leadership seminar:
Club leadership development program:
Grant management seminar:
Number of clubs with Rotarians appointed to district-level positions:
What support does the district provide club trainers?
During my year as governor, the district will focus on the following areas of
training and leadership development:
1.
2.
3.
DISTRICT ADMINISTRATION
Does the district have a communication plan?
YES
NO
When does the district’s election process start for the following positions:
Governor:
Council on Legislation representative:
RI director:
Which of the following is used in your district’s election process?
Nominating committee
Do you use Rotary.org?
Ballot at district conference
YES
Ballot by mail
NO
How is the governor’s monthly communication distributed?
Mail
Email
Website
Video
What social media networks does the district use (e.g., Facebook, YouTube,
LinkedIn)?
How often is the district’s website updated?
How often does the district hold social events?
How does the district involve the families of Rotarians?
How many clubs received the Presidential Citation last year?
What awards did the district receive last year?
What awards does the district present?
2
Looking ahead
During my year as governor, the district will focus on the following areas of
district administration:
1.
2.
3.
FINANCE
The district today
How is the district budget prepared?
When was the budget approved by a majority of district clubs?
When is the statement of district finances reviewed?
How is the district financial statement shared with clubs?
Email
Mail
Spoken report
Website
Does the district have procedures for protecting district funds?
Other
YES
NO
Did the district file appropriate tax documents with local government this Rotary
year?
YES
NO
Is the per capita levy sufficient for district needs?
YES
NO
Looking ahead
During my year as governor, the district will focus on the following areas in
finance:
1.
2.
3.
DISTRICT CONFERENCE
The district today
How many Rotarians participated?
How many clubs were represented:
What were the program’s highlights?
Have participant evaluations been reviewed?
YES
NO
Looking ahead
During my year as governor, the district will focus on the following areas for the
district conference:
1.
3
2.
3.
CONVENTION PROMOTION
The district today
Is the Rotary International Convention promoted in your district?
YES
NO
Have materials been shared with clubs to promote the upcoming convention?
YES
NO
About how many Rotarians from your district attended the last convention?
Does your district website have a link to convention resources?
NO
YES
Looking ahead
During my year as governor, the district will focus on the following areas of
convention promotion:
1.
2.
3.
PUBLIC RELATIONS
The district today
What district activities are covered by the media, and what type of media
coverage do they receive (radio, newspaper, television)?
Does your district consult with the Rotary public image coordinator?
NO
YES
Does your district encourage clubs to use Rotary public relations materials?
YES
NO
Does your district budget for public relations materials?
YES
Did your district apply for public image grants in the past two years?
NO
NO
YES
Looking ahead
During my year as governor, the district will focus on the following areas of
public relations:
1.
2.
3.
4
MEMBERSHIP
The district today
Number of members in the district:
Net membership growth in existing clubs this Rotary year:
Total number of male members:
and female members:
Number of clubs specifically targeting younger members:
.
Number of clubs with 25 or fewer members:
What is your district’s strategy for incorporating new ideas and flexibility in order
to attract and keep members?
Looking ahead
During my year as governor, the district will focus on the following areas related
to membership:
1.
2.
3.
NEW CLUBS (EXTENSION)
The district today
How many clubs have been chartered in your district over the past two years?
Which communities has your district identified as potential locations for new
Rotary clubs?
How many years does a sponsor club work with a new club?
Looking ahead
During my year as governor, the district will focus on the following areas to
increase its number of new clubs:
1.
2.
3.
THE ROTARY FOUNDATION
The district today
Does your district consult with the regional Rotary Foundation coordinator?
YES
NO
What is your district’s grant eligibility status?
5
Qualified
Qualification pending
Incomplete
How many clubs are currently participating in a district grant?
Amount of District Designated Fund for global grants:
What global grants is your district currently participating in?
1.
2.
3.
What educational, promotional, and fundraising projects did the district hold for
PolioPlus last year?
1.
2.
3.
How many Rotary Peace Fellows did the district nominate last year?
How many of the district’s Rotary Peace Fellow nominees were selected by the
Foundation Trustees last year?
How much did the district contribute to the Annual Fund last year?
(Note: This should be the sum as reported in Rotary Club Central.)
Related to the Endowment Fund, how many of the following did the district have
last year:
Number of Benefactors:
Number of Bequest Society members:
Number of Major Donors:
Looking ahead
During my year as governor:
Amount of District Designated Funds I would like available for a district grant:
Number of clubs I would like to involve in district grants:
Amount of District Designated Funds I would like available for global grants:
The district will concentrate on the following area(s) of focus:
Peace and conflict prevention/resolution
6
Maternal and child health
Disease prevention and treatment
Basic education and literacy
Water and sanitation
Economic and community development
What global grants would you like the district to pursue?
1.
2.
3.
Number of global grants still in progress:
These are the educational, promotional, and fundraising projects I would like the
district to plan for PolioPlus:
1.
2.
3.
Number of Rotary Peace Fellows I would like the district to nominate:
Annual Fund contribution goal:
(Note: This should be the sum of club goals as reported in Rotary Club Central.)
Permanent Fund goals:
Number of Benefactors:
Number of Bequest Society members:
Number of Major Donors:
DISTRICT PROGRAMS
The district today
Number of Rotary Youth Exchange students:
Hosted:
Sponsored:
Number of sponsored Interact clubs:
Number of Interactors:
Number of sponsored Rotaract clubs:
Number of Rotaractors:
Number of sponsored Rotary Community Corps:
7
Number of RCC participants:
Number of Rotary Youth Leadership Awards (RYLA) participants:
Number of RYLA activities:
Number of Rotary Friendship Exchanges:
Number of service projects coordinated by the district (includes all Avenues of
Service):
Number of Rotarians in the district participating in
Rotarian Action Groups:
Rotary Fellowships:
Looking ahead
During my year as governor, the district will focus on the following areas to
improve district programs:
1.
2.
3.
8
SUMMARY OF GOALS FOR DISTRICT
ROTARY YEAR
Strategic planning goals
Training goals
District administration goals
Finance goals
District conference goals
Convention promotion goals
Public relations goals
Membership goals
New club goals
Rotary Foundation goals
The district will participate in the following Rotary Foundation grants:
The district’s Annual Fund contribution goal:
The district’s Permanent Fund contribution goal:
9
District program goals
I would like our district to be involved in the following programs that benefit
our local community:
I would like our district to be involved in the following programs that benefit
communities around the world:
Other goals
10