Lake Elmo Strategic Planning Session

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

Rotary District 5960 Vision Facilitation Team Joe Kovarik, Fred Bartl, Dave Shafer with Kuhn Lee and Lee Finholm attending

Vision Facilitation is:

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

Planning is all about pulling in the same direction with a destination in mind.

Strategic Planning provides continuity between leadership terms

Planning steps - Vision - Long Range Plan - Actions and Programs

Continuity, Consistency, and Consensus (Unanimity)

Goal Tiers

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

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

"...Most widely recognized and respected service club in our community. There is no

place like Lake Elmo ... " "... A model for other clubs ... " "..Reputation for getting things done and

exemplify values and service to

community..."

Membership of Club

50

Attributes

"... 50/50 men and women ... "

"... Credible, known for efficiency and effectiveness ... "

"...FUN..."

Club Service

"... Website links as Community event page...."

"...Our programs are exciting, relevant and recognized..."

"... Weekly recognition in newspapers..."

Vocational

"... Scholarships for ALL who complete the STRIVE program..."

"... Expand Guatemala Literacy Program...“

"..Mentor New members..."

Community Service

"... 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

"... 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

"... 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

"... 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 WhoWhen

1. Compile the facilitation sheets Tom 1/10/07

2. Create a vision statement from Ray 1/17/07

info gathered this evening

3. Set a club forum or assembly Paul 1/31/07 to present and discuss "findings" w/rest of our club

4. Assemble our Presidents Liz 2/07

Development team for a first meeting. 5. Review 1 year from today Club

1/30/08

6. Strategic Planning report @ Board meetings Board monthly

Next Steps

Break out – small groups x committee (or not)

Review the three listed

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 long-range 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 youRotarians