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STRATEGIC PLANNING PROCESS OVERVIEW

PHASE 1 — PHASE 2 — PHASE 3 — PHASE 4 —
DETERMINE YOUR DEVELOP A VISION: MAKE A PLAN: HOW TRACK PROGRESS:
STATUS: HOW IS OUR WHAT DO WE WANT OUR CAN WE ACHIEVE OUR HOW CLOSE ARE WE TO
CLUB DOING NOW? CLUB TO BE LIKE? VISION? OUR GOALS?

• Identify strategic • List five to seven • Set strategic priorities • Monitor progress
issues to address characteristics you want toward your annual
your club to have • Set annual goals goals
• Determine club’s
strengths and • Create a vision statement • List the activities, • If you missed your
weaknesses timeline, and targets, determine why
resources you’ll need
• Assess member • Adjust your action
satisfaction and plans
needs
• Identify
opportunities and
challenges in the
community

GETTING STARTED

• Assemble a strategic planning team made • Get a variety of perspectives by involving
up of past, present, and incoming club club members who have diverse
leaders to develop the plan and make sure backgrounds and experiences.
it’s helping your club achieve its goals. • Make sure your club’s vision reflects Rotary’s
• Ask a non-Rotarian / Rotaractor or a club official strategic vision.
member that is not in a leadership position • Align your club’s goals to reflect those of
to facilitate strategic planning meetings. your district and Rotary’s strategic plan.

PHASE 1 — DETERMINE YOUR STATUS : HOW IS OUR CLUB DOING NOW?

Before you set your club’s long-term goals, it’s important to:

• Determine your club’s strengths and • Identify opportunities and challenges in
weaknesses by gathering comments from the community by meeting with other
members community leaders

Rotary District 3201 - Presidents & Secretaries Manual 2021 49