District 5100 - District 5100 Vision Facilitation

Long Range Club Planning Club Vision Facilitation is a three to four hour evening or Saturday session (typically 5:00 PM - 9:00 PM or 10 AM – 2 PM) that assists club leaders and interested members of a Rotary Club in achieving continuity, consistency and consensus with regards to how they view the future of their club.  If you are interested in scheduling Vision Facilitation for your club, please contact: Vision Facilitation –Chair        Vision Facilitation-Coordinator PDG Dick Elixman                      Patty Frahler             This e-mail address is being protected from spambots. You need JavaScript enabled to view it      This e-mail address is being protected from spambots. You need JavaScript enabled to view it 503.597.5551                               (50...

District 5100 Club Vision Facilitation
Strategic Planning Process

District 5100 is participating in a Multi-District Program to provide clubs a Facilitated Strategic Planning Session. Clubs that choose to participate will commit to an evening or Saturday session with a minimum of 9 to 12 members in attendance; this minimum is based on the membership of the club. During this session, the club members attending will be guided through a process in which they will identify what they envision their club to look like in five years, the milestones that need to be reached to achieve this vision, and establishing a plan to present this information at a Club Assembly. Our facilitation team will provide additional support and training to assist the club in taking the strategic plan which they developed and through a club assembly building a tactical action plan complete with step by step objectives to attain their vision.
This program was developed by District 5960 PDG’s Cathy Smith and Steve Wilcox. It has been completed at over 85 clubs in five districts and the improvements measured by clubs in the area of membership, member involvement and project development have been most impressive. The program requires three trained facilitators to complete a session. The technique employed by the facilitators guides the club to define their vision.
District 5100 is expanding this program to include a follow-up training and process to convert the strategic plan into a tactical action plan with a timeline to identify key milestones in the clubs progress against that plan    
The facilitation session is intended for all interested Rotarians in your club-from your newest members to your most tenured.  The breadth and depth of the facilitation exercise is optimized when club leaders (past, present and future) and member opinion leaders participate.

Our D5100 volunteer Vision Facilitation Team typically commits approximately 25 hours of volunteer time to each event and therefore expects the following:
1. Attendance at the event by present board members, the current president, president-elect, president-elect nominee, immediate past-president, and two other past-presidents. Their collective involvement is essential to the success of the program

2.  Participants must commit to the entire 4-hour exercise.

3.  The number of Rotarians committed to a session will be no less than 12 for smaller clubs but no more than 25 (to maintain the time schedule and allow fair and full input from all present).  For clubs over 40 members, our team expects attendance to be between 20 and 25.  For clubs over 80, we expect 25 members in attendance.

NOTE:  Given that the Facilitation Team is volunteering their time and traveling to visit your club, the Team has the latitude to reschedule should the above criteria not be met. 

Each club requesting a Vision Facilitation will designate a "Club Coordinator" who will work with our District Vision Facilitation Coordinator, Patty Frahler providing all the information and direction individual Rotarians will need in preparation for the session.

The session may be held at the District Office (meal cost and materials will be $25.00 per person attending from the club) or the Club may choose a location of their choice.  The Club Coordinator is responsible for all materials, facilities including the room setup if the District Office meeting room is not used.  We do ask that a meal be served due to the length of the session and this cost is the responsibility of the club.

During the Vision Facilitation session, a team of facilitators will lead a process consisting of an overview presentation, a writing exercise, data collection, and consensus voting and summary and action plan development.

There are at least three measures of success for clubs that complete Vision Facilitation:

1. An immediate measure of progress will be the members' pledge and willingness to move the planning processes from a nice-to-do concept to meaningful growth programs for the club, its members, and its community.

2. The second is that the output from this session is woven into the annual plans of the
incoming and succeeding Presidents.  It will be reflected in the continuity and consistency of
programming and leadership in your Club.

3. Finally, the long-term mark of accomplishment will be at the end of five years when your club advances from where it is to where it wants to be.