Rotary Club of Orillia Visioning - June 15,2010 A Vision… The Rotary Club of Orillia Outcomes from Visioning Workshop June 15, 2010

Rotary Club of Orillia Rotary Club of Orillia Visioning - June 15,2010Visioning - June 15,2010

A Vision…A Vision…

The Rotary Club of OrilliaThe Rotary Club of Orillia

Outcomes from Visioning Workshop Outcomes from Visioning Workshop

June 15, 2010June 15, 2010


The ProcessThe Process

Develop a wish list that sketches a Develop a wish list that sketches a picture of our club in 5 years time, picture of our club in 5 years time, using using 10 areas of focus 10 areas of focus

Use the “dot democracy” method to Use the “dot democracy” method to choose the activities that we are most choose the activities that we are most passionate about passionate about


What Our Club Stands ForWhat Our Club Stands For1818 Identified community needs and developed Identified community needs and developed

goals and action to meetgoals and action to meet1717 Leader in community projectsLeader in community projects1212 Respect (public know Rotary) PR and BrandingRespect (public know Rotary) PR and Branding1212 FUN!! (fellowship and family events)FUN!! (fellowship and family events)22 Interact club in each schoolInteract club in each school11 Rotary is “the” international service clubRotary is “the” international service club11 Leader in youth developmentLeader in youth development11 Received peace award for YMCAReceived peace award for YMCA11 Most diverse club in age, race, gender etc.Most diverse club in age, race, gender etc.00 Inclusive (enticing to prospective members)Inclusive (enticing to prospective members)00 Go to group….for fundingGo to group….for funding00 100% volunteering within the club100% volunteering within the club


Number of Members – Club SizeNumber of Members – Club Size

1414 60*60*1111 75*75*88 70* by verbal consensus is was felt that 70* by verbal consensus is was felt that

65 would be a good number65 would be a good number22 10010011 78 plus 10 E members78 plus 10 E members00 787800 60 plus 10 E members60 plus 10 E members


AttributesAttributes

2323 Representation of culture, age, gender and Representation of culture, age, gender and ethnicityethnicity

2121 Membership – broader classification base Membership – broader classification base representing the communityrepresenting the community

99 Average age = 45Average age = 4555 50% women50% women33 Higher foundation goalsHigher foundation goals33 Using new ideas and strengths of all membershipUsing new ideas and strengths of all membership22 30 different classifications30 different classifications11 New members from Interact and Rotaract (active)New members from Interact and Rotaract (active)00 Have developed community leadersHave developed community leaders00 Leadership for diversity in the clubLeadership for diversity in the club00 Outgoing attributesOutgoing attributes


Club ServiceClub Service

2121 Fully integrated membership plan (recruitment Fully integrated membership plan (recruitment and and retention) that worksretention) that works

2121 Rotary “brand” is well known in Rotary “brand” is well known in community….respectcommunity….respect

1111 Embrace technology and members are Embrace technology and members are comfortable comfortable with it……website – contain all club info with it……website – contain all club info (committee (committee minutes, structure etc)minutes, structure etc)

44 New members attend all standing committeesNew members attend all standing committees22 Effective and friendly trainingEffective and friendly training22 1 new social activity by new members1 new social activity by new members22 Social family activity once per quarterSocial family activity once per quarter00 Monthly Rotary activities in the daily online Monthly Rotary activities in the daily online

newspapernewspaper


Vocational ServiceVocational Service

2222 Continue to recognize student of the monthContinue to recognize student of the month2121 Interact and Rotaract in all local schools (age Interact and Rotaract in all local schools (age

appropriate)appropriate)1313 Visit 4 places of work per yearVisit 4 places of work per year66 Increase scholarships by 25%Increase scholarships by 25%11 Members applying 4 way test in businessMembers applying 4 way test in business11 Sponsor a 4 way test essay contestSponsor a 4 way test essay contest11 Re-institute law and security programRe-institute law and security program1 1 Provide professional seminars free to the Provide professional seminars free to the

communitycommunity11 Job shadowing – mentoring programJob shadowing – mentoring program00 Vocational service for adults – youth activities Vocational service for adults – youth activities

now in now in 5th avenue (new generations)5th avenue (new generations)


Community ServiceCommunity Service

2929 Ensure that youth activities are available to Ensure that youth activities are available to everyoneeveryone

1818 Visible literacy program*Visible literacy program*88 Provide a variety of opportunities for family funProvide a variety of opportunities for family fun88 Award for clean community through Rotary’s Award for clean community through Rotary’s

effortsefforts22 Senior support program in homes and institutions Senior support program in homes and institutions

– – advocacy groupadvocacy group22 Fully funded activity centre for youth, turning them Fully funded activity centre for youth, turning them

into Rotarians through learning about service into Rotarians through learning about service above above selfself

00 Promotion of Jr Achievement (business)Promotion of Jr Achievement (business)00 Provide opportunities for family fun activitiesProvide opportunities for family fun activities


Humanitarian ServiceHumanitarian Service

77 $75,000$75,000

66 $100,000$100,000

55 $50,000$50,000


InternationalInternational

2929 Continue with international weekendContinue with international weekend2424 Lead in district projectLead in district project1212 Support Polio Plus and eradication of diseaseSupport Polio Plus and eradication of disease66 Exchange student with European countriesExchange student with European countries33 Obtain funding for children’s hospital in Obtain funding for children’s hospital in

developing developing countrycountry33 Malaria projectMalaria project22 GSE leader from clubGSE leader from club11 Contribute to district projectContribute to district project11 Concentration for 3 years on a specific Concentration for 3 years on a specific

geographic geographic area. Project to become self sustaining.area. Project to become self sustaining.


FoundationFoundation

2626 Establish an achievable goalEstablish an achievable goal

2222 EREY contributionsEREY contributions

1515 10 Paul Harris Society members10 Paul Harris Society members

66 100% PHF 100% PHF

22 TRF increased by 100%TRF increased by 100%

11 $300 per Rotarian average annual $300 per Rotarian average annual givinggiving


Leadership DevelopmentLeadership Development

2222 Identify succession plan for leadersIdentify succession plan for leaders1919 New members work through an induction New members work through an induction

planplan88 Develop leadership within Rotaract Club(s)Develop leadership within Rotaract Club(s)66 All board members attend district conferenceAll board members attend district conference55 Strong mentoring programStrong mentoring program22 Adopted club leadership planAdopted club leadership plan00 All CTE chairs attend district assemblyAll CTE chairs attend district assembly00 Online training program (100% participation)Online training program (100% participation)


Initial Action Plan Initial Action Plan

Compile wall charts – Done Compile wall charts – Done

Create a vision statement – DoneCreate a vision statement – Done

President Development Committee – DonePresident Development Committee – Done

Club Assembly to share information – TodayClub Assembly to share information – Today

Prepare Plan with timelines & committeesPrepare Plan with timelines & committees

- To be in place by September 30- To be in place by September 30thth, 2010 , 2010


SUMMARYSUMMARY


Our Club Stands For….Our Club Stands For….

respect – town knows about Rotary - respect – town knows about Rotary - brandingbranding

we recognize and meet community we recognize and meet community needsneeds

leader in community (projects)leader in community (projects)


MembershipMembership

aim for between 60-75 membersaim for between 60-75 members

balance of culture, age and genderbalance of culture, age and gender

broad classification base broad classification base representative representative of entire cityof entire city


Club ServiceClub Service

visibility of Club in community – visibility of Club in community – brandingbranding

use of evolving technologyuse of evolving technology

integrated membership plan- integrated membership plan- recruitment, retention, exit recruitment, retention, exit interviews, interviews, etc.etc.


Vocational ServiceVocational Service

continue support of current student & continue support of current student & youth programsyouth programs

Interact and Rotaract clubs in all Interact and Rotaract clubs in all secondary schools and tertiary schoolssecondary schools and tertiary schools

continue Student of the Month continue Student of the Month programprogram


Community ServiceCommunity Service

Youth activities for allYouth activities for all

Visible literacy program Visible literacy program


Humanitarian ServiceHumanitarian Service

Financial Goals:Financial Goals: raise $75,000raise $75,000


International ServiceInternational Service

lead in a District Projectlead in a District Project

continue with International Student continue with International Student weekendweekend

continue with support for polio continue with support for polio eradicationeradication


FoundationFoundation

continue EREY programcontinue EREY program

establish an achievable goal for establish an achievable goal for Foundation givingFoundation giving

aim for 10 Paul Harris Society aim for 10 Paul Harris Society membersmembers


LeadershipLeadership

succession plan for club leaderssuccession plan for club leaders

comprehensive induction plan for comprehensive induction plan for prospective membersprospective members

adoption of a long range plan – adoption of a long range plan –

e.g. 5 yearse.g. 5 years


Draft Vision StatementDraft Vision Statement

The Rotary Club of Orillia is a group of like The Rotary Club of Orillia is a group of like minded business and community individuals minded business and community individuals dedicated to the promotion of peace and dedicated to the promotion of peace and understanding through responding to the understanding through responding to the needs of communities at home and around needs of communities at home and around the world.the world.


Action PlanAction Plan

President’s Development TeamPresident’s Development Team

At the Visioning Workshop, the team leaders At the Visioning Workshop, the team leaders suggested the formation of a Presidents suggested the formation of a Presidents Development Team to examine the various Development Team to examine the various expectations identified, to prioritize them and to put expectations identified, to prioritize them and to put them into a time line with responsibilities assigned. them into a time line with responsibilities assigned. The committee consisted of PP Mary, VP Jed, P. The committee consisted of PP Mary, VP Jed, P. Nominee Kevin and Pres Cliff. In considering our Nominee Kevin and Pres Cliff. In considering our task, the committee also referred to RI’s monthly task, the committee also referred to RI’s monthly themes, seeking coordination where possible.themes, seeking coordination where possible.

Following is the suggested Action Plan for the first 6 Following is the suggested Action Plan for the first 6 months.months.


August 2010August 2010

Actively work on increasing our membership Actively work on increasing our membership - goal 65 members - - goal 65 members -

Develop an integrated written membership plan, Develop an integrated written membership plan, including:including:– recruitmentrecruitment– support for new memberssupport for new members– exit interviewsexit interviews– broad classification basebroad classification base– membership representative of city makeupmembership representative of city makeup

This activity should involve all club members This activity should involve all club members enthusiastically led by the Membership Committeeenthusiastically led by the Membership Committee


September 2010September 2010

RI’s New Generation month. RI’s New Generation month.

Emphasize our youth activitiesEmphasize our youth activities- student of the month- student of the month- youth programs at YMCA- youth programs at YMCA- A second Interact Club- A second Interact Club- RYLA**- RYLA**- Continue efforts to form a Rotaract Club**- Continue efforts to form a Rotaract Club****These last two initiatives to be coordinated **These last two initiatives to be coordinated with the morning club with the morning club

Principal Responsibility – Vocational CommitteePrincipal Responsibility – Vocational Committee


October 2010October 2010

Vocational MonthVocational Month

– Schedule visits to local industries – perhaps Schedule visits to local industries – perhaps having Tuesday lunch meetings in one or more having Tuesday lunch meetings in one or more plants with lunch brought in if necessary. plants with lunch brought in if necessary.

– Schedule speakers from local industries.Schedule speakers from local industries.

Principal Responsibility of Vocational CommitteePrincipal Responsibility of Vocational Committee


November 2010November 2010

Foundation MonthFoundation Month– Presentations to the club on the various Presentations to the club on the various

Foundation fund raising and service Foundation fund raising and service programs such as EREY, Paul Harris programs such as EREY, Paul Harris Society, Paul Harris Member, Benefactor, Society, Paul Harris Member, Benefactor, polio plus, scholarships, 3H grants etc. polio plus, scholarships, 3H grants etc.

Principal Responsibility of thePrincipal Responsibility of the

Foundation CommitteeFoundation Committee


December 2010December 2010

Family MonthFamily Month– This month is our principal fund raiser, the FOT. This month is our principal fund raiser, the FOT.

Also this is a when we strongly support the Also this is a when we strongly support the Salvation Army as bell ringers and with Salvation Army as bell ringers and with donations to their hamper fund and other food donations to their hamper fund and other food banks. banks.

– Increase our involvement in Literacy Programs Increase our involvement in Literacy Programs for all.for all.

Principal Responsibility of FOT Committee andPrincipal Responsibility of FOT Committee and Local Needs CommitteeLocal Needs Committee


January 2011January 2011

Rotary Awareness MonthRotary Awareness Month– Emphasize & publicizes what Club stands Emphasize & publicizes what Club stands

for and what it accomplishesfor and what it accomplishes– Emphasize our leadership in community Emphasize our leadership in community

projectsprojects– Add visibility to our brandAdd visibility to our brand

Principal Responsibility Public Relations Principal Responsibility Public Relations CommitteeCommittee


Looking forward….Looking forward….

August:August: Membership Plan Membership Plan

September:September: RI New GenerationRI New Generation

October:October: Vocational Vocational

November:November: FoundationFoundation

December:December: FamilyFamily

January:January: Rotary AwarenessRotary Awareness

Documents

Rotary Club of Orillia Visioning - June 15,2010 A Vision… The Rotary Club of Orillia Outcomes from Visioning Workshop June 15, 2010