Strategic Planning & Visioning

Schedule of Events:

The past. Where we have been. Snapshot of our club. October 1
The survey. How do we feel? Survey opens October 1 for 2 weeks
The results. What did we say? What does it mean? November 5
The community. Roundtables around the needs of our community. November 19
The visioning session. How to implement and make it real. November 24 12-3
Strategic Planning. Achieving the vision. TBA

Item	Context	Date & timing
Club presentation	Provide context (snapshot of club / previous visioning / previous survey results / intro the new survey) Previous survey May 3 2023 from Debbie – https://docs.google.com/forms/d/e/1FAIpQLSfqLNVYOd9LGXOfNOiPIGs0roVRDldNHKM37LmNj8podV5_Fg/viewform?usp=sf_link	Oct 1 meeting? 20 mins presentation + Q&A?
Hold anonymous Member Satisfaction survey	Plan for 2 weeks for data analysis – asking for other(s) to help vet our interpretations). New survey link: https://forms.gle/pUCxizB2pt2MBEfh9	Oct 1 to Oct 16
Survey results read out	Amanda and Nicole can put together an interpretation. Would be nice to have one or two others weigh in too?	Possibly Nov 5? 15 to 20 mins
Community panel(s) and/or Roundtables	A key theme we will likely see from the survey is that people are craving more info on the community needs. Options: Community Rotary panel: invite a panel of Rotarians from other clubs about what they have seen or are seeing (Richard Clarke, Graham Stewart, Lisa Zuk, Courtenay? Cumberland?) Club Roundtable: members who are active in community orgs share their perspective. Maybe tap Steve (Town Councillor), Myrna (Metis association), others?	Date(s) TBD
Visioning	Ask interested members to participate (up to 20?) Workshop format: Historical (previous vision) Survey read-out, synthesizing: strategic issues strengths, weaknesses, opportunities and challenges (allow for top-up) Club characteristics (brand attributes) Club vision statement Community needs already identified (appendix)	Off-cycle workshop 3 hours w/ catering
Synthesis	Synthesize info from Visioning session – play back to members (club attributes / vision statement / decision matrix)	TBD
Strategic planning	How to achieve the vision / prioritization, goal setting etc