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 – |
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/ |
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 |