Strategic Planning

1
Strategic Planning

• Rotary Club
• of Naperville/Sunrise

2
Who We Are/Club Culture

• Not Ego-driven or Ego-centric
• Fun
• Give back
• Care about each other and the community
• Involved in the community
• Hands-on
• Awake!
• Improve the lives of others
• Socially responsible
• Love fellowship
• Collective
• Genuine concern
• Good people
• Welcoming

3
Board Structure
Club President President Elect Vice President
Secretary Assistant Secretary Treasurer Assistant
Treasurer Board of Directors Club Service
Community Service Vocational Service
International Service Each Avenue of Service has
a Chair and a Co-chair Past President Public
Relations Chair Sergeant-at-Arms
4
Four Avenues of Service

• Club Service
• Web Site, Newsletter, Dinner with Friends, Golf
  Outing, etc.
• Community Service
• Community Grants, Holiday Gift Giving, School
  Supplies, Clean Sweep, PADS, etc.
• Vocational Service
• Scholarships, Career Insights, etc.
• International Service
• Projects like Haiti and Tikondane, Programs like
  Youth Exchange and Group Study Exchange

5
Financial Structure

• Club Service
• Dues, Fines, Sunshine Bucks
• Community Service
• 30 of all Foundation Funds
• Vocational Service
• 30 of all Foundation Funds
• International Service
• 30 of all Foundation Funds
• Reserve Funds
• 10 of all Foundation Funds

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Strategic Process

• SWOT Analysis
• The Here and Now
• - Strengths
• - Weaknesses (areas of improvement)
• The Future (in light of environmental trends)
• - Opportunities
• - Threats

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Strengths

• Club Culture
• Projects and Service
• Administration
• Enthusiasm
• Club Size

8
Weaknesses

• Not enough fellowship activities
• Communication
• Too few doing too much
• Fundraiser burnout
• Keep hitting same sponsors
• Consistency from one year to next

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Opportunities

• Fellowship
• Varied Projects
• Move from Past Culture
• Membership
• Partnership
• Fundraising
• Communication Internal and External

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Threats

• Member Retention
• Club Size
• Events/Fundraisers
• Member Involvement
• Competition
• Logistics
• Complacency

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Key Result Areas

• The umbrella areas of focus to get the
  organization from where it is today to the
  vision.
• Critical Success Factors
• Characteristics Examples
• - Public Relations and Image
• - Identifies a point of focus -
  Operations
• or priority - Relationships
• - Usually no more than eight -
  Finance

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Key Result Areas

• Communication, Education and Awareness
• Culture, Membership, Size and Diversity
• Fellowship and Social
• Fundraising, Sponsorship and Causes
• Participation and Member Involvement
• Process, Continuity, Succession, Administration
• and Tech
• Service Projects

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Communication, Education and Awareness

• Access to Rotary materials (postcards, pins,
  etc.)
• Communication
• Web Site, Newsletter, E-mail
• Inform club members about Areas of Service via
  web, newsletter and e-mail, etc. set a schedule
• Define and highlight opportunities in Area of
  Service
• Education
• Club
• Community
• Awareness
• Members
• Red Badge Club formalize at orientation

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Culture, Membership, Size and Diversity

• Culture drives membership
• Our culture is hands-on, fun and service
• We embrace the clubs diversity
• Taking advantage of the clubs diversity taps
  into passions to create new ideas and increases
  participation
• We should nurture current membership and their
  areas of passion
• Use the culture to create controlled growth which
  should make a dynamic club
• Involve families of Rotarians at various levels

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Social and Fellowship

• Create Social Committee under Club Service
• All Red Badgers are members of committee
• Include two seasoned Rotarians, Tom and one
  female
• Non-Red Badgers must be voted on by committee
• Have one social event per month
• Have monthly meetings at a different cultural
  restaurant International Service
• Allow multiple dates for Dinner with Friends

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Fundraising

• Targeted fundraisers Specific to a cause
• Beaux Arts Ball
• Rotary Ride
• General fundraisers General foundation funds
• Oktoberfest
• Mystery Event
• House Walk
• We raise approximately 100,000 per year
• Identify causes that club is drawn towards.
• Continuously review previous giving patterns.
• Seek outside funds (community match challenge)

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Participation and Member Involvement

• Create a matrix with all projects and ask club
  members to select areas of interest
• Ask club members to spread their interest among
  all the Avenues of Service
• Club chairs must contact new people for each
  project
• Award and acknowledge volunteers
• At New Member Orientation ask potential new
  members to select areas of interest
• Find activities that tap into club members
  passions
• Provide opportunities for more hands-on projects

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Process, Administration, Continuity,
Succession and Tech

• Process
• Identify committee goals
• Communicate steps to success
• Secure buy-in of committee consensus
• Execute plan
• Report back to board in a timely manner
• Keep documentation
• Administration
• Stay consistent in adherence to 501(c)(3)
• Be socially responsible
• Be fiscally responsible on club initiatives and
  projects
• Stay within budget while attaining desired
  result

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Process, Administration, Continuity,
Succession and Tech, Contd

• Tech
• Balance communication between low tech and high
  tech
• Blog for events and projects
• Use NCTV to promote club and projects
• Encourage slide loop of projects at weekly
  meetings
• Encourage members to wear pins daily
• Continuity/Succession
• Identify members with passion
• Engage and enlist those members
• Implement succession plan co-chair with plan
  to become chair
• Mentor committee chairs

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Service Projects

• Maintain projects that are unique from year to
  year to generate enthusiasm
• Generate ideas for hands-on projects to bring
  fellowship and social interaction between members
• Leaders should be chosen for their passion and
  enthusiasm for the project to generate excitement
• Search out outside clubs and groups to partner
  with to generate inter-club fellowship
• Encourage new and old members to propose new
  service projects (generate passion)
• Strive to incorporate social experience in
  service projects
• Look outside our community to generate interest
  (take members outside their comfort zone)
• Make it experiential

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Board of Directors 2007/08
Club President Dawn Ruth Club President Elect
Joe Lichter Vice President Nicki
Scott Secretary and Assistant Secretary Barb
Yokom and Beth Whittingham Treasurer and
Assistant Treasurer Bryant Sheehy and Bert
Fancher Club Service - Chris Kerstin and Bruce
Dixon Community Service Ron Buonauro and Mark
Rice Vocational Service Leslie Day and Darlene
Senger International Service John Ball and
Steve Odden Past President John Schmitt Public
Relations Chair Deb Newman Sergeant-at-Arms
Keith Druek
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Strategic Planning

• Rotary Club
• of Naperville/Sunrise