Visioning

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Chair:  Jim Rohrer,  jim.rohrer@theloyaltypartners.com 

 

What is Club Visioning?

Club Visioning is a four hour session held in an evening or Saturday morning to help a Club set goals that will define who they are in three years. There is a process whereby all members in attendance  are provided an opportunity to share their ideas. The result of the Vision is a consensus of the top 3 year goals in the areas Rotary Clubs function, increasing effectiveness in all avenues of service. Clubs later develop action plans to meet the goals/Vision. 

3 to 4 trained Vision Facilitators volunteer to conduct the 4 hr session. Given that the Facilitation Team is volunteering their time and traveling to visit your club, the Team has the latitude to reschedule should the participation criteria not be met. 
 

Who Should Participate?

The facilitation session is intended for all interested Rotarians in your Club—from your newest members to your most tenured, from the quietest members to the most outspoken. The breadth and depth of the facilitation exercise is optimized when club leaders (past, present and future) participate and should include the current Board. The number of participants is dependent on the size of your club.  The ideal number is 15 – 28. (Minimum 12; absolute maximum of 30) Ask participants to be on time and must plan to stay through the entire process. Larger clubs should plan to have 28-30 members attend. The facilitation team anticipates participants will come with an open mind, stay the entire session and be fully engaged in a productive, creative session to define the future of the Club.
 

Where is the Session Held?

The Club is responsible for identifying the location for the Visioning session.  The room should be large enough to be set-up with tables in a U-shape and chairs for all of the participants.  In addition, the room should have plenty of wall space so that 20 – 30 sheets of easel paper can be hung on the walls.
 

What time will the Session Start?

Week nights, Mon thru Thurs, start at 5 or 5:30PM or a Sat morning. Since we want to conclude the session about 9:00-9:30 PM, we like to start so that participants are sitting and have a light meal by the start time.  Depending on the size of the group, you will want the participants to arrive about 10-15 min early so the session can start on time.  The team of 3 to 4 facilitators arrives 30 -45 minutes before participants are scheduled to arrive.

Saturday morning start time is 8:30 – 12:30pm.
 

How to get a Vision event in your Club

Clubs desiring a Visioning event designate a “Club Vision Coordinator/Chair” to work with the District Vision Chair, Sandy Mortensen. The Club Vision Coordinator and/or Club President identifies a date when proscribed participants (Board, PE, PEN, cross section of members) can attend, then requests that date by contacting Sandy Mortensen by email. It takes 2-3 weeks to assemble a facilitation team. When advised that a team is in place for your date, sign up attendees, find a room, and provide supplies for the event in a list that will be provided.
 

What are the Outcomes of the Session?

There will be a consensus of what the Club goals are in all avenues of Service three years from now. You will have the information to develop a one line Statement of Purpose/motto/slogan for the Club. The process and follow-up action plans make for improved continuity, consensus, and consistency of focus within the Club. This results in easier recruitment of members and Club leaders as well as better membership retention.
 

Jim Rohrer, District Visioning Chair  jim.rohrer@theloyaltypartners.com   303-679-0144