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The Rotary Club of Niwot 
Niwot, Colorado,
USA
Est. 2008
Club Vision
Facilitation (Visioning)
Information provided by
the District Vision Coordinator, Sandy Mortensen,
who visited our club and spoke on July 30, 2009
(return to our members
page here)
Club Vision
Facilitation
Club Vision Facilitation
is a roughly 4 hour process that assists key club leaders and
interested members in annual and long-term planning, and
strives to involve newer members and build their
interests in filling club leadership positions.
A more complete summary
will be posted here as soon as it is available. A
summary from what your webmaster garnered is that there
are two key elements.
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The process educates
and assists leaders and key members in creating and
planning for the upcoming year and several future
years in such a way to provide consistency and
stability and involving all parts of the membership.
Kind of like making a 5-year plan that runs from the
current leadership's immediate interests into the
general membership's interests and long term goals.
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To draw in the
participation of the non-current leadership members
in guiding the future project and club goals and,
thereby, encourage their interests and likely
involvement in filling the future roles of
leadership in the club.
Our club will likely try
to do one of the Visioning sessions sometime in the
coming year. Jo is actually a Visioning Coordinator, but
will not be one of the 4-5 facilitators at our club's
session. He will be a participant with the rest of us.
Here is the full
Description From Sandy:
Club Vision
Facilitation
A Club Vision Facilitation is a four hour session
(typically 5:00 – 9:00 pm) that assists key leaders
and interested members of a Rotary club in achieving
continuity, consistency and consensus. A 3
to 5 year Vision for your Club results from this
process. This helps Clubs recruit new members
and retain "old" members. This makes it easier for new
Club leaders to come forward as they have
a plan to execute rather than invent one each year for
their Club.
The facilitation session is intended for all interested
Rotarians in your club—from your newest
members to your most tenured. The breadth and depth of
the facilitation exercise is optimized
when club leaders (past, present and future) and member
opinion leaders participate. It is limited
to 28 members, however.
Three to four facilitators carry out the Visioning
process. Our District 5450 volunteer Vision Facilitation
Teams
typically commit approximately 25 hours of volunteer
time to each event and therefore expects:
Attendance at the event by present board members, the
current president, president-elect,
president-elect nominee, immediate past-president, and
two other past-presidents. Their
collective involvement is essential.
Participants have to commit to the entire 4-hour
exercise.
The number of Rotarians committed to a session will be
no less than 12 for smaller clubs but no
more than 28 (to maintain the time schedule and allow
fair and full input from all present). For
clubs over 40 members, our team expects attendance to be
between 20 and 28. For clubs over 80,
we expect 28 members in attendance.
NOTE: Given that the Facilitation Team is volunteering
their time and traveling to visit your club,
the Team has the latitude to reschedule should the above
criteria not be met.
Each club requesting a Vision Facilitation will
designate a “Club Coordinator” who will work with
our District Vision Facilitation Coordinator, Sandy
Mortensen. The Club Coordinator will sign up
attendees, oversee room set up, provide supplies and be
in communication with District
Coordinator.
During the Vision Facilitation session, a team of
facilitators will lead a process consisting of an
overview presentation, a writing exercise, data
collection, consensus voting and summary, and
action plan development for 3 to 5 year goals
established.
There are at least three measures of success for club’s
that complete a Vision Facilitation:
An immediate measure of progress will be the members’
pledge and willingness to move the
planning processes from a nice-to-do concept to
meaningful growth programs for the club, its
members, and its community.
The second is that the output from this session is woven
into the annual plans of the incoming
and succeeding Presidents. It will be reflected in the
continuity and consistency of programming
and leadership in your Club.
Finally, the long-term mark of accomplishment will be at
the end of 3-5 years when your club
advances from where it is to where it wants to be.
To schedule a Visioning contact:
Sandy Mortensen, Past Pres. Summit Club,
zlsandy@mac.com, 970-390-0176
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