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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.

  1. 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.

  2. 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

The Rotary Club of Niwot is responsible for the content of this web site and we promote community and international service to help make our home a better place.
update: July 30, 2009.

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