District 5050 – Vision Facilitation:  Long Range Club Planning

Club Vision Facilitation is a three to four hour evening or 
Saturday session (typically 5:00 PM - 9:00 PM or 10 AM – 2 PM) 
that assists club leaders and interested members of a Rotary Club
in achieving continuity, consistency and consensus with regards
to how they view the future of their club.  

If you are interested in scheduling 
Vision Facilitation for your club, please contact:

Vision Facilitation Chair: Jane Helten, 360-631-0752, janehelten@gmail.com

Vision Facilitation Coordinator CA:  Pat Bond, 604-585-9988, patbond@shaw.ca

District 5050 Club Vision Facilitation

Clubs that choose to participate in a visioning will commit to an evening or Saturday session with a minimum of 9 to 12 members in attendance; this minimum is based on the membership of the club. During this session, the club members attending will be guided through a process in which they will identify what they envision their club to look like in five years, the milestones that need to be reached to achieve this vision, and establishing a plan to present this information at a Club Assembly.

District 5960 PDG’s Cathy Smith and Steve Wilcox developed this program. It has been completed at over 100 clubs in five districts and the improvements measured by clubs in the area of membership, member involvement and project development have been most impressive. The program requires three trained facilitators to complete a session. The technique employed by the facilitators guides the club to define their vision.

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.

Our District 5050 volunteer Vision Facilitation Team typically commits approximately 25 hours of volunteer time to each event and therefore expects the following:

1.   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 to the success of the program.

2.   Participants must commit to the entire 4-hour exercise.

3.   The number of Rotarians committed to a session will be no less than 12 for smaller clubs but no more than 25 (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 25.  For clubs over 80, we expect 25 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 Visioning Facilitation will designate a "Club Coordinator" who will work with our District Vision Facilitation Coordinator, who will provide all the information and direction individual Rotarians will need in preparation for the session.

A fee of $150.00 per club helps to defer costs of materials needed for the session.  The Club Coordinator is responsible for all materials requested by the District Coordinator, other facilities including the room setup. We do ask that a meal be served due to the length of the session and this cost is the responsibility of the club.

During the Vision Facilitation session, a team of facilitators will lead a process consisting of an overview presentation, a writing exercise, data collection, and consensus voting and summary and action plan development.

There are at least three measures of success for clubs that complete Vision Facilitation: 

1.   An immediate measure of progress will be the members' pledge and willingness to move the planning pro  cesses from a nice-to-do concept to meaningful growth programs for the club, its members, and its community. 

2.  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. 

3.  Finally, the long-term mark of accomplishment will be at the end of five years when your club advances from where it is to where it wants to be.