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DISTRICT PLANNING GUIDE

You can plan for success by thinking about what your district does well and what your goals and
priorities are. As governor-elect, assess the current state of your district, including Rotaract
clubs, by working with your district team to complete Part 1: District health check. The more
checkmarks you have, the healthier your district is.
Part 1: District health check
Goal setting Succession planning
󠄀We have a strategic plan.
󠄀Our strategic plan is aligned with 󠄀There’s a succession plan in place for
Rotary’s Action Plan. district leaders.
󠄀District leaders review the strategic plan 󠄀We cultivate emerging leaders.
each year and adjust it as necessary. Membership
󠄀Most clubs have a strategic plan. 󠄀We’ve had a net increase in membership
󠄀Most clubs set goals in Rotary in the last year.
Club Central. 󠄀Our district formed at least two new
Assistant governors clubs in the last year.
󠄀They visit clubs regularly to discuss club 󠄀Clubs are making diversity and inclusion
activities, resources, and opportunities. a priority.
󠄀They help clubs achieve goals, solve Foundation giving
challenges, and resolve conflicts. 󠄀Our district’s per capita giving meets or
󠄀They keep the governor informed on the exceeds $100 per member.
progress clubs make toward their goals. 󠄀More than 90% of our clubs contribute to
Committees The Rotary Foundation.
󠄀Members work with the governor, 󠄀At least 60% of our clubs contribute to
governor-elect, and governor-nominee to PolioPlus.
set strategies for achieving district goals. 󠄀We use DDF to support polio eradication.
󠄀Committees actively support the Service and grants
activities of most of our clubs. 󠄀Most of our clubs participate in
󠄀Members promote and attend district district grants.
training meetings and the district 󠄀Our district has partnered on a global
conference. grant in the last year.
Training and events 󠄀We give clubs a report on all grant
󠄀More than 85% of assistant governors activity to be transparent about fund use.
and district committee chairs attend the 󠄀We are certified to participate in the
district team training seminar. Rotary Youth Exchange program.
󠄀Attendance at district conferences Communication and public image
regularly exceeds 15% of our district’s 󠄀We have a plan for how the district team
membership. communicates with clubs and each other.
󠄀More than 85% of presidents-elect attend 󠄀Our website and social media sites are
PETS. updated regularly.
󠄀More than 85% of club leaders attend the 󠄀All of our clubs follow Rotary’s brand
district training assembly. guidelines.
Engagement 󠄀We encourage clubs to form partnerships
󠄀We promote participation in Rotary with new organizations.
Fellowships and Rotary Action Groups. 󠄀We host World Polio Day and World
󠄀We regularly offer professional Immunization Week events annually.
development opportunities to members.

District Planning Guide | page 1 | 2021-22


Once you determine which areas your district needs to work on, use Part 2: Planning guide with
your district team to set or refine your short- and long-term goals. This can also help identify
which parts of your district’s strategic plan you want to revise.

Part 2: Planning guide

What does our district do well?

In what ways could our district improve?

What priorities do we want to focus on?

What goals do we want to set?

What steps do we need to take to implement these goals?

What do we consider success to be?

How will we measure these goals?

District Planning Guide | page 2 | 2021-22

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