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StrategicPlan
July2018–June2021
08Fall
FacilitatedbyUGA’sJ.W.FanningInstituteforLeadershipDevelopment
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PublishedbytheJ.W.FanningInstituteforLeadershipDevelopment,aPublicServiceandOutreachunitattheUniversityofGeorgiaJuly2018FacilitatedandCreatedby:JulieMeehan,PublicServiceFacultyMaritzaSotoKeen,PublicServiceFacultyLoriTiller,PublicServiceFaculty
1240S.LumpkinStreetAthens,GA30602706-542-1108
www.fanning.uga.edu
GeorgiaRotaryScholarsProgram
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Vision:
Todevelopleaderswhopromoteunderstandingandpeacearoundtheworld.
Mission:
GRSPprovidesscholarshipstoadvanceculturalunderstandingandsocialexperiencesthroughfriendship,developspotentialgloballeaders,andexpands
theidealsofRotaryaroundtheworld.
Values:
Diversityofpeople,cultures,beliefsandperspectives
Leadershipdevelopmentlocally,nationallyandglobally
Integrityandthehighestofethicalstandards
Serviceaboveself
Fellowshipamongall
Respectofdifferentperspectives
Peaceandunderstandingamongpeopleandnations
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GRSPStrategicPlanOverview
Goal2: BuildOrganizationalStructure&OperationalCapacityStrategies 2.1 Enhancecurrentstaffinglevels2.2 Defineroles&responsibilitiesforallinternalstakeholders2.3 Updatetechnologyandcybersecurity
Goal3: ExpandMarketing&CommunicationsStrategies 3.1RebrandGRSP3.2Redesignwebsite 3.3Developacomprehensivemarketingplan3.4Developasocialmediastrategy3.5DevelopanAlumniRelationsProgram
Goal5: EnsureDiverse,QualifiedStudentEngagementStrategies5.1Increasestudentdiversity5.2Enhanceunderstandingofstudentexpectations5.3Pilotprogramdevelopment
Goal4: ImproveTrainingtoAllStakeholdersStrategies4.1Expandstafftraining4.2ExpandTrusteetraining4.3Expandstudenttraining4.4Expandclubandhostfamilytraining
Goal1: ExploreChangestoProgramCostStructureStrategies1.1 Investigateopportunitiestomaximizeprograminvestment1.2 Determinegenerationofnewfunds 1.3 Reviewendowmentstrategy
Goal6: EnhanceStudentandClubExperienceStrategies6.1Enhancestudentweekends6.2Revisitannualprogramevaluation6.3IncreaseRotaryandclubengagement
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Goal1:ExploreChangestoProgramCostStructureStrategy1.1:Investigateopportunitiestomaximizeprograminvestment
Task ResponsibleParty TargetDate1. Committeetoevaluateoptionsforreducingcosts,
including:a. Reducingscholarships(numberofstudents
orschools)b. Transferringsomecosttostudentsc. ConsiderPilotProgramd. Considercostsavingsateachschool(meal
plans,etc.)e. Considerstrategicpartnershipswithschools
fordecreasingfeesf. Considerchangestocorporate/VISA
structureg. Considerotheroptions
TerryGordon&MikeSweigart(co-
chairs)
CommitteeidentifiedbyendofAugust.
Goal1:ExploreChangestoProgramCostStructureStrategy1.2:Determinegenerationofnewfunds
Task ResponsibleParty TargetDate1. DeterminebudgetrequiredforExecutiveDirector
totakeonadditionalfundraisingresponsibilitiesandreorganizeofficestructure(SeeGoal2)
TerryGordon&MikeSweigart(co-chairs)
TBDoncecommitteehas
beenappointed.2. Considerincreasingendowmentthroughcharitable
giving
3. Reengineerbudgettosupportnewbusiness/operationalmodel
Goal1:ExploreChangestoProgramCostStructureStrategy1.3:Reviewendowmentstrategy
Task ResponsibleParty TargetDate1. Lookatresponsibilities,terms,andauthorityof
EndowmentTrusteesTerryGordon&MikeSweigart(co-chairs)–
ensurethatCommitteeincludesEndowmentTrustees
TBDoncecommitteehas
beenappointed.2. Revisitendowmentstrategyperiodicallyaccording
toeconomicconditions
3. ConsiderimplicationsofGDPRonendowment
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Goal2:BuildOrganizationalStructureandOperationalCapacityStrategy2.1:Enhancecurrentstaffinglevels
Task ResponsibleParty TargetDate1. CreateproposedjobdescriptionforExecutive
Director,includingfundraisingandmarketingresponsibilities
LorriChristopher&BillSmith(co-chairs),
includingLynnClarke,Paige
Havens,andJimDrake
Completebyendof
September20182. Clarifyproposedjobdescriptionsfortwoexisting
staffpositionsinlightofExecutiveDirectorposition.Ensureseparationofdutieswithcross-training
3. IdentifyfundingforproposedExecutiveDirector
4. Implementannualperformancemeasureexpectationsandreviews
ExecutiveCommittee
TBD
Goal2:BuildOrganizationalStructureandOperationalCapacityStrategy2.2:Definerolesandresponsibilitiesforallinternalstakeholders
Task ResponsibleParty TargetDate1. Reviewbylawsregardingtermlimitsforofficers
(recommendnotmorethan3consecutiveoneyearterms,ratherthan5consecutive)
LorriChristopher&BillSmith(co-chairs),
includingLynnClarke,Paige
Havens,andJimDrake
Completebyendof
December20182. CreatejobdescriptionsforTrustees,detailing
specificexpectationsregardingstudentcontact,marketingtoclubs,etc.(orupdatebylawstoreflecttheseexpectations)
3. Reviewbylawstoensurecommitteestructuremeetscurrentneedsoforganization.
4. UpdateHostFamilyHandbookandexpectations.(seestrategy4.4)
5. Updatejobdescriptions&expectationsforallstaff(seestrategy2.1)
6. Updatestudentexpectationscontract(seestrategy5.2)
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Goal2:BuildOrganizationalStructure&OperationalCapacityStrategy2.3:Updatetechnologyandcybersecurity
Task ResponsibleParty TargetDate1. DeterminetechnologyandsoftwareneedsforGRSP
staffLorriChristopher&BillSmith(co-chairs),
includingLynnClarke,Paige
Havens,andJimDrake
CompletebyendofOctober
20182. EstablishsecureproceduresfordistributionofstudentinformationtoTrusteesandClubs
3. Exploretechnology&cybersecurityneedsforonlineapplicationprocess
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Goal3:ExpandMarketing&CommunicationsStrategy3.1:RebrandGRSP
Task ResponsibleParty TargetDate
1. Determinenamechange PaigeHavens&LynnClarke(co-chairs),includingGeorge
Siggins
July2018
2. Developpresentationonname/strategicplan/mission/vision/valuesforusebyTrustees
EndofSeptember
20183. Designnewlogo
4. Updateallbrandedmaterials(letterhead,cards,brochures,etc.
5. Developbrandstandards
6. Considerregistering/copyrightingnewmark
Goal3:ExpandMarketing&CommunicationsStrategy3.2:Redesignwebsite
Task ResponsibleParty TargetDate
1. Definegoalsandobjectives,operationalneeds,&audiences
PaigeHavens&LynnClarke(co-chairs),includingGeorge
Siggins
Phasedinwithcompletionby
July20192. Wireframe/outline–toincludecalendar,
fundraisingportal,mobilefriendly
3. Redesign
4. Ensuresecuritymeasuresareinplace
5. Test&launch
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Goal3:ExpandMarketing&Communications
Strategy3.3:Developcomprehensivemarketingandcommunicationsplan
Task ResponsibleParty TargetDate
1. FormMarketing/CommunicationsCommittee PaigeHavens&LynnClarke(co-chairs),includingGeorge
Siggins
September2018
2. Developcommoncalendar CompletebyOctober2018
3. Definemarketingtoolsneededbyreviewingcurrentmarketingpiecesandmeetingwithcommittees
4. Clearlydefineaudiencesandkeymessaging
5. Defineexecutionstrategies&tacticsandcompileintoMarketingandCommunicationsPlan.(includemarketingtobroaderspectrumofcountries–seestrategy5.1)
6. Developonlineaccesstotemplatesandmaterials
7. Developmarketingrequestformfornewneeds
8. Evaluateannually
Goal3:ExpandMarketing&Communications
Strategy3.4:Developsocialmediastrategy
Task ResponsibleParty TargetDate
1. Defineaudiences PaigeHavens&LynnClarke(co-chairs),includingGeorge
Siggins
Completebyendof
November2018
2. Determineplatforms(Facebook,snapchat,newsletter,Twitter,YouTube,etc.)
3. Designpages
4. Contentdevelopment
5. Adcampaigns/Audiencedevelopment
6. ExploreRIpartnerships/collaborations
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Goal3:ExpandMarketing&Communications
Strategy3.5:DevelopanAlumniRelationsProgram
Task ResponsibleParty TargetDate
1. Compileadatabaseofalumni PaigeHavens&LynnClarke(co-chairs),includingGeorge
Siggins
CompletebyendofMarch
20192. Createalumniannualgivingcampaign
3. Createmarketing/communicationchannelsforalumni
4. Capturealumnitestimonials
5. Createnewalumniengagementopportunitiesannually
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Goal4:ImproveTrainingtoAllStakeholdersStrategy4.1:Expandstafftraining
Task ResponsibleParty
TargetDate
1. Ensurestaffistrainedontechnology,includingexcel,website,socialmedia,database
RobKellner,AlHoembrook,&PamLightsey(co-chairs)
PhaseintocompletebySpring20192. EnsurestaffaretrainedinDACDB
3. Stafftokeepcurrentonuniversity/collegeadmissionspoliciesandprocedures
4. Ensurestaffreceivetraininginpresentationskills/powerpointtocreateandexecutehighqualitypresentationsaboutGRSP
5. StafftovisitRotaryclubsonoccasion
Goal4:ImproveTrainingtoAllStakeholdersStrategy4.2:ExpandTrusteetraining
Task ResponsibleParty
TargetDate
1. ImplementtrainingspecificallyfornewTrusteesatsummermeeting.Providepacketofinformation,includingchecklistofTrusteeroles&responsibilities(seestrategy2.2.),studentexpectations,hostfamilyinformation,studenttaxinformation,etc.
RobKellner,AlHoembrook,&PamLightsey(co-chairs)
Summer2018&Summer2019,
ongoing2. ProvidetrainingforexistingTrusteesonnewinformation/data Ongoing
3. CreateincentiveprogramforTrusteestoearnpointsforanawardatdistrictconference
Conclave2019
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Goal4:ImproveTrainingtoAllStakeholdersStrategy4.3:Expandstudenttraining
Task ResponsibleParty
TargetDate
1. Provideonlinetraining(priortoConclave)-becertaintoemphasizepotentialscholarshiptaxation
RobKellner,AlHoembrook,&PamLightsey(co-chairs)
CompletebySummer20192. ReconsidercurrentstructureofConclave.Rotatespeakers
andconductsmallersessionstoholdattention
3. Developtrainingcommitteeandregularlyreviewtraining
4. Developincentiveprogramforstudentstoearnawardsatdistrictconference
Goal4:ImproveTrainingtoAllStakeholdersStrategy4.4:Expandclubandhostfamilytraining
Task ResponsibleParty
TargetDate
1. UpdateHostFamilyHandbook.(seestrategy2.2) RobKellner,AlHoembrook,&PamLightsey(co-chairs)
CompletebylateSpring
20192. Provideonlinetools(handbook,training,video)tosupport
club&hostfamilyrecruitmentandtraining,including:• Studentselectionprocess• Hostfamilyexpectations• Studentexpectations• Meeting/weekendschedules&details• AnticipatedCosts• Contacts–student,college,GRSP• Culturalappropriateness
3. ProvidetrainingatConclave,DistrictAssembly,&SummerMeeting
4. Considerincentiveprogramforhostfamilies
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Goal5:EnsureDiverse,QualifiedStudentEngagementStrategy5.1:IncreaseStudentDiversity
Task ResponsibleParty
TargetDate
1. Markettoabroaderselectionofcountries(seegoal3.3.5) IanBond&BillStrickland(co-
chairs),includingGeorgeSiggins
Conclave2018
2. Limitnumberofstudentspercountry
3. Encouragewiderselectionofstudentsbyclubs
4. Developschedule/listofprocessforapplicationandselectiontoensuretimelysubmissionofSATscores,etc.
Goal5:EnsureDiverse,QualifiedStudentEngagementStrategy5.2:Clarifyexpectationsforstudentsenteringprogram
Task ResponsibleParty
TargetDate
1. Updatestudentcontracttoclearlydefineexpectationsandpolicies.(seealsostrategy2.2)
IanBond&BillStrickland(co-
chairs),includingGeorgeSiggins
CompletebyJanuary2019
2. EnsurestudentsreadandsigncontractbeforearrivingtoUS
3. ReviewstudentexpectationsatConclave(seestrategy4.3)
4. Reviewapplication,particularlyregardingpsychologicalhistory
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Goal5:EnsureDiverse,QualifiedStudentEngagementStrategy5.3:Pilotprogramdevelopment
Task ResponsibleParty
TargetDate
1. Identifypilotclubsandpostsecondaryeducationalinstitutionstobecomepilotsites
IanBond&BillStrickland(co-
chairs),includingGeorgeSiggins
GroundworkbyendofDecember2019;
Implementin2020
2. Developplantofind/interviewstudents
3. Evaluateabilitytomeetprogrammissionthroughpilotprogram
4.
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Goal6:EnhanceStudentandClubExperienceStrategy6.1:Enhancestudentweekends
Task ResponsibleParty
TargetDate
1. Incorporateserviceprojectintoeachweekend BillSt.Clair,GeorgeSiggins,&AlMyers(co-
chairs)
PhaseintobecompletebyendofDecember
2019
2. Incorporatealeadershipdevelopmentcomponentineachweekend
3. Alternatehostclubstoincreaseclubparticipation
4. Studentstoparticipateindistrictconferenceserviceprojects
Goal6:EnhanceStudentandClubExperienceStrategy6.2:Improveannualprogramevaluation
Task ResponsibleParty
CompletionDate
1. Redesignstudentevaluation-Consideronlineformat BillSt.Clair,GeorgeSiggins,&AlMyers(co-
chairs)
Completebyendof
December2018
2. Implementhostfamilyevaluation(annual)
3. Implementclubevaluation(annual)
4. Identifyhowevaluationresultswillbeanalyzedandshared
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Goal6:EnhanceStudentandClubExperienceStrategy6.3:IncreaseRotaryandclubengagement
Task ResponsibleParty
CompletionDate
1. Rotateclubshostingweekends BillSt.Clair,GeorgeSiggins,&AlMyers(co-
chairs)
Completeplanby
December2018andpresentfor2019year
2. Hostclubsincludestudentsinallactivities
3. Usecollegesnomorethan45minutesfromhostclub,wheneverpossible
4. Studentsaccruepointsforservice,Rotaryattendance,GRSPweekends,etc.