United States of America

Setting and Achieving Bold Goals

Each Rotary Club shares the Mission of Service Above Self in its local community and beyond, however its Vision, Goals and necessary Actions to achieve them are unique. Even though they many similarities, each Rotary Club exists in its own context and can benefit from creating its own strategic plan which will serve as a guide for its members. 

Strategic planning establishes the "ultimate state" vision of your Rotary Club, then creates the roadmap to get from where your Rotary Club is today to where your members want it to be. During this two-part workshop, Jillian Alexander (RC-Santa Monica) will lead President-Elects and others on their leadership team through the strategic planning process for their Rotary Clubs.

The sessions are scheduled six weeks apart to afford President-Elects time to engage fellow Rotary Club members in further developing strategic plans begun during Workshop I.

Developing Your Rotary Club’s Strategic Plan WORKSHOP I: Guiding the Strategic Planning Process

Saturday, October 23, 2021 - 9:00 a.m. until 12:00 p.m.

  • Overview of Strategic Planning Process
  • Envisioning the VISION
  • Identifying opportunities
  • Selecting goals that are achievable
  • Identify challenges
  • Budgeting the unknown
  • Building consensus and gaining buy-in

Register: Register for the October 23 session.


Developing Your Rotary Club’s Strategic Plan WORKSHOP II: Setting and Achieving Bold Goals

Sunday, December 5, 2021 - 9:00 a.m. until 12:00 p.m.

  • Determining priorities
  • Setting bold goals
  • Aligning Strategy ó Organization ó Processes
  • Developing the roadmap (high-level workplan)
  • Refining the budget
  • Generating and maintaining momentum

Register: Register for the December 5 session. 


About Workshop Leader

Conduit Consulting LLC founder and Strategy & Corporate Development practice leader Jillian Alexander (RC-Santa Monica) has 25+ years Management and Client Service experience confidentially advising and successfully leading strategic planning and corporate development activities for companies that seek to remain or become market leaders and trend-setters or achieve beneficial exits. Her efforts have resulted in in-demand products and services, accretive mergers and acquisitions, win-win joint ventures, increased market share, improved performance, accelerated revenue and profitability growth, and enhanced enterprise value. Jillian’s clients range from Fortune Global 100 Corporations to early-stage enterprises in diverse industries, including 3-Com, Agilent Technologies, Bank of America, Bieber Karton GmbH, Citibank, Hewlett-Packard, PricewaterhouseCoopers, RealityX Studio, SONY, Stelle Audio, Viacom, Warner Bros. Additionally, Jillian teaches Business courses as an Associate Professor at Santa Monica College. Her strategic planning skills have secured Global Grants and Matching Grants from The Rotary Foundation for various projects.