The president of the board of the Rotary Club of Cedarburg-Grafton contacted Paul to facilitate a process that would create a strategic plan for the organization.  As part of the planning process, the chamber was also interested in receiving feedback from its members.  

To achieve the planning objectives, Paul first conducted a membership engagement survey to gain insight into how the Rotary Club is serving its members.  Responses were received from 46 members and the results were presented and discussed at a club meeting attended by 22 members.  Paul also engaged the board with an online survey to solicit feedback on creating a vision statement for the club.  Additionally, Paul facilitated two strategic planning sessions with the board.  At the first session attended by nine members, participants discussed survey results and identified strengths, weaknesses, opportunities, and challenges.  At a second session attended by twelve members, participants developed a vision statement, identified goals, and developed action steps to accomplish three strategic goals.

From evaluation (N=12), 100% of participants agreed that discussing a vision statement assisted them in understanding the general direction for their organization’s future and the process of identifying goals increased their ability to identify issues and set priorities. Participants evaluated Paul’s facilitation as a 4.9 on a 5-point Likert Scale (1=poor and 5=excellent).  One participant commented “very helpful process with improving the overall quality of the club” and another commented that Paul was “great at respectfully keeping us on task!”