Action Plan and Goals
Setting Goals
The most successful clubs and districts plan for their future by setting goals not only for the current year, but also for the future. By setting 3 year goals, we prepare for success by giving us a direction and members a shared purpose.
How?
- Clubs establish goals by reviewing the 26 goals in Rotary Club Central and decide which ones best fit your club’s needs and goals.
- There are six top-priority goals that all clubs are particularly effective in strengthening clubs – please include goals in these areas when setting your goals.
- Enter goals in Club Central through https://my.rotary.org
- Clubs that set and achieve at least half of the goals will earn the Club Excellence Award (previously the Club Citation)
District 5650 Top Priority Goals - 3 Year plan
Area | Current July 1, 2025 or June 30, 2025 | 2025-26 | 2026-27 | 2027-28 Goal |
Membership | 1604 | 1800 *Club goals: 1893 | 1825 | 1850 |
Club Service Activities | 905 | 950 | 1045 | 1150 |
TRF Annual Fund | 191,181 $115,87 per capita | $210,600 or $117 per capita * Club Goals: 172,870 | $121 Per Capita | $128 per capita |
Polio Plus fund | $73,072 | $65,000 * Club Goals: 58,650 | $67,000 | $69,000 |
TRF Endowment | $54,430 | $28,000 * Club Goals: 8 new benefactors | $33,000 | $38,000 |
* Club Goals: If you total all the goals in Club Central for the District, this would be the total.
 | Want to know how we plan to get this done? Download the full sheet with tools, tactics, motivation and monitoring information. |
Setting Other Goals
Using the Rotary Priorities and Action Plan, set additional goals for your club. Your additional goals are what keeps your club unique! See Rotary’s 2024-2025 annual goals in our handout.
Download the following from Rotary’s Action Plan center
- Club Health Check
- Action Plan Flyer
- What Clubs can Do Flyer
- And more!
Creating a Strategic Plan from your Goals
A Goal without a Plan is just a Wish!
Check out this video and download the Strategic Planning Guide from Rotary International.
District Support for Priority Goals
Membership: Kathryn Schubert
Rotary Foundation Annual Fund: Mick McKinley or DRFC Tom Kerfoot
Polio Plus giving: Gary Bren
Rotary Foundation Endowment and Benefactors: Ward Peters or DRFC Tom Kerfoot
Visioning: Rob Simmon
Click this link to contact any of the above, or contact Action Plan Champion Gretchen Bren or District Governor Robert Rapp
District Goal Thermometer
As of May 31, 2026
