Future Vision Grants Preparing for a New Way of Doing Good in the World District 7820 Pennsylvania...
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Transcript of Future Vision Grants Preparing for a New Way of Doing Good in the World District 7820 Pennsylvania...
Future Vision GrantsPreparing for a New Way of
Doing Good in the World
District 7820 Pennsylvania November 2012
1FV Training -- Zones 28 and 29 Trainers March 2012
This presentation was developed byPDG Neil McBeth, DRFCC, District 6400
This is not an official publication of The Rotary Foundation.
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TODAY
Outcomes:
♦ Understand Future Vision♦ Plan for Future Vision Training
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SOME ABBREVIATIONS• TRF
The Rotary Foundation• GMS
Grant Management Seminar• MOU
Memorandum of Understanding• VTT
Vocational Training Team• FVP
Future Vision Pilot• DDF
District Designated Funds
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ROTARY FOUNDATION MISSION
To enable Rotariansto advance world understanding,
goodwill and peace throughthe improvement of health,
the support of education, andthe elimination of poverty.
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THE ROTARY FOUNDATION
Doing Good in the World
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Future Vision Grants
Preparing for a New Way of Doing Good in the World
7FV Training -- Zones 28 and 29 Trainers March 2012
Future Vision Grants
A New Way = Change
8FV Training -- Zones 28 and 29 Trainers March 2012
Future Vision
Future Vision begins in all Districts on July 1, 2013
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Future Vision
Three BIG questions
➊ How will your district prepare?
➋ How will Training and Foundation leadership work together?
➌ What training will that involve, and who will do it?
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Future Vision
Related questions
Who at the District level will be trained?
When?
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Future Vision
WHY CHANGE?
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Growth of the Foundation
1965-2000
10,000 Matching Grants approved
By 2004
Another 10,000 Matching Grants
By 2008
Another 10,000 Matching Grants 13
Future Vision
WHY?● Sound Stewardship● Decentralized process● Flexibility at local level● Enhanced capacity to serve● Sustainability, Significance,
Simplification
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Enhance Rotary’s public image
Enhance Rotary’s public image
Simplify TRF
programs & processes
Simplify TRF
programs & processes
Focus service efforts
Focus service efforts
Support global &
local service
Support global &
local service
Transfer more
decisions to districts
Transfer more
decisions to districts
New Rotary Foundation
Grants
Priorities
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Future Vision
Overview
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Future VisionNEW CONCEPTS AND WAYS
A New Vocabulary
– SIX AREAS OF FOCUS– GLOBAL GRANTS– DISTRICT GRANTS– DDF allocation to Global and District– NEEDS ASSESSMENT– SUSTAINABLE– MEASUREABLE– VTTs (and GSEs)– SCHOLARSHIPS AS GRANTS– MEMBER ACCESS AS GATEWAY
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Future Vision
Where will the money come from? ● Gifts to TRF ● World Fund earnings
How does it get to districts and clubs? ● Designated Funds – DDF ● World Fund matches
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Earnings used for administrative
costs
2013-14
50% to World FundMatching GrantsPackaged Grants
Peace FellowsPolio+
50% to District Designated Fund (DDF)
Up to ½ to District
Grants
At least½ to Global
Grants
2010-11 2011-12
$$200,000
$50,000$50,000
$100,000 $100,000
Future Vision Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE
2012-13
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Future Vision
Three kinds of grants
DISTRICT GRANTS $
GLOBAL GRANTS $PACKAGED GRANTS $
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Future Vision
DISTRICT GRANTS
SERVICE PROJECTSSCHOLARSHIPS
VOCATIONAL TRAINING TEAM“GSE” (funded from District Grant)
Project Planning(Submitting potential projects and necessary funding prior to
receiving DDF)
MUST MEET MISSION OF THE FOUNDATION(Areas of Focus not necessary)
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District Grants
• Local and International• Up to one-half DDF• Match from DDF, as set by district• All submitted as proposals for District DDF
Spending Plan• Proposal Deadline set by district• GMS and MOU can be required by the
district
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District Grants
◊ How are grants processed?
◊ How well does this new way of doing grants work?
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Future VisionDistrict Grants
Grant Type Range Average
District SimplifiedGrants
8-58 months
>20 months
DistrictGrants
4-11 months
> 7 months
Cycle Time Comparison
Submission Approval Payment Closure
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Future Vision
GLOBAL GRANTS
♦ Scholars♦ Vocational Training (VTT)♦ Humanitarian Work♦ Packaged Grants rotary.org – packaged grants
Rotary.org: Future Vision - Packaged global grants
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Future Vision
GLOBAL GRANTS● TOTAL AT LEAST $30,000
INCLUDING TRF MATCH (min. of 15,000)1 to 1 match of DDF.5 to 1 match of club funds
● HOST AND INTERNATIONAL PARTNERS● Two-Step Process: PROPOSAL and APPLICATION● GMS and MOU required● SIX AREAS OF FOCUS
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Future Vision
GLOBAL GRANTSHUMANITARIAN GRANTS – DISTRICT 1:1
CLUB(s) PROJECT – AT LEAST $35,000
Club(s) $10,000DDF 10,000TRF club match 5,000TRF DDF match 10,000 PROJECT TOTAL $35,000
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Future Vision
SIX AREAS OF FOCUSPeace and Conflict Prevention/Resolution
Disease Prevention and Treatment
Water and Sanitation
Maternal and Child Health
Basic Education and Literacy
Economic and Community Development
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Pilot’s First Year: Global Grant Activity
D isease P rev. & Treatm en t,
$1 .06 M
E co n o m ic & C o m m u n ity
D ev.,$669 K
E d u catio n & L iteracy,$945 K
P eace & C o n f. R es./P rev.,
$321 K
W ater & S an ita tio n ,
$1 .7 M
M atern al & C h ild H ealth ,
$616 K
Awards by AOF
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Future Vision
PACKAGED GLOBAL GRANTS
• Packaged Grants rotary.org – packaged grants
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Future Vision
WHAT WON’T CHANGE
♦ Serving Above Self♦ PolioPlus, Until Disease Eradicated♦ Peace Fellowships♦ Need for giving to support TRF♦ Giving recognition
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Future Vision
Implementation
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Future VisionDistrict Memorandum Of Understanding (MOU)
More stewardship responsibility at District level
Club MOU – stewardship at club level
Grant Management Seminar (GMS) by district
District TRF structure
Grant processesGlobal Grants – Proposal and ApplicationDistrict Grants – Spending Plan
District procedure34
Future VisionDistrict Rotary Foundation Committee(5 req’d members: DG, DRFCC, P+C, FRC, DGSC.
Can add others, such as a TRF Trainer)
District Grants Subcommittee
District Grants Committee
Financial Management Planand Audit or Financial Review
Clubs & Club Leadership
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Future Vision
ANNUAL CLUB QUALIFICATION
Grant Management Seminar (GMS)1 person per club must attend.
(PE or representative)
TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.
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Future Vision
CLUB MOU – TRF (and District)♦ Terms of Qualification♦ Club Leadership Responsibilities♦ Financial Management/Stewardship♦ Document Retention♦ Reports♦ GMS and MOU req’d for Global Grants♦ District can require MOU (and GMS) for
District Grants ♦ Signatures in year before by current PE
and President♦ ANNUAL SUBMISSION
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Future Vision Pilot
How has it worked?
♦ Club and Rotarian interest ♦ Partnerships ♦ Number of grants ♦ Impact of grants ♦ The “genius” of GMS
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FUTURE VISION RESOURCES
Clubs: www.rotary.org/en/fvclub
Districts: www.rotary.org/en/fvdistrict
General:www.rotary.org/futurevision
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FUTURE VISIONMore resources
• March 2011 Rotarian Magazine– (Reprint – SKU: 093)
• Current FVP Districts• Upcoming training by TRF/Zone• Future Vision Pilot News• Future Vision e-learning modules• “Transition to Future Vision”
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FUTURE VISIONMore resources
“Doing Good in the World” DVD 978-MU – at http://shop.rotary.org
• Also can access via • Rotary's Podcast on iTunes, or • Doing Good: Intro: http://vimeo.com/34051471• Doing Good: Supporting Education: http://vimeo.com/33737948• Doing Good: Growing Local Economies: http://vimeo.com/33736218• Doing Good: Fighting Disease: http://vimeo.com/33735961• Doing Good: Providing Clean Water: http://vimeo.com/33735494• Dong Good: Saving Mothers and Children: http://vimeo.com/33690570• Doing Good: Promoting Peace: http://vimeo.com/33671034
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Future Vision
NOW is the time
to start getting ready for
July 2013
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Getting ready for July 2013 – CLUBS
➊ Identify FV leaders➋ Attend training➌ Reports up to date➍ Know the Areas of Focus➎ Plan grants now
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Getting ready for July 2013 – CLUBS
➏ Develop partnerships➐ Tell the story of what TRF does➑ Strive for / achieve, at minimum,
EREY More in = more will be able to do
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Getting ready for July 2013 - Districts
➊ DRFCC’s term➋ DRFC - Committee structure
Plus – A transition team➌ Reports up to date➍ Attend a GMS in Pilot District and
have a mentoring relationship w/ a Pilot District.
➎ Get Leadership onboard 45
Getting ready for July 2013 - Districts
➏ District Operating Budget➐ Introduction and training for clubs
and district – GMS+++➑ A DDF Plan ➒ “DG” Spending Plan➓ Making and publishing “rules”
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Getting ready for July 2013
The required training event:
Grant Management Seminar(GMS)
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Getting ready for July 2013
GMS ● Content ● Presenting ● Publicizing ● Logistics ● Record keeping
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Getting ready for Future Vision
Other Training Opportunities:
♦ District Seminar (M, PR, TRF)♦ Midterm♦ District Assembly♦ District Team Training♦ PETS♦ District Conference♦ Webinars♦ Informal Conversations♦ DG visits and speeches♦ TRF Presentations (at clubs, dinners, events)
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Getting ready for Future Vision
Training OpportunitiesWho will be responsible for:
● Content? ● Presenting? ● Publicizing? ● Logistics? ● Record keeping?
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Getting ready for Future Vision
Training considerations❒ Consider who needs training
❒ Consider who is being trained ❒ Clearly explain the new ❒ Minimize comparison to old ❒ Present authoritative information ❒ Avoid overload ❒ Adult learners ❒ Practical application via examples ❒ Factor-in that this involves change
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Getting ready for Future Vision
Look to outcomes –
then establish your timeline
Work with DGs and District Foundation leadership
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Future Vision
Three BIG questions
➊ How will your district prepare?
➋ How will Training and Foundation leadership work together?
➌ What training will that involve, and who will do it?
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Getting ready for July 2013
Your questions
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Future Vision
The FVP IS GOING TO MAKEA SIGNIFICANT DIFFERENCE
IN THE FUTURE OFTHE ROTARY FOUNDATION
andHOW WE SERVE OTHERS
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IT’S ALL ABOUT…
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