Future VisionFuture Vision Pilot

Zones 28-29 Training Lombard, IL

September 2011

Future VisionFuture Vision Pilot (FVP)

This presentation was developed byPDG Newell Krogmann, DRFC, District 5960 and

PDG Neil McBeth, DRFC, District 6400. This is not an official publication

of The Rotary Foundation.

Future Vision

WHO? WHY? WHAT? HOW?

Q and A

TODAY

Outcomes:

♦ Understand Future Vision♦ Motivated to begin

planning♦ Begin planning

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

ROTARY FOUNDATION MISSION

To enable Rotariansto advance world

understanding,goodwill and peace throughthe improvement of health,

the support of education, andthe elimination of poverty.

Future Vision

WHO? NOW100 Districts as FVP DistrictsThe Foundation as a partner

Non-Pilot districts can still do some work with Pilot Districts – VERY LIMITED

Future Vision

WHO?

Future Vision Plan begins in all Districts on July 1,

2013

Future Vision

WHY?

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

Future Vision

WHY?● Sound Stewardship● Decentralized process● Flexibility at local level● Enhanced capacity to serve● Sustainability, Significance,

Simplification

FUTURE VISION GOALS

• Simplify programs and processes• Focus Rotarian service efforts to

increase global impact• Support global and local efforts• Increase sense of ownership at the

district and club levels• Enhance Rotary’s public image

Future Vision

WHY THE PILOT?

● To serve others● To serve Rotary● To test new ways of Doing Good in the World● To enhance service capacity● To allow new ways of serving

Future Vision

WHAT?

Future VisionNEW CONCEPTS AND WAYS

A New Vocabulary

• SIX AREAS OF FOCUS• GLOBAL GRANTS – only with FVP districts• DISTRICT GRANTS• DDF allocation to Global and District• NEEDS ASSESSMENT• SUSTAINABLE• MEASUREABLE• VTTs (and GSEs)• SCHOLARSHIPS AS GRANTS• MEMBER ACCESS AS GATEWAY

Future Vision

• Where does the money come from?• Gifts to TRF + World Fund earnings• How does it get to districts and clubs?

District Designated Funds – DDFWorld Fund matches

Future Vision

Two kinds of grants

®GLOBAL GRANTS®DISTRICT GRANTS

Earnings used for administrative

costs

$

50% to World Fund50% to District Designated

Fund (DDF)

Up to ½ to District

Grants

At least½ to Global

Grants

Year 1 Year 2

$$200,000

$50,000$50,000

$100,000 $100,000

Future Vision Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE

Year 3

Future Vision

GLOBAL GRANTS

♦ Scholars♦ Vocational Training (VTT)♦ Humanitarian Work♦ Packaged Grants

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

FUTURE VISION

Global Grant $ Example$10,000 Club(s) 10,000 DDF (1:1 match) 15,000 TRF from World Fund$35,000 Total

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

Examples of Global Grants

Literacy

Global Grants 2010-11Examples from 5960

• Well Project – The Gambia• Water Distribution System – Turkey• Medical Equipment/VTT – Argentina• Education – Thailand• Water, Maternal and Child Health, + -

Kenya• A Global Scholar

Global Grants 2010-11Examples from 6400

• Incubators for premature babies – Argentina

• Tele-health (3 countries) – Ghana• Literacy – Guatemala• Adult Literacy/VTT– Detroit, USA• Medical/VTT – East Timor• Two Global Scholars

Future Vision Global Grantsby Area of Focus

$1,480,782

$867,211

$746,757

$615,354

$544,922

$316,646 Water & Sanitation

Education & Literacy

Disease Prev. & Treatment

Economic & Community Dev.

Maternal & Child Health

Peace & Conf. Res./Prev.

Future VisionDISTRICT 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)

District Grants

• Local• International• All submitted as proposals for

District DDF Spending Plan• Proposal Deadline set by district• GMS and MOU can be required by

the district

Examples of District Grants

Fund volunteer travel Donate art supplies

District Grants5960 and 6400

2010-11 First Year of Pilot2011-12 Second Year of Pilot

◊ How were grants processed?

◊ How well did this new way of doing grants work?

Future VisionDistrict GrantsCycle Time Comparison

Submission Approval Payment Closure

Grant Type Range Average

District SimplifiedGrants

8-58 months

>20 months

DistrictGrants

4-11 months

> 7 months

Future Vision

WHAT WON’T CHANGE

♦ Serving Above Self♦ PolioPlus, Until Disease Eradicated♦ Peace Fellowships♦ Need for giving to support TRF♦ Giving recognition

Future Vision

HOW?

Future VisionHOW?

District 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 procedure

Future Vision - ROLESDistrict Rotary Foundation Committee

(5 required members)

District Grants Subcommittee

District Grants Committee

Financial Managementand Audit or Financial Review

Clubs & Club Leadership

Planning for first implementation year

Future Vision

Planning for first implementation year

Planning Team

Establish district TRF structure

Training for district and clubs

Future Vision

CLUB QUALIFICATION

Grant Management Seminar1 person per club must attend.

(PE or representative)

TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.

CLUB MOU – TRF (and District)♦ Terms of Qualification♦ Club Leadership Responsibilities♦ Financial Management/Stewardship♦ Document Retention♦ Reports♦ GMS required for Global Grants♦ District can require MOU (and GMS) for

District Grants ♦ Signatures in year before by current PE

and President♦ ANNUAL SUBMISSION

Future Vision

Future Vision Pilot

How has it worked?

♦ Learning points♦ High points

Club and Rotarian interestPartnershipsNumber of grants

FUTURE VISION RESOURCES

Clubs: www.rotary.org/en/fvclub

Districts: www.rotary.org/en/fvdistrict

General:www.rotary.org/futurevision

TRF FUTURE VISIONMore resources

• March 2011 Rotarian Magazine• (Reprint – SKU: 093)

• Current FVP Districts• Upcoming training by TRF• Future Vision Pilot News• Future Vision e-learning modules

Future Vision

NOW is the time

to start getting ready for

July 2013

Getting ready for July 2013

➊ DRFC’s term➋ District Operating Budget➌ Reports up to date➍ Attend a GMS➎ Mentoring relationship w/

FVPD

Getting ready for July 2013

➏DRFC - Committee structure➐ Intro to clubs and district➑ Training other than GMS➒ “DG” Spending Plan➓Making and publishing “rules”

Getting ready for July 2013

Other

Managing DDF – multi-year

Your questions

Future Vision

The FVP IS GOING TO MAKEA SIGNIFICANT DIFFERENCE

IN THE FUTURE OFTHE ROTARY FOUNDATION

andHOW WE SERVE OTHERS