Future Vision Plan Future Vision Plan UpdateYear 1

RRFC Bill Pettus

2011-12 Foundation 2011-12 Foundation GoalsGoals

The Rotary Foundation Chair of the Board of The Rotary Foundation Chair of the Board of Trustees, Bill Boyd, has established the Trustees, Bill Boyd, has established the following for the 2011-12 Rotary year:following for the 2011-12 Rotary year:

Raise $104 million for the Annual Raise $104 million for the Annual Programs FundPrograms Fund

Complete the eradication of polioComplete the eradication of polio Everyone of us should feel we own The Everyone of us should feel we own The

Rotary FoundationRotary Foundation We do this throughWe do this through our service and

contributions

Goals ContinuedGoals Continued

To make our foundation more effective and efficient by testing and refining our Future Vision Plan After a positive first year we need

pilot districts to tell us what works and what could be improved

This also will be a preparation year for non-pilot districts

•• Simplify programs and processesSimplify programs and processes

•• Focus Rotarian service efforts to Focus Rotarian service efforts to increase global impactincrease global impact

•• Support global and local effortsSupport global and local efforts

•• Increase sense of ownership atIncrease sense of ownership atthe district and club levelsthe district and club levels

•• Enhance RotaryEnhance Rotary’’s public images public image

Future Vision Plan GoalsFuture Vision Plan Goals

Zone 27 Future Vision Zone 27 Future Vision DistrictsDistricts

District 5420 – UtahDistrict 5420 – Utah

District 5440 – WY, CO, ID, NEDistrict 5440 – WY, CO, ID, NE

District 5670 – Central KansasDistrict 5670 – Central Kansas

Peace and conflict prevention/resolutionPeace and conflict prevention/resolution

Disease prevention and treatmentDisease prevention and treatment

Water and sanitationWater and sanitation

Maternal and child healthMaternal and child health

Basic education and literacyBasic education and literacy

Economic and community developmentEconomic and community development

Areas of FocusAreas of Focus

Rotary FoundationGlobal Grants

Rotary FoundationDistrict Grants

New Grant ModelNew Grant Model

Global GrantsGlobal Grants

• • Long-term projectsLong-term projects

• • Larger grant awardsLarger grant awards

• • Sustainable outcomesSustainable outcomes

• • Alignment with areas of focusAlignment with areas of focus

• • World Fund matchWorld Fund match

• • Two options: club- and Two options: club- and district-developed district-developed and packagedand packaged

The General Guidelines for The General Guidelines for aa

Successful Rotary Global Successful Rotary Global ProjectProject SustainableSustainable:: All Global projects must be

structured so that they will continue to operate after completion and without Rotary Funding

MeasurableMeasurable: Questions to answer: How much? How many? How will I know when it is accomplished?

AttainableAttainable:: Identify goals that you are able to complete

RealisticRealistic: Be sure that every goal represents substantial progress

TimelyTimely: What is the anticipated time frame for each phase of the project?

District GrantsDistrict Grants

Educational and humanitarian activities Educational and humanitarian activities consistent with the missionconsistent with the mission

Single Single ““blockblock”” grant grant awarded annuallyawarded annually

Smaller activities and projectsSmaller activities and projects Fund both local or international Fund both local or international

activitiesactivities Local decision making with Local decision making with

broad guidelinesbroad guidelines

2010-11 Future Vision 2010-11 Future Vision GrantsGrants

208 Number of grants

$25,509* Avg. grant award

$57,631* . Avg grant budget

$5.3 million* Awards

Year 1 Statistics: Global Year 1 Statistics: Global GrantsGrants

Maternal and Child Health

$616K

Water and Sanitation

$1.7M

Disease Prevention and Treatment

$1.06M

Education and Literacy$945K

Peace and Conflict Prevention/Resolution

$321K

Economic and

Community Development

$669K

* In U.S. Dollars

Peace and Conflict Prevention/Resolution$321K

Water and Sanitation$1.7M

Education and Literacy$945K

Year 1 Statistics: District Year 1 Statistics: District GrantsGrants

95 Number of grants

$64,000* Avg. award

21 Avg. # of projects

$3,061* Avg. project 3%

$6.1 million* Total awards

* In U.S. Dollars

Travel2%

Food/Agriculture

3%

Administration 2%

Education37%

Health20%

Water7%

Community Development

29%

Administration 2%

Administration 2%

Water7%

Travel2%

Food/Agriculture3%

Education37%

Community Development 29%

Cycle Time ComparisonCycle Time Comparison

Submission Approval Payment Closure

Feedback Feedback

SuccessesSuccesses

• • Greater profile Greater profile beyond polio beyond polio eradicationeradication

• • District grants District grants flexibilityflexibility

• • Focused, higher Focused, higher impact global grantsimpact global grants

• • Strategic partnersStrategic partners

OpportunitiesOpportunities

• • Global grant Global grant processprocess

• • Sustainability in Sustainability in projectsprojects

• • Partnerships Partnerships among clubs and among clubs and districtsdistricts

• • Nonpilot transitionNonpilot transition

Pilot District Survey Pilot District Survey ResultsResults

85% of Districts agree that District MOU 85% of Districts agree that District MOU requirements improved stewardship practicesrequirements improved stewardship practices

Online system (no paper applications) makes Online system (no paper applications) makes process easierprocess easier

Sense of ownership (district & club) has Sense of ownership (district & club) has increasedincreased

Some indication of better participation by clubsSome indication of better participation by clubs VTT’s said to have much higher impact than GSEVTT’s said to have much higher impact than GSE More clubs participating in international More clubs participating in international

projects and starting multi-club projectsprojects and starting multi-club projects

Vocational Training Vocational Training TeamsTeams

Participants in Vocational Training Participants in Vocational Training Teams as compared to GSE Teams Teams as compared to GSE Teams commented:commented:

VTT’s are more professionalVTT’s are more professional

VTT’s are more effectiveVTT’s are more effective

VTT’s are more sustainableVTT’s are more sustainable

Participants see the results of their Participants see the results of their workwork

Alleviating Concerns Alleviating Concerns

Figures comparing the ten months ending June Figures comparing the ten months ending June 2011 with June 2010 suggest contributions 2011 with June 2010 suggest contributions from the 100 Future Vision Pilot Districts are from the 100 Future Vision Pilot Districts are up significantly:up significantly:

Annual Programs Fund contributions have increased in Annual Programs Fund contributions have increased in 72 pilot districts72 pilot districts

Annual Programs Fund contributions increased 17% Annual Programs Fund contributions increased 17% for pilot districts compared to 9.8% for non-pilot for pilot districts compared to 9.8% for non-pilot districtsdistricts

Total contributions from pilot districts are up 13% Total contributions from pilot districts are up 13% compared to 3.8%compared to 3.8%

FV Strategic PartnersFV Strategic Partners

OikoCreditOikoCredit – Economic Development – Economic Development Mercy ShipsMercy Ships – Delivery of health care – Delivery of health care

services to West Africaservices to West Africa UNESCO-IHE Institute for Water UNESCO-IHE Institute for Water

EducationEducation – scholarships for – scholarships for professionals in the water sectorprofessionals in the water sector

Aga Kahn University Aga Kahn University – Vocational – Vocational Training Teams in maternal and child Training Teams in maternal and child healthhealth

Preparing for 2013-14Preparing for 2013-14

• • Align activities with the areas of Align activities with the areas of focusfocus

• • Use webinars and resource materialsUse webinars and resource materials

• • Develop relationship with pilot Develop relationship with pilot districtdistrict

• • Build district Rotary Foundation Build district Rotary Foundation committeecommittee

• • Stay updated on grant reportingStay updated on grant reporting

• • Start planning for grant Start planning for grant management training and management training and qualificationqualification

Training Plan 2011-12Training Plan 2011-12• • District leaders begin transition District leaders begin transition

processprocess

– – Subscribe to newsletterSubscribe to newsletter

– – Read Read Transition to Future Transition to Future Vision: Preparing Your Vision: Preparing Your District for Rotary Foundation District for Rotary Foundation Grants in 2013Grants in 2013

– – Review grant information in Review grant information in general training manuals and general training manuals and on on www.rotary.org

• • Separate sessions for pilot and Separate sessions for pilot and nonpilot districts at 2012 nonpilot districts at 2012 International AssemblyInternational Assembly

Preparing for 2013-14Preparing for 2013-14

• • Align activities with the areas of Align activities with the areas of focusfocus

• • Use webinars and resource materialsUse webinars and resource materials

• • Develop relationship with pilot Develop relationship with pilot districtdistrict

• • Build district Rotary Foundation Build district Rotary Foundation committeecommittee

• • Stay updated on grant reportingStay updated on grant reporting

• • Start planning for grant Start planning for grant management training and management training and qualificationqualification

Training Plan 2012-13Training Plan 2012-13

• • Training provided duringTraining provided duringfollowing meetings:following meetings:

– – GETS/Rotary institutesGETS/Rotary institutes

– – 2013 International Assembly2013 International Assembly

–– PETSPETS

– – District assembliesDistrict assemblies

– – Grant management seminarsGrant management seminars

• • All training manuals fully All training manuals fully integratedintegrated

April 2012 Trustees to incorporate feedback into final plan.

ResourcesResources• • E-learning modulesE-learning modules

• • Updated materialsUpdated materials

– – District Rotary Foundation District Rotary Foundation Committee ManualCommittee Manual

– – District Rotary Foundation District Rotary Foundation Seminar ManualSeminar Manual

– – Grant Management Manual Grant Management Manual andand Grant Management Seminar Grant Management Seminar LeaderLeaders’s’ Guide Guide

– – District GovernorDistrict Governor’s’s Manual Manual

• • Transition to Future Vision: Transition to Future Vision: Preparing Your District for Rotary Preparing Your District for Rotary Foundation Grants in 2013Foundation Grants in 2013

Questions?Questions?www.rotary.org/futurevisioncontact.center@rotary.org