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/[email protected]
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