district assembly session b-1 oxnard 1 session b-1 designing & planning a global grant 04/13/13

District Assembly Session B-1 Oxnard1

Session B-1Session B-1Designing & Planning a Global GrantDesigning & Planning a Global Grant

04/13/13

District Assembly Session B-1 Oxnard

Learning ObjectivesLearning Objectives

• Identify best practices for designing a project

• Develop a plan to implement your project

• Understand how to create measurable goals

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Designing a Project:Designing a Project:Discovering Community NeedsDiscovering Community Needs

• It is no longer sufficient to say that the beneficiaries of a project are involved in planning and implementing a Global Grant

• Beneficiaries must help the involved Rotary clubs and community organizations understand what their needs and priorities are• Community Needs Assessment• Importance of Open Ended Questions• Must suspend personal value judgments

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District Assembly Session B-1 Oxnard 4

Designing a Project:Designing a Project:Assessing Your ResourcesAssessing Your Resources

• Assess resources of your club and potential partners

• Talk to the community about the needs that they expressed and which needs your club has the ability to address

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Designing a Project:Designing a Project:Areas of FocusAreas of Focus

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Designing a Project:Designing a Project:A Word About SustainabilityA Word About Sustainability

What is sustainability?

The Rotary Foundation defines sustainability as the capacity for maintaining outcomes long‐term to serve the ongoing need of a community after grant funds have been expended.

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Designing a Project:Designing a Project:SustainabilitySustainability

7

Your Club

Host Partner

Beneficiaries

It Takes 3 Partners To Create a Sustainable Project

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Designing a Project:Designing a Project:TRF Principles of SustainabilityTRF Principles of Sustainability

• Continued impact after Foundation funding is fully expended.

• Multiple levels of sustainability which involve resource management, economic considerations, cultural norms and social norms.

• Use of local resources, regional input, and local knowledge as much as possible.

• Respect for natural resources and avoidance of harm to the local environment.

• Reach the most beneficiaries possible.

• Prepare scholars and individuals to contribute to new and innovative methods in professional fields within a Foundation area of focus.

• Prepare participants to increase impact and improve effectiveness in the communities and vocations in which they work.

• Use the input and skills of grassroots individuals and groups to ensure continuation of projects and activities.

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Developing a Project Implementation Plan: Developing a Project Implementation Plan:

CommunicationCommunicationWith partners, Rotary clubs are

able to implement a project they

could not do on their own.• Global Grants require a Host

partner and an International

partner in different countries• How and how often will you communicate?• Document and save important communication to

demonstrate Rotarian involvement in the project

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Developing a Project Implementation Plan:Developing a Project Implementation Plan:Forming a Project CommitteeForming a Project Committee

• Form a three-person grant committee

• Assign roles

• Implementation plan

• Budget

• Contingency plan

• Document retention plan

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Developing a Project Implementation PlanDeveloping a Project Implementation Plan

Creating a BudgetCreating a Budget• Realistic

• Competitive bidding

• Pro Forma Invoices

• Reasonable prices

• Disclose conflicts of interest

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Setting GoalsSetting Goals

• Measurable

• Sustainable

• Qualitative (descriptive)

• Quantitative (numeric)

Resource: TRF Publication

Global Grant Monitoring & Evaluation Toolkit

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Setting GoalsSetting Goals

• Gather baseline data

• Set goals

• Determine method of measurement

Questions to Consider What data do we want to collect? How will we collect it? When/how often should we collect data? Who will collect the data?

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Learning ObjectivesLearning Objectives

• Identify best practices for designing a project

• Develop a plan to implement your project

• Understand how to create measurable goals

04/13/13

district assembly session b-1 oxnard 1 session b-1 designing & planning a global grant 04/13/13

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