future vision future vision pilot zones 28-29 training lombard, il september 2011
TRANSCRIPT
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.
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
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 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
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
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
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 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
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”