rotary scholarships best practices - ribi

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SCHOLARSHIPS BEST PRACTICES - RIBI 8 January 2014

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These slides, from the webinar recorded on 08 January, 2014, address best practices for Rotary grants scholarships, both inbound and outbound. This content is tailored specifically to clubs and districts in RIBI. To view the webinar recording, please visit www.rotary.org/webinars.

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Page 1: Rotary Scholarships Best Practices - RIBI

SCHOLARSHIPS BEST PRACTICES - RIBI 8 January 2014

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TODAY’S OBJECTIVES

By the end of this session you will know more about:

Types of scholarships

Setting and establishing timelines

Communication between club and district leadership

Communication with sponsors & scholars

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TODAY’S OBJECTIVES

By the end of this session you will know more about:

Identifying outbound scholar candidates

Entering the application online

Preparing for scholar departure

Setting and communicating reporting requirements

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MODERATOR

• Ingrid Schwab, Regional Grants Officer

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PANELIST

• Mike Hodge, District Rotary Foundation Committee Chair, District 1130

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PANELIST

• Steve Munns, District Rotary Foundation Committee Chair, District 1080

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TRF STAFF

• Brent Drage, Regional Grants Officer• Alison Randall, Regional Grants Officer

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TYPES OF SCHOLARSHIPS

Global grant & District grant scholarships

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TYPES OF SCHOLARSHIPS

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GLOBAL GRANT SCHOLARSHIPS

• Graduate-level• Study period 1-4 years• Alignment with the areas of focus• $30,000 minimum budget• Host and international sponsors

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DISTRICT GRANT SCHOLARSHIPS

• Flexibility with – Level of study (secondary, university,

graduate studies or certificate programs)– Location (local or international)– Length of study– Area of study– Cost

• Managed by district

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TRF timeline requirements:• Global grants– Accepted on rolling basis– Application submitted at least 3 months

before study start date

• District grants– Part of the spending plan

SETTING AND ESTABLISHING TIMELINES

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SETTING AND ESTABLISHING TIMELINES

Month Activity

January Club and district leaders agree on internal procedures (application cycle, communication)Publicize opportunities (internally and externally)

February Clubs and districts recruit outbound scholarsConnect with partners about inbound scholar

March Clubs and districts interview candidatesMake preliminary decisions about which candidates to support and waitlist

April Clubs inform district of candidates and ask for district support (including DDF, if desired)

May Clubs and districts make final decisions about which candidates to support and waitlistSubmit global grant applications online

June Ongoing application submission, review, approval

July Earliest that a 2014-15 scholar could receive payment

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COMMUNICATION BETWEEN CLUB AND DISTRICT LEADERSHIP

• What is your communication strategy?• Club/district contacted about inbound

scholar• Club/district wishes to support outbound

scholar

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COMMUNICATION WITH SPONSORS & SCHOLARS

• Setting expectations with sponsors & scholars– Club & district priorities for scholar

types– Possible approval/denial by TRF– Scholar waitlist– Do not wish or are not able to support

scholar• Notification of selected district grant

scholars

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IDENTIFYING OUTBOUND SCHOLAR CANDIDATES

• How do you find and recruit outbound scholar candidates?

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ENTERING THE APPLICATION ONLINE

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PREPARING FOR SCHOLAR DEPARTURE

Scholar orientation for both GG & DG scholars

Scholar payment: • Setting payment expectations with

sponsors• Completing online payment requirements • Authorizing the legal agreement• Paying scholar prior to departure• DG scholars: need approval of DG

application prior to scholar payment

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SETTING AND COMMUNICATING REPORTING REQUIREMENTS

• Same financial documentation for both types• GG scholars:

– Summary of research– Show alignment with area of focus

• DG scholars:– Part of the overall district grant report– District can include additional requirements

• Overdue reporting can impact application approvals

• Staying involved as alumni

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Q & A

• Any questions?

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Thank you for joining us today!