GRANT MANAGEMENT WORKSHOP GLOBAL GRANTS __________________________________________________________________________

Key Outcomes Qualify to receive Global Grants Apply for Global Grants Identify resources from the District and RI Leverage coaching available through D5100 when applying for Global Grants Because you have taken this class, you will be able to: • Qualify to manage Global Grants on behalf of your club • Apply for Global Grants • Identify the resources that have been made available for you by District 5100, Zones 25/26, and RI • D5100 now offers coaching on Global Grants. Your first step will be to outline your project and submit it to the District. A coach will be assigned to your club to walk you through the process.

Club Qualification One member has taken the Grant Management Workshop modules for Stewardship and Global Grants Submit MoU before applying Current on reporting The club qualifications are straightforward: • At least one club member, who is overseeing the grant, has taken all three Grant Management modules • The club must have a current Memorandum of Understanding - Must be renewed each year, before applying for a grant • The club must be current on their reporting

Grant Management Workshops This class can be taken in three ways: At the District Training Assembly Through this online course In person, in groups of 14+ people

The First Step No more 18-page form We now ask 6 questions These are intended to get you started A Grants Manager will help coach your club

Global Grant Submission Form What is the Project Objective? What Area(s) of Focus Does This Project Address? Why is the Project Sustainable?

Global Grant Submission Form What is the Total Project Budget? Where is the money coming from? Where is it being spent? Who Benefits from the Project? How many people? How Will You Ensure Evaluations & Monthly Reports? Who Will be Responsible?

Characteristics of a Global Grant Active community participation Needs Assessment Active Rotary participation Measurable, long-term benefit To be successful, Global grants need three things: Active participation from the local community Active participation from Rotarians Long-term benefits, along with a method for measuring success -This is an overview for the next few slides

Rotary Involvement Host Club International Club Additional Clubs? Initiates Project International Club Provides support Additional Clubs? Additional support Rotarians must be involved in the project • The host club is local to the area • The host club initiates the project • Conducts community assessment • Provides local support • Typically manages implementation & budget • Typically receives project funds • The international club supports the community and host club • This may involve technical expertise, from logistics to plumbing to conflict resolution • This usually involves simply being an extra set of hands • Performs remote tasks • Participates in site visits • Prepares VTT for technical assistance and/or training • Additional clubs can be involved, providing additional support/funds/etc.

Community Involvement Identify need Planning Receive training Maintain project Ownership Every project needs community involvement • Rotarians can help identify problems and solutions • The community will best understand their own needs • The community should be given as much control as possible • The community needs a sense of ownership • Involve the community at all planning stages • The community will often be aware of problems we have no way of forseeing • The community will maintain the project long after Rotarians have moved on • Again, the community MUST feel a sense of ownership for the project to be sustainable

Sustainable Benefits Long-term Sustainable by community Measurable Has oversight Areas of Focus Global Grants must achieve a long-term benefits that can be sustained by the local community • Must include how success will be measured - Must measure during the project - Must measure at the end - Must have a definition of ongoing success • Must have oversight, ensuring the solemn trust is maintained • Must be within one or more of Rotary’s Areas of Focus (detailed on next slide)

Rotary Areas of Focus Peace and Conflict Resolution Mother and Child Health Disease Prevention and Treatment Basic Education and Literacy Water and Sanitation Peace and Conflict Resolution: • Train adults and young leaders • Not just ending conflict, but promoting peace • Foster understanding/communication • Fight the underlying causes of conflict - Inequality and poverty - Social tensions - Lack of resources and education Disease Prevention and Treatment: • Educate about the causes of disease • Encourage immunization • PolioPlus • Provide clean water Water and Sanitation: • Build wells • Water purification • Education on clean water • Water-borne illness • Hygiene and illness Mother and Child Health • Access to healthcare • Mobile clinics • Train local nurses • Education • Disease education Basic Education and Literacy: • Scholarships • Train Teachers • Adult Education • Build Schools • Provide sustainable income • Provide water and food sources Economic Development: • Help people help themselves • Microloans • Agricultural development • Education and Training The areas of focus are highly interconnected. Touching any one often impacts all six. Economic Development

Planning for Grants Two major parts of planning: 1) Project Planning (how will you do it?) 2) Financial Planning (how will you fund it?) -This is an overview for the next couple slides

Project Planning Alternatives Goals Training Measurements Meetings Actions Responsibilities Alternatives Training Meetings Sponsors Benchmarks Evaluation Project Plan: Who/What/When/Where/How?

Financial Planning Disbursements Detailed Budget Records Bank Account Management Oversight Detailed Budget DDF Cash Non-Member TRF District(s) Financial Planning: How will you fund it? Where is the money coming from? Where is it going?

Step 5: Rotary.org View Edit Authorize Primary Contact Club President Club Treasurer District TRF Chair District Governor District Stewardship Chief Grant Chair Global Grants on Rotary.org can be accessed by multiple people. • You must tell RI who fills each role • RI will automatically grant access • Some people can view, some can edit, and some must authorize to move forward

Find Support D5100 International Committee Rotarian Action Groups Project Fairs Rotary and Professional Connections There are many places to find support • Financial support • Technical support • Organizational support • Ideas There is a good chance someone has tried similar ideas before Examples include: • Rotarian Action Groups • Past projects • Project Fairs • Personal and Club connections inside and beyond Rotary

Project Reviews Technical Review: Evaluate feasibility of project Site Visit: On-site evaluation Audit: Financial management evaluation Three main types of Project review: Technical Review evaluates feasibility • Could this work? • More theoretical Site Visit looks at the actual situation • Is this the right project for the community? • Are all the pieces in place? • Is it running smoothly? Audit looks at the finances • Is it transparent? • Is it well-managed?

Notification of Completion Once you have reviewed the information please send an email to: office@district5100.org Please include your name and club.