Future Vision Plan DISTRICT 7020 A transition Plan for Future Vision

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 Plan Goals

– Serving Above Self – PolioPlus, until disease eradicated – 2017 “This Close” – Peace Fellowships – Need to financially support TRF – The Donor Side – Giving recognition (PHFs etc) What stays the same?

– Six Areas of Focus – Global Grants & District Grants – DDF allocation increased – Needs Assessment & Sustainability – More local control – Measurability & Accountability – Stewardship (through Audit) – VTTs (replace GSEs) – Scholarships as Grants (replace Ambassadorial) – Member Online Access A new grant model and way of doing TRF Business What changes?

Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development Areas of Focus

Current Grant Model 6 Simple? 12 funding models 200 countries and territories 9 languages 26 currencies 30 volunteer positions 12 grant types >4,000!

Rotary Foundation Global Grants Rotary Foundation District Grants New Grant Model

Global Grants Long-term projects Larger grant awards Sustainable outcomes Alignment with areas of focus World Fund match Two options: club- and district-developed and packaged

District Grants Educational and humanitarian activities consistent with the mission Single “ block ” grant awarded annually Smaller activities and projects Fund both local or international activities Local decision making with broad guidelines

APF Donation Flow under FV $ $260,000 in 2010 From APF $130,000 $ % to World Fund 50% to District Designated Fund $130,000 At least ½ to Global Grants $65,000 Up to ½ to District Grants Matches 1:1 DDF $ and 50% of cash

208 Number of grants $25,509 * Avg. grant award $57,631 * Avg. grant budget $5.3 million * Awards Year 1 Statistics: Global Grants 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

Year 1 Statistics: District Grants 95 Number of grants $64,000 * Avg. grant award 21 Avg. # of projects $3,061 * Avg. project amount $6.1 million * Total awards * In U.S. Dollars Travel 2% Food/ Agriculture 3% Administration 2% Education 37% Health 20% Water 7% Community Development 29%

Cycle Time Comparison SubmissionApprovalPayment Closure

Feedback Successes Greater profile beyond polio eradication District grants flexibility Focused, higher impact global grants Strategic partners Opportunities Global grant process Sustainability in projects Partnerships among clubs and districts Nonpilot transition

Preparing for Align activities with the areas of focus Use webinars and resource materials Develop relationship with pilot district Build district Rotary Foundation committee Stay updated on grant reporting Start planning for grant management training and qualification

District 7020 Plan Four year plan Appoint District FV Chair, build awareness, high level training, develop District Implementation Plan – District Chair appoints FVAC’s. Steering Committee decides procedures, FVAC’s trained and Clubs appoint FV Chairs.

District 7020 Plan FVACs and Club FV Chairs - Educate & train clubs Newsletters, Webinars, Website, e-learning Club Certification (100% in District 7020) March 31 st Attend Grant Management Seminar - Sign Club MoU - Close off /fully report on all open Grants Apply for District/Global Grants – 1 st quarter 2013 District Certification – Sign District MOU HIT THE GROUND RUNNING

Resources E-learning modules Updated materials – District Rotary Foundation Committee Manual – District Rotary Foundation Seminar Manual – Grant Management Manual and Grant Management Seminar Leader s’ Guide – District Governor ’s Manual Transition to Future Vision: Preparing Your District for Rotary Foundation Grants in 2013

Questions? rotaryfoundation7020.org