1. GRANT MANAGEMENT WORKSHOP
GLOBAL GRANTS
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2. 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.

3. 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

4. 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

5. 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

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

7. 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?

8. 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

9. 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.

10. 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

11. 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)

12. 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

13. 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

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

15. 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?

16. 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

17. 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

18. 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?

19. Notification of Completion
Once you have reviewed the information please send an to: Please include your name and club.