1. Future Vision Plan Future Vision Plan Update Year 1 RRFC Bill Pettus

2. 2011-12 Foundation Goals The Rotary Foundation Chair of the Board of Trustees, Bill Boyd, has established the following for the 2011-12 Rotary year: Raise $104 million for the Annual Programs Fund Raise $104 million for the Annual Programs Fund Complete the eradication of polio Complete the eradication of polio Everyone of us should feel we own The Rotary Foundation Everyone of us should feel we own The Rotary Foundation We do this through We do this through our service and contributions

3. Goals Continued To make our foundation more effective and efficient by testing and refining our Future Vision Plan After a positive first year we need pilot districts to tell us what works and what could be improved This also will be a preparation year for non-pilot districts

4. Simplify programs and processes Simplify programs and processes Focus Rotarian service efforts to increase global impact Focus Rotarian service efforts to increase global impact Support global and local efforts Support global and local efforts Increase sense of ownership at the district and club levels Increase sense of ownership at the district and club levels Enhance Rotary ’ s public image Enhance Rotary ’ s public image Future Vision Plan Goals

5. Zone 27 Future Vision Districts District 5420 – Utah District 5420 – Utah District 5440 – WY, CO, ID, NE District 5440 – WY, CO, ID, NE District 5670 – Central Kansas District 5670 – Central Kansas

6. 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

7. Rotary Foundation Global Grants Rotary Foundation District Grants New Grant Model

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

9. The General Guidelines for a Successful Rotary Global Project Sustainable: Sustainable: All Global projects must be structured so that they will continue to operate after completion and without Rotary Funding Measurable Measurable: Questions to answer: How much? How many? How will I know when it is accomplished? Attainable: Attainable: Identify goals that you are able to complete Realistic Realistic: Be sure that every goal represents substantial progress Timely Timely: What is the anticipated time frame for each phase of the project?

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

11. 2010-11 Future Vision Grants

12. 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 Peace and Conflict Prevention/Resolution $321K Water and Sanitation $1.7M Education and Literacy $945K

13. Year 1 Statistics: District Grants 95 Number of grants $64,000 * Avg. award 21 Avg. # of projects $3,061 * Avg. project 3% $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% Administration 2% Water 7% Travel 2% Food/ Agriculture 3% Education 37% Community Development 29%

14. Cycle Time Comparison SubmissionApprovalPayment Closure

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

16. Pilot District Survey Results 85% of Districts agree that District MOU requirements improved stewardship practices 85% of Districts agree that District MOU requirements improved stewardship practices Online system (no paper applications) makes process easier Online system (no paper applications) makes process easier Sense of ownership (district & club) has increased Sense of ownership (district & club) has increased Some indication of better participation by clubs Some indication of better participation by clubs VTT’s said to have much higher impact than GSE VTT’s said to have much higher impact than GSE More clubs participating in international projects and starting multi-club projects More clubs participating in international projects and starting multi-club projects

17. Vocational Training Teams Participants in Vocational Training Teams as compared to GSE Teams commented: Participants in Vocational Training Teams as compared to GSE Teams commented: VTT’s are more professional VTT’s are more professional VTT’s are more effective VTT’s are more effective VTT’s are more sustainable VTT’s are more sustainable Participants see the results of their work Participants see the results of their work

18. Alleviating Concerns Figures comparing the ten months ending June 2011 with June 2010 suggest contributions from the 100 Future Vision Pilot Districts are up significantly: Annual Programs Fund contributions have increased in 72 pilot districts Annual Programs Fund contributions have increased in 72 pilot districts Annual Programs Fund contributions increased 17% for pilot districts compared to 9.8% for non-pilot districts Annual Programs Fund contributions increased 17% for pilot districts compared to 9.8% for non-pilot districts Total contributions from pilot districts are up 13% compared to 3.8% Total contributions from pilot districts are up 13% compared to 3.8%

19. FV Strategic Partners OikoCredit – Economic Development OikoCredit – Economic Development Mercy Ships – Delivery of health care services to West Africa Mercy Ships – Delivery of health care services to West Africa UNESCO-IHE Institute for Water Education – scholarships for professionals in the water sector UNESCO-IHE Institute for Water Education – scholarships for professionals in the water sector Aga Kahn University – Vocational Training Teams in maternal and child health Aga Kahn University – Vocational Training Teams in maternal and child health

20. Preparing for 2013-14 Align activities with the areas of focus Align activities with the areas of focus Use webinars and resource materials Use webinars and resource materials Develop relationship with pilot district Develop relationship with pilot district Build district Rotary Foundation committee Build district Rotary Foundation committee Stay updated on grant reporting Stay updated on grant reporting Start planning for grant management training and qualification Start planning for grant management training and qualification

21. Training Plan 2011-12 District leaders begin transition process District leaders begin transition process – Subscribe to newsletter – Read Transition to Future Vision: Preparing Your District for Rotary Foundation Grants in 2013 – Review grant information in general training manuals and on www.rotary.org www.rotary.org Separate sessions for pilot and nonpilot districts at 2012 International Assembly Separate sessions for pilot and nonpilot districts at 2012 International Assembly

22. Preparing for 2013-14 Align activities with the areas of focus Align activities with the areas of focus Use webinars and resource materials Use webinars and resource materials Develop relationship with pilot district Develop relationship with pilot district Build district Rotary Foundation committee Build district Rotary Foundation committee Stay updated on grant reporting Stay updated on grant reporting Start planning for grant management training and qualification Start planning for grant management training and qualification

23. Training Plan 2012-13 Training provided during following meetings: Training provided during following meetings: – GETS/Rotary institutes – 2013 International Assembly –PETS – District assemblies – Grant management seminars All training manuals fully integrated All training manuals fully integrated April 2012 Trustees to incorporate feedback into final plan.

24. Resources E-learning modules E-learning modules Updated materials 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 Transition to Future Vision: Preparing Your District for Rotary Foundation Grants in 2013

25. Questions? www.rotary.org/futurevision contact.center@rotary.org