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Future Vision Future Vision Pilot Zones 28-29 Training Lombard, IL September 2011

Future Vision Future Vision Pilot

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Future Vision Future Vision Pilot. Zones 28-29 Training Lombard, IL September 2011. Future Vision F uture V ision P ilot (FVP). This presentation was developed by PDG Newell Krogmann, DRFC, District 5960 and PDG Neil McBeth, DRFC, District 6400. This is not an official publication - PowerPoint PPT Presentation

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Page 1: Future Vision Future Vision Pilot

Future VisionFuture Vision Pilot

Zones 28-29 Training Lombard, IL

September 2011

Page 2: Future Vision Future Vision Pilot

Future VisionFuture Vision Pilot (FVP)

This presentation was developed byPDG Newell Krogmann, DRFC, District 5960 and

PDG Neil McBeth, DRFC, District 6400. This is not an official publication

of The Rotary Foundation.

Page 3: Future Vision Future Vision Pilot

Future VisionWHO? WHY? WHAT? HOW?

Q and A

Page 4: Future Vision Future Vision Pilot

TODAY Outcomes:

♦ Understand Future Vision♦ Motivated to begin

planning♦ Begin planning

Page 5: Future Vision Future Vision Pilot

SOME ABBREVIATIONS• TRF

The Rotary Foundation• GMS

Grant Management Seminar• MOU

Memorandum of Understanding• VTT

Vocational Training Team• FVP

Future Vision Pilot• DDF

District Designated Funds

Page 6: Future Vision Future Vision Pilot

ROTARY FOUNDATION MISSION

To enable Rotariansto advance world

understanding,goodwill and peace throughthe improvement of health,

the support of education, andthe elimination of poverty.

Page 7: Future Vision Future Vision Pilot

Future VisionWHO? NOW

100 Districts as FVP DistrictsThe Foundation as a partner

Non-Pilot districts can still do some work with Pilot Districts – VERY LIMITED

Page 8: Future Vision Future Vision Pilot

Future VisionWHO?

Future Vision Plan begins in all Districts on July 1,

2013

Page 9: Future Vision Future Vision Pilot

Future Vision

WHY?

Page 10: Future Vision Future Vision Pilot

Growth of the Foundation1965-200010,000 Matching Grants approved

By 2004Another 10,000 Matching Grants

By 2008Another 10,000 Matching Grants

Page 11: Future Vision Future Vision Pilot

Future VisionWHY?● Sound Stewardship● Decentralized process● Flexibility at local level● Enhanced capacity to serve● Sustainability, Significance,

Simplification

Page 12: Future Vision Future Vision Pilot

FUTURE VISION GOALS

• 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

Page 13: Future Vision Future Vision Pilot

Future VisionWHY THE PILOT?

● To serve others● To serve Rotary● To test new ways of Doing Good in the World● To enhance service capacity● To allow new ways of serving

Page 14: Future Vision Future Vision Pilot

Future Vision

WHAT?

Page 15: Future Vision Future Vision Pilot

Future VisionNEW CONCEPTS AND WAYS

A New Vocabulary

• SIX AREAS OF FOCUS• GLOBAL GRANTS – only with FVP districts• DISTRICT GRANTS• DDF allocation to Global and District• NEEDS ASSESSMENT• SUSTAINABLE• MEASUREABLE• VTTs (and GSEs)• SCHOLARSHIPS AS GRANTS• MEMBER ACCESS AS GATEWAY

Page 16: Future Vision Future Vision Pilot

Future Vision• Where does the money come

from?• Gifts to TRF + World Fund earnings• How does it get to districts and clubs?

District Designated Funds – DDFWorld Fund matches

Page 17: Future Vision Future Vision Pilot

Future VisionTwo kinds of grants

®GLOBAL GRANTS®DISTRICT GRANTS

Page 18: Future Vision Future Vision Pilot

Earnings used for administrative

costs

$50% to World Fund50% to District Designated

Fund (DDF)

Up to ½ to District

Grants

At least½ to Global

Grants

Year 1 Year 2

$$200,000

$50,000$50,000

$100,000 $100,000

Future Vision Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE

Year 3

Page 19: Future Vision Future Vision Pilot

Future VisionGLOBAL GRANTS

♦ Scholars♦ Vocational Training (VTT)♦ Humanitarian Work♦ Packaged Grants

Page 20: Future Vision Future Vision Pilot

Future Vision

GLOBAL GRANTS● TOTAL AT LEAST $30,000

INCLUDING TRF MATCH (min. of 15,000)1 to 1 match of DDF.5 to 1 match of club funds

● HOST AND INTERNATIONAL PARTNERS● Two-Step Process: PROPOSAL and APPLICATION● GMS and MOU required● SIX AREAS OF FOCUS

Page 21: Future Vision Future Vision Pilot

FUTURE VISION

Global Grant $ Example$10,000 Club(s) 10,000 DDF (1:1 match) 15,000 TRF from World Fund$35,000 Total

Page 22: Future Vision Future Vision Pilot

Future VisionSIX AREAS OF FOCUS

Peace and Conflict Prevention/Resolution

Disease Prevention and Treatment

Water and Sanitation

Maternal and Child Health

Basic Education and Literacy

Economic and Community Development

Page 23: Future Vision Future Vision Pilot

Examples of Global Grants

Literacy

Page 24: Future Vision Future Vision Pilot

Global Grants 2010-11Examples from 5960

• Well Project – The Gambia• Water Distribution System – Turkey• Medical Equipment/VTT – Argentina• Education – Thailand• Water, Maternal and Child Health, + -

Kenya• A Global Scholar

Page 25: Future Vision Future Vision Pilot

Global Grants 2010-11Examples from 6400

• Incubators for premature babies – Argentina

• Tele-health (3 countries) – Ghana• Literacy – Guatemala• Adult Literacy/VTT– Detroit, USA• Medical/VTT – East Timor• Two Global Scholars

Page 26: Future Vision Future Vision Pilot

Future Vision Global Grantsby Area of Focus

$1,480,782

$867,211

$746,757

$615,354

$544,922

$316,646 Water & Sanitation

Education & Literacy

Disease Prev. & Treatment

Economic & Community Dev.

Maternal & Child Health

Peace & Conf. Res./Prev.

Page 27: Future Vision Future Vision Pilot

Future VisionDISTRICT GRANTS

SERVICE PROJECTSSCHOLARSHIPS

VOCATIONAL TRAINING TEAM“GSE” (funded from District Grant)

Project Planning(Submitting potential projects and necessary funding prior

to receiving DDF)

MUST MEET MISSION OF THE FOUNDATION(Areas of Focus not necessary)

Page 28: Future Vision Future Vision Pilot

District Grants

• Local• International• All submitted as proposals for

District DDF Spending Plan• Proposal Deadline set by district• GMS and MOU can be required by

the district

Page 29: Future Vision Future Vision Pilot

Examples of District Grants

Fund volunteer travel Donate art supplies

Page 30: Future Vision Future Vision Pilot

District Grants5960 and 6400

2010-11 First Year of Pilot2011-12 Second Year of Pilot

◊ How were grants processed?

◊ How well did this new way of doing grants work?

Page 31: Future Vision Future Vision Pilot

Future VisionDistrict GrantsCycle Time Comparison

Submission Approval Payment Closure

Grant Type Range AverageDistrict SimplifiedGrants

8-58 months

>20 months

DistrictGrants

4-11 months

> 7 months

Page 32: Future Vision Future Vision Pilot

Future VisionWHAT WON’T CHANGE

♦ Serving Above Self♦ PolioPlus, Until Disease Eradicated♦ Peace Fellowships♦ Need for giving to support TRF♦ Giving recognition

Page 33: Future Vision Future Vision Pilot

Future Vision

HOW?

Page 34: Future Vision Future Vision Pilot

Future VisionHOW?

District Memorandum Of Understanding (MOU)More stewardship responsibility at District level

Club MOU – stewardship at club level

Grant Management Seminar (GMS) by district

District TRF structure

Grant processesGlobal Grants – Proposal and ApplicationDistrict Grants – Spending Plan

District procedure

Page 35: Future Vision Future Vision Pilot

Future Vision - ROLESDistrict Rotary Foundation Committee

(5 required members)

District Grants Subcommittee

District Grants Committee

Financial Managementand Audit or Financial Review

Clubs & Club Leadership

Planning for first implementation year

Page 36: Future Vision Future Vision Pilot

Future VisionPlanning for first implementation year

Planning Team

Establish district TRF structure

Training for district and clubs

Page 37: Future Vision Future Vision Pilot

Future VisionCLUB QUALIFICATION

Grant Management Seminar1 person per club must attend.

(PE or representative)

TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.

Page 38: Future Vision Future Vision Pilot

CLUB MOU – TRF (and District)♦ Terms of Qualification♦ Club Leadership Responsibilities♦ Financial Management/Stewardship♦ Document Retention♦ Reports♦ GMS required for Global Grants♦ District can require MOU (and GMS) for

District Grants ♦ Signatures in year before by current PE

and President♦ ANNUAL SUBMISSION

Future Vision

Page 39: Future Vision Future Vision Pilot

Future Vision PilotHow has it worked?

♦ Learning points♦ High points

Club and Rotarian interestPartnershipsNumber of grants

Page 40: Future Vision Future Vision Pilot

FUTURE VISION RESOURCES

Clubs: www.rotary.org/en/fvclub

Districts: www.rotary.org/en/fvdistrict

General:www.rotary.org/futurevision

Page 41: Future Vision Future Vision Pilot

TRF FUTURE VISIONMore resources

• March 2011 Rotarian Magazine• (Reprint – SKU: 093)

• Current FVP Districts• Upcoming training by TRF• Future Vision Pilot News• Future Vision e-learning modules

Page 42: Future Vision Future Vision Pilot

Future VisionNOW

is the time to start

getting ready for July 2013

Page 43: Future Vision Future Vision Pilot

Getting ready for July 2013

➊ DRFC’s term➋ District Operating Budget➌ Reports up to date➍ Attend a GMS➎ Mentoring relationship w/

FVPD

Page 44: Future Vision Future Vision Pilot

Getting ready for July 2013

➏DRFC - Committee structure➐ Intro to clubs and district➑ Training other than GMS➒ “DG” Spending Plan➓Making and publishing “rules”

Page 45: Future Vision Future Vision Pilot

Getting ready for July 2013

Other

Managing DDF – multi-year

Your questions

Page 46: Future Vision Future Vision Pilot

Future Vision

The FVP IS GOING TO MAKEA SIGNIFICANT DIFFERENCE

IN THE FUTURE OFTHE ROTARY FOUNDATION

andHOW WE SERVE OTHERS