Future Vision Future Vision Pilot Zones Training Lombard, IL September 2011

Future Vision Future Vision Pilot (FVP) This presentation was developed by PDG Newell Krogmann, DRFC, District 5960 and PDG Neil McBeth, DRFC, District This is not an official publication of The Rotary Foundation.

Future Vision WHO? WHY? WHAT? HOW? Q and A

TODAY Outcomes: ♦ Understand Future Vision ♦ Motivated to begin planning ♦ Begin planning

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

ROTARY FOUNDATION MISSION To enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education, and the elimination of poverty.

Future Vision WHO? NOW 100 Districts as FVP Districts The Foundation as a partner Non-Pilot districts can still do some work with Pilot Districts – VERY LIMITED

Future Vision WHO? Future Vision Plan begins in all Districts on July 1, 2013

Future Vision WHY?

Growth of the Foundation ,000 Matching Grants approved By 2004 Another 10,000 Matching Grants By 2008 Another 10,000 Matching Grants

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

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

Future Vision WHY 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

Future Vision WHAT?

Future Vision NEW 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

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 – DDF World Fund matches

Future Vision Two kinds of grants  GLOBAL GRANTS  DISTRICT GRANTS

Earnings used for administrative costs $ 50% to World Fund 50% to District Designated Fund (DDF) Up to ½ to District Grants At least ½ to Global Grants Year 1 Year 2 $ $200,000 $50,000 $100,000 Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE Year 3

Future Vision GLOBAL GRANTS ♦ Scholars ♦ Vocational Training (VTT) ♦ Humanitarian Work ♦ Packaged Grants

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

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

Future Vision SIX 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

Examples of Global Grants Literacy

Global Grants Examples 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

Global Grants Examples 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

Future Vision Global Grants by Area of Focus

Future Vision DISTRICT GRANTS SERVICE PROJECTS SCHOLARSHIPS 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)

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

Examples of District Grants Fund volunteer travel Donate art supplies

District Grants 5960 and First Year of Pilot Second Year of Pilot ◊ How were grants processed? ◊ How well did this new way of doing grants work?

Future Vision District Grants Cycle Time Comparison SubmissionApprovalPayment Closure Grant TypeRangeAverage District Simplified Grants 8-58 months >20 months District Grants 4-11 months > 7 months

Future Vision WHAT WON’T CHANGE ♦ Serving Above Self ♦ PolioPlus, Until Disease Eradicated ♦ Peace Fellowships ♦ Need for giving to support TRF ♦ Giving recognition

Future Vision HOW?

Future Vision HOW? 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 processes Global Grants – Proposal and Application District Grants – Spending Plan District procedure

Future Vision - ROLES District Rotary Foundation Committee (5 required members) District Grants Subcommittee District Grants Committee Financial Management and Audit or Financial Review Clubs & Club Leadership Planning for first implementation year

Future Vision Planning for first implementation year Planning Team Establish district TRF structure Training for district and clubs

Future Vision CLUB QUALIFICATION Grant Management Seminar 1 person per club must attend. (PE or representative) TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.

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

Future Vision Pilot How has it worked? ♦ Learning points ♦ High points Club and Rotarian interest Partnerships Number of grants

FUTURE VISION RESOURCES Clubs: Districts: General:

TRF FUTURE VISION More resources March 2011 Rotarian Magazine (Reprint – SKU: 093) Current FVP Districts Upcoming training by TRF Future Vision Pilot News Future Vision e-learning modules

Future Vision NOW is the time to start getting ready for July 2013

Getting ready for July 2013 ➊ DRFC’s term ➋ District Operating Budget ➌ Reports up to date ➍ Attend a GMS ➎ Mentoring relationship w/ FVPD

Getting ready for July 2013 ➏ DRFC - Committee structure ➐ Intro to clubs and district ➑ Training other than GMS ➒ “DG” Spending Plan ➓ Making and publishing “rules”

Getting ready for July 2013 Other Managing DDF – multi-year Your questions

Future Vision The FVP IS GOING TO MAKE A SIGNIFICANT DIFFERENCE IN THE FUTURE OF THE ROTARY FOUNDATION and HOW WE SERVE OTHERS