1. GRANT MANAGEMENT WORKSHOP
STEWARDSHIP
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2. Key Outcomes
Identify conflicts of interest, along with ways to avoid them
Create and implement a financial plan for a Global Grant
Create a plan for transparency that is respectful of all parties involved
Because you have taken this class, you will be able to:
• Identify conflicts of interest, along with ways to avoid them
• Create and implement a financial plan for a Global Grant
• Create a plan for transparency that is respectful of all parties involved

3. Solemn Trust
Rotarians around the world have placed their trust in you, to manage their goodwill with honesty, respect, and transparency.
<Read the slide>
Stewardship can get complicated, but the cornerstone of Stewardship is demonstrating to your contributors that their donations are helping make the world a better place.

4. Honesty Disclose Conflicts of Interest
Actual, Potential, Perceived
Proactively Report Discrepancies
“A conflict of interest is a relationship among individuals through which an individual involved in a program grant or award causes benefit, or could be perceived to cause benefit, for such individual or such individual’s family, personal acquaintances, business colleagues, business interests, or an organization in which such individual is a trustee, director, or officer.”
All conflicts of interest must be disclosed, even if nothing happened
• If an outside observer can reasonably conclude there MIGHT be a conflict of interest, this should be accounted for
• Disclose the problem and the resolution
• Get approval from an outside party (Rotary International)
Don’t wait for a problem to be a disaster. Report as soon as possible after becoming aware.
• Rotary’s reputation opens doors
• Being honest isn’t enough, we must be seen as honest

5. Respect Hold Parties Accountable Implement the Approved Plan
Share Responsibility and Credit
Speak to Your Audience, not your Profession
Respect everyone on the project – don’t make big changes on your own
• Everyone has expertise
• No decision can be made in a vacuum – your change will impact those around you
• Your change may have significant or unforeseen implications
• Failing to hold someone responsible for something within their control is often interpreted as not respecting them
• Not having specific training, education, or expertise does not mean they are not highly skilled, trained, or educated in another area
• Respect means different things in different places
- For example, eye contact

6. Cultural Differences Cultures differ on what constitutes respect
Stay calm
Stay patient
Stay focused
But have fun!

7. Transparency Ensure Oversight Keep Accurate and Current Reports
“If you can measure it, you can manage it”
- Lord Kelvin (Scientist, Inventor, Magnate)
Ensure Oversight
Keep Accurate and Current Reports
Arrange Reviews
Maintain Awareness
“If you can measure it, you can manage it” – Lord Kelvin
Transparency has three main benefits
1) Any problems can be located and resolved
• With transparency you can see problems early
2) Future projects can learn from your example
• Where did you succeed? Where can they succeed even more?
3) Transparency demonstrates honesty and respect
• You can show people how their good will was leveraged

8. Communication Get pre-approval for any changes Report to RI annually
Communicate with:
Your Club
Partner Clubs
The local community
Partner organizations
Good communication is required to run smoothly
• Always run changes by your partners and sponsors (e.g. the District and RI)
• Keep good records and timely reports
• Keep lines of communication open
- Don’t forget to talk to your own club
- Talk to your partner club(s)
- Talk to the local community
- Talk to your partner organizations (if applicable)
• Give feedback
• Praise a job well done!

9. Records Establish who keeps bank records Record all invoices
Pay vendors directly
Pay by check
Keep records for 5 years
Good records are key to a transparency
• Your plan should note who keeps the records
• Note who is responsible for what
• As few people as possible should have direct access to the funds
• Always get invoices, request one if needed
- A signed receipt will work in a pinch
• Always pay vendors directly with a check
• All records are filed with the district, who will keep them for 5 years

10. Project Reviews Audit: Financial management evaluation
Compares reality to financial plan
Looks at Invoices
Looks at Bank Records
Verifies financial health of the project
Audits look at the financial health of your project – how does the reality compare to the plan?
Audits look at all of the records, including invoices and bank transactions.
Audits help us measure our success and our efficiency.

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