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

2. Future Vision Future Vision Pilot (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 of The Rotary Foundation.

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

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

5. 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

6. 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.

7. 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

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

9. Future Vision WHY?

10. Growth of the Foundation 1965-2000 10,000 Matching Grants approved By 2004 Another 10,000 Matching Grants By 2008 Another 10,000 Matching Grants

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

12. 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

13. 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

14. Future Vision WHAT?

15. 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

16. 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

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

18. 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

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

20. 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

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

22. 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

23. Examples of Global Grants Literacy

24. Global Grants 2010-11 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

25. Global Grants 2010-11 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

26. Future Vision Global Grants by Area of Focus

27. 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)

28. 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

29. Examples of District Grants Fund volunteer travel Donate art supplies

30. District Grants 5960 and 6400 2010-11First Year of Pilot 2011-12Second Year of Pilot ◊ How were grants processed? ◊ How well did this new way of doing grants work?

31. 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

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

33. Future Vision HOW?

34. 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

35. 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

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

37. 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.

38. 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

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

40. FUTURE VISION RESOURCES Clubs: www.rotary.org/en/fvclub Districts: www.rotary.org/en/fvdistrict General: www.rotary.org/futurevision

41. 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

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

43. 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

44. 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”

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

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