global grants: moving from good to great
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2016 ROTARY INTERNATIONAL CONVENTION
Global Grants: Moving from Good to
Great!
Sushil Gupta, Moderator and Trustee
Basu Dev Golyan, DRFC
Abby McNear, Rotary Grants Manager
• By the end of this session:
– You will understand the components of a high quality global grant project
– You will understand how global grants can support scholarships
– You will understand the importance of monitoring and evaluation to the success of a global grant project
– You will be prepared to start your global grant application
– You will know about some lessons learned from grant model evaluation
OBJECTIVES
OVERVIEW OF GLOBAL GRANTS
• Large, long-term projects
• Sustainable, measurable outcomes
• Alignment with areas of focus
• International partnership
• $30,000 minimum budget
• World Fund match
GLOBAL GRANTS
SCHOLARSHIPS
• 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
GLOBAL GRANT – HUMANITARIAN PROJECT
GLOBAL GRANT – VOCATIONAL TRAINING TEAM
GLOBAL GRANT – SCHOLARSHIP
GLOBAL GRANT SCHOLARSHIPS
• Graduate-level
• Study period 1-4 years
• Alignment with the areas of focus
• $30,000 minimum budget
• Host and international sponsors
GLOBAL GRANT SCHOLARSHIPS
• Applications accepted on rolling basis
– Submitted at least 3 months before study start date
• Clubs and districts may wish to set internal deadlines
TIMELINES
SAMPLE TIMELINE
Month Activity
January Club and district leaders agree on internal procedures (application cycle, communication)
Publicize opportunities (internally and externally)
February Clubs and districts recruit outbound scholars
Connect with partners about inbound scholars
March Clubs and districts interview candidates
Make preliminary decisions about which candidates to support and waitlist
April Clubs inform district of candidates and ask for district support (including DDF, if desired)
May Clubs and districts make final decisions about which candidates to support and waitlist
Submit global grant applications online
June Ongoing application submission, review, approval
July Earliest that a 2016-17 scholar could receive payment
• Setting expectations with sponsors and scholars
– Club and district priorities for scholarship types
– Possible approval/denial by TRF
COMMUNICATION
• Partnership with local universities
• NGOs (Habitat for Humanity, Americorps Vista, etc.)
• Establish and support an Alumni Association
• Use returning scholars as recruiters
IDENTIFYING SCHOLAR CANDIDATES
• Predeparture orientation
• Scholar payment:
– Setting payment expectations with sponsors
– Completing online payment requirements
– Authorizing the legal agreement
– Paying scholar prior to departure
PREPARING FOR SCHOLAR DEPARTURE
• Reports include:
– Financial documentation (copies of receipts and bank statements)
– Summary of research and how studies aligned with the area of focus
• Overdue reporting can impact application approvals
• Staying involved as alumni
REPORTING REQUIREMENTS
MONITORING AND EVALUATION
• When you measure success, you can show that you made a difference
• Quantifying project impact makes it easier to publicize accomplishments
• Knowing the change you intend to measure is key to designing a sustainable project
MONITORING AND EVALUATION
Here’s how to get started:
• Consider the outcome you want your project to have in the community
• Determine how that positive change can be measured
• Refer to Global Grant Monitoring and Evaluation Supplement
MONITORING AND EVALUATION
• Be specific about who will benefit from project and what benefits they will receive
• Establish baseline data
• Set benchmarks to measure progress during and after the project
• Specify measurement methods
• Create a timeline
MONITORING AND EVALUATION
Sample monitoring and evaluation plan:
MONITORING AND EVALUATION
Measure Measurement method Measurement schedule Target
Number of people with access to improved
sources of drinking water
Surveys/questionnaires Every six months 2,500+
Number of people with access to improved
sanitation facilities
Surveys/questionnaires Every six months 2,500+
Number of communities with a functioning
governance committee in place
Public records Every six months 1-19
Number of individuals trained Grant records and
reports
Every six months 100-499
• Monitoring and evaluation expenses should be included in every global grant budget
• 5-10% of total project budget
– Local travel
– Services rendered by individual or agencies
– Supplies
MONITORING AND EVALUATION
GETTING STARTED
You’re interested in applying for a global grant. Where do you begin?
GETTING STARTED
• Updated in December 2015
• Formerly Grant Management Manual
• Comprehensive information about global grants
• Best place to start!
GUIDE TO GLOBAL GRANTS
F E W M A N T R A S O R T I P S
F O R M O V I N G G L O B A L G R A N T
F R O M G O O D T O G R E A T
1. Project has to be need based and process led. Beneficiary has to be on the focal point.
2. Project should not be imposed as well as donor driven. Imposed project will not be sustained as the beneficiaries take it as a free gift.
3. Additional criteria may be developed for club qualification. District 3292; it has made mandatory to pass the project in TRF Committee in the club and get endorsed in board of the club. This brings transparency.
4. No conflict of interest shall be entertained.
5. Assign responsibility to all three members of the project contact team and the primary contact should copy all mail to other two members of the team. This will ensure continuity in the event the primary contact or other members of the team drop out for some reason
FEW MANTRAS OR TIPS FOR MOVING GLOBAL GRANT FROM GOOD TO GREAT
6. Proper stewardship is another key to moving from good to great. This will minimize overdue reporting
7. Need to understand that reporting affects the credibility not only of the club but of the district too.
8. Project overseeing by Rotarian is very important. Do not rely completely on the cooperating partners
9. Before applying for GG make sure to see all criteria are met to avoid frustrations if the GG is not approved or not authorized.
10. Do not take it for granted that if International partner authorizes your district should do it as well.
FEW TIPS FOR MOVING GG FROM GOOD TO GREAT
1 0 W A Y S T O I M P R O V E Y O U R G L O B A L G R A N T A P P L I C A T I O N
1. Conduct a thorough assessment of community strengths and needs
2. Based on community assessment, identify the mostappropriate area of focus
3. Provide a detailed project implementation plan that encompasses all aspects of the proposed project activity
4. Provide a detailed listing of the specific tasks that both the host and international Rotarians will carry out
5. Provide a detailed budget with vendor information and information about how these vendors were selected
10 WAYS TO IMPROVE YOUR GLOBAL GRANT APPLICATION
6. Clearly explain specific sustainability components
7. Include detailed information for each training opportunity presented in application
8. Include MOUs for each cooperating organization
9. Include specific information related to monitoring and evaluation
10. Complete the entire application
10 WAYS TO IMPROVE YOUR GLOBAL GRANT APPLICATION
Coming in the next few months….
• Significant updates to grant tool
– Updated look
– Streamlined process
ONLINE GRANT TOOL
• Guide to Global Grants
• www.rotary.org/grants
• Regional Rotary Foundation Coordinators
• Grants staff
RESOURCES
OVERVIEW OF GRANT MODEL EVALUATION
• Comprehensive evaluation of Rotary grants
• Studied:
– Satisfaction
– Training needs
– Grant cycle times
– Areas of Focus and programmatic issues
– Online application process
– Sustainability
– Beneficiary impact
GRANT MODEL EVALUATION
• 6,000 responses from 154 countries to 6 surveys
• 169 Rotarians participated in focus groups
• 63 Cadre conducted site visits of 109 grants
• User testing of online application system
• Sustainability check and beneficiary interviews conducted by Cadre and GfK, an outside consulting firm
GRANT MODEL EVALUATION
SATISFACTION
There is broad support for the current model and it is widely perceived
as an improvement
To what extent do you agree with the following?
Strongly Agree AgreeSomewhat
Agree
Somewhat
DisagreeDisagree
Strongly
Disagree
2015 30% 42% 18% 6% 3% 2%
2014 n/a 73% 22% 3% 2% n/a
2015 28% 36% 22% 8% 4% 2%
2014 n/a 63% 27% 7% 3% n/a
I support the current grant
model (the grant model that
launched 1 July 2013 for all
districts)
The current grant model is an
improvement over the former
grant model
90%
95%
86%
90%
GRANT ACTIVITY
868
1078
785
492 489442
0
200
400
600
800
1000
1200
2013-14 2014-15 2015-16* (as of 31 Mar 2016)
Global Launch (all districts)
Global Grants
District Grants
24% increase during
2014-15!
SUSTAINABILITY
All sustainability categories show marked improvement in site visit and
documentation scores over the comparable scores in 2012 pilot
On a 1-4 point scale (1 least sustainable and 4 most sustainable):
2012 (Abt and Cadre) 2015 (GfK and Cadre)
Global grants and matching
grants average of 1.75*
(below 2.50 midpoint)
*Estimated
3.30 (blended rate between
Cadre and GfK scores)
SUSTAINABILITY
Key Themes
Sustainability is an important improvement over the traditional grant model.
“We’ve always been a big matching grants
district. But they would be here, there and
everywhere. You go back in three years,
and maybe there’d be an old Rotary wheel
in the trash heap from a well that went
dry.”[Hawaii Focus Group]
“I think, if done properly, it
can make more impact in
the communities that we
want to help rather than
the old grant model, which
is not so focused on
sustainability.”[Philippines Focus Group]
AREAS FOR IMPROVEMENT
• Perceived lack of sufficient training resources
• Lack of clarity about project eligibility in the ECD and BEL areas of focus
• Clubs not receiving sufficient support early in the design phase of their projects
• Data from technology research is being used to target areas of dissatisfaction with online tool
AREAS FOR IMPROVEMENT
On 30 June, 63% of DRFCs and 84% of DGSCs
will turn over only 3 years after launch
30June 2016
63% DRFC
Turnover
84% DGSC
Turnover
NEXT STEPS
• Trustees studying results and collecting additional data to make adjustments
• April 2017 further reporting from grant model evaluation
• Committed to regular evaluation and seeking ways to improve the grant process for applicants and beneficiaries.
– You understand the components of a high quality global grant project.
– You understand the importance of monitoring and evaluation to the success of a global grant project
– You understand how global grants can support scholarships
– You are prepared to start your global grant application
– You are familiar with some of the lessons learned from the grant model evaluation
OBJECTIVES - REVIEW
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