fv pilot's first year final ppp + comments by zachos ipdg

ZACHOS, IPDG / TRF -FV-PILOT / OCT. 2011

RID – 2483 (Serbia & Montenegro)RID – 2483 (Serbia & Montenegro)

TRF Seminar 20011-12TRF Seminar 20011-12

Novi Sad – October 22nd, 2011Novi Sad – October 22nd, 2011

Future Vision - Pilot's first yearFuture Vision - Pilot's first year

in Districts & The Rotary in Districts & The Rotary FoundationFoundation

(2010 -11 facts, conclusions and changes)(2010 -11 facts, conclusions and changes)

Presentation – Speech by Vissarion (Aris) Zachos, Presentation – Speech by Vissarion (Aris) Zachos, IPDGIPDG


2005: WHY A PLAN?2005: WHY A PLAN?

● Preparing for The Rotary Foundation CentennialPreparing for The Rotary Foundation Centennial

●Immense growthImmense growth

●Relevance in philanthropic worldRelevance in philanthropic world

●Evolving organizationEvolving organization

●Rotarian feedbackRotarian feedback

●Sustainability, significance, simplificationSustainability, significance, simplification


2007: NEW MODULE!2007: NEW MODULE!

The mission of The Rotary FoundationThe mission of The Rotary Foundationis to enable Rotarians to advance world

understanding, goodwill, and peace through the improvement of health, the support of education,

and the alleviation of poverty

______________________The Foundation's new mission, along with its new

motto

– Doing Good in the World –were approved and endorsed

by the Foundation Trustees, the RI Board of Directors

and the Council on Legislation.


The Future Vision The Future Vision PlanPlan is designed to is designed to

●Simplify Foundation programs and processes consistent Simplify Foundation programs and processes consistent with the missionwith the mission

● Focus Rotarian service efforts where they will have the Focus Rotarian service efforts where they will have the greatest impact by addressing priority world needs that greatest impact by addressing priority world needs that

are relevant to Rotariansare relevant to Rotarians

●Offer program options to help achieve both global and Offer program options to help achieve both global and local goalslocal goals

●Increase the sense of ownership at the district and club Increase the sense of ownership at the district and club levels by transferring more decisions to the districtslevels by transferring more decisions to the districts

●Gain greater understanding of The Rotary Foundation’s Gain greater understanding of The Rotary Foundation’s work and enhance Rotary’s public imagework and enhance Rotary’s public image


The Rotary Foundation Future Vision The Rotary Foundation Future Vision PilotPilot

...is a three-year test of the new grant structure ...is a three-year test of the new grant structure outlined in the Foundation's Future Vision Plan .outlined in the Foundation's Future Vision Plan .

All clubs will be able to apply for grants under the All clubs will be able to apply for grants under the new model in 2013. As of now, 100 districts are new model in 2013. As of now, 100 districts are

participating in the pilot. Pilot districts and their participating in the pilot. Pilot districts and their clubs will help refine the new grant structure by clubs will help refine the new grant structure by providing input, and providing input, and they will receive specialized they will receive specialized

Foundation support and service.Foundation support and service.


THREE TOOLS FROM PLAN TO PILOTTHREE TOOLS FROM PLAN TO PILOT1. 1. AREAS OF FOCUSAREAS OF FOCUS

● - Peace & Conflict Prevention / Resolution

● - Disease Prevention and Treatment

● - Water and Sanitation

● - Maternal and Child Health

● - Basic Education and Literacy

● - Economic and Community Development

2. 2. NEW GRANT NEW GRANT MODELMODEL

● - TRF

● District Grants

● - TRF

● Global Grants

3. 3. QUALIFICATIONQUALIFICATION

● - District

● - Clubs


2010-11: THE FIRST YEAR 2010-11: THE FIRST YEAR OF THE PILOT PHASEOF THE PILOT PHASE

R.I. / TRF FUTURE VISION GOALSR.I. / TRF FUTURE VISION GOALS

● - Begin awarding grants to Pilot Districts● - Update on Pilot to Trustees● - Last year to fund phased out activities/programs

● - No changes to contributions' system


RID-2481 / SERBIA FUTURE VISION GOALSRID-2481 / SERBIA FUTURE VISION GOALS

● - Total adoption of new model / ≤ 80% of Clubs trained – oriented / ≤ 50% of Clubs Qualified

● - Start of the RID-2483 DDFRID-2483 DDF creation-enrichement

● - Function of independent National TRF National TRF CommitteeCommittee & rulesrules formation

● - National TRF Pilot Seminar & Grants Management Seminar




R.I / TRF FUTURE VISION FACTSR.I / TRF FUTURE VISION FACTS● - 208 Global Grants208 Global Grants awarded – 46 countries –

more than 12 million US$12 million US$ (first ever in July 2010 - prevention of dengue fever spread in Central Java, Indonesia)

● - More than 6 million US$6 million US$ for the District GrantsDistrict Grants of 100 Pilot Districts (first ever 271.000 US$ in RID-2650 of Japan for 42 Club projects)

● - Strategic partnership with Aga Khan UniversityAga Khan University and Oikocredit InternationalOikocredit International

● - Complete feedback systemfeedback system from Clubs & Districts



RID-2481 / SERBIA FUTURE VISION FACTSRID-2481 / SERBIA FUTURE VISION FACTS

● - RID-2481 and National parts Qualification under Qualification under special statusspecial status

● - TRF Pilot Seminar & Grants Management Seminar – International RI trainers - participation of more than 50 Clubs50 Clubs & more than 100 Club Officers100 Club Officers

● - DG proposal + RID-2483 Assembly decision: Club contributions to District Fund redirected to TRF Funds ☞ 13.000 € to TRF, 9.000 € to Annual Fund, + 9.000 € to Annual Fund, + 4.500 € in SHARE system (2013-14)4.500 € in SHARE system (2013-14)

● - DG + DTRF Committee decision: RID-2481 Global RID-2481 Global Grant in SerbiaGrant in Serbia – RC Belgrade-Center


2010-11: THE FIRST YEAR 2010-11: THE FIRST YEAR OF THE PILOT PHASE – CHANGESOF THE PILOT PHASE – CHANGES

TRF OPERATIONAL IMPROVEMENTS DURING THE TRF OPERATIONAL IMPROVEMENTS DURING THE PILOTPILOT

● - Easier procedures – user friendly online system.● - Expanding the definition of „disease prevention

& treatment“ to include injuries that left untreated, would lead to disease.

● - Allowing contingency fund (up to 20%) in District Grants spending plans.

● - Requirements' elimination in proof of language testing of scholars and the scholars' hosting.

● - Requirements' modification for the vocational training teams application.


2010-11: FROM THE FIRST YEAR 2010-11: FROM THE FIRST YEAR OF THE PILOT PHASE TO 2011-12OF THE PILOT PHASE TO 2011-12

TOP FIVE (5) THINGS TO KNOW ABOUT FUTURE TOP FIVE (5) THINGS TO KNOW ABOUT FUTURE VISIONVISION1.Simplifies the grant-making process

2.Supports Rotarian-identified needs within communities

3.Involves clubs, not just districts

4.Offers more options for scholarships

5.Uses an online application process


www.rotary.org/futurevisionwww.rotary.org/futurevision

[email protected]@rotary.org

●RI website (www.rotary.org)●- Future Vision Pilot News●- Future Vision e-learning modules●- Grant terms and conditions●Future Vision Pilot Operations staff

Staff contact sheet is posted on RI website●District leadership

DG, DGE, DRFC, grants subcommittee members

RESOURCESRESOURCES


THANKS FOR YOUR ATTENTION!

THANKS FOR YOUR CONTRIBUTION!

fv pilot's first year final ppp + comments by zachos ipdg

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