Rotary Charities Logic Model Training

1. Rotary CharitiesLogic Model Training Form A: Grantee Action Plan & Form B: Grantee Evaluation Plan January 19 & 21, 2010

2. Becky Ewing Program Officer Rotary Charities (231) 941-4010 x203 bewing@rotarycharities.org Freya Bradford Consultant NorthSky Nonprofit Network (231) 350-0479 (cell) fbradford@northskynon profitnetwork.org

3. Learning Objectives • Review Rotary Charities grantmaking process • Understand requirements of Rotary Charities Forms A & B • Understand how to define Project Need/Gap • Understand how to define Activities and Outcomes • Understand how to define a Data Collection Plan and a Data Utilization plan

4. Mission of Rotary Charities Rotary Charities leads positive change in the region by assisting community organizations to better achieve their missions by: • Providing resources and grants • Providing leadership • Providing a Management Support Organization for the nonprofit sector (NorthSky Nonprofit Network) • Facilitating strategic partnerships • Promoting philanthropy

5. Rotary Charities Grant Categories • PROGRAM GRANTS • One- to three-year grants; $5,000 to $110,000 over three years; March 1 and September 1 deadlines • Purpose: to promote innovative, grassroots approaches to community issues that represent methods of delivering programs or services that have a measurable impact. • CAPITAL PROJECTS • One-year grants: • Small Capital ($5,000 to $99,000): Due March 1 • Large Capital (Over $100,000) Due September 1 • Purpose: to help with the renovation, expansion or construction of needed community facilities or acquisition of property for public use. • PLANNING GRANTS • One-year grants; $500 to $5,000 • Purpose: to assist nonprofits with developing successful strategies for capital and program projects.

6. Rotary Charities Grant Categories • ORGANIZATIONAL CAPACITY ASSESSMENT AND PLANNING GRANTS(Level 1) • One-year grants; Maximum of $5,000; Rolling Deadline, Monthly Review • Required first step in the Rotary Charities Capacity Building Grant Program • Purpose: for NorthSky Nonprofit Network to conduct an organizational capacity assessment and board training resulting in an Action Plan with capacity building priorities • ORGANIZATIONAL CAPACITY BUILDING GRANTS (Level 2) • One- to three-year grants; $5,000 to $110,000 over three years; March 1 and September 1 deadlines (October 1, 2009) • Level 1 required prerequisite • Purpose: to strengthen the operating capabilities of nonprofit organizations, improving their ability to better meet the needs of their communities

7. Eligibility for Rotary Charities Grants • Eligible applicants for funding include all 501(c)(3) tax-exempt organizations, units of government and local school districts serving Antrim, Benzie, Grand Traverse, Kalkaska or Leelanau Counties.

8. Application Process • Applications must be submitted electronically using the Rotary Charities online application form http://rotarycharities.egrant.net. • The deadline for the next grant cycle is 5pm, March 1, 2010. • Initial screening and notification by March 31  • Site visits and interviews for selected applicants completed by June 4  • Grant decisions and notifications no later than June 16

9. Application Process • Rotary Charities Forms A, B and C will be required of all Organizational Capacity Building and Program Applicants and Grantees. • Forms A & B will be required with initial and renewal grant applications • Form C will be required annually from grantees

10. Logic Model Framework • Form A: Grantee Action Plan – Identifies Project Need/Gaps, Activities, Outcomes, and Community Impact • Form B: Grantee Evaluation Plan – Includes a Data Collection Plan and a Data Utilization plan • Form C: Grantee Annual Update – Reports progress on each Activity and Outcome, Lessons Learned, and Changes Made based on findings

11. Form A: Grantee Action Plan • A logic model is visual way to depict what you plan to do and what you hope to achieve with a program or project. • There are many, many different ways to construct logic models. • “Logic modeling is a way of thinking… not just a pretty graphic.” (University of Wisconsin Extension)

12. “We build the road… …and the road builds us.” -Sri Lankan saying

13. Logic Model Framework The “If….then” Logic If/Since these needs or gaps exist Then these activities will be implemented to meet those needs If those activities are implemented, then these outcomes will result If those outcomes result, then this will be the longer term impact

14. Logic Model Framework Everyday Logic Model If/Since these needs or gaps exist Then these activities will be implemented to meet those needs If those activities are implemented, then these outcomes will result If those outcomes result, then this will be the longer term impact HEADACHE! • Find pills • Get water • Take Pills RELIEF! Productivity

15. Form A: Grantee Action Plan

16. Form A: Grantee Action Plan 1) Project Need/Gap • Need/Gap that your project will address • Base on organization- and community-specific data • Be clear about sources of data

17. Form A: Grantee Action Plan 1) Project Need/Gap – Org. Capacity Building Applicants/Grantees • Base on priority gaps from Org. Capacity Assessment (prerequisite) – Include Scores • Describe any recent growth or changes in your organization or services • Describe any work in process or completed that relates to priority gaps

18. Form A: Grantee Action Plan (Example: Org. Capacity Building Applicants/Grantees)

19. Form A: Grantee Action Plan 1) Project Need/Gap – Program Grantees/Applicants • Organizational and community data that support the need for your program • Beware of circular reasoning: the need for a program is not the lack of your proposed program

20. Form A: Grantee Action Plan (Example: Program Applicants/Grantees)

21. QUESTIONS ABOUT PROJECT NEED/GAP?

22. Form A: Grantee Action Plan 2) Activities • Present project as a whole & reference activities you are requesting Rotary Charities’ funding to complete • State Measurably – include who will complete the task, anticipated completion date, and measurable targets (when possible) • If project spans multiple years, separate activities by year

23. Form A: Grantee Action Plan (Example: Org. Capacity Building Applicants/Grantees)

24. Form A: Grantee Action Plan (Example: ProgramApplicants/Grantees)

25. QUESTIONS ABOUT ACTIVITIES?

26. OUTCOMES It is not how many worms the bird feeds its young, but how well the fledgling flies. (United Way of America)

27. Form A: Grantee Action Plan 3) Outcomes • Specific desired effect the project will have on your organization or your target population • State as anticipated changes in the Knowledge, Skills, Attitudes, Behaviors or Conditions of your organization or your target population • Should be measurable and realistic – include timeframes, targets, percentages, clear sense of direction (e.g. increases, decreases)

28. Form A: Grantee Action Plan 3) Outcomes (cont.) • Should relate directly to your SET of activities as a whole - You do not have to have an Outcome for each Activity (not a 1-to-1 relationship) • Should contain only one main idea and be a concise statement.

29. Form A: Grantee Action Plan (Example: Org. Capacity Building Applicants/Grantees)

30. Form A: Grantee Action Plan (Example: Program Applicants/Grantees)

31. QUESTIONS ABOUT OUTCOMES?

32. ACTIVITY # 1

33. Form A: Grantee Action Plan 4) Community Impact • Show how your project will have a long-term positive impact on the community – changes in social, economic, civic, and environmental conditions • You will not be asked to measure/evaluate this level of change

34. Form A: Grantee Action Plan 4) Community Impact (cont.) • Ask yourself, “So that…?” after your Outcomes – WHY do these outcomes matter at a community-level? • You aim to improve conditions in this way [Outcomes – Column 3] “So that…?” The Organization has sufficient funds to successfully operate our programs.(OCB Applicant/Grantee) Students in Anytown have the knowledge, skills and abilities to choose alternatives to violent behavior. (Program Applicant/Grantee)

35. Form A: Grantee Action Plan 4) Community Impact (cont.) “So that…?” The Organization can meet our mission of…(OCB Applicant/Grantee) Anytown has few incidences of violence and is a safe and healthy environment for all residents. (Program Applicant/Grantee)

36. Form A: Grantee Action Plan (Example: Org. Capacity Building Applicants/Grantees)

37. Form A: Grantee Action Plan (Example: Program Applicants/Grantees)

38. QUESTIONS ABOUT COMMUNITY IMPACT?

39. Evaluation "I know not any thing more pleasant, or more instructive, than to compare experience with expectation, or to register from time to time the difference between idea and reality. It is by this kind of observation that we grow daily less liable to be disappointed." – Samuel Johnson (1709 – 1784) “One of the great mistakes is to judge policies and programs by their intentions rather than their results.” - Milton Friedman “First get your facts; then you can distort them at your leisure.” - Mark Twain Friend to Groucho Marx: “Life is difficult!” Marx to Friend: “Compared to what?”

40. Evaluation • Progress towards Activities and Outcomes must be measured and documented. • Activity Evaluation Questions: • Were activities delivered as planned? • Was the target population reached? • Was the target population satisfied with services? • Outcome Evaluation Questions: • Did your project have the desired effect on your organization (OCB) or target population (program)?

41. Form B: Grantee Evaluation Plan

42. Form B: Grantee Evaluation Plan 1) Activities & Outcomes - Simply copy and paste the Activities and Outcomes from Form A: Grantee Action Plan columns 2 & 3.

43. Form B: Grantee Evaluation Plan 2) Data Collection Plan • Rotary Charities will make technical assistance available to successful Grantees to refine evaluation plans • Consider using a Data Collection Planning Worksheet to aid in evaluation planning (Activity 2)

44. Form B: Grantee Evaluation Plan 2) Data Collection Plan (Cont.) • Describe how the achievement of your Activities & Outcomes will be measured by answering: • What Information will be Collected? (Indicators) • From whom? (Sources) • In what way? (Methods) • By whom? (Person Responsible) • When? (Intervals) • How will the information be stored and managed? (Data Management)

45. Form B: Grantee Evaluation Plan 2) Data Collection Plan (cont.) • What Information will be Collected? • Common Indicators for Activities: • # of people hired, dates of hire • # of partners • Amount of products/services delivered • #/type of clients served • #/type of materials produced/disseminated • Timeliness of service provision • Quality of services (satisfaction data)

46. Form B: Grantee Evaluation Plan 2) Data Collection Plan (cont.) • What Information will be Collected? • Common Indicators for Outcomes: • #/% demonstrating increased knowledge/skill • #/% demonstrating attitude or behavior change • % changes in conditions (longer-term) (reduced poverty rates, unemployment rates, etc)

47. Form B: Grantee Evaluation Plan 2) Data Collection Plan (cont.) • From Whom? • Common Sources of Information: • Existing records, logs, reports, etc. • Program participants • Key informants (nonparticipants, proponents, critics, staff, collaborators, funders, etc.)

48. Form B: Grantee Evaluation Plan 2) Data Collection Plan (cont.) • In what way? • Common Data Collection Methods: • Activity tracking • Surveys • Focus groups • Interviews • Tests • Observation • Case studies • Document review

49. QUESTIONS ABOUT DATA COLLECTION PLANS?

50. ACTIVITY #2: Using a Data Collection Planning Worksheet