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Designing & Planning a Global Grant

Learn best practices for designing and implementing a project, including community needs assessment, resource assessment, areas of focus, sustainability, communication, forming a project committee, budgeting, and setting measurable goals.

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Designing & Planning a Global Grant

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  1. Session B-1Designing & Planning a Global Grant

  2. Learning Objectives • Identify best practices for designing a project • Develop a plan to implement your project • Understand how to create measurable goals

  3. Designing a Project:Discovering Community Needs • It is no longer sufficient to say that the beneficiaries of a project are involved in planning and implementing a Global Grant • Beneficiaries must help the involved Rotary clubs and community organizations understand what their needs and priorities are • Community Needs Assessment • Importance of Open Ended Questions • Must suspend personal value judgments

  4. Designing a Project:Assessing Your Resources • Assess resources of your club and potential partners • Talk to the community about the needs that they expressed and which needs your club has the ability to address

  5. Designing a Project:Areas of Focus

  6. Designing a Project:A Word About Sustainability • What is sustainability? • The Rotary Foundation defines sustainability as the capacity for maintaining outcomes long‐term to serve the ongoing need of a community after grant funds have been expended.

  7. Designing a Project:Sustainability • Your Club • Host Partner • Beneficiaries It Takes 3 Partners To Create a Sustainable Project

  8. Designing a Project:TRF Principles of Sustainability • Continued impact after Foundation funding is fully expended. • Multiple levels of sustainability which involve resource management, economic considerations, cultural norms and social norms. • Use of local resources, regional input, and local knowledge as much as possible. • Respect for natural resources and avoidance of harm to the local environment. • Reach the most beneficiaries possible. • Prepare scholars and individuals to contribute to new and innovative methods in professional fields within a Foundation area of focus. • Prepare participants to increase impact and improve effectiveness in the communities and vocations in which they work. • Use the input and skills of grassroots individuals and groups to ensure continuation of projects and activities.

  9. Developing a Project Implementation Plan: Communication • With partners, Rotary clubs are • able to implement a project they • could not do on their own. • Global Grants require a Host • partner and an International • partner in different countries • How and how often will you communicate? • Document and save important communication to demonstrate Rotarian involvement in the project

  10. Developing a Project Implementation Plan:Forming a Project Committee • Form a three-person grant committee • Assign roles • Implementation plan • Budget • Contingency plan • Document retention plan

  11. Developing a Project Implementation PlanCreating a Budget • Realistic • Competitive bidding • Pro Forma Invoices • Reasonable prices • Disclose conflicts of interest

  12. Setting Goals • Measurable • Sustainable • Qualitative (descriptive) • Quantitative (numeric) • Resource: TRF Publication • Global Grant Monitoring & Evaluation Toolkit

  13. Setting Goals • Gather baseline data • Set goals • Determine method of measurement Questions to Consider  What data do we want to collect?  How will we collect it?  When/how often should we collect data?  Who will collect the data?

  14. Learning Objectives • Identify best practices for designing a project • Develop a plan to implement your project • Understand how to create measurable goals

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