Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/12/13.

Grant Management SeminarSession 1 1

Session 1

Designing a Project

10/12/13

Grant Management SeminarSession 1

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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Grant Management SeminarSession 1

Successful Grant Projects

• Need partners who communicate frequently

• Meet real community needs• Create an implementation plan • Meet TRF sustainability criteria• Practice proper stewardship of funds

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Successful Grants Need Partners• D-5240 International Service

Group & Regional Meetings• RI Convention• Project fairs• Investigation Trips To An Area• International meetings• LinkedIn• Matchinggrants.org/global• Rotary Showcase / Facebook• D-5240 Website

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Successful Grant Projects Meet Real Community Needs

• Base project on the community’s need• Assess resources of your club and

potential partners• Talk to the community

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Grant Management SeminarSession 1 6

Community Needs Assessment1st Mtg. at La Isla – A Slum in Honduras

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Grant Management SeminarSession 1 7

La Isla

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Grant Management SeminarSession 1 8

La Isla

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Grant Management SeminarSession 1 9

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.

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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.

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Grant Management SeminarSession 1 11

Project Planning

• Form a three-person grant committee• Assign roles• Implementation plan• Budget• Contingency plan• Document retention plan

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Grant Management SeminarSession 1 12

Creating a Budget

• Realistic• Competitive bidding• Pro Forma Invoices• Reasonable prices• Disclose conflicts of

interest

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Setting Goals

• Measurable• Sustainable• Qualitative (descriptive)• Quantitative (numeric)

Resource: TRF Publication

Global Grant Monitoring & Evaluation Toolkit

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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?

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Learning Objectives

• Identify best practices for designing a project

• Develop a plan to implement your project

• Understand how to create measurable goals

10/12/13