grant management seminar session 1 1 session 1 designing a project 10/13/2012

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Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

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Page 1: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

Grant Management SeminarSession 1 1

Session 1

Designing a Project

10/13/2012

Page 2: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

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

10/13/2012 2

Page 3: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

Grant Management SeminarSession 1

Successful Grant Projects

• Real community needs• Frequent partner communication• Implementation plan • Sustainable• Proper stewardship of funds

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Page 4: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

Grant Management SeminarSession 1 4

Needs AssessmentMeeting 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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Page 5: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

Grant Management SeminarSession 1 5

Partners• STEPS – January 26, 2013• 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

10/13/2012

Page 6: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

Grant Management SeminarSession 1 6

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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Page 7: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

Grant Management SeminarSession 1 7

A Word About Sustainability

Your Club

Host Partner

Beneficiaries

It Takes 3 Partners To Create a Sustainable Project

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Page 8: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

Grant Management SeminarSession 1 8

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.

10/13/2012

Page 9: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

Grant Management SeminarSession 1 9

Project Planning

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

10/13/2012

Page 10: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

Grant Management SeminarSession 1 10

Creating a Budget

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

interest

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Page 11: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

Grant Management SeminarSession 1 11

Setting Goals

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

Resource: TRF Publication

Global Grant Monitoring & Evaluation Toolkit

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Page 12: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

Grant Management SeminarSession 1 12

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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Page 13: Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/13/2012

Grant Management SeminarSession 1 13

Learning Objectives

• Identify best practices for designing a project

• Develop a plan to implement your project

• Understand how to create measurable goals

10/13/2012