Insights and Results of Recent Rotary Research
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Every year, Rotary International conducts over 40 research studies, and Rotary clubs and districts do unknown amounts of research on their own. Many Rotarians answer surveys and participate in focus groups, but they often don’t learn the results of the research. Learn highlights from some of Rotary’s most important and interesting studies, hear about research that clubs and districts are involved in, and learn the impact research is making on the future of our organization.
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Insights and Results of Recent Rotary Research
- 1. 2016 ROTARY INTERNATIONAL CONVENTION Insights and Results of Recent Rotary Research: Grant Model Evaluation
- 2. • The Rotary Foundation’s Grant Model – New grant model launched 1 July 2013 – Two main grant programs • District grants • Global grants BACKGROUND 487 DISTRICT GRANTS $25.2 million 1,078 GLOBAL GRANTS $68.7 million
- 3. • Core components of global grants – Partnerships across boundaries • Host club/district • International sponsor club/district – Focus on service projects in six areas: • Peace and conflict prevention / resolution • Disease prevention and treatment • Water and sanitation • Maternal and child health • Basic education and literacy • Economic and community development – Sustainability BACKGROUND
- 4. OVERVIEW OF GRANT MODEL EVALUATION
- 5. • Better understand satisfaction with grant model • Comprehensive evaluation of Rotary grants • Studied: – Satisfaction – Training needs – Grant cycle times – Areas of Focus and programmatic issues – Online application process – Sustainability – Beneficiary impact GRANT MODEL EVALUATION
- 6. • 6000 responses from 154 countries to 6 surveys • 169 Rotarians participated in focus groups • 63 Cadre conducted site visits of 109 grants • User testing of online application system • Sustainability check and beneficiary interviews conducted by Rotary Cadre and external consultant GRANT MODEL EVALUATION
- 7. SATISFACTION There is broad support for the current model and it is widely perceived as an improvement, but ratings have decreased slightly since 2014 To what extent do you agree with the following? Strongly Agree Agree Somewhat Agree Somewhat Disagree Disagree Strongly Disagree 2015 30% 42% 18% 6% 3% 2% 2014 n/a 73% 22% 3% 2% n/a 2015 28% 36% 22% 8% 4% 2% 2014 n/a 63% 27% 7% 3% n/a I support the current grant model (the grant model that launched 1 July 2013 for all districts) The current grant model is an improvement over the former grant model 90% 95% 86% 90%
- 8. GRANT ACTIVITY 24%increase each year 868 1078 785 492 489 442 0 200 400 600 800 1000 1200 2013-14 2014-15 2015-16* (as of 31 Mar 2016) Global Launch (all districts) Global Grants District Grants
- 9. SUSTAINABILITY All sustainability categories show marked improvement in site visit and documentation scores over the comparable scores in 2012 pilot On a 1-4 point scale (1 least sustainable and 4 most sustainable): 2012 (Abt and Cadre) 2015 (GfK and Cadre) Global grants and matching grants average of 1.75* (below 2.50 midpoint) *Estimated 3.30 (blended rate between Cadre and GfK scores)
- 10. SUSTAINABILITY Key Themes Sustainability is an important improvement over the traditional grant model. “We’ve always been a big matching grants district. But they would be here, there and everywhere. You go back in three years, and maybe there’d be an old Rotary wheel in the trash heap from a well that went dry.” [Hawaii Focus Group] “I think, if done properly, it can make more impact in the communities that we want to help rather than the old grant model, which is not so focused on sustainability.” [Philippines Focus Group]
- 11. AREAS FOR IMPROVEMENT • Perceived lack of sufficient training resources • Lack of clarity about project eligibility in two areas of focus: Economic and Community Development and Basic Education and Literacy • Clubs not receiving sufficient support early in the design phase of their projects • Data from technology research is being used to target areas of dissatisfaction with online tool
- 12. Most users are satisfied with the ease of use of the tool, but almost 20% express some dissatisfaction How satisfied are you with…? Very Satisfied Satisfied Somewhat Satisfied Somewhat Dissatisfied Dissatisfied Very Dissatisfied Ease of use for completing an application for a grant / your part of the application 20% 36% 25% 10% 5% 4% AREAS FOR IMPROVEMENT: Online Grant Application Tool
- 13. Survey data suggests that there are opportunities to improve training resources AREAS FOR IMPROVEMENT: Resources and Training Satisfactory resources provided [to Rotarians] Resources provided do not meet my [Rotarian] needs Too few resources provided [to Rotarians] Unaware of Rotary resources for this topic [Most Rotarians are unaware] Areas of focus 75% 11% 10% 4% Qualification 72% 10% 11% 7% District grants 71% 12% 13% 4% Global grants 69% 14% 13% 3% Online grants application tool 65% 16% 14% 5% Grant Management Seminar 63% 15% 13% 9% Sustainability 58% 17% 18% 8% Monitoring and evaluation 57% 17% 16% 10% Scholarships 52% 15% 20% 13% Partnering with other clubs or districts 51% 16% 24% 10% Conducting needs assessments 49% 17% 20% 14% Vocational Training Teams 44% 17% 23% 15% Travel process and rules 42% 17% 17% 23% Are additional or improved training and manuals from Rotary needed?
- 14. Many said that it was either “difficult” or “moderately difficult” to find a host or international sponsor for a global grant. FINDING PARTNERS Easy Moderately easy Moderately difficult Difficult Finding host or international partners Primary Contacts Survey 21% 37% 25% 16% How easy were the following?
- 15. AREAS FOR IMPROVEMENT On 30 June, 63% of DRFCs and 84% of DGSCs will turn over only 3 years after launch 30June 2016 63% District Rotary Foundation Chairs Turnover 84% District Grants Subcommittee Chairs Turnover
- 16. NEXT STEPS • Trustees studying results and collecting additional data to make adjustments • April 2017 further reporting from grant model evaluation • Committed to regular evaluation and seeking ways to improve the grant process for applicants and beneficiaries.
Notes de l'éditeur
- First, some background on The Rotary Foundation’s grant model and why we conducted After extensive review and research including a multi-year pilot called Future Vision, a new grant model launched almost 3 years ago for all districts worldwide. As it has been 3 years since the launch of the new model, The Rotary Foundation’s Board of Trustees and the Programs Committee wanted to conduct an evaluation to see what’s working well in the model, what have been Rotarians experience working with this model, and if there were any opportunities for improvement. Back to the grant model, there are two types of Rotary grants programs: District grants fund small-scale, short-term activities that address needs in the district and/or communities abroad. Each district chooses which activities it will fund with these grants. In Rotary year 2014-15, there were 487 district grants and over $25 million awarded. Global grants support large international activities with sustainable, measurable outcomes in Rotary’s areas of focus. In Rotary year 14-15, there were over 1000 global grants and $68.7 million was awarded.
- Grant sponsors form international partnerships that respond to real community needs. Each global grant has a Rotary district or clubs that host the grant activities in their community and Rotary clubs or districts in another country (the international sponsor) that sponsor the grant as well. Global grants can fund these activities: Humanitarian projects Scholarships for graduate-level academic studies Vocational training teams, which are groups of professionals who travel abroad either to teach local professionals about a particular field or to learn more about their own The project must be in one or more of the six areas of focus. And sustainability is key. For Rotary, sustainability means providing long-term solutions to community problems that community members themselves can support after the grant funding ends.
- The evaluation is looking at many questions within the key themes listed here. Before launching the grant evaluation, we did research to determine what were the most important themes to look at in the research. A call was put out to provide feedback and Rotarians sent feedback: over 300 emails and 450 pages of content delivered to our committee from the Past President’s Grant Evaluation Oversight Committee. The committee began its evaluation by first considering this feedback.
- The grant model evaluation is the largest and most comprehensive evaluation that Rotary has ever conducted of its grant programs. Feedback was gathered through interviews, focus groups, surveys, review of grants data, and visits of the actual sites/activities funded by the grants. Participants in the research included Rotarians, VTT members, Global grant scholars, and beneficiaries. Of the Rotarians, that includes people with every type of grant experience, including: currently involved in district and global grants Rotarians with declined grant applications Rotarians who have been involved with grants in the past, former model but not involved now And others
- What does the research say? When we asked people about their level of support for the grant model: The vast majority (90%) of respondents say they support the grant model Most (86%) agree the current grant model is an improvement over the former grant model There is a slight decline in support from what was measured in a survey in 2014 (six months after launch) but some of the decline may be due to the differences in survey participants – this survey included Rotarians not involved with grants and persons with declined grants – both groups did not participate in the 2014 survey.
- The number of global grants continues to increase each year. Note: the 2015-16 numbers shown are only for a partial year and will be higher by the end of the year. The number of district participating in district grants is high, and remains consistent since the launch of this grant model.
- Sustainability is a key component of global grants. Sustainability means, in Rotary terms, the capacity for maintaining outcomes long-term to serve the ongoing need of a community after grant funds have been spent. In 2012, during the Future vision pilot of the grant model, Rotary hired the consulting firm Abt to evaluate the sustainability of global grant and matching grant projects. The projects were evaluated on a 4 point scale, 1 being the least sustainable and a 4 being the most sustainable. In 2012, most of the projects scored below the midpoint and the average score was a 1.75. In 2015, another consulting firm GfK with the Rotary’s Cadre conducted a second study of a much larger sample. The 2015 found that all the sustainability categories show marked improvement in site visit and documentation scores over the comparable scores generated during the 2012 Pilot. In 2015 the blended average between the Cadre and GfK scores was 3.30
- Rotarians also see the value of sustainability as part of the grant model and see it as an improvement over the traditional model. These are some comments from the focus groups.
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- District Rotary Foundation Chairs and District Grants Subcommittee Chairs play a key role with Rotary grants and are an asset in the districts for clubs/districts wanting to do grants. In reviewing the data, the majority of them will be leaving their role at the end of this Rotary year – In the follow-up recommendations from the Grant Model Evaluation, Rotary’s general secretary has been asked to develop a communication plan to connect incoming DRFCs and DGSCs with the training resources they need in order to effectively transition into their new roles in July. It is important that we maintain the continuity in the districts.