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2016 ROTARY INTERNATIONAL CONVENTION
Sustainability: What does it really
mean?
Moderator – PDG Dr. Himansu Basu
Members - PDG Korhan Atilla
- PDG Eric Kimani
- PP Dr. Bill Stumbaugh
• By the end of this session:
– You will understand the Foundation’s
definition of sustainability
– You will be familiar with six components of
sustainable projects
– You will feel prepared to design a sustainable
project
OBJECTIVES
• Sustainability means different things to
different organizations.
• For Rotary, sustainability means providing
long-term solutions to community needs
that the beneficiaries can maintain after
grant funding ends.
SUSTAINABILITY
SIX STEPS TO SUSTAINABILITY
STEP #1
STEP #2
STEP #3
STEP #4
STEP #5
STEP #6
SUSTAINABILITY LESSONS FROM THE GRANT MODEL
EVALUATION
SUSTAINABILITYCHECK: LESSONS FROM THE GRANT MODEL EVALUATION
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 2015
Global grants and matching
grants average of 1.75*
(below 2.50 midpoint)
*Estimated
3.30 (blended rate between
Cadre and GfK scores)
EVERYONE IS ACCOUNTABLE FOR SUSTAINABILITY
TRF ensures
sustainable impact of
goods and services
Clubs and districts
ensures sustainable
impact of goods and
services
Community or
organization ensures
sustainable impact of
goods and services
Individuals &
organizations benefit
from sustainable
impact of goods and
services
• Sustainable projects focus on making a
change for people, not things.
• For example, in basic education & literacy,
projects focus on ensuring children receive a
better education, not providing schools with
things that may or may not support the
existing teaching methodology.
• Sometimes equipment is what is needed! In
those cases, district grants are the answer.
SUSTAINABILITY
BEST PRACTICES FROM THE FIELD
Calmed Model –VTT plus ….3 Components
Training
Community
Mobilisation
Advocacy
M and E
calmedrotary@gmail.com
www.calmedrotary.org
1. Rotary – RFPD, IFRD, Clubs
2. Inner Wheel
3. Professionals – FIGO, RCOG
4. GLOWM – training resources
5. LAERDAL – Simulators
6. MAF – Videos
7. Government – NHM –major partnership
Programme Partnership
Monitoring and Evaluation, Sikkim, Pop. 0.7
million, 3 Visits -2013-16
Mothers
saved– 50
Babies lives
saved-
250(est.)
Basic
Trainees- 208
Goal - 200
ASHAs trained
170
Goal - 250
Master
Trainers -13
VTT – 7 +3+3
calmedrotary@gmail.com
www.calmedrotary.org
• Guide to Global Grants
• Area of focus policy statements
• Community Assessment Tools
• Global Grant Monitoring and Evaluation
Supplement
• Cadre
• Grants staff
RESOURCES
QUESTIONS?
Rate this session! Your feedback is valuable so remember to
complete the brief session evaluation in the convention mobile app.
To download the app, search for “Rotary Events” in your Apple or
Android app store.
This presentation and others from throughout the convention are
available through the convention mobile app and on SlideShare at
www.SlideShare.net/Rotary_International.

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Sustainability: What Does It Mean?

  • 1. 2016 ROTARY INTERNATIONAL CONVENTION Sustainability: What does it really mean? Moderator – PDG Dr. Himansu Basu Members - PDG Korhan Atilla - PDG Eric Kimani - PP Dr. Bill Stumbaugh
  • 2. • By the end of this session: – You will understand the Foundation’s definition of sustainability – You will be familiar with six components of sustainable projects – You will feel prepared to design a sustainable project OBJECTIVES
  • 3. • Sustainability means different things to different organizations. • For Rotary, sustainability means providing long-term solutions to community needs that the beneficiaries can maintain after grant funding ends. SUSTAINABILITY
  • 4. SIX STEPS TO SUSTAINABILITY
  • 11. SUSTAINABILITY LESSONS FROM THE GRANT MODEL EVALUATION
  • 12. SUSTAINABILITYCHECK: LESSONS FROM THE GRANT MODEL EVALUATION 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 2015 Global grants and matching grants average of 1.75* (below 2.50 midpoint) *Estimated 3.30 (blended rate between Cadre and GfK scores)
  • 13. EVERYONE IS ACCOUNTABLE FOR SUSTAINABILITY TRF ensures sustainable impact of goods and services Clubs and districts ensures sustainable impact of goods and services Community or organization ensures sustainable impact of goods and services Individuals & organizations benefit from sustainable impact of goods and services
  • 14. • Sustainable projects focus on making a change for people, not things. • For example, in basic education & literacy, projects focus on ensuring children receive a better education, not providing schools with things that may or may not support the existing teaching methodology. • Sometimes equipment is what is needed! In those cases, district grants are the answer. SUSTAINABILITY
  • 15. BEST PRACTICES FROM THE FIELD
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25. Calmed Model –VTT plus ….3 Components Training Community Mobilisation Advocacy M and E calmedrotary@gmail.com www.calmedrotary.org
  • 26. 1. Rotary – RFPD, IFRD, Clubs 2. Inner Wheel 3. Professionals – FIGO, RCOG 4. GLOWM – training resources 5. LAERDAL – Simulators 6. MAF – Videos 7. Government – NHM –major partnership Programme Partnership
  • 27. Monitoring and Evaluation, Sikkim, Pop. 0.7 million, 3 Visits -2013-16 Mothers saved– 50 Babies lives saved- 250(est.) Basic Trainees- 208 Goal - 200 ASHAs trained 170 Goal - 250 Master Trainers -13 VTT – 7 +3+3 calmedrotary@gmail.com www.calmedrotary.org
  • 28. • Guide to Global Grants • Area of focus policy statements • Community Assessment Tools • Global Grant Monitoring and Evaluation Supplement • Cadre • Grants staff RESOURCES
  • 30. Rate this session! Your feedback is valuable so remember to complete the brief session evaluation in the convention mobile app. To download the app, search for “Rotary Events” in your Apple or Android app store. This presentation and others from throughout the convention are available through the convention mobile app and on SlideShare at www.SlideShare.net/Rotary_International.

Editor's Notes

  1. SLIDE 1 Welcome – I AM HIMANSU BASU ,OB GYN ;ROTARIAN IN KENT ENGLAND . FOUNDER CHAIRMAN OF ROTARIAN DOCTORS FELOWSHIP,MEDICAL DIRECTOR OF ROTARIAN ACTION GROUP ON POPULATION DEVELOPMENT,TRF CADRE COORDINATOR FOR MATERNAL AND CHILD HEALTH. I AM ALSO PROGRAMME DIRECTOR FOR CALMED –COLLABOTRATIVE ACTION IN LOWERING OF MATERNITY ENCOUNTERED DEATHS - A SUCCESSFUL ROTARY PROGRAMME. Let me introduce the panel ….. ………………………………………………. Let me introduce the topic…… It is a topic which reflects changing emphasis in Rotary service What is true Rotary service ? Giving fish story….. From donation of money alone to include hands on efforts and advocacy From project to programme From doing good in the world to helping the population to realise its dream From working alone to working together
  2. HIMANSU ……Sometimes ,it means, even more benefits are generated than originally expected – certainly not less Our grant programmes trigger a process which enables beneficiaries to keep the benefits going without our continued input. This means the structure or the process or both receive ongoing support from a number of sources
  3. HIMANSU HB …..“ prepared and able” to… “ design and implement” a ……..
  4. HIMANSU HB - To help Rotary members understand what we mean by sustainability, we’ve identified six steps that can help to ensure the long-term sustainability of a project. We’ll go through each of these steps one-by-one. Basically sustainability is ensured by local ownership ,motivation and involvement. For example Local community Local interest and ownership Provide training of local people Buying locally Finding local resources including funding. I call on Bill Stumbaugh to explain
  5. BILL The most important place to start when designing a sustainable project is with the community. The Rotary club in the location where the project will take place, what we call the host sponsor, should work with members of the benefiting community to assess the community’s strengths and weaknesses. During the assessment process it is essential that local municipalities and government agencies be included. For example, if a local clinic needs support to reduce the child mortality rate, the community assessment should include the local Ministry of Health and the clinic director’s feedback. This will incorporate their long term goals and adhere to accepted policy and clinical protocols of the government health care system. This information is vital for a successful maternal and child health grant. Please remember the project design should align with local values and culture. Recently, a Rotary club shared their experience about installing a water well in a community where the women had to walk a significant distance to get water. After the well was drilled, the women were not pleased with the result. Why? Because the process of fetching water had been an integral part of their social life and now it had been taken away from them. The “obvious solution” is not always so obvious. This is what makes the community assessment so important. Rotary has recently updated a wonderful resource document that can help you in this process. It’s called “Community Assessment Tools” and it is available on Rotary’s website. It even has tips on how to host a community meeting, sample survey questions, and how to conduct a focus group.
  6. BILL The next step in developing a sustainable project is to encourage local ownership of the project. It’s a true sign of a project’s success when community members embrace the project as their own. Rotary clubs play a key role in identifying community members who can ensure long term project outcomes. This is a unique feature of global grants as a host club is required. The host Rotary club acts as the liaison between the community members and the international Rotary club. As we mentioned previously, incorporating the feedback from existing community leaders will establish a strong foundation thereby empowering community members to communicate and plan projects that have sustainable outcomes. An example of community ownership would be the creation of a water and sanitation committee to manage and collect fees for water use at a newly dug well. This committee should be comprised of men and women who are empowered to collect user fees, are trained to make repairs, and are knowledgeable about hygiene practices to reduce disease. At the completion of this global grant project, this water and sanitation committee will continue to manage the use of the well.
  7. BILL The third step to sustainability is to provide training. A project’s success depends on people. By providing training, education, and community outreach, you strengthen beneficiaries’ ability to meet project objectives. For example, when planning a basic education and literacy project to provide a computer lab to a secondary school, this project must include teacher training. The teachers should be trained in the use and maintenance of the computers as well as how to incorporate the use of the computers into their daily curriculums. The training can also expand beyond the use of the computers. It is important to survey the beneficiaries to determine what type of additional training they desire. Sometimes if we are an expert in a given field we think we know what may be needed. Asking the teachers leading questions such as, “What are the goals of your students?”; “What are some of the challenges you face as a teacher?”; “What hinders you from helping your students to achieve the goals you have mentioned?”; “What are the skills you think could make a better educator?” All of these questions may uncover additional training topics that will greatly improve the quality of education at the secondary school. Once the training topics have been determined, you should confirm that a plan is in place to share this knowledge with others. The frequency of training is important as this helps reinforce a change in behavior and incorporate the new ideas into the community. If you remember the water and sanitation committee mentioned earlier, consider that there are two groups that require training. After the well is drilled, the water and sanitation committee requires training in how to maintain the well, but they also require training in how to conduct effective community outreach. The water committee is responsible for providing training to the local people regarding safe water storage, food preparation and hygiene. Sometimes it works best when you collaborate with local organizations to provide this training. Vocational training is a common grant project seen in the economic and community development area of focus. Training itself is considered to be inherently sustainable as knowledge is passed from the trainer to the trainee; however, the knowledge gained must be put to use. Global grants that include vocational training programs must show how the recipient of that training plans to use their new skills. Job placement programs are an excellent way to show that the candidates are qualified and will obtain employment after the training period has ended. The ultimate goal of a vocational training program should be to provide a skill set to an individual or group of individuals so that they are now able to go out into the job market and increase their income. Without income generation the project is not sustainable. If we think back to the first two sustainability steps, including community feedback and creating local ownership, including local leadership in the training program is crucial. Let’s return to the example of the teacher training grant. After receiving multiple days of training on various topics, the teachers are now able to update their curriculum so that the students will directly benefit from their newfound knowledge. The Ministry of Education and the school administration should be aware and ideally approve modifications to curriculums to ensure that the education of the students meets the national standards. These improvements to the curriculum and the teacher training are key components for sustainable basic education and literacy projects which were achieved by collaborating with leaders within local organizations. To keep track of the various trainings, Rotary Grants has a basic Training Template available for you to use as a guide. Himansu calls on PDG Eric Kimani…..
  8. ERIC Step #4 is to buy local. Purchase equipment and technology from local sources whenever possible as this provides economic support to the local community. Make sure that spare parts are available locally, too. Parts should only be shipped from outside of the country when they are unavailable locally. Often Rotary Grants staff sees examples of projects where equipment is obtained at a significantly discounted price outside of the project country. These initial costs savings are often offset by shipping costs and customs fees and can result in additional expenses and delays during grant implementation. Whenever possible it is recommended to get competitive bids from local companies and purchase equipment in country. In our previous example with the water well, it is ideal to build capacity, that is, provide training, so that community members can operate, maintain, and repair equipment on their own. By training the water and sanitation committee on how to maintain the well, you are increasing the lifetime of the well. Choosing a supplier for the project is also essential to the sustainability of the well as the suppliers will be responsible for providing quality materials. You should always compensate your project’s vendors appropriately so they have an incentive to continue providing supplies for repairs. Local Example: A Global Grant was awarded for a water well. The equipment was shipped from an East European country. The manuals were in a language that could not be read. The local community was not properly trained how to handle maintenance. When the pump broke down, the community called one of the local providers to examine. They said they had no technical knowhow on the particular pump. The community went back to draw water from the dirty river!
  9. ERIC The next step is to find local funding. Getting funding from local governments, hospitals, companies, and other organizations integrates your project into the local community and supports your project’s long-term success. This idea supports Step #2, encourage local ownership. If a community is asked to contribute financially towards a project, they become personally invested, and are more likely to support the project after the grant is completed. For many grant projects it is opportune to include the government from the beginning planning stages to discuss how they might create a financial sustainability plan. For example, the teacher training grant we mentioned earlier may only be able to provide training for one to two years using grant funds. Just because the grant funds have run out does not mean that the need for teacher training has ended. There is a constant need for training. By signing an agreement between the school, the Rotary clubs, and the government at the beginning of the grant project, funds can be secured for future trainings led and funded by the government. After the Rotary grant project designs the initial structure for the training, the local government is able to maintain the project in the long term. Local Example; I was involved in Global Grant to provide hygienic toilets to a public school. We formed a committee of the Head-teacher, the Parents Association Chair, representative from the Ministry of Education and the County Government. We approached the member of Parliament of the county to finance a complimentary project of teachers toilets. He not only financed the teachers toilets but he attended at least 3 meetings with us in the school! Knowing that he needed the votes of the local electorate into the future, we had him! We also interested Rotarians born from that local area to contribute to the work for example by financing the snacks and providing pro bono technical services. One Rotarian offered her company to provide sanitary disposal services fro a year pro-bono. All this helps ownership and sustainability.
  10. ERIC The last step is to measure your success. First, gather data before you begin the project to determine where you are starting. Include clear and measurable outcomes in your project plan, and decide how you’ll collect data throughout your project and afterward. Maintaining a strong relationship with the community can help you collect data and also address any issues that the data brings to light. More information about monitoring and evaluation can be found in the Global Grant Monitoring and Evaluation Supplement which is available online. Local Example A club handled a large Global Grant on Maternal Heath and Child care. At the very inceptions a committee was formed made up of Rotarians some with medical backgrounds & the Ministry of Health (MOH). The MOH provided important basic data on the existing situation in the health centres that Rotary intended to work. The key figures were the mortality rates of mother and child. The committee then agreed on what needed to be done to achieve success among them training the local doctors/nurses on what would be required for Monitoring and evaluation. The committee also agreed what success would look like- among them the reduced mortality rates. Success of the project was clearly measured. The local doctors were motivated by the training and the success!
  11. HIMANSU Thank you Bill and Eric, A big question arises is the sustainability grant model a reality – is it achievable ? The answer to these questions –is yes and yes An extensive audit carried out by Cadre members comparing grants carried out in 2012 with those in 2015 showed marked improvement in scores, implying enhanced sustainability in later years. So sustainability issues reflect critical improvements in grant project design and specially project outcome . And this is from Rotary Foundation to Rotarians and the Community. I ask PDG Korhan to summarise the evidence and the impact of these studies, thanks to involvement of Staff members and many Cadre members
  12. KORHAN Rotary conducted a study of the sustainability of global grant projects in 2015 with the help of GfK, the fifth largest research firm in the world, and the TRF Cadre of Technical Advisors. This is the second time since the Future Vision pilot that the Foundation has assessed grants for sustainability using a sustainability check methodology. The sustainability check tests eight factors in the design and implementation phases of a project that have the greatest potential to ensure sustainable outcomes. These are scored from 1 to 4. One represents projects that are the least likely to be sustainable and a 4 represents the projects that are the most likely to be sustainable. They found a marked improvement in the scores since the pilot period. In 2012, the average global grant scored 1.75, just below the midpoint. In 2015, the scores provided by the Cadre and GfK show an average score of 3.30. There are many factors that have resulted in this improvement, from increased training of clubs and districts on how to design sustainable projects to the support Rotarians receive from the Rotary Grants staff in helping Rotarians improve their global grant applications.
  13. KORHAN One important concept in sustainability is to recognize the everyone is accountable for ensuring sustainable outcomes. Sustainability becomes everyone’s business. In the past, Rotarians often focused on only the delivery of a good or service to a beneficiary or community. There was not an emphasis on how the goods or services could be sustained by the community after the grant funding ends. With this in mind, everyone has a role to play. TRF needs to communicate and advise clubs and districts on how to develop sustainable projects and ensure the appropriate components are part of the project design. Clubs and districts need to implement their projects with long term outcomes in mind for the benefitting community and ensure these components are implemented as part of the project. The community or cooperating organization has an important role to play in following up the project after the sponsoring clubs have completed their portions of the project. Lastly the individuals and organizations that benefit from the project, need to have the capacity in place through the training they have received to use the resources they have received to benefit the community in the long term. So you see, Rotarians, sustainability is everyone’s business.
  14. HIMANSU Maybe have some of the panelists speak about their own experiences with designing sustainable projects.
  15. HIMANSU: Maybe have some of the panelists speak about their own experiences with designing sustainable projects. Bill, you certainly have a lot of experience with this. Are there any tips you wish to share?
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  25. HIMANSU Vocational Training Team for reducing maternal and child mortality – 3 year programme . VTT trains Master Trainers – they do three things train all professionals in care of pregnant women and babies, they train trainers for village women’s groups and they monitor all maternal deaths in partnership with Government . Complex programme – but the master trainers in the centre stage and give them some incentive – they carry the programme forward.
  26. HIMANSU It is a big task and we need help. Funding alone cannot achieve the outcome. We have a number of collaborators who are providers of resources and supporter of a strategy embodying sustainability Sustainability becomes everyone’s business
  27. HIMANSU WORKFORCE EXPANSION .. IT IS A THREE YEAR PROGRAMME WITH AMBITIOUS GOALS BENEFITS ARE SUSTAINABLE THROUGH A STRATEGICALY SOUND APPROACH MOTHERS AND BABIES LIVES ARE BEING SAVED. VTT IS A PART OF THE WHOLE PROGRAMME – VTT ALONE CANNOT ACHIEVE ALL THE BENEFITS EMAIL AND WEB SITES
  28. HIMANSU There are several resources available that will help you as you develop sustainable global grant projects. The recently updated Guide to Global Grants replaces the Grant Management Manual and will serve as your main source of information about global grants. The area of focus policy statements clearly explain the specific goals of each area of focus and provide guidance about how to develop sustainable projects in the areas of focus. As mentioned earlier, the newly updated Community Assessment Tools will be a hugely helpful resource as you begin the planning process. Also mentioned earlier was the Global Grant Monitoring and Evaluation Supplement. The Foundation has a Cadre of Rotarians who are professionals within the areas of focus. They are available to help with project design and to answer questions. You can connect with a Cadre member by asking the staff to put you in touch. Last, but certainly not least, Rotary’s grants staff is always available to help answer questions that you have about designing sustainable projects. The Rotary grants staff are here to help you.
  29. HIMANSU Fellow Rotarians, We have shared our experience with you – what matters is not what we have said ,but what your take home message is and what future influence this knowledge you will have in implementing your next Global Grant programme. This process wilL be assisted by asking cogent questions. Please come to a microphone ,mention your name and Rotary Country you come from. Please ask a question if possible, instead of making a statement. …..
  30. HIMANSU THANK YOU,PANEL AND ORGANISERS SPECIALLY ABBY MCNEAR GRANTS MANGER FROM THE ROTARY FOUNDATION WHO HAD HELPED ALL THROUGH. TWO IMPORTANT TAKE HOME MESSAGE S – SUSTAINABILITY IS EVRYONE’S BUSINESS & FOCUS ON SUSTAINABILITY IS IMPORTANT THROUGHOUT THE LIFE CYCLE OF A PROGRAMME –PLANNING, IMPLEMENTATION AND FOLLOW UP STAGES. FINALLY I THANK YOU AL L FOR BEING SUCH A GOOD COOPERATIVE AUDIENCE PLEASE HAVE A SAFE JOURNEY BACK AND DON’T FORGET TO ASK US IF YOU HAVE ANY PROBLEM – PLEASE COUNT ON US AS YOUR FRIENDS.