M-T1-SP-22 · A 90-day try-out

A club plan for Local Foundation Partnerships

Use this as a starting point. Cross out what does not fit, add what is missing and make it your club's own.

Where this idea came from

Playbook entry: M-T1-SP-22 · Local Foundation Partnerships
Theme: Theme 1: Attraction & Visibility · Subtheme SP: Strategic Partnerships
Source material: Existing checked Theme 1 guide
Linked playbook entry: M-T1-SP-22 · Local Foundation Partnerships

1. Is this worth trying here?

What we hope will change: Align a local foundation's grantmaking with a community-owned Rotary project that is eligible, measurable and ready for disciplined acquittal.

What is happening in our club or community now?What is the smallest useful version we could try? What will we leave out?

Board contactPerson leading the workPerson checking what happened

2. Our 90-day try-out

What our club will do for Local Foundation Partnerships
Step	What we will do	Who could lead it
1	Match the project outcome to the foundation deed or published priorities.	Grants researcher
2	Confirm eligibility and unresolved questions before drafting.	Foundation liaison
3	Build the application from evidence, budget and community authority.	Grant writer
4	Track restricted income, milestones and approved variations.	Grant treasurer
5	Submit acquittal and beneficiary-centred outcome evidence on time.	Reporting lead

3. Checks before we start

Things our club needs to check
Question	What it means for us	Who will check	Done?
Do not reshape the need or overstate outcomes merely to fit a grant criterion.
Quarantine restricted funds and obtain written approval for material budget or scope changes.
High — restricted funds, conflicts, grant representations and acquittal obligations continue after the public project ends.

4. What changed?

What we will keep an eye on
What matters	Where we are now	What we hope to see	How we will check	Who
Eligibility is confirmed before significant application effort.

After 30 days

Is it reaching the right people? Is anything unsafe, unfair or harder than expected?

After 60 days

Make one useful change based on what people have told you.

After 90 days

Compare with where you started. Decide whether to change it, continue it or stop.

Before your club says yes

Does the idea fit?

Talk with the people it is meant to serve and check that the need is real.

We have checked this

Who can say yes?

Name the person or group that can approve the work, spending and any safety arrangements.

We have checked this

Are people protected?

Check privacy, consent and safety. Collect only the information you genuinely need.

We have checked this

Can everyone take part?

Check the language, format, place, technology and cost for barriers.

We have checked this

Are the facts and permissions right?

Check names, claims, images, quotations, partner references and Rotary branding.

We have checked this

How will we learn?

Note where things stand now, check in at 30, 60 and 90 days, and decide what to do next.

We have checked this

Worksheets for your club

Open them online, print them or change them to suit the way your club works.

Implementation and budget plan

Use this worksheet to turn the idea into a short list of actions, dates, costs and responsibilities.

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Partnership and stakeholder map

Use this worksheet to agree what the club and any partners will each contribute, decide and protect.

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Workflow and minimum-data register

Use this worksheet to map each step and keep only the information the club genuinely needs.

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