The first steps are critical to success:

Conduct a needs assessment. This confirms that the project actually addresses a local need. Projects that are self-sustaining, that create long-term relationships and benefit an expanded community, have the greatest chance of making a permanent improvement in the community.

Develop a partnership and build needed networks. The local (host) Rotary club is key to this step. If a cooperating organization will help implement the project, choosing one that is known to the local community and has a history with Rotary projects will help make the project work more smoothly.

Match community needs with the interest and strengths of the sponsors. Since host and international Rotarians are expected to participate in the project, matching skills and interests with project elements will increase Rotarian involvement.

Create a project plan. This is a cooperative effort of all sponsors and clearly defines all phases and components of the project. The plan should spell out community and Rotarian involvement and have a timetable for completion.

Create a budget. This should be easy once the plan is completed. The budget should be within the means of the sponsors, reasonable, and meet TRF eligibility guidelines.

Look for Funding. Funds from Rotary Clubs matched by District and The Rotary Foundation are the main sources of funding for most Rotary projects. But there are many other sources of funding available and Rotarians should not be shy about seeking funding from Foundations, other Non-Profit organizations, Corporations and individuals, particularly if they have interest in or connections with the project that is being done.