Lotterywest Grants What do we look for? - Jan Stewart CEO Lotterywest September 2011

Lotterywest Grants
What do we look for?

       Jan Stewart
     CEO Lotterywest
     September 2011

Our beginnings

1933
• Lotteries Commission established at height of economic depression

What we were set up to do
• Control illegal gambling

• Provide a state authorised
  and operated legal lottery

• Raise funds for WA health
  services and charities

                                      Unemployment march to Parliament House
                                                   7 July 1931

Lotteries Commission Act 1990

Established and remains as a Statutory Authority

Functions:

• To conduct the Lottery in WA

• To perform any other functions necessary for
  the business

• To distribute revenue to beneficiaries
according to the Act

A values driven organisation
Rewarding
We seek to ensure that the experience of all those with whom
we come into contact will be a valued and rewarding one and
that all will be treated with courtesy and respect

Inspiring
We motivate, encourage and inspire ourselves and others
to achieve greater things for the benefit of the WA

Trusted
We are honest, reliable and trustworthy. We conduct
ourselves professionally with the highest standards of
integrity and excellence in our business operations and
relationships with stakeholders

Engaging
We actively seek relationships with all our stakeholders
based on principles of mutual respect and strive to
enhance the achievement of their goals and ours

2010/11 results
Turnover $683 million

                        Prizes
                        $383.4m

                        Retailers Commission
                        $56.0m

                        Operational Expenses
                        $49.8m

                        Return to Beneficiaries
                        $240.3m

Total return to beneficiaries 2010/11
 $240.3 million

                               $12.6 million to WA culture
                                           and arts groups

 $101 million to
WA health services

$12.6 million to WA sporting
    and recreational groups                                  $114 million to WA community
                                                             groups, PIAF and ScreenWest

Lotterywest Grants 2010/11
• 1,366 direct grants provided to 1,080 organisations

• More than 11,500 community groups in Lotterywest
  database

• Grants range from $1,000 to $7 million

• 97.2% grant applicants successful

• 92% grants processed within three months

Grant making philosophy and the
way we work

• Taking a lead – identifying needs and
  reaching out

• Being responsive and flexible –
  listening to what the community tells us

• Being developmental – taking time to
  work with organisations

• Balancing needs

Grant making philosophy and the
way we work

• Working with others - many
  relationships across a breadth of WA
  life including Community, Government
  and Business

• Connecting others

• Inviting and encouraging “big ideas”

• Encouraging better practice and
  “capacity building”

Elements in considering a grant
1) The organisation
• the applicant is eligible under our Act

• the constitution gives the organisation the
  power to do what the application asks

• the financial statements and annual
  report show evidence of prudent
  management of the organisation

• the Board is independent with a range of
  skills and experience (i.e. limited
  numbers of “friends and relatives” on the
  Board)

• The CEO and management team have a
  track record in managing successful
  projects.

Elements in considering a grant
2) The idea
• the proposal demonstrates a strong
  understanding of community needs

• the strategy to address that need is
  supported by at least some objective
  evidence that the strategy will work

• the proposal is in alignment with the
  organisation's strategic plan

• others in the specific sector (or
  geographical area) support both the
  organisation and the idea

• there is evidence of seeking to work
  with others/collaboration

Elements in considering a grant
2) The idea (continued)
• that others (e.g. state/federal
  governments, corporate and private
  sector) will contribute and the
  organisation is contributing (cost or
  in-kind)

• there is a clear business plan to
  maintain the asset or sustain a
  service in the future beyond the
  initial grant

• the organisation is both well placed
  and best placed to translate the idea
  to reality

Indicators of a “sustainable,
resilient organisation”
•   the Board and Executive have a
    clear strategic 3-5 year plan
    supported by a detailed annual
    business plan

•   they show evidence of regularly
    monitoring their performance

•   the Board and Executive are
    open in the course of the grant
    assessment process and willing
    to consider constructive
    questioning and suggestions

•   open to adapt the proposal if
    appropriate

Indicators of a “sustainable,
resilient organisation” (continued)
• the organisation is clear and
  confident about its purpose and its
  capacity to deliver

• has a sophisticated approach to
  relationships with a wide range of
  stakeholders

• mature –has a track record in the
  community or can demonstrate (if a
  new organisation) a mature
  approach to relationships and
  working with others

• open, collegiate and values driven

Presenting your case to
Lotterywest

• call us – ask for an informal
  “without prejudice”
  conversation before even
  beginning the grant application

• be willing to adapt your
  proposal based on our
  feedback and feedback from
  others

• be passionate – and evidence
  based

Thank you

 Visit: www.lotterywest.wa.gov.au
        Phone: 08 9340 5270
Email: grants@lotterywest.wa.gov.au