Proposal Writing 101: We’re in the Money and There are Partners Knocking at the Door

360 views

Published on

For beginner grant proposal writers, this session explores the basics of effective proposal writing, how to research and approach funders, as well as strategies for fundraising and resource development.
Presenter: Patricia Clark, College and Career Academy Support Network

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
360
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
7
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Proposal Writing 101: We’re in the Money and There are Partners Knocking at the Door

  1. 1. #nafnext We’re in the Money: Proposal Writing & Resource Development Patricia Clark College and Career Academy Support Network (CCASN) University of California Berkeley
  2. 2. #nafnext
  3. 3. #nafnext
  4. 4. #nafnext
  5. 5. #nafnext
  6. 6. #nafnext
  7. 7. #nafnext
  8. 8. #nafnext GOALS FOR THIS SESSION • To increase understanding of the basic elements of a Grant Proposal • To learn more about both Proposal Writing and Grantseeking • To acquire some powerful Proposal writing Tools • To realize that if we approach Proposal writing “bird by bird,” all things are possible.
  9. 9. #nafnext Exercise: You Gotta Have Cause (plus your Elevator Speech) • Complete the “You Gotta Have Cause” Exercise • Think about Your One Minute Elevator Speech • Pair and Share
  10. 10. #nafnext Keys to Success • Create a Proposal Writing & Resource Development/ Partnership Development Team • Engage your Advisory Board & Other Stakeholders in Developing a Strategic Plan AND a related Fund & Resource Development Plan • Build a Proposal writing & Resource Development Kit
  11. 11. #nafnext Keys to Success • Research Potential Funders Thoroughly • Target your Proposals Carefully • Write a clear, concise proposal which includes all forms/follows all instructions carefully
  12. 12. #nafnext Major Components of a Typical Grant Proposal • Cover Letter • Summary/Abstract • Introduction/Background • Need/problem/situation statement – (sometimes includes CASE statement) • Goals/Objectives
  13. 13. #nafnext Major Components • Methods/Activities/Strategies/Work Plan/ Management Plan (often includes Organizational Chart, Qualifications of Key Personnel; sometimes includes Theory of Action) • Timeline (if not already included in work plan) (NOTE: Sometimes funders require info on Qualifications of Key Personnel and/or an Impact Statement)
  14. 14. #nafnext Major Components • Dissemination (when applicable) • Evaluation/ Accountability Plan • Sustainability/Future funding/ Institutionalization • Budget & Budget Narrative/Justification • Support Letters/Appendices • Other requirements such as assurances, sign-off sheets, etc.
  15. 15. #nafnext Two Reminders • PAY CLOSE ATTENTION TO THE FUNDERS’ PRIORITIES, REQUIREMENTS, & CRITERIA !!! • DATA, DATA, DATA … Use Research, Statistics, Evidence, etc. Throughout !!!
  16. 16. #nafnext Steps In the Grantwriting Process (one approach) • Developing Proposal Idea (and finding appropriate funding source/s) • Writing Compelling Need Statement (includes research/evidence) • Defining Clear Goals & Objectives • Developing Methods/Activities/Strategies (includes research base/theory of action) * Preparing Evaluation Component
  17. 17. #nafnext Steps in the Proposal Writing Process • Preparing Budget • Writing Introduction, Proposal Summary/Abstract (possibly Cover Letter) • Gathering/Developing Support Letters/ Appendices • Putting Package Together//Mailing proposal in timely fashion//Follow up
  18. 18. #nafnext Educational Planning -- Backwards • Step 1: What is Your Shopping List? (BUDGET) * Step 2: What is It You’ll be Able to Do That you Can’t Do Now? Describe it. Create a picture in the funder’s eyes. (ACTIVITIES)
  19. 19. #nafnext Educational Planning -- Backwards • Step 3: Why is it that you want students/ teachers/etc. to do these things? (OBJECTIVES) • Step 4: Why did you pick this particular area of learning for the students to work on? (NEEDS)
  20. 20. #nafnext Educational Planning - Backwards • Step 5: How was it that you said you would measure to be sure students have mastered the skills/successfully completed project, etc? (EVALUATION) • Step 6: TIDY UP: MAKE YOUR TIMELINE, BUDGET, STAFFING LIST,
  21. 21. #nafnext Educational Planning - Backwards • Lay out NEEDS – GOALS/OBJECTIVES – ACTIVITIES – EVALUATION sequence Step 7: Write a brief description of your proposed work (ABSTRACT)
  22. 22. #nafnext Common Types of Proposals • Letter of Intent/Inquiry • Letter Proposal • Long/Formal Proposal/Application • Common Grant Proposals • On-Line Proposal
  23. 23. #nafnext Proposals – The Close Relatives • Letter of Introduction (requests interview; does not include an actual request for funding) • Business Plan • Concept Paper
  24. 24. #nafnext Developing the Proposal Idea • What is the community need that the planned project/initiative is addressing? (Need/s Statement) • What would an improved community/ school situation look like? Objectives
  25. 25. #nafnext Developing…Proposal Idea • What can this organization/school/program do to improve the situation? (Methods/Activities) • How will it be determined that the project has succeeded? (Evaluation) • How much will project cost? (Budget)
  26. 26. #nafnext Developing….Idea • How will the project be funded in the future &/or institutionalized/incorporated into ongoing project operations? (Future funding/ institutionalization)
  27. 27. #nafnext Problem Statement/ Needs Assessment • Describes target population to be served • Defines community problem to be addressed AND need in geographical area where organization operates • Is related to purposes & goals of applicant agency/organization/school • Is of reasonable dimensions – not trying to solve all the problems of the world
  28. 28. #nafnext Problem/Needs Statement (continued) • Is supported by relevant statistical evidence • Is supported by statements from authorities/experts • Is stated in terms of constituency/client (student) needs and problems – not the applicant’s • Is developed with input from constituency/ client & beneficiaries
  29. 29. #nafnext Problem/Needs Statement (continued) • Is not the “lack of a program,” unless program always works • Makes no unsupported assumptions • Is brief; interesting; free of jargon; makes a compelling case
  30. 30. #nafnext MAKING THE CASE: Building on the need statement In some proposals, you: • Present your compelling need • Describe how your organization is UNIQUELY qualified to address this need/ successfully implement this project • Include a CASE STATEMENT – document how mission/purpose of your organization is a perfect match with funder’s priorities and this particular project
  31. 31. #nafnext The CASE STATEMENT: • How/why your organization/Academy was started (what problems existed/what reasons for starting) • What is your organization/Academy doing now? Why? With what impact? • Where are you going? (Future)
  32. 32. #nafnext Goals and Objectives
  33. 33. #nafnext Defining Clear Goals & Objectives A GOAL is: • a broad-based statement of the ultimate result of the change being undertaken (a result that is sometimes unreachable in the short term.) • a global, visionary statement (that often create a sense of awe.) • not measurable. • “the end toward which effort is directed.”
  34. 34. #nafnext Defining Clear Goals & Objectives An OBJECTIVE is: • a measurable, time-specific result that the organization/ school/ district expects to accomplish as part of the grant. • “observable & verifiable.” • stated in quantifiable terms. • realistic, capable of being accomplished within time frame.
  35. 35. #nafnext Objectives: Keep them S-I-M- P-L-E • Specific – indicate precisely what you intend to change through project • Immediate – indicate time frame during which problem will be addressed • Measurable – indicate what you would accept as proof of project success • Practical – indicate how each objective is real solution to real problem
  36. 36. #nafnext Objectives: Keep them S-I-M- P-L-E • Logical – Indicate how each objective systematically contributes to achieving your overall goal(s) • Evaluable – indicate how much change has to occur for project to be effective
  37. 37. #nafnext Writing Objectives STANDARD OBJECTIVE FORMAT: To increase the math scores of sophomores at Winston High School by 20% on the Mathematics Diagnostic Testing Assessment by June 2012 at a cost of $20,000, as measured by ____________. NOW, TRY WRITING AN OBJECTIVE OF YOUR OWN
  38. 38. #nafnext Methods/Activities • Flows naturally from problems & objectives • Clearly describes program activities • States reasons for selection of activities • Describes sequence of activities • Describes staffing of program • Describes constituency/clients and their selection (if applicable)
  39. 39. #nafnext Methods/Activities • Presents reasonable scope of activities that can be accomplished within time and resources of program • Provides timeline of activities
  40. 40. #nafnext Evaluation Component • Quantitative Methods • Qualitative Methods • Formative or Process Evaluation • Summative or Outcome Evaluation • Other terms: Baseline; Comparison Group; Success Criteria; Assessments; Instruments; Internal Evaluator; External Evaluator
  41. 41. #nafnext Other Aspects… • Future Funding, Institutionalization, Sustainabil ity • Dissemination • Budget • Cover Letter • Summary/Abstract • Other Sections
  42. 42. #nafnext Sources of Funding • Private Foundations & Philanthropic Trusts • Corporations • Government Agencies • Local Businesses • Service Clubs • Community-Based Organizations, Religious Organizations, Individuals
  43. 43. #nafnext A Bit on Grantseeking Grantseeking is About Building Relationships, preferably long term…. (Scenes from a Marriage) Grantseeking is also about Doing Your Homework, Persisting with Passion, and Following Through.
  44. 44. #nafnext
  45. 45. #nafnext
  46. 46. #nafnext
  47. 47. #nafnext Grantseeking on the Web • http://fdncenter.org • http://www.schoolgrants.org • Federal/State Department of ED sites – list serves (http://www.grants.gov) • CASN_News- subscribe@yahoogroups.com (Academy/high school newswire, includes funding opportunities)
  48. 48. #nafnext Setting Yourself Up for Success • Toward a Grantwriting/Resource Development Kit (see packet) • The Devil is in the Details – some tips & some signs of a great grant (see packet) PLUS Ways to Involve Your Community • Remember: You Don’t Always Need a Grant • Some Super Checklists (packet)
  49. 49. #nafnext We dwell in possibilities
  50. 50. #nafnext Next steps • Whatever we can dream, we can do. • Make a plan. Commit yourself. What is your personal next step? • Remember to approach proposal writing “bird by bird” • Let’s Get it Started (a la Black Eyed Peas)
  51. 51. #nafnext Staying in Touch Patricia Clark Career Academy Support Network (CASN) patricia510@gmail.com patricia.clark@yahoo.com 510.524.0734; 510.504.3826 (cell) CASN_News-subscribe@yahoogroups.com

×