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On Today’s Menu
Your Successful Grant Proposal
Dalya Massachi
December 11, 2013
Twitter Hashtag - #4Glearn
Part
Of:

Spons...
INTEGRATED PLANNING
Advising nonprofits in:
• Strategy
• Planning
• Organizational Development

Part
Of:

www.synthesispar...
Coming Soon
Part
Of:

Sponsored by:
Today’s Speaker

Dalya Massachi
Founder
Writing for Community Success

Jamie Maloney
Community Developer, 4Good
Part
Of:

...
ON TODAY’S MENU:
YOUR SUCCESSFUL
GRANT PROPOSAL

Copyright 2013
WritingToMakeADifference.com

5
OUTLINE
I.
II.
III.
IV.
V.

Introductions
The life cycle of a grant proposal
2P2R Planning System: 4 easy steps
A few powe...
MY BACKGROUND
• Nonprofit writer, speaker,
coach: 20+ years

• Authored host of
proposals, articles,
websites
• Trained/co...
ARE YOU READY?
Do you have:
501 (c)(3) or fiscal sponsor
Financial accounting system
Strategic plan/case for support
S...
POLL

Are you missing any of these
critical components?
1.
2.
3.
4.
5.
6.
7.

501 (c)(3) or fiscal sponsor
Financial accou...
LIFE CYCLE
OF A GRANT PROPOSAL
(6-12 months)
You research foundations
You begin relationships
You submit an LOI or proposa...
Program Officer reviews your proposal

You answer any outstanding questions

Program Officer advocates for you

Board vote...
Copyright 2013
WritingToMakeADifference.com

12
2P2R PLANNING SYSTEM™
1. Understand your

Purposes
2. Define your

Priorities
3. Know your

Readers

“Good writing does
no...
1. UNDERSTAND YOUR SPECIFIC
WRITING PURPOSES

Inspire the funder with unique ideas

Encourage the view of your org as a go...
YOUR UNIQUENESS:
So powerful that it cuts through
inertia, gets noticed







Under-served clients, location, etc.
Ou...
EXAMPLE: Beyond Breast Cancer

Beyond Breast Cancer is different from
other breast cancer organizations in that
we focus o...
WRITING WORKOUT

What’s 1 unique value
that your org/program
adds to the community?

Copyright 2013
WritingToMakeADifferen...
2. DEFINE YOUR PRIORITIES
Facts and figures
(context, 5 W’s)
Importance of the issue
(current need; why should I care?)
Re...
RESULTS:


What does your work mean for the
clients/community?



“So what?” How does your work lead to something
better...
EXAMPLE: HOMELESS SHELTER

PROGRAMS: soup kitchen, warm beds
restrooms, child care, job & housing placement
RESULTS/BENEFI...
3. KNOW YOUR READERS

Copyright 2013
WritingToMakeADifference.com

21
PROGRAM OFFICERS
•

Foundation gatekeepers

• Have background, concern
BUT may be unfamiliar with
your particular slant/ni...
WHAT INFO IS OF MOST
INTEREST?
 True match with your goals and priorities
 Program is a high priority for you

 High ch...
WHAT INFO IS OF MOST
INTEREST?
 Beneficiary involvement
 Strong evaluation plan
 Strategic collaborations/unique role i...
DATA YOU NEED TO
GATHER
 Values, hopes, giving philosophy
 Why they care about your issue
 What they already know/belie...
HOW? RESEARCH!


Read their publications,
websites, grant guidelines



Find out what they have
previously supported
(Is...
4. REFINE YOUR MESSAGES

Match your READERS’
interests with your
PRIORITIES
(this takes time!)

Copyright 2013
WritingToMa...
WRITING WORKOUT:
FOLLOW-UP
Practice refining your messages!
1) Jot down some FIRST priorities (talking points)
about your ...
A FEW POWERFUL
WRITING TECHNIQUES

Copyright 2013
WritingToMakeADifference.com

29
FOCUS ON CLARITY
“The most powerful factors in the world are
clear ideas in the minds of energetic
men [and women] of good...
EXAMPLE
Original: The tutoring program was very
successful last year.

Suggested Revision: Last year, the program’s 20 vol...
ENGAGE BOTH THE
HEART & HEAD
Your readers will remember
how you make them feel
more than anything else you say or do

Even...
TELL STORIES


Talk about how people have
benefited: results they have seen
and importance to them



What are some comp...
TAKE CUES FROM THE FUNDER

 Remember to answer all of the funder’s
questions with detailed answers

 Use the funder’s la...
AVOID JARGON AND
UNEXPLAINED ACRONYMS
 Would your readers use
the term themselves?
 Does the term mean the same thing
to...
Reprinted with permission from CompassPoint Nonprofit Services.
Copyright 2013
WritingToMakeADifference.com

36
CULTIVATE CONCISENESS:
LESS IS MORE
“I didn't have time to write a short letter,
so I wrote a long one instead.” —Mark Twa...
WHAT’S NEXT?

CHECK YOUR EMAIL!
Spot the Weaknesses Summary
Sample Grant Format
Recommended Resources
38
• FREE advice by monthly conference call
• Often with Special Guests
• Covers a range of writing-related topics
More info:...
BOOK DISCOUNT

20% off a Paperback Copy
WritingtoMakeADifference.com/discount
40
GRANTWRITER’S FASTTRACK
COACHING PROGRAM
Shorten your
grantwriting learning
curve and advance
your career.



In-depth t...
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On Today's Menu: Your Successful Grant Proposal

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How can you whip up a successful grant proposal? You’ll need just the right proportions of research, planning, drafting, and editing. And don’t forget to garnish with tasty feedback and a dash of good timing!

Foundations and corporate funders are always looking for ways to make good investments in your community. To partner with them, you have to show exactly how you can help make that happen!
Webinar participants will get a special discount on Dalya’s award-winning book, "Writing to Make a Difference: 25 Powerful Techniques to Boost Your Community Impact."

Who should attend: This webinar is ideal for: nonprofit directors, staff, board, volunteers, and consultants who help raise money from foundations and corporations; jobseekers are also welcome.

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Transcript of "On Today's Menu: Your Successful Grant Proposal"

  1. 1. On Today’s Menu Your Successful Grant Proposal Dalya Massachi December 11, 2013 Twitter Hashtag - #4Glearn Part Of: Sponsored by:
  2. 2. INTEGRATED PLANNING Advising nonprofits in: • Strategy • Planning • Organizational Development Part Of: www.synthesispartnership.com (617) 969-1881 info@synthesispartnership.com Sponsored by:
  3. 3. Coming Soon Part Of: Sponsored by:
  4. 4. Today’s Speaker Dalya Massachi Founder Writing for Community Success Jamie Maloney Community Developer, 4Good Part Of: Founding Director of Nonprofit Webinars and Host: Sam Frank, Synthesis Partnership Sponsored by:
  5. 5. ON TODAY’S MENU: YOUR SUCCESSFUL GRANT PROPOSAL Copyright 2013 WritingToMakeADifference.com 5
  6. 6. OUTLINE I. II. III. IV. V. Introductions The life cycle of a grant proposal 2P2R Planning System: 4 easy steps A few powerful writing techniques What’s next? Copyright 2013 WritingToMakeADifference.com 6
  7. 7. MY BACKGROUND • Nonprofit writer, speaker, coach: 20+ years • Authored host of proposals, articles, websites • Trained/coached thousands & co-founded Edited/ Contributed to 8 books 2000-2004: Founding Director of BAIDO 7
  8. 8. ARE YOU READY? Do you have: 501 (c)(3) or fiscal sponsor Financial accounting system Strategic plan/case for support Solid board Logic Model Time/resources for grantseeking Copyright 2013 WritingToMakeADifference.com 8
  9. 9. POLL Are you missing any of these critical components? 1. 2. 3. 4. 5. 6. 7. 501 (c)(3) or fiscal sponsor Financial accounting system Strategic plan/case for support Solid board Logic Model Time/resources for grantseeking We have them all! 9
  10. 10. LIFE CYCLE OF A GRANT PROPOSAL (6-12 months) You research foundations You begin relationships You submit an LOI or proposal Copyright 2013 WritingToMakeADifference.com 10
  11. 11. Program Officer reviews your proposal You answer any outstanding questions Program Officer advocates for you Board votes on your proposal You rejoice OR learn why you lost Copyright 2013 WritingToMakeADifference.com 11
  12. 12. Copyright 2013 WritingToMakeADifference.com 12
  13. 13. 2P2R PLANNING SYSTEM™ 1. Understand your Purposes 2. Define your Priorities 3. Know your Readers “Good writing does not come from fancy word processors or expensive typewriters or special pencils or hand-crafted quill pens. Good writing comes from good thinking.” – Ann Loring 4. Refine your messages Copyright 2013 WritingToMakeADifference.com 13
  14. 14. 1. UNDERSTAND YOUR SPECIFIC WRITING PURPOSES Inspire the funder with unique ideas Encourage the view of your org as a good investment Explain your pressing issue Show that you share goals and values Instill trust in your ability to get the job done Copyright 2013 WritingToMakeADifference.com 14
  15. 15. YOUR UNIQUENESS: So powerful that it cuts through inertia, gets noticed     Under-served clients, location, etc. Outstanding credentials or experience Extensive collaborations Unusual point of view or approach Copyright 2013 WritingToMakeADifference.com 15
  16. 16. EXAMPLE: Beyond Breast Cancer Beyond Breast Cancer is different from other breast cancer organizations in that we focus on quality of life. We acknowledge the challenges and limitations of living with breast cancer, and we believe that focusing on activities that our clients are able to enjoy cultivates a higher quality of life than might otherwise be possible. Copyright 2013 WritingToMakeADifference.com 16
  17. 17. WRITING WORKOUT What’s 1 unique value that your org/program adds to the community? Copyright 2013 WritingToMakeADifference.com 17
  18. 18. 2. DEFINE YOUR PRIORITIES Facts and figures (context, 5 W’s) Importance of the issue (current need; why should I care?) Results you envision (output, outcome; measurable benefits) Solution you propose (program details; why chosen) Track record (testimonials, history) Copyright 2013 WritingToMakeADifference.com 18
  19. 19. RESULTS:  What does your work mean for the clients/community?  “So what?” How does your work lead to something better for the community?  “What’s in it for us?” Copyright 2013 WritingToMakeADifference.com 19
  20. 20. EXAMPLE: HOMELESS SHELTER PROGRAMS: soup kitchen, warm beds restrooms, child care, job & housing placement RESULTS/BENEFITS:       Higher level of nutrition and stability Higher level of employment Fewer families living in cars or on streets Less desperation, often leading to crime, drug abuse, etc. The sense of being a community that cares for everyone Lower long-term financial cost to local area Copyright 2013 WritingToMakeADifference.com 20
  21. 21. 3. KNOW YOUR READERS Copyright 2013 WritingToMakeADifference.com 21
  22. 22. PROGRAM OFFICERS • Foundation gatekeepers • Have background, concern BUT may be unfamiliar with your particular slant/niche • Are time-pressed • Want to be inspired • Have been around, frequently talk to others • Are people too (with hearts, minds) Copyright 2013 WritingToMakeADifference.com 22
  23. 23. WHAT INFO IS OF MOST INTEREST?  True match with your goals and priorities  Program is a high priority for you  High chance of success: realistic, specific plan  Clear, measurable impact on a vital community need (local/national) ̶ NOW New/innovative idea Copyright 2013 WritingToMakeADifference.com 23
  24. 24. WHAT INFO IS OF MOST INTEREST?  Beneficiary involvement  Strong evaluation plan  Strategic collaborations/unique role in the field  Replicable model  Community support & in-kind  Funded by others Copyright 2013 WritingToMakeADifference.com 24
  25. 25. DATA YOU NEED TO GATHER  Values, hopes, giving philosophy  Why they care about your issue  What they already know/believe  How you can help them solve probs  Information they need to fund you Copyright 2013 WritingToMakeADifference.com 25
  26. 26. HOW? RESEARCH!  Read their publications, websites, grant guidelines  Find out what they have previously supported (Is there enough similarity with your project, yet uniqueness in your specific approach?)  Call or email to clarify Copyright 2013 WritingToMakeADifference.com 26
  27. 27. 4. REFINE YOUR MESSAGES Match your READERS’ interests with your PRIORITIES (this takes time!) Copyright 2013 WritingToMakeADifference.com 27
  28. 28. WRITING WORKOUT: FOLLOW-UP Practice refining your messages! 1) Jot down some FIRST priorities (talking points) about your org/project (see slide 15) 2) Ask someone OUTSIDE YOUR ORG to play the role of “grantmaker” (see slides #19-21). Engage in a 3-minute phone conversation to introduce your org. Copyright 2013 WritingToMakeADifference.com 28
  29. 29. A FEW POWERFUL WRITING TECHNIQUES Copyright 2013 WritingToMakeADifference.com 29
  30. 30. FOCUS ON CLARITY “The most powerful factors in the world are clear ideas in the minds of energetic men [and women] of good will.”— J. Arthur Thomson  You know all about your program, but your readers don’t; explain everything!  Avoid vagueness; talk specifics  Use examples Copyright 2013 WritingToMakeADifference.com 30
  31. 31. EXAMPLE Original: The tutoring program was very successful last year. Suggested Revision: Last year, the program’s 20 volunteer tutors boosted the performance of 60 young readers. [go on to explain how they did this….] Copyright 2013 WritingToMakeADifference.com 31
  32. 32. ENGAGE BOTH THE HEART & HEAD Your readers will remember how you make them feel more than anything else you say or do Even we left-brained people need an emotional clue Copyright 2013 WritingToMakeADifference.com 32
  33. 33. TELL STORIES  Talk about how people have benefited: results they have seen and importance to them  What are some components of great stories?  A beginning, middle and end (before/after)  Memorable characters  Compelling plot or conflict resolution Copyright 2013 WritingToMakeADifference.com 33
  34. 34. TAKE CUES FROM THE FUNDER  Remember to answer all of the funder’s questions with detailed answers  Use the funder’s language  Use headings and sub-headings with chunks accessible at a glance 34
  35. 35. AVOID JARGON AND UNEXPLAINED ACRONYMS  Would your readers use the term themselves?  Does the term mean the same thing to them as it does to you? (e.g., “supportive community”)  If you must use technical terms or acronyms, explain them the first time Copyright 2013 WritingToMakeADifference.com 35
  36. 36. Reprinted with permission from CompassPoint Nonprofit Services. Copyright 2013 WritingToMakeADifference.com 36
  37. 37. CULTIVATE CONCISENESS: LESS IS MORE “I didn't have time to write a short letter, so I wrote a long one instead.” —Mark Twain  Sentences: 14-20 words max.  No freeloading words  KISSS: Keep It Short, Simple, Skimmable  Average LOI:1-3 pp.; full proposal: 5-10 pp. Copyright 2013 WritingToMakeADifference.com 37
  38. 38. WHAT’S NEXT? CHECK YOUR EMAIL! Spot the Weaknesses Summary Sample Grant Format Recommended Resources 38
  39. 39. • FREE advice by monthly conference call • Often with Special Guests • Covers a range of writing-related topics More info: WritingToMakeADifference.com Copyright 2013 WritingToMakeADifference.com 39
  40. 40. BOOK DISCOUNT 20% off a Paperback Copy WritingtoMakeADifference.com/discount 40
  41. 41. GRANTWRITER’S FASTTRACK COACHING PROGRAM Shorten your grantwriting learning curve and advance your career.   In-depth training, coaching, feedback Ideal for: staff, board, consultants, volunteers 2/11 – 3/13 (space is limited) Early Bird thru 1/24: $50 off! More info: WritingToMakeADifference.com
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