Developing a Proposal Building Team


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This workshop will identify best practices in federal grant proposal project management including developing a work plan and your work team. Participants will learn about the organizational capacity needed to successfully complete a federal grant proposal, how to assess and document your community's needs, and how to develop a time line for the successful completion of all aspects of the proposal.

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Developing a Proposal Building Team

  1. 1. Illinois Communities Rising<br />Place-Based Pathways to Federal resources<br /> <br />Improving the OddsDeveloping a Proposal Building Team<br />Break-out Session: <br />Presenters: Deborah Minor-Harvey& James Pfluecke, IRN Technical Assistance Providers<br />
  2. 2. Step 1: Where Do I Begin?<br />Research Federal Funding Sources<br />Illinois ResourceNet (<br />Catalogue of Federal Domestic Assistance (CFDA)<br /><br />Federal Register/NOFA (Notice of Fund Availability)<br />
  3. 3. Step 2: Answer Key Questions<br />Does your organization have clearly defined mission, goals and purpose statements?<br />Is your mission and strategic plan aligned with the problem to be addressed in the RFP (Request for Proposal)?<br />Who is driving the grant-seeking process?<br />Who will manage the proposal development process?<br />
  4. 4. Step 3: Assess Your Organization’s Capacity<br />Board Governance<br />Strategic Planning<br />Management Systems<br />Financial Management Systems<br />Fund Development Plan<br />Human Resources (Leadership, Management & Program & Administrative Staff<br />
  5. 5. Step 4: Make Necessary Adjustments<br />If Necessary Take A Pass Until Adjustments Are Made….<br />
  6. 6. Step 5: Study (really study) the RFP <br /><ul><li>Funding Opportunity Description
  7. 7. Eligible Applicants
  8. 8. Objectives
  9. 9. Evaluation Measures
  10. 10. Key Questions to Be Answered & Assigned Points</li></ul>Grant Amount & Duration<br />Target Group To Be Served<br />Cost Sharing or Matching<br />Application & Submission<br />
  11. 11. Step 6: Assemble Your Proposal Development Team (Heavy Lifters)<br />Proposal Development Manager<br />Program Staff<br />Community Partners/Collaborators<br />Grant Writer<br />
  12. 12. Step 7: Identify Proposal Development Supporters<br /><ul><li>Funding Agency
  13. 13. Professional Organizations Related to RFP Objectives
  14. 14. Educational Institutions
  15. 15. Board Members</li></ul>Clients<br />Local Agencies<br />Community Organizations<br />Technical Assistance Providers<br />
  16. 16. Step 8: Develop Project Time Line<br />
  17. 17. Step 9: Develop Proposal Development Work Plan<br />Assign Action Steps to Team Members According to Skill Set & Time Availability<br />Have Proposal Development Manager Facilitate Work Plan Implementation<br />Adjust Plan As Needed<br />Maintain Clear Lines of Communication<br />
  18. 18. Step 10: Assess Community Needs<br />Reports from Program Staff<br />Intake Forms<br />Surveys of Target Population<br />Community-Based Focus Groups<br />Statistical Data (area organizations, educational institutions, local government agencies, planning departments)<br />
  19. 19. Step 10 continued:<br />Take inventory of existing programs & services provided for the target population<br />Identify service gaps<br />Document research results<br />
  20. 20. Step 11: Conduct Strategy Development Sessions<br />Brainstorm strategies that address the problem<br />List all possibilities<br />Identify opportunities for collaboration <br />Reach consensus on strategy<br />Develop program logic model<br />Create draft budget<br />
  21. 21. Step 12: Gather or Create “Off the Shelf” Documents<br /><ul><li>Two-page synopsis describing vision & mission
  22. 22. Problem assessment supporting data
  23. 23. Goals, objectives & strategies
  24. 24. Evaluation approaches & results</li></ul>Budget templates<br /><ul><li>Board information
  25. 25. Relevant forms </li></li></ul><li>Step 13: Assemble Proposal Documents<br />Empirical Data<br />Program Logic Model<br />Strategy Work Plan<br />Budget<br />Appendices<br />Support Letters (if applicable)<br />
  26. 26. Step 14:<br /> Follow Instructions Follow InstructionsFollow InstructionsFollow InstructionsFollow InstructionsFollow Instructions<br />
  27. 27. Step 15: Develop Proposal Submittal Checklist<br />
  28. 28. Step 16: Submit Proposal<br />Do Not Wait Until the Last Minute<br />
  29. 29. Step 17: Proposal is Submitted<br />Celebration Time!<br />