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June 9 power pt grants seeking wrkshp ii slideshare

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Urban League of Greater Cleveland, Minority Business Assistance Center Finding Grants for Business Workshop II.

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June 9 power pt grants seeking wrkshp ii slideshare

  1. 1. June 9, 2011Madison Development Consulting all rights reserved www.madisondev.net
  2. 2. Welcome and IntroductionStrategies for Successful Grant ProposalsCompleting the Grant Application ProcessAward of Grant Next StepsTips for Hiring a Grant WriterThe Foundation Center as a ResourceQ&A Madison Development Consulting all rights reserved www.madisondev.net
  3. 3. Jeanne Madison, President ,Madison Development Consultingwww.madisondev.net ◦ Strategic Fund Development and Grant Writing ◦ Program Development and Implementation ◦ Program Effectiveness Metrics Participants Madison Development Consulting all rights reserved www.madisondev.net
  4. 4. Madison Development Consulting all rights reserved www.madisondev.net
  5. 5. Grant Proposal Documentation to Prepare BEFORE an RFP. Project Concept Project Information Estimated Project Expenses Madison Development Consulting all rights reserved www.madisondev.net
  6. 6. Documentation Facilitates: Developing a Successful Project; Writing a Competitive Grant. Madison Development Consulting all rights reserved www.madisondev.net
  7. 7. Project Concept:1. How the project fits the mission and direction of the organization.2. A compelling case for supporting the project.3. The need for or benefit of the project – quantified with data.4. The organization’s prior success with other (similar) initiatives. Madison Development Consulting all rights reserved www.madisondev.net
  8. 8. Project Information1. What will the Project Do?2. How will the project be conducted?3. What is the Project Timetable?4. What are the Anticipated Outcomes?5. How will Outcomes be Evaluated?6. What are the Staffing Needs? Madison Development Consulting all rights reserved www.madisondev.net
  9. 9. Estimated Project Expenses1. What are the Costs to Implement the Project?2. What are the Costs to Conduct the Project - Beginning through End Date?3. Are the Costs Reasonable Compared with the Outcomes?4. Are the Costs Prohibitive (even with a grant)?5. What Adjustments can be made? Madison Development Consulting all rights reserved www.madisondev.net
  10. 10. 1. Write-Up: Concept, Program, Expenses.2. Evaluate Program to Determine Who Would be Interested.3. Research Grant Opportunities. Madison Development Consulting all rights reserved www.madisondev.net
  11. 11. Common Sources for Potential Grants:1. Solicited Grant Applications. RFPs can be found at: Foundation Center; grants.gov; google.com; and other web sites.2. Unsolicited. Approaching Funders through the Letter of Inquiry; Personal Relationships. Madison Development Consulting all rights reserved www.madisondev.net
  12. 12. www.Delicious.com/jxm24Common Grant Forms – Ohio Grantmakers Forum Madison Development Consulting all rights reserved www.madisondev.net
  13. 13. • When a Letter of Inquiry is Required• What to Say in a Cover Letter• How to Prepare the Grant Application• How to Prepare the Budget Madison Development Consulting all rights reserved www.madisondev.net
  14. 14. Unsolicited Approaches:You HaveIdentified a Potential Funder whoseinterests align with your project, but theydo not have an announced RFP in theMarketplace. ORAn RFP or a Funder’s Process Requires aPre-proposal Approach - LOI. Madison Development Consulting all rights reserved www.madisondev.net
  15. 15. • BRIEF and Succinct: 1- 2 Pages Max.• So WHAT Exercise.• Description of the Compelling Need or Benefit• Description of Organization’s Solution, i.e. the Proposed Project. Madison Development Consulting all rights reserved www.madisondev.net
  16. 16. • Statement of Organization’s Qualifications to conduct Project• A Request For Support with the $Amount.• Next Steps – Include Desire to Submit Full Proposal, Follow Up Date; AND• Contact Information. Madison Development Consulting all rights reserved www.madisondev.net
  17. 17. • Very Abbreviated Version of the Proposal• Abstract is 1 page• Executive Summary may be 2-3 Pages• Same content as LOI• Assume Reader will NOT read full proposal• Always Include Madison Development Consulting all rights reserved www.madisondev.net
  18. 18. 1) Structure of the Proposal/Application2) Relevant Information. Purpose; Eligible Applicants; Activities Funded under the Program; Required Sections and Points Assigned. Madison Development Consulting all rights reserved www.madisondev.net
  19. 19. (RFP) cont’d3) Submittal Procedures.4) Registration Instructions – if Required.5) Submittal Deadlines. Madison Development Consulting all rights reserved www.madisondev.net
  20. 20. Approach the RFP and: Read, Highlight, Outline. Note and Follow Directions: Page limits, Submittal Procedures, Margins, Fonts, etc. Register Early – if Required. Submit ON TIME!! Submit ON TIME!! Madison Development Consulting all rights reserved www.madisondev.net
  21. 21. Madison Development Consulting all rights reserved www.madisondev.net
  22. 22. 1. Need or Benefit Describe the Problem/Challenge/Need or Societal Benefit the Project will Address. Provide Statistical Data to Demonstrate the Need or Benefit . Madison Development Consulting all rights reserved www.madisondev.net
  23. 23. 2. Project Description and Plan of Operation Description of Project to be Funded Goals and Objectives – Quantified ** Timetable for Implementation & Duration Evidence of Best Practices Madison Development Consulting all rights reserved www.madisondev.net
  24. 24. 3. Applicant and Partner Support Why Your Organization is Ideally Suited to Conduct Project Qualifications of Project Personnel Collaborations and Partnerships Other Support Secured: Facilities, Staff, Monetary, Volunteer Expertise, Other. Madison Development Consulting all rights reserved www.madisondev.net
  25. 25. 4. Evaluation Plan Plan to Measure Achievement of Goals and Objectives ** from Sec 2. Personnel Who Will Measure How the Results Will be Used, and Disseminated Plan to Discolsure Unanticipated Project Outcomes Madison Development Consulting all rights reserved www.madisondev.net
  26. 26. 5. Project Budget Include All Project Expenses List Other Sources of Income: Contributions, Fundraisers, Grants In-Kind Support Earned Revenue Madison Development Consulting all rights reserved www.madisondev.net
  27. 27. 6. Funders will List Other Mandatory Attachments Financial Statements Key Personnel IRS 501(c)(3) Letter ( if non-profit) Annual Report Board of Directors Information Letters of Commitment from Partner Organizations Madison Development Consulting all rights reserved www.madisondev.net
  28. 28. Determine the Criterion Requirement (s)From Your Prior Documentation **, Determinehow Your Project Aligns with the CriterionDetermine what Statistical Data are Neededfor Support, andCite Sources Madison Development Consulting all rights reserved www.madisondev.net
  29. 29. Write the Criterion – Write your ResponseDirectly Under the CriterionAnswer the Question (Criterion) that is AskedProvide Detailed DescriptionsBe ThoroughCheck Your Math Madison Development Consulting all rights reserved www.madisondev.net
  30. 30. Answer Each Criterion as if the Reader KnowsNothing About Your TopicPlay to Your Strengths. Madison Development Consulting all rights reserved www.madisondev.net
  31. 31. Organize and Add Interest Use Prose, Charts, AND Tables Use Simple Clear Language Use Headings Write out Acronyms and Abbreviations – first usage. Madison Development Consulting all rights reserved www.madisondev.net
  32. 32. Best Practices Proofread Check-off subcriterion. Verify Consistency, i.e. What is said in one section must agree with and or be supported by what is said in other sections. Set Application aside for 48 hours: Return to Proof-read. Madison Development Consulting all rights reserved www.madisondev.net
  33. 33. Give Yourself Plenty of Time.It takes an experienced grant writer 40 - 60manhours to research, develop, write, editand proofread a federal grant application for$2.5million. Madison Development Consulting all rights reserved www.madisondev.net
  34. 34. A. ExhaleB. Don’t PanicC. There is HelpD. Just like at Homewww.Delicious.com/jxm24: Common Grant Forms OhioGrantmakers Forum Madison Development Consulting all rights reserved www.madisondev.net
  35. 35. Funders seek Evidence of Sustainability Capacity Building Other Funding Streams Finite – Start and End Dates Madison Development Consulting all rights reserved www.madisondev.net
  36. 36. 1. All Project Costs2. All Project Revenue3. Budget Narrative - A Prose Description of: a. Each line item. b. Any unusual line items. www.Delicious.com/jxm24: Common Grant Forms Ohio Grantmakers Forum Madison Development Consulting all rights reserved www.madisondev.net
  37. 37. Expense1. All Project Personnel Cost2. All Project Expense (Non-personnel) Items a. Equipment b. Supplies, Postage c. Training, Travel d. Insurance e. Utility costs assigned to the Project Madison Development Consulting all rights reserved www.madisondev.net
  38. 38. Revenue1. Fees, Sales, Rent2. Government, Foundation, Corporate Grants3. Endowment4. Interest Dividends5. Dues6. Sponsorships7. Special Events, Fundraisers Madison Development Consulting all rights reserved www.madisondev.net
  39. 39. Brief and SuccinctNo more than 1- 2 PagesSigned by Top ExecutiveContact Name and Number Madison Development Consulting all rights reserved www.madisondev.net
  40. 40. 1. Gratitude or Pride at Opportunity to submit the Proposal for -2. Statement of Project3. What Need or Benefit Project Addresses4. Why Your Organization is ideally suited to do the Project Madison Development Consulting all rights reserved www.madisondev.net
  41. 41. 5. Uniqueness or Partners6. Ask for $$Amount Requested7. Gratitude for Consideration8. Respectfully Submitted Madison Development Consulting all rights reserved www.madisondev.net
  42. 42. If Not Awarded: Send a thank you note for having been considered for a grant Contact and Ask Why: Was more information needed? Would they be interested in receiving an application from you in the next cycle. Other Potential Grantmakers. Cultivate for future funding. Madison Development Consulting all rights reserved www.madisondev.net
  43. 43. Thank you noteLearn of Any Other Requirements: Forms,Procedures, Deadlines for Grant Reports.www.Delicious.com/jxm24: Common Grant FormsOhio Grantmakers Forum Madison Development Consulting all rights reserved www.madisondev.net
  44. 44. For the Life of the Grant: Use Grant Resources ONLY to Perform/Fulfill Grant Program as Proposed. Track Your Activities that Support Your Program Objectives as Proposed. NO Deviations. Madison Development Consulting all rights reserved www.madisondev.net
  45. 45. For the Life of the Grant: Maintain Detailed, Thorough Grant Accounting Records. You must have a clear Audit Trail to Show that you used the money as proposed. No Exceptions. Madison Development Consulting all rights reserved www.madisondev.net
  46. 46. Required Grant Reporting1. Program and any Modifications.2. Measureable Outcomes and any Modifications.3. Data Gathering Strategies and Findings.4. Lessons Learned. Madison Development Consulting all rights reserved www.madisondev.net
  47. 47. Required Grant Reporting5. Leveraging the Grant for Additional Resources.6. Future Plans.7. Other Funding Sources.8. Grantee Financial Report: incl. Program Budget As Submitted and Actual. Madison Development Consulting all rights reserved www.madisondev.net
  48. 48. Madison Development Consulting all rights reserved www.madisondev.net
  49. 49. Proceed as if Hiring Staff.Experience, or Awards.Samples.References.Fees:◦ Should be relative to complexity of grant application.◦ Government Salary Guidelines for grant writers are $45K-$60K. Madison Development Consulting all rights reserved www.madisondev.net
  50. 50. Independent National Service Organization.Authoritative Source of Information onFoundation and Corporate Giving.Services and Comprehensive Resourcesinclude:◦ Library collections of reference materials on foundations, grants, and other non-profits;◦ Educational programs useful to grantseekers. Madison Development Consulting all rights reserved www.madisondev.net
  51. 51. 5 Sites: New York, Washington DC, SanFrancisco, Atlanta, and Cleveland: The Foundation Center Kent H. Smith Library 1422 Euclid Avenue Cleveland, OH 44115 216.861.1933 fdncenter.org Madison Development Consulting all rights reserved www.madisondev.net
  52. 52. 1. Cover Letter2. Abstract or Executive Summary3. Grant Application (Need, Project Description, etc, Budget.)4. Attachments Madison Development Consulting all rights reserved www.madisondev.net
  53. 53. Please visit:www.delicious.com/jxm24/UL_FindGrantsFor web site links presented today.www.delicious.com/jxm24/UL_FindGrantsCommon Grant Forms – Ohio GrantmakersForumMy firm at www.madisondev.net Madison Development Consulting all rights reserved www.madisondev.net
  54. 54. Q&AMadison Development Consulting all rights reserved www.madisondev.net

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