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Grant Writing 101 - Preparing a Successful Proposal
                      John Izzo



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Today’s Speaker




                                         John Izzo
                                       Co-Founder,
                               Community Grants Associates, Inc.



            Hosting:                                               Assisting with chat questions:
Sam Frank, Synthesis Partnership                                   April Hunt, Nonprofit Webinars
Grants
Grants Are            Grants are NOT
• Competitive         • Formula-Based

• Time Sensitive      • Continual

• Project Based       • For things or general
                        support
• Conditional
                      • “Free Money”
Preparing to Write
“When the gods wish to punish us, they answer our prayers”
                            - Oscar Wilde
Issues
• Most Grants are lost             • Power of Data
  before writing begins


• Organizational                   • Collaboration
  Issues

                                   • Mission Driven $$
• Branding
Power of Data
• Rule: Funders increasingly demand
  measurement

• Collection of data is meaningless without
  management of data.

• Best Practices

• Longitudinal Data
Branding
• Rule: Run like a
  business

• What is your
  community profile

• Social Media
Collaboration
What it Means?               What it Does?
• Want big $$- collaborate   • Raises profile and shows
                               community buy-in


• Power of Synergy           • Specialization & Cost
                               Saving
• Selection of Partners
                             • Reputable
                             • Add Value
                             • Play Nice with Others
Mission Driven $$$

Rule: Do not chase $$$- let your
    mission lead to funding
What Do Funders Look For
• Social Research and Development

• Innovation is not scary!
  – E.g. “Repeat”


• Reputable and Dynamic

• Need is OK – Results are Better
Finding Funders
                     continued



• Technology and Change


• Glass Pockets Initiative
     •   www.glasspockets.org
     •   Transparency in Funding and
         What it Means
“Have you even seen how complex these things are? If
Einstein had to fill one these things out, God only knows
              if we’d know what E equals”
  Josiah Bartlett (as played by Martin Sheen on T.V. Show “The West
                                Wing”)




            REVIEWING THE RFP
Approach
• Read critically
   – What is mission and purpose?
   – What about program design?
      • Measurement
      • Scoring Criteria
      • Layout


• Read Conditional Language Unconditionally

• Review Scoring Criteria
   – This will help set up the narrative
“Money often costs too much”
     Ralph Waldo Emerson

“A fire drill does not require a fire”
     Bartholomew J. Simpson


FOLLOW THE MONEY?
Writing the Narrative
       The Rules
The basics
• Follow the Directions (no matter how illogical)


• Good Writing is Good Writing
   – Write to win, not to impress
   – Simple sentence structure is better


• Data
   – Current and relevant data please
Let the RFP Do The Work
• Contains all questions,
  sub- questions and
  scoring

• Organizing Principle &
  Narrative Outline

• Scoring = How Much of
  Narrative to Devote to
  each section/question
Hemingway is Dead
• Answer the question……

• ….directly

• You are trying to convince people to give
  you money!
The power of G*O*A*M*s
Grant Writing Pyramid


                        • Goals
        G

        O
                        • Objectives

        A               • Activities
        M
        s               • Measures of Success
Goals & Objectives
Goals                         Objectives
• Typically One of Two        • Align under goals
   – E.g. Reduce Truancy in      – Reduce truancy by at least
     Minority Youth in East        20% in target population
     Moncton


• Big Think but Be Real       • Flesh out the steps to get
                                to goals


• While not Quantifiable-     • Quantifiable
  Believable
Activities
• The specific steps undertaken
  – E.g. Identify 300 youth who meet project criteria over three year
    life of project
  – Provide after school programs/summer programs for 100 youth
    per year.


• When, Where, Why, How


• Each activity is quantifiable when ever
  possible
Measures for Success
• Below Activities   • Cumulative- i.e. if met
                       for activities and
                       objectives likely will
                       reach goal
• Quantifiable

                     • Longitudinal – i.e.
                       how you met Goal
• Measure Against
  Baseline Data
                     • MUST HAVE
Benefits of Approach
• The Process Builds on Itself

• Should Use in Project Design

• Makes Writing Evaluation Easy
Why Limit Goals
Goal #1               Goal #2



          G                G

      O                    O

          A                A

      M                    M
      s                    s
Program Narrative = Story Telling
• The Funder Has Never Heard the Story
  Before
  – Grab Him or Her Quick Before Interest Lost


• Supported with Specific Data
  – Your organization (annual report)
  – Prior Proposals


• Walk me Though the Process
  – Especially for Comprehensive Programs
Saving Space & Consistency
• Consistent Messaging
  – Typically 2 -3 key messages in narrative
     • Need for creativity
        – E.g. if only 50% of a population has a high school diploma,
          that means at least 50% have no college degree


• Importance of Page Limits
  – Remember the limitations in the RFP

• Space Saving Devices
  – Signals
  – Tables, Charts, Footnotes, etc.
Evaluation
• A well- written proposal
  should generate data

• Funders Demand It More
  Often

• Qualitative vs. Quantitative
  Measurement
Evaluation – cont’d
• Hiring and Outside Evaluator
   – Credentials = Data/Statistical Expertise
   – The evaluator should be involved in writing the
     proposal


• Costs
• Evaluator can cost up to 10-15% of project budget
• Negotiate up front



• Do Your Homework
Evaluation and G*O*A*M*S
• Sets the basis of an evaluation

• Typically use it to set up evaluation table
     • Power of Repetition


• Remember confidentiality protocols
  – If applicable
Project Staff
• Appropriate people doing appropriate
  things

• Percentage of time dedicated to the project

• Cultural Competency
Narrative
• Must be consistent with the rest of the
  application

• Be persuasive

• Prepare Multiple Drafts & Have Someone
  Review .
Budgets
• Very Important – Often
  Overlooked

• Financial Road Map

• Involve Budget Folks Early
Sustainability
• What happens after the $$ is spent
  – It is OK to talk about fundraising strategy
  – Nobody likes to pay for everything




• Program Design
Support
• Memorandum of
  Understanding (MOU)


• Letter of Commitment


• Letter of Support
MOU
• A Contract

• Each Party Specifies What They Will Do

• Usually Involves Legal Review

• Takes the Longest
Letter of Commitment v. Support

Letter of Commitment   Letter of Support
• Written by Project   • Provided by
  Partner                Politician or Other
                         Senior Official


• Partner Agrees to    • Encouragement
  Specific Tasks

• Stronger             • Usually Weaker
Budgeting Pitfalls
Overselling              Gold Plating
• Overly Competitive     • Grant = Lottery Ticket

• Grant as Loss Leader   • Red Flags
                            – Excessive Travel
                            – Entertainment
• Victory?
                            – Lifestyle Audit

• Consequences           • Consequences
Matching

• Cash Match
  •   Usually Spend with Grant Funds
  •   A Variety of Sources
  •   Can Match Grants with Grants
  •   Limitations
  •   Sustainability


• In-Kind
  • Fair Market Value
  • Time CAN Equal Money
  • Rule: No Such Thing as 110%
Winning and Losing

• Winning
   •   Thank You
   •   Kick-Off Event/Recognition
   •   Alert the Media
   •   Manage Well

• Losing
   • How do I Improve
   • Ask Why
   • Schedule Phone Call/Meeting if Possible
Find the listings for our current season of webinars
                     and register at

            NonprofitWebinars.com

                     Chris Dumas
              Chris@NonprofitWebinars.com
                     707-812-1234



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Grant Writing 101

  • 1. Grant Writing 101 - Preparing a Successful Proposal John Izzo Special Thanks To Our Sponsors
  • 2. Helping ordinary people raise extraordinary amounts for nonprofits is all we do, and we love it. A Proud Sponsor of NonprofitWebinars.com
  • 3. Today’s Speaker John Izzo Co-Founder, Community Grants Associates, Inc. Hosting: Assisting with chat questions: Sam Frank, Synthesis Partnership April Hunt, Nonprofit Webinars
  • 4.
  • 5. Grants Grants Are Grants are NOT • Competitive • Formula-Based • Time Sensitive • Continual • Project Based • For things or general support • Conditional • “Free Money”
  • 6. Preparing to Write “When the gods wish to punish us, they answer our prayers” - Oscar Wilde
  • 7. Issues • Most Grants are lost • Power of Data before writing begins • Organizational • Collaboration Issues • Mission Driven $$ • Branding
  • 8. Power of Data • Rule: Funders increasingly demand measurement • Collection of data is meaningless without management of data. • Best Practices • Longitudinal Data
  • 9. Branding • Rule: Run like a business • What is your community profile • Social Media
  • 10. Collaboration What it Means? What it Does? • Want big $$- collaborate • Raises profile and shows community buy-in • Power of Synergy • Specialization & Cost Saving • Selection of Partners • Reputable • Add Value • Play Nice with Others
  • 11. Mission Driven $$$ Rule: Do not chase $$$- let your mission lead to funding
  • 12. What Do Funders Look For • Social Research and Development • Innovation is not scary! – E.g. “Repeat” • Reputable and Dynamic • Need is OK – Results are Better
  • 13. Finding Funders continued • Technology and Change • Glass Pockets Initiative • www.glasspockets.org • Transparency in Funding and What it Means
  • 14. “Have you even seen how complex these things are? If Einstein had to fill one these things out, God only knows if we’d know what E equals” Josiah Bartlett (as played by Martin Sheen on T.V. Show “The West Wing”) REVIEWING THE RFP
  • 15. Approach • Read critically – What is mission and purpose? – What about program design? • Measurement • Scoring Criteria • Layout • Read Conditional Language Unconditionally • Review Scoring Criteria – This will help set up the narrative
  • 16. “Money often costs too much” Ralph Waldo Emerson “A fire drill does not require a fire” Bartholomew J. Simpson FOLLOW THE MONEY?
  • 18. The basics • Follow the Directions (no matter how illogical) • Good Writing is Good Writing – Write to win, not to impress – Simple sentence structure is better • Data – Current and relevant data please
  • 19. Let the RFP Do The Work • Contains all questions, sub- questions and scoring • Organizing Principle & Narrative Outline • Scoring = How Much of Narrative to Devote to each section/question
  • 20. Hemingway is Dead • Answer the question…… • ….directly • You are trying to convince people to give you money!
  • 21. The power of G*O*A*M*s Grant Writing Pyramid • Goals G O • Objectives A • Activities M s • Measures of Success
  • 22. Goals & Objectives Goals Objectives • Typically One of Two • Align under goals – E.g. Reduce Truancy in – Reduce truancy by at least Minority Youth in East 20% in target population Moncton • Big Think but Be Real • Flesh out the steps to get to goals • While not Quantifiable- • Quantifiable Believable
  • 23. Activities • The specific steps undertaken – E.g. Identify 300 youth who meet project criteria over three year life of project – Provide after school programs/summer programs for 100 youth per year. • When, Where, Why, How • Each activity is quantifiable when ever possible
  • 24. Measures for Success • Below Activities • Cumulative- i.e. if met for activities and objectives likely will reach goal • Quantifiable • Longitudinal – i.e. how you met Goal • Measure Against Baseline Data • MUST HAVE
  • 25. Benefits of Approach • The Process Builds on Itself • Should Use in Project Design • Makes Writing Evaluation Easy
  • 26. Why Limit Goals Goal #1 Goal #2 G G O O A A M M s s
  • 27. Program Narrative = Story Telling • The Funder Has Never Heard the Story Before – Grab Him or Her Quick Before Interest Lost • Supported with Specific Data – Your organization (annual report) – Prior Proposals • Walk me Though the Process – Especially for Comprehensive Programs
  • 28. Saving Space & Consistency • Consistent Messaging – Typically 2 -3 key messages in narrative • Need for creativity – E.g. if only 50% of a population has a high school diploma, that means at least 50% have no college degree • Importance of Page Limits – Remember the limitations in the RFP • Space Saving Devices – Signals – Tables, Charts, Footnotes, etc.
  • 29. Evaluation • A well- written proposal should generate data • Funders Demand It More Often • Qualitative vs. Quantitative Measurement
  • 30. Evaluation – cont’d • Hiring and Outside Evaluator – Credentials = Data/Statistical Expertise – The evaluator should be involved in writing the proposal • Costs • Evaluator can cost up to 10-15% of project budget • Negotiate up front • Do Your Homework
  • 31. Evaluation and G*O*A*M*S • Sets the basis of an evaluation • Typically use it to set up evaluation table • Power of Repetition • Remember confidentiality protocols – If applicable
  • 32. Project Staff • Appropriate people doing appropriate things • Percentage of time dedicated to the project • Cultural Competency
  • 33. Narrative • Must be consistent with the rest of the application • Be persuasive • Prepare Multiple Drafts & Have Someone Review .
  • 34. Budgets • Very Important – Often Overlooked • Financial Road Map • Involve Budget Folks Early
  • 35. Sustainability • What happens after the $$ is spent – It is OK to talk about fundraising strategy – Nobody likes to pay for everything • Program Design
  • 36. Support • Memorandum of Understanding (MOU) • Letter of Commitment • Letter of Support
  • 37. MOU • A Contract • Each Party Specifies What They Will Do • Usually Involves Legal Review • Takes the Longest
  • 38. Letter of Commitment v. Support Letter of Commitment Letter of Support • Written by Project • Provided by Partner Politician or Other Senior Official • Partner Agrees to • Encouragement Specific Tasks • Stronger • Usually Weaker
  • 39. Budgeting Pitfalls Overselling Gold Plating • Overly Competitive • Grant = Lottery Ticket • Grant as Loss Leader • Red Flags – Excessive Travel – Entertainment • Victory? – Lifestyle Audit • Consequences • Consequences
  • 40. Matching • Cash Match • Usually Spend with Grant Funds • A Variety of Sources • Can Match Grants with Grants • Limitations • Sustainability • In-Kind • Fair Market Value • Time CAN Equal Money • Rule: No Such Thing as 110%
  • 41. Winning and Losing • Winning • Thank You • Kick-Off Event/Recognition • Alert the Media • Manage Well • Losing • How do I Improve • Ask Why • Schedule Phone Call/Meeting if Possible
  • 42. Find the listings for our current season of webinars and register at NonprofitWebinars.com Chris Dumas Chris@NonprofitWebinars.com 707-812-1234 Special Thanks To Our Sponsors