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Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanshi p 2010 and Beyond

Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

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Page 1: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Jeanne Gleason, New Mexico State UniversityDave King, Oregon State University

Grantsmanship2010 and Beyond

Page 2: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Goal

To help you become more competitive, efficient, and successful in your search for new program resources.

Page 3: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Today’s Workshop Outline What’s different today?

Why should you be interested?

What are the first steps towards success?

What are the ‘Nuts and Bolts’ of proposal writing?

Are there any ‘Silver Bullets’ or winning tricks?

How can you sabotage your chances of success?

What should you do when you are funded?

Page 4: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

What’s different today?

National Science Foundation multi-disciplinary grants will be judged in two parts: scientific merit and broader impacts. Proposals without a comprehensive plan for communicating broader impacts will not be considered.

Page 5: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

What’s different today?

USDA’s Specialty Crops Initiative requires grant proposal to include “specific mechanisms to communicate results.”

Page 6: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

What’s different today?

Guidelines for the US Agency for International Development require public outreach “through media coverage of development and humanitarian assistance programs and encourage grantees implementing these programs to communicate their activities with the press.”

Page 7: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

What’s different today?

USDA’s National Institute for Food and Agriculture (NIFA)’s dramatic expansion of grants is meant to encourage interdisciplinary approaches to large-scale, real-world problems. That means Extension will part of each proposal.

Page 8: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Why should you be interested?

The 15% solution… Current and future funding sources will not be the

same… No matter what proponents says, the future world or

Extension will not be built on formula or block funds…

Page 9: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Why should you be interested?

These new requirements are a challenge for scientists who have had much success in the “old” system of grants that were judged exclusively on scientific merit. They are also a challenge for Extension educators and communicators who have not pursued major grants until now.

Page 10: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Why should you be interested?

At Oregon State, our interest is NOT to become grant writers for other people, but rather to become effective partners on multi-disciplinary grants, delivering Extension education and communications as required by many of the new federal grants.

Page 11: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

A fundable ideaInnovative

Likely to advance an area of science.

Fills critical knowledge gaps.

Science- or data-driven.

Working toward a long-term goal

High impact that is measurable

Page 12: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Where can you look for funding?http://grants.gov

Go to the agency’s website

Who funded projects you admire?

Who funded your peers?

Ask your office of grants and contracts

Page 13: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

The Golden Rule of Grantsmanship

The People With The Gold

Make The Rules

Page 14: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

First Steps to Success

Constantly be thinking about new ideas

Always be looking for partnerships

Think like an evaluator

Start working long before the RFA is released

Page 15: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Examine your logic and resources Do you know your field’s literature?

Is your project ‘theory driven’?

Do you have adequate expertise? If not, partner.

Is there preliminary data to support your project?

Are you using the most effective methodology?

Have you involved an evaluation expert from the very beginning?

Page 16: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Situation Statement(a.k.a. Grant Introduction)

Where does it come from?

What should be included?

When is enough enough?

What is the “outcome” of a situation statement?

Don’t make mistakes in data!

Page 17: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Nuts and Bolts of proposal writing Remember the Golden Rule

The RFA if your ‘Bible’ – read it often in detail

Assemble your team, including evaluator

Create a Logic Model, even if not required

Write one page project summary

Build a budget everyone agrees to follow

Select a title and start your forms

Create a proposal template from the RFA

Page 18: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

RFAs www.nifa.usda.gov/funding/rfas/afri_rfa.html

Page 19: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

RFA – the first look Are you eligible?

Do the agency’s goals match your goals?

$$ total funding and project limits?

Is IDC (indirect costs) capped? What will be left over for your work?

Are matching funds required?

What is the deadline and project duration?

Does it require a Letter of Intent?

Page 20: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Building your team The best teams are already working together

Select your evaluator and gain true involvement

Should you call the agency’s project manager?

Create a Logic Model, even if not required

Inform your university/organization’s grants office.

Start early asking the hard questions: Who is lead Budget division Ownership of findings/materials/patents

Start forms and cooperative agreements

Page 21: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Why start with evaluation?

Establishes clarity about purpose. Have to know your destination to determine best route!

Helps determine if project outcomes are measurable.

Keeps the project grounded.

Can help construct the roadmap.

Can facilitate agreement on the team.

Page 22: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Logic Model

Grant

Narrativ

e:

Intro &

Rationale

Grant

Narrativ

e :

Approach

Page 23: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Budgets are your friends Budgets are a reality check

Build an Excel template for everyone

Combine all budgets into one Excel workbook

A detailed Excel budget can be your budget justification

Get the budget checked and approved early

Budget red flags – equipment, supplies, tuition, travel, food

Budget for evaluation, 10% minimum?

Involve your grants office early in the process

Indirect costs may surprise you

Page 24: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Proposal Template Insert RFA

guidelines –

Keep until the end

Page 25: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Winning Tricks – Silver Bullets Consider the review team

Make the proposal easy to read Use large fonts, white space, highly readable Add headings, illustrations, bulleted lists Not everyone will read your proposal. Make your

proposal easy to summarize and present..

A high quality evaluation plan is vital

Have clear goal, objectives, research question

Page 26: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Winning Project Summaries Summaries are used to select review team

Most review team members read only the summary!!

Must be clear, concise and self contained

Must include hypotheses/objective; methods, expected outcomes, evaluation plans.

Follow word count rules and use good font size

Proof multiple time to ensure clear writing and all required parts included

Page 27: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Sabotaging yourself? Common mistakes Waited too late for grants.gov submission

Poor quality evaluation

Implementation in last year; no time to evaluate

No or poor literature review

Proposals are not integrated

Teams are not ‘real’ teams

Unclear objectives, expected outcomes unclear

Required proposal elements left out, such as the management plans, pitfalls, timelines

Page 28: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

How to survive ‘winning’ Paperwork becomes even more important

Get more training on cost accounting rules

Ask about the most common audit red flags

Get your team together, including evaluator

Start on your timeline, you will never finish early!

File all reports early, they track your progress

Always look for your next grant idea. Is this project generating preliminary data for the next proposal?

Page 29: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

http://mediaproductions.nmsu.edu/grants

Page 30: Jeanne Gleason, New Mexico State University Dave King, Oregon State University Grantsmanship 2010 and Beyond

Jeanne [email protected]

Dave [email protected]

http://mediaproductions.nmsu.edu/grants