Proposal Development Guidelines for Signature Grantee Semi-Finalists

The Covenant Foundation

I. Project Logic Model

II. Full Proposal Budget

Inside this Presentation:

Project Logic Model

Goals of this Presentation

• Introduce the concept of a logic model and show its use in program planning and grant proposals

• Describe the components of a well-designed program plan

• Present a model that is aligned with The Covenant Foundation grant proposals

What is a Logic Model?

A logic model...

• is a simplified picture of a program, initiative, or intervention

• shows the logical relationships among the resources that are invested, the activities that take place, and the benefits or changes that result

• is the core of program planning, evaluation, program management and communications

Why Use a Logic Model?

A logic model can:• make underlying beliefs explicit• build understanding and promote

consensus about what a program is and how it will work

• bring detail to broad goals• help to identify gaps in program logic

and clarify assumptions so success is more likely

• summarize complex programs to communicate with stakeholders, funders, and other audiences

Program Design

Outputs Outcomes(Short and Long Term)

Inputs Activities

Planned Work Intended Results

Basic Logic Model

Planned Work: Inputs

Inputs: the resources and contributions that go into the project, including:

Outputs Outcomes(Short and Long Term)

Inputs Activities

• staff and volunteers

• time

• facilities

• supplies

• funding

• existing organizations

• potential collaborating partners

• existing organizational or interpersonal networks

Planned Work: Activities

Activities: the processes, events, and actions of the program, including:

• classes• events• training/professional development• mentoring• curriculum development

Outputs Outcomes(Short and Long Term)

Inputs Activities

Intended Results: Outputs

Outputs: the direct results of program activities, including:

• number of classes taught, or workshops or meetings held

• program participation rates• hours of services provided• amount of materials produced and

distributed

Outputs Outcomes(Short and Long Term)

Inputs Activities

Intended Results: Outcomes

Outcomes: the resulting benefits for individuals, families, groups, or communities, such as changes in:

Outcomes should be SMART: Specific, Measurable, Achievable, Results-oriented, Timed

Outputs Outcomes(Short and Long Term)

Inputs Activities

• skills• knowledge• behavior

• motivations• attitudes

Program Design

Outputs Outcomes(Short and Long Term)

Inputs Activities

Planned Work Intended Results

Basic Logic Model

Program Theory• The Statement of Need: A clear succinct statement

that describes: the situation or challenge to be addressed; the cause of the situation; and those affected by it.

• Context: The factors in the external environment, both barriers and supports, that will impact your ability to address the targeted need in your institution/community.

• Assumptions: Beliefs about the need or situation; the behavior, motivations, and learning styles of the target population; the external and internal environments; and what the program can reasonably achieve. Assumptions explain why you believe your program will succeed.

• Other Models: Approaches to addressing the need that have been tried by you or others, and whose successes and/or failures you are now drawing upon for your planning.

Proposal Development

Statement of Need– Need– Context– Assumptions– Other Models– Activities

Description of Project– Activities

Intended Results– Outputs– Outcomes

Proposal Development

Staff– Inputs

Organizational Capacity

– Inputs

Innovation– Other Models

Challenges/Pitfalls– Context

Contribution to the Field

– Outcomes

Using Logic Models in Program Planning: “Plan Backwards, Implement Forward”

Outputs

What are your ultimate goals?

Based on your work:What changes do you hope to seein individuals?

families?the community?...

What level and

amountof services/activitieswill youneed toprovide

to achievethese

outcomes?

Inputs Activities

What activitieswill you need to

engage into provide

these services/activities?

What resourceswill youneed toengagein these

activities atthe level and

amount required to

achieve youroutcomes?

Outcomes

Need Context Assumptions Other Models

Sources and Resources• W. K. Kellogg Foundation

– Logic Model Development Guide http://www.wkkf.org/Pubs/Tools/Evaluation/Pub3669.pdf

• The University of Wisconsin – Enhancing Program Performance with Logic

Models (web-based course) http://www.uwex.edu/ces/lmcourse/

• National Science Foundation– On-Line Evaluation Resources Library

http://oerl.sri.com/index.html

Full Proposal Budget

Using the Budget Template

Expenses:• Personnel, Supplies, Other• Project Budget and Request to Foundation

Revenue:• In-Kind• Other Grants• Program Fees• Other (i.e. individual contributions)

Simply enter numbers.Formulas are already set.

Budget Guidelines

• Personnel

• Focus on expenses directly related to the proposed program

• No overhead

Financial Statement Form

• Revenue:– Contributions– Fees and Dues– Grants– Earned Income– Other

• Expenses:– Personnel– Professional Fees– Occupancy Costs/Rent– Travel and Meetings– Supplies and

Equipment– Communications– Other– Other non-recurring

expenses (i.e. capital expense)

Note: This form corresponds to the most recent completed fiscal year.

Audited Financial Statements

• Preferred: Copy of the most recent audited financial statements.

• If audited financial statements are not available, then submit a copy of the most recent unaudited financial statements.

• If neither are available, please contact a Foundation staff member who can discuss special circumstances (new organizations, fiscal sponsors, etc.)