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We ’ re in the Money: Proposal Writing & Resource Development. Patricia Clark Career Academy Support Network (CASN) U.C.Berkeley. GOALS FOR THIS SESSION. To increase understanding of the basic elements of a Grant Proposal To learn more about both Proposal Writing and Grantseeking - PowerPoint PPT Presentation
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We’re in the Money: Proposal Writing & Resource Development
Patricia Clark
Career Academy Support Network (CASN)
U.C.Berkeley
GOALS FOR THIS SESSION
To increase understanding of the basic elements of a Grant Proposal
To learn more about both Proposal Writing and Grantseeking
To acquire some powerful Proposal writing Tools
To realize that if we approach Proposal writing “bird by bird,” all things are possible.
Exercise: You Gotta Have Cause (plus your Elevator Speech)
• Complete the “You Gotta Have Cause” Exercise
• Think about Your One Minute Elevator Speech
• Pair and Share
Keys to Success
Create a Proposal Writing & Resource Development/ Partnership Development Team
Engage your Advisory Board & Other Stakeholders in Developing a Strategic Plan AND a related Fund & Resource Development Plan
Build a Proposal writing & Resource Development Kit
Keys to Success
Research Potential Funders Thoroughly
Target your Proposals CarefullyWrite a clear, concise proposal which
includes all forms/follows all instructions carefully
Major Components of a Typical Grant Proposal
Cover LetterSummary/Abstract Introduction/BackgroundNeed/problem/situation statement
– (sometimes includes CASE statement)Goals/Objectives
Major Components
Methods/Activities/Strategies/Work Plan/ Management Plan (often includes Organizational Chart, Qualifications of Key Personnel; sometimes includes Theory of Action)
Timeline (if not already included in work plan)
(NOTE: Sometimes funders require info on Qualifications of Key Personnel and/or an Impact Statement)
Major Components
Dissemination (when applicable) Evaluation/ Accountability Plan Sustainability/Future funding/
Institutionalization Budget & Budget Narrative/Justification Support Letters/Appendices Other requirements such as assurances,
sign-off sheets, etc.
Two Reminders
PAY CLOSE ATTENTION TO THE FUNDERS’ PRIORITIES, REQUIREMENTS, & CRITERIA !!!
DATA, DATA, DATA … Use Research, Statistics, Evidence, etc. Throughout !!!
Steps In the Grantwriting Process (one approach)
Developing Proposal Idea (and finding appropriate funding source/s)
Writing Compelling Need Statement (includes research/evidence)
Defining Clear Goals & Objectives Developing Methods/Activities/Strategies (includes research base/theory of action)
* Preparing Evaluation Component
Steps in the Proposal Writing Process
Preparing Budget Writing Introduction, Proposal
Summary/Abstract (possibly Cover Letter)
Gathering/Developing Support Letters/ Appendices
Putting Package Together//Mailing proposal in timely fashion//Follow up
Educational Planning -- Backwards
Step 1: What is Your Shopping List?
(BUDGET)
* Step 2: What is It You’ll be Able to Do That you Can’t Do Now? Describe it. Create a picture in the funder’s eyes. (ACTIVITIES)
Educational Planning -- Backwards
Step 3: Why is it that you want students/ teachers/etc. to do these things? (OBJECTIVES)
Step 4: Why did you pick this particular area of learning for the students to work on? (NEEDS)
Educational Planning - Backwards
Step 5: How was it that you said you would measure to be sure students have mastered the skills/successfully completed project, etc? (EVALUATION)
Step 6: TIDY UP: MAKE YOUR TIMELINE, BUDGET, STAFFING LIST, etc.
Educational Planning - Backwards
Lay out NEEDS – GOALS/OBJECTIVES –
ACTIVITIES – EVALUATION sequence
Step 7: Write a brief description of your proposed work (ABSTRACT)
Give Evidence Throughout…
Common Types of Proposals
Letter of Intent/Inquiry Letter Proposal Long/Formal Proposal/Application Common Grant Proposals On-Line Proposal
Proposals – The Close Relatives
Letter of Introduction (requests interview; does not include an actual request for funding)
Business Plan
Concept Paper
Developing the Proposal Idea
What is the community need that the planned project/initiative is addressing?
(Need/s Statement)
What would an improved community/ school situation look like?
Objectives
Developing…Proposal Idea
What can this organization/school/program do to improve the situation?
(Methods/Activities)
How will it be determined that the project has succeeded? (Evaluation)
How much will project cost? (Budget)
Developing….Idea
How will the project be funded in the future &/or institutionalized/incorporated into ongoing project operations?
(Future funding/
institutionalization)
Problem Statement/Needs Assessment
Describes target population to be served Defines community problem to be addressed
AND need in geographical area where organization operates
Is related to purposes & goals of applicant agency/organization/school
Is of reasonable dimensions – not trying to solve all the problems of the world
Problem/Needs Statement (continued)
Is supported by relevant statistical evidence Is supported by statements from
authorities/experts Is stated in terms of constituency/client
(student) needs and problems – not the applicant’s
Is developed with input from constituency/ client & beneficiaries
Problem/Needs Statement (continued)
Is not the “lack of a program,” unless program always works
Makes no unsupported assumptions Is brief; interesting; free of jargon; makes a
compelling case
MAKING THE CASE: Building on the need statement
In some proposals, you:• Present your compelling need• Describe how your organization is UNIQUELY
qualified to address this need/ successfully implement this project
• Include a CASE STATEMENT – document how the mission/purpose of your organization is a perfect match with the funder’s priorities and this particular project
The CASE STATEMENT:
How/why your organization/Academy was started (what problems existed/what reasons for starting)
What is your organization/Academy doing now? Why? With what impact?
Where are you going? (Future)
Defining Clear Goals & Objectives
A GOAL is a broad-based statement of the ultimate result of the change being undertaken (a result that is sometimes
unreachable in the short term.) Goals are global, visionary statements (that
often create a sense of awe.)
Goals are not measurable. A Goal is “the end toward which effort is directed.”
Defining Clear Goals & Objectives
An OBJECTIVE is measurable, time- specific result that the organization/ school/ district expects to accomplish as part of the grant.
An objective is “observable & verifiable.” Objectives should be stated in quantifiable
terms. Objectives are realistic, capable of being
accomplished within time frame.
Objectives: Keep them S-I-M-P-L-E
Specific – indicate precisely what you intend to change through project
Immediate – indicate time frame during which problem will be addressed
Measurable – indicate what you would accept as proof of project success
Practical – indicate how each objective is real solution to real problem
Objectives: Keep them S-I-M-P-L-E
Logical – Indicate how each objective systematically contributes to achieving your overall goal(s)
Evaluable – indicate how much change has to occur for project to be effective
Writing Objectives
STANDARD OBJECTIVE FORMAT:
To increase the math scores of sophomores at Winston High School by 20% on the Mathematics Diagnostic Testing Assessment by June 2012 at a cost of $20,000, as measured by ____________.
NOW, TRY WRITING AN OBJECTIVE OF YOUR OWN
Methods/Activities
Flows naturally from problems & objectives Clearly describes program activities States reasons for selection of activities Describes sequence of activities Describes staffing of program Describes constituency/clients and their
selection (if applicable)
Methods/Activities
Presents reasonable scope of activities that can be accomplished within time and resources of program
Provides timeline of activities
Evaluation Component
Quantitative Methods Qualitative Methods Formative or Process Evaluation Summative or Outcome Evaluation Other terms: Baseline; Comparison Group;
Success Criteria; Assessments; Instruments; Internal Evaluator; External Evaluator
Other Aspects…
Future Funding, Institutionalization, Sustainability
Dissemination Budget Cover Letter Summary/Abstract Other Sections
Sources of Funding
Private Foundations & Philanthropic Trusts Corporations Government Agencies Local Businesses Service Clubs Community-Based Organizations, Religious
Organizations, Individuals
A Bit on Grantseeking
Grantseeking is About Building Relationships, preferably long term…. (Scenes from a Marriage)
Grantseeking is also about Doing Your Homework, Persisting with Passion, and Following Through.
Grantseeking on the Web
http://fdncenter.org http://www.schoolgrants.org Federal/State Department of ED sites – list
serves (http://www.grants.gov) [email protected] (Academy/high school newswire, includes funding opportunities)
Setting Yourself Up for Success
Toward a Grantwriting/Resource Development Kit (see packet)
The Devil is in the Details – some tips & some signs of a great grant (see packet) PLUS Ways to Involve Your Community
Remember: You Don’t Always Need a Grant Some Super Checklists (packet)
Next steps
Whatever we can dream, we can do. Make a plan. Commit yourself. What is your
personal next step? Remember to approach proposal writing “bird
by bird” Let’s Get it Started (a la Black Eyed Peas)
Staying in Touch
Patricia ClarkCareer Academy Support Network (CASN) [email protected] [email protected] 510.524.0734; 510.504.3826 (cell) [email protected]