getting good at grants a.k.a. ~ quit wasting your time!
TRANSCRIPT
GETTING GOOD AT GRANTS
a.k.a. ~ Quit Wasting Your Time!
Our Goals for Today
Robin Lynn Grinnell - [email protected]
Highlight Good Habits and Better Systems
Internalize What The Experts Tell Us
Create A Better Sense of “The Plan”
Raise Your Comfort Level
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The Agenda
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Grant Seeker’s Top 10 From the Proverbial Horse’s Mouth
Lunch
Let’s Write! Your Plan
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Learning Management
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Break times and lunch Restrooms and so forth Quiet those dastardly cell phones Minimize side conversations Challenge appropriately If you hear it more than once, consider it
emphasis Enjoy the day!
NETWORKING 101: Who is here??
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Get Your Head in the Game
Take out a piece of paper
Answer these three questions:1. What do I need to find funding for?2. What is one specific program/activity I can
FOCUS my thinking on today?3. Why is this program necessary? (What is
the need, what will it accomplish?)
Robin Lynn Grinnell - [email protected]
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Grant Seeker’s Top 10
1. Understand What You Need
2. Allocate Time – and Stick To It
3. Research, Research, Research
4. Initiate (or continue) Relationships
5. Review What’s Already Been Done
6. Assemble Your Team
7. Follow the Directions
8. Communicate Broadly
9. Double Check Everything
10. Learn From Your Mistakes
Robin Lynn Grinnell - [email protected]
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1. Understand What You Need How much money do you need for this
particular grant/project? How much of your annual budget comes
from grant funding? What role do grants play in your overall
fund development plan/strategies? What current environmental factors are
going to impact your chance for success? Are grants the right source of funding for
you to pursue?Robin Lynn Grinnell - [email protected]
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2. Allocate Time and Stick To It Determine the amount of time you
should invest in grant seeking (research, writing, relationship development) Let’s work through a formula here…
Build that time into your schedule on an ongoing basis – if raising the money is non-negotiable, the time you need to do your work well should hold equal priority
Robin Lynn Grinnell - [email protected]
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2. Allocate Time – Part II
Develop a strategy to manage all members of your grant writing team in a cohesive manner
Create a submission timeline, and stick to it! Due Date At least three days prior: proposal complete and
ready to mail One week prior: proposal to review team for final
review Two weeks prior: draft review; financial review;
internal communication for alignment and input
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3. Research, Research, Research
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Mission alignment - PARAMOUNT
Geography and other considerations
Timing This is where you should
spend MOST of your time.
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Locating Government Grants
Robin Lynn Grinnell - [email protected]
Michigan EGrants - http://www.michigan.gov/egrants/0,1607,7-202-41337_45826---,00.html
Economic Stimulus - www.michigan.gov/recovery
Federal Grants – www.grants.gov
MSU Cooperating Collection http://staff.lib.msu.edu/harris23/grants/index.htm
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Locating Foundations
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Council of Michigan Foundations Grantseeker Resources http://www.michiganfoundations.org/s_cmf/
sec.asp?CID=516&DID=2541
The Foundation Center http://foundationcenter.org/getstarted/
nonprofits/
MSU Cooperating Collection http://staff.lib.msu.edu/harris23/grants/index.htm
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Things to look for:
Robin Lynn Grinnell - [email protected]
Annual Report(s) Current and past grantees
990-PFs Current/Recent Funding Guidelines
Even if they’re outdated, they can give you a framework from which to work
Name of a Program Officer Summaries, Abstracts, or examples of
great proposals (http://www.tgcigrantproposals.com)
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Foundation Support for Grantseekers
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C.S. Mott Foundation http://www.mott.org/resources/overview.aspx Includes samples of all forms that grantees
may have to submit
W.K. Kellogg Foundation Knowledge Center http://www.wkkf.org/knowledge-center/
knowledge-center-landing.aspx Includes toolkits for communications,
evaluation and policy
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4. Initiate (or continue) Relationships Call potential funders and make a friend – be
nice to the person who answers the phone! Ask to speak to a program officer with specific
questions (no fishing expeditions, please) Ask for 10 minutes to share the outline of your
idea and gather opinions on relevance and fundability
Ask for recommendations of resources for you to review
Ask for evaluation reports and/or other resources recommended by this particular funder to inform your planning and program development
Robin Lynn Grinnell - [email protected]
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5. Review What’s Already Been Done Review previous proposal submissions
from your organization – GOOD AND BAD Make notes
Review successfully funded proposals from other organizations Make notes
Gather existing data in centralized files (org history, evaluation frameworks, etc)
Find the info for your other appendices
Robin Lynn Grinnell - [email protected]
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6. Assemble Your Team
Successful proposal writing is not a one-person job Financial Evaluation Human Resources External partners/collaborators Legal (to review for liability and external
contracts) Program experts Other (service recipients, affected
constituencies)Robin Lynn Grinnell - [email protected]
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7. Follow the Directions
Seriously. Follow the Directions.
Recognize that everybody’s directions are slightly different.
Robin Lynn Grinnell - [email protected]
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8. Communicate Broadly
Let others in your organization know you’re applying – check against fund development plan
Ask for ideas and input Give key personnel (finance, evaluation,
communications) a heads up – and block time on their calendar for participation
Engage your constituents – focus group for program design; board members for collaboration or support, etc.
Robin Lynn Grinnell - [email protected]
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9. Double Check Everything
ONE chance to make a good first impression
Spell check; grammar check Double check against application guidelines
and specifications Have finance people check your numbers Have someone UNRELATED read your
proposal to see if it makes sense Have someone who knows the business
read your proposal for accuracy and realityRobin Lynn Grinnell - [email protected]
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10. Learn From Your Mistakes Don’t “mildly amend” an old proposal
that was unsuccessful Ask funders for feedback on proposals
that were declined and heed their advice Include organizational learnings as part of
the documented need, program design, etc. - funders like programs who are honest enough to own up to mistakes, and who can demonstrate they LEARN from them
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Four Reasons Proposals Are Declined
From :
The Insider’s Guide to Grantmaking,
Dr. Joel J. Orosz
© 2000
Jossey-Bass Publishing
W.K. Kellogg Foundation
1. Request is a much larger amount than the foundation is willing or capable of paying.
2. Idea lies outside the scope of the foundation’s funding guidelines.
3. Idea is within the scope of the guidelines but is inferior in quality.
4. Idea is within scope, of good quality, but less promising than others.
Robin Lynn Grinnell - [email protected]
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12 Characteristics of a Good Proposal
From :
The Insider’s Guide to Grantmaking,
Dr. Joel J. Orosz
© 2000
Jossey-Bass Publishing
W.K. Kellogg Foundation
1. The applicant’s idea is innovative. But innovative is relative.
2. The applicant has expertise, but also an understanding of its weaknesses.
3. The applicant has done the needed homework.
a) About the projectb) About the foundation
Robin Lynn Grinnell - [email protected]
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12 Characteristics of a Good Proposal
From :
The Insider’s Guide to Grantmaking,
Dr. Joel J. Orosz
© 2000
Jossey-Bass Publishing
W.K. Kellogg Foundation
4. The applicant is doing the project WITH, not TO, those it is trying to help.
5. The applicant is other-centered, not self-centered.
6. The applicant will invest its own money in the project.
7. The applicant is determined to do the project, no matter what.
8. The applicant has devised a comprehensive approach.
Robin Lynn Grinnell - [email protected]
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12 Characteristics of a Good Proposal
From :
The Insider’s Guide to Grantmaking,
Dr. Joel J. Orosz
© 2000
Jossey-Bass Publishing
W.K. Kellogg Foundation
9. The applicant will work collaboratively with others who can help.
10. The applicant is willing to have an evaluator assess the project.
11. The applicant will continue the project after foundation funding ceases.
12. The applicant’s project has the potential for broader impact.
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What You Need to Write
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Cover letter (or, if you’re lucky – a letter of application!)
Proposal Case statement Needs statement Goals and objectives Evaluation strategy Budget
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The Proposal Format
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A Michigan Model:
Council of Michigan Foundation’s Common Grant Application
& Common Report Form
http://www.michiganfoundations.org/s_cmf/bin.asp?CID=2528&DID=10304&DOC=FILE.DOC
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The Proposal Format
1. Exec Summary2. Purpose of Grant3. Evaluation4. Budget
Narrative/Justification
5. Organization Info6. Attachments
1. Cover Letter2. Cover Sheet3. Narrative4. Budget5. Qualifications6. Conclusion7. Appendices
Common Grant Application NP Guides
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The Narrative/Purpose of Grant
Statement of Needs Goals, objectives, action
plans and statements Timetable for
implementation Partners Competition Involvement of constituents Qualifications of staff Long term funding beyond
grant
Needs Assessment Goals/Objectives Methodology Evaluation
Common Grant Application NP Guides
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The Proposal Format
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Nonprofit Guides tutorialwww.npguides.org
The BEST way to learn to WRITE proposals is to
READ them.
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Mission-critical Questions
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What problem are we trying to address? What program are we offering to address
the problem? Why is this important? Who is our market? Who are our competitors? (duplication?) What are the financial needs of supporting
this initiative? Do we possess the organizational capacity
to carry this through? Who should support our efforts?
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Painting the Picture
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Statistics Reliable sources Appropriate comparisons Paint by numbers: stats can tell your story
Anecdotes: short, sweet, related Focused on needs of community v.
needs of organization Community voice is key
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Goals and Objectives
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Goals are the large statements of what you hope to accomplish but usually aren't very measurable. They create the setting for what you are proposing.
Objectives are operational, tell specific things you will be accomplishing in your project, and are measurable. Outputs: bean counting (immediate or short-
term) Outcomes: behavioral/environmental change
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Think Term Paper Outline
Mission Program
Goal Objective
Activities Goal
Objective Activities
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For Example
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Education Program to Prevent Dating Violence What are GOALS of such a program?
What are MEASURABLE OBJECTIVES of such a program? Outputs Outcomes
What will SUCCESS (long-term impact) look like?
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Effective Evaluation
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Effective evaluation answers the question,
“So what?”
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Your Evaluation Strategy
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Evaluation plans should be developed concurrently with program plans, staffing plans, funding plans to ensure that the pieces of the puzzle fit
What do your wide array of stakeholder’s care about?
You can’t measure everything, so focus on what matters most
If you ask the question, you must be able to answer it
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Things to think about
Robin Lynn Grinnell - [email protected]
Evaluation is a full-circle activity Find out which model your (potential)
funder prefers AND which model works for YOUR ACTIVITY
Your EVALUATION MEASURES = your objectives
Key Resource:www.wkkf.org – Evaluation Tool Kit
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Typical Budget Line Items
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Personnel (salary and benefits) Consultants (salary) Instruction Equipment Supplies Communication (telephone/postage) Materials preparation Travel Rental of facilities Evaluation Other expenses Indirect costs (costs that your organization
requires)
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The Budget Narrative
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Show Your Work (formulas are helpful) Be Realistic Check Your Addition Explain Every Line (make no
assumptions) Too much detail makes you “thorough” –
too little makes you “suspect”
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Aspects of Sustainability
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Financial resources
Community ownership
Human resources: the people power to get it done
Long-term plan of action vs. short-term reaction
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Grant Writing Resources
Robin Lynn Grinnell - [email protected]
http://www.npguides.org http://tgci.com/magazine/proposal.shtml http://www.grantproposal.com/
funders.html http://www.northskynonprofit.org/
resource.php
Books: Insider’s Guide to Grantmaking (Orosz) Grant Writing for Dummies (Browning)
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Let’s Write
Go back to your program you started thinking about this morning (or pick one now)
Write a clear statement on how this activity advances your nonprofit mission
Define 2-3 GOALS For each GOAL, define both an OUTPUT and an
OUTCOME For each OUTCOME, define what you will need to
do to measure/evaluate to determine whether or not you have been successful
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