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New Project Workshop
A Place to Start Working on Your Good Ideas
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Dan Reed◦ Managing Director, American Family Ventures
Paula Kiely◦ Director, Milwaukee Public Library
Ellen Jacks◦ Grants Librarian, Grants Information Collection,
UW-Madison
Panelists
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Lessons from the Startup World
Lean Planning Concepts
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Resource constraints
Customer alignment
Perform across diverse requirements
Common challenges
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Common challenges
Resource constraints
Customer alignment
Perform across diverse
requirements
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Development approaches
Time
Productattributes
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Rapid product development cycles
Ideas
ProductData
Build
Measure
Learn
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Creating customer alignment
Time
Productattributes
Ideas
Produc
t
Data Build
Measure
Learn
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MVP as a starting point
Time
Productattributes
MinimumViableProduct
Ideas
Produc
t
Data Build
Measure
Learn
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Executing on diverse requirements
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The Art of Collaboration
The How and Why of Partnerships
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Fills gaps in experience and expertise Expands capacity Adds intellectual rigor and creativity to
projects and process Strengthens existing relationships Builds new relationships Favored by funders
Why Bother?
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Who do you know? Relevant experience and interest Compatible mission / Similar audience Interested in partnerships Possess a cooperative spirit Can communicate across organization
cultures You enjoy working with them
Identifying and Selecting Partners
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Their Network Honest feedback and new thinking Expertise – “know how” Equipment Enthusiasm
What a partner brings
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Good Communication◦ Explain why you’ve reached out to them◦ Have a workable timeline◦ Get your internal house in order
What approvals are needed? Who needs to be in the loop?
◦ Who knows who? Who’s the right person to make the call?
Make the Call◦ Introduce the project◦ Make the ask
What you need to bring
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“Continuous Recruitment”◦ Always easier to call someone you know◦ Networking◦ The power of coffee◦ Your place . . . My place◦ Stay in touch
. . . OR
ASAP
When to look for partners
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Identifying Potential Funders
The Funding Process
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The Funding Process
Planning
Research
Writing
Communication
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Getting Started
Are you a credible nonprofit?◦ 501c3 or do you have a fiscal sponsor?◦ Track record of effective program
delivery?◦ Active board?
What kind of support do you need?◦ General operating support?◦ Project/program development and
support? Do you have enough time?
◦ Can easily take 6-12 months ◦ Crunched for time? Talk to your board.
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Establishing the match◦ What you do: “Field of Interest”
Subject areas Who will benefit?
◦ Where you do it: “Geographic Focus” Both the funder and your organization
◦ Type of Support What do you need the funds for?
Researching Potential Funding Partners
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Resources◦ Board members◦ Print directories
General, subject-specific, population specific
◦ Databases Foundation Directory Online
◦ Grantmaker web sites◦ Grantmaker documents◦ IRS information returns (forms 990 or
990PF) FDO Free Guidestar
Researching Potential Funding Partners
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Eligibility Most recent guidelines Initial Contact:
◦ Email?◦ Phone call? ◦ Letter of Inquiry?
Full Proposal? Or Own Application Form? Deadlines, follow-up, expectations, etc.
Remember, the Grants Information Collection also has resources on
proposal writing
Know Grantmaker’s Requirements
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Summary
Have a firm funding plan Research grantmakers to match your profile to
their interests Are you eligible? Follow their guidelines Consider pre-proposal contact Complete the application in full Follow-up with your prospects Allow plenty of time!