fundamentals of grant writing workshop · output: build a new shed on the grounds of the rotary...
TRANSCRIPT
FUNDAMENTALS OF GRANT WRITING
WORKSHOP
•Importance of project planning
•Tips for applying for the CCB Grants Program
•Approaching the application form
•What to do if you are successful/unsuccessful
www.dpac.tas.gov.au/divisions/cdd1 800 204 224
PROJECT PLANNING
Writing an application for a well planned
project is much easier than seeking
funding for a project with incomplete
planning.
The grant provider will want to know the
answers so you need to identify them and
spell them out.
What?
Why?
Who?
How?
When?
Where?
Failing to Plan is Planning to Fail
DON’T BE SCARED!
10 Tips handout
Government jargon…
made simple
• Words like Output, Outcome,
and Objective are commonly
used by grant providers.
• Only use jargon if you
understand what the term
means and can apply it in the
correct context.
Objective
• Issue or problem you want to
overcome / what you wish
project to achieve
Output
• What the money will be
spent on
Outcome
• The result, impact or benefits
of the project (Specific,
Measurable, Realistic)
PLANNING PROCESS
Step 1: Define the project
Step 2: Identify the need
Step 3: Identify the people
Step 4: Define the process
Step 5: Add meaning to ‘place’
WHAT?
•What is the scope of the project? (Outputs)
•What will the project contribute to our community? (Outcomes)
•What is the purpose of the project (Objectives/Bigger Picture)? e.g. community benefit, tourism development, economic development,employment creation, social or environmental benefit?
RISKS
•What are the risks associated with the project? (Financial, Social, Seasonal)
•Is there anything that will prevent the project from coming to fruition?(Likelihood)
•What are the mitigation strategies for overcoming these risks? (Risk Management, Back-up plan)
PLANNING PROCESS
Step 1: Define the project
Step 2: Identify the need
Step 3: Identify the people
Step 4: Define the process
Step 5: Add meaning to ‘place’
WHY?
• Why does the community need this project? (Want vs. Need)
• What are the current limitations of the community?
• Is there evidence of community support?
• What benefits are to be achieved?
• Why is it important in the context of the area? (Use FACTS: eg.economic dependency, population decline, insufficient employmentopportunity and difficult socio-economic conditions)
• Is your organisation best placed to address this challenge/need?(Primary Objective) Or are there others who are better placed?
PLANNING PROCESS
Step 1: Define the project
Step 2: Identify the need
Step 3: Identify the people
Step 4: Define the process
Step 5: Add meaning to ‘place’
WHO?
• Who will be the key driver/s?
• Who is the project for and who are the beneficiaries? (Target Groups)
• Who are the major stakeholders and partners and what is their capacity to help with the project?
• Is anyone else doing something similar in your community or even elsewhere?
• Can you strengthen your application by partnering with anotherorganisation?
• Is your organisation an incorporated body, or do you need to besponsored by another body?
• Who are your staff/volunteers? Do they have the right skills and experience? What happens when they are no longer around?
PLANNING PROCESS
Step 1: Define the project
Step 2: Identify the need
Step 3: Identify the people
Step 4: Define the process
Step 5: Add meaning to ‘place’
HOW?
• Is it a one-off project, or do you really need ongoing funding?
• How will it be implemented and/or operated
(e.g. Steering committees and management structures, internal or
external)?
• Are there any special skills or resources needed?
• How will you ensure accountability for the project?
(define roles & responsibilities)
• How will you know when you have achieved what you set out
to do and how will you measure the outcomes of the project?
HOW MUCH?
• How much will the project cost?
• How much cash and in-kind resources are available? (committed vs. expected)
•How much funding is needed? (No retrospective)
•Have you thought of everything? (Insurance, Auditing, On-costs for wages)
•Are your costs realistic? Too high? Too low? (Contingency?)
•When do you need the money? (Do you need a lump-sum payment or could the payments be spread over time?)
•Does the project represent good value for the grant provider??
WHEN?
•When will the project start and finish?
• How long will the project take to complete/ should it be staged?
• Are there any seasonal issues with your project?
• If voluntary labour is used – how much time are volunteers actuallyable to give?
• If specialist skills are needed – are those skills available during theexpected project timeframe?
PLANNING PROCESS
Step 1: Define the project
Step 2: Identify the need
Step 3: Identify the people
Step 4: Define the process
Step 5: Add meaning to ‘place’
WHERE?
• Will the project’s outcomes extend state-wide, regionally or remain within
the municipality and local area/community?
•What do you know about the target area/ demographic group? What
information can you find to justify that your project meets local needs?
(Council / Committee documents / records etc.)
• Where will the project be located? (local
municipality, town and site, be reasonably
exact)
IMPORTANT
Your application is not all about you!
It’s also about your grant provider!
When applying for grants, remember to think in the shoes of the grant provider:
• What is the priority of that organisation/agency?
• How does your project fit with those priorities?
• What are some examples of projects they have previously funded?
• Does that provider prefer ‘soft’ or ‘hard’ project outputs?
• Is the amount you are asking for within the realm of the provider? - Upper & lower limits, percentage of project cost.
• Target and tailor your application accordingly.
• Never ever just change the names of the grant providers when applying for multiple grants simultaneously.
COMMUNITY CAPACITY BUILDING
GRANTS PROGRAM 2009-10
COMMUNITY CAPACITY BUILDING
GRANTS PROGRAM 2009-10
The CCB Grants Program will be available to Local Government, non-government
community organisations and community groups through 3 tiers:
• Tier one is for grants of up to $2 000
• Tier two is for grants between $2 001 and $20 000
• Tier three is for grants over $20 000
AIMS of the Program:
• Promote social inclusion
• Address disadvantage; and
• Improve community participation.
Your project is to complement at least one of the Social Inclusion Strategy
areas (p2 Program Guidelines).
COMMUNITY CAPACITY BUILDING 2009-10
ASSESSMENT CRITERIA OVERVIEW
TIERS 1-3
• Evidence of community need (WHY & WHO)
• How the initiative will promote social inclusion and build community
capacity (WHAT)
• The objectives of the initiative (WHAT issues are you trying to overcome)
• How your organisation will manage the initiative (HOW, WHEN & WHO)
• How your organisation will measure the success of the initiative (HOW,
WHAT are the intended outcomes)
• A detailed budget (HOW MUCH)
COMMUNITY CAPACITY BUILDING 2009-10
ASSESSMENT CRITERIA OVERVIEW
TIERS 2 & 3
• How your initiative will progress one or more of the 10 strategies
outlined in A Social Inclusion Strategy for Tasmania
(WHAT – how does your project relate to the broader SIS areas?)
• Ongoing benefits to the community
(WHAT are the sustainable outcomes?).
EXAMPLE PROJECT: MEN'S SHED
Current Situation (NEED):
• High unemployment, lack of skilled workforce, ageing population, disengaged young men and elderly men
• Rotary club have a monthly men’s workshop in a member’s garage. Interest/numbers are growing but there is no more space. A need to start adopting more formal processes
• There is interest from other organisations/ groups to assist
Objective: To increase positive social interaction &
mentoring between male members of the community.
Output: Build a new shed on the grounds of the Rotary
Club, install storage facilities and tools, new kitchenette,
toilet facilities.
Outcome: Within the first 12 months of project being
completed, participants will increase from 5/month to
30/week. Employment, health & social networking
information available, with increased referrals to services.
School & Woodworking Club provide 24 workshops (20
capacity@ each) to increase skills. Disengaged students
will make up half of those participants.
APPLICATION FORM
ORGANISATION INFORMATION
GENERAL INFORMATION:
Who and how many will benefit from the project?
Who is planning the project?
How many people will participate?
What type of project is it? (Event, Program etc.)
APPLICATION FORM
NATIONAL YOUTH WEEK:
Only complete this if you have a NYW project.
HOW WILL YOU:
• Provide an opportunity for young people aged 12 to 25 to express their ideas
and views, raise issues of concern to them, act on issues which affect their lives
and create and enjoy entertainment;
• Provide an opportunity for the wider community to listen to young people,
and to acknowledge and celebrate the positive contributions made by their
efforts and achievements; and/or
• Promote a community focus on issues relevant to young people.
APPLICATION FORM
Social Inclusion
Strategy area
What are some examples of what it looks like?
Access to the
basics
Education on how to prepare nutritious and affordable meals,
budgeting and financial literacy, providing opportunities for
people to access what we all need for a good life, shelter, food,
clothing and help in an emergency.
Accessible goods
and services
Enabling access to access services for mental and physical health,
education, housing, legal and public safety issues, or for
employment opportunities.
Solutions that provide transport for communities.
Learning for life Literacy, skill development, life skills, developing talents and
providing support for community members who are entering
education again (young mothers, the unemployed), training to
enable service delivery to disadvantaged Tasmanians.
APPLICATION FORM
Building supportive
local networks
Community cohesion, celebrating diversity, identifying and
addressing barriers to participation and establishing partnerships
and participation via art, sport, recreation and culture.
Social enterprises* Building on the strengths of individuals and communities and
using talents and interests to build success.
*Applicants interested in applying for funding for social
enterprises or micro-credit programs are encouraged to apply to
the Community Development Finance Fund.
Volunteering Recruitment, training and support programs, providing
opportunities for excluded Tasmanians to volunteer.
APPLICATION FORM
Building local
capacity
Mentoring and leadership programs, partnerships, supporting
community members who are socially isolated and economically
disadvantaged, specifically building capacity in local government
and the community sector.
Digital inclusion Providing workshops to educate community members about
information communication technologies (ICT), using technology
to include people.
Planning and
liveability for Social
Inclusion
Creating liveable spaces and community gardens, increasing the
visual appeal and accessibility of streets, places or precincts in
towns and cities for everyone.
Good governance Ensuring that people can develop a strong voice and have their
voices heard.
APPLICATION FORM
Project, Program or Event Information
(WHAT, WHERE & WHEN (Max 200 words)
• Be clear.
• You must assume the person assessing your application knows
nothing about you, your organisation, or your event/ project etc.
APPLICATION FORM
SELECTION CRITERION 1
1: Demonstrate the evidence of community NEED, consultation with
relevant community members and their involvement in the planning
and development stages of the initiative. WHY
• Have you consulted? How did you consult?
• Is it supported by the relevant community?
How have community members been involved in planning?
How were issues identified?
Whose idea was it?
Example: Men’s Shed
APPLICATION FORM
SELECTION CRITERION 2
2. How will your initiative promote social inclusion and build community
capacity in the Tasmanian community? WHO benefits
• How are disadvantaged or isolated community members involved?
• What benefits will they receive?
Remember: Specific, measurable, realistic
• How will this impact on the community?
Any examples?
APPLICATION FORM
SELECTION CRITERION 3
3. List the main objectives that your project, program or event aims to
achieve (maximum 3) WHAT
Remember ......
Objective: Issue or problem you want to overcome / what you
wish project to achieve
Example Objective for Men’s Shed:
To increase positive social interaction & mentoring
between male members of the community
APPLICATION FORM
SELECTION CRITERION 4
4. How will your organisation manage the initiative?
• WHO will manage your project, program or event?
• Committee? Project manager? Consultant? Volunteers? Staff?
• Do you need to say anything about their experience?
• HOW will you organise your project, program or event?
• Timeframe? Roles and responsibilities? Action plan? Based on previous/other
models?
• HOW will you get people to attend your event or be involved in your program,
project or event?
• What is your promotion strategy? Word of mouth? Local media? Posters and
flyers? Have you budgeted for this?
APPLICATION FORM
SELECTION CRITERION 5
5. How will you measure the success of your initiative against the objectives listed under
Criterion 3. WHAT
Remember...
Objective: what you wish project to achieve
Outcome: result, impact or benefits of the project (Specific, Measurable, Realistic)
Men’s Shed Objective: To develop positive social interaction & mentoring between male
members of the community
Men’s Shed Outcome: Within the first 12 months of project being completed, participants
will increase from 5/month to 30/week. Employment, health & social networking
information available, with increased referrals to services. School & Woodworking Club
provide 24 workshops (20 capacity@ each) to increase skills. Disengaged students will make
up half of those participants.
APPLICATION FORM
SELECTION CRITERION 6
6. Outline the Budget HOW MUCH
• List of TOTAL Proposed Expenditure
• Total Amount Requested
• Your Contributions
• Other Contributions – sponsorship, grants, in-kind
Total Cost
- Contributions
= $ Requested
from Grant
APPLICATION FORM
MORE INFORMATION
NOT required if applying for TIER ONE (grants up to $2000)
• Go straight to Checklist on p11 Application
TIER TWO (grants between $2001-$20,000 grants)
& TIER THREE (grants over $20,000)
• Complete Criteria 7 & 8
APPLICATION FORM
SELECTION CRITERION 7
7. How will your initiative progress one or more of the 10 Strategies outlined in A
Social Inclusion Strategy for Tasmania? WHO, WHAT
For Tier Two and Two Three Applicants
Access to the basics
Accessible goods and services
Learning for life
Building supportive local networks
Volunteering
Building local capacity
Digital inclusion
Planning and liveability for social inclusion
Good governance
Social enterprises
APPLICATION FORM
SELECTION CRITERION 8
8. Ongoing Benefits WHAT, WHO
• Direct
• Indirect
• Broad range of community groups or just one?
• Think outside the square
APPLICATION FORM
FINAL CHECKLIST
Make sure you have read the guidelines
Check you have answered all the questions required
Is the project description clear and concise?
Have you double checked your budget?
It is a good idea to have someone else read over the
application before you submit it.
• Make sure you undertake the project as described in the application
• How will you manage the funds? How will you be accountable for the funds? (Systems
in place)
• Do you understand what reporting is required? Do you need to get audited?
• How will you measure your project? (Review outcome indicators)
• Are there any other requirements of the funding body? (eg reporting, media launches,
signage etc.)
If your application is unsuccessful, make a follow-up call to the grant provider so
that you can learn ‘what went wrong’ and increase your chances of funding success
in the future.
IMPORTANT THINGS TO KNOW IF YOU ARE SUCCESSFUL
OTHER POTENTIAL GRANT SOURCES
WHO PROVIDES GRANTS?
Government (Commonwealth,
State, Local)
Community organisations
Private sector –Telstra (Grants vs
Sponsorship)
Philanthropic foundations –Myer
Tasmanian Community Fund
Potential to seek multiple grants for the
one project; speak with grant providers.
Websites (Free): www.grantslink.gov.au
www.tas.gov.au
www.business.gov.au
Websites (For a Fee): www.grantsearch.com.au
www.ourcommunity.com.au
Community Newsletters
Daily Newspapers
State Government Agencies – ‘Grant
Alert Service’
Local Councils