writing a grant proposal checklist

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Module 6 W riting the Grant Proposal that gets Funding ALEXA C. ABIDIN

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Page 1: Writing a Grant Proposal Checklist

Module 6

Writing the Grant Proposal

that gets Funding

ALEXA C. ABIDIN

Page 2: Writing a Grant Proposal Checklist

Module 6 - Writing the grant proposal that gets funding6.1 The 9-step proposal preparation process

6.2 Proposal preparation schedule

6.3 The proposal

6.4 Checklist for request for proposals (RFP) / no bid decision

6.5 Sample letter declining an RFP

6.6 Sample of team structure

6.7 Checklist of RFP analysis and task assignment

6.8 Client needs/wants analysis form6.9 Value-added elements form6.10 Proposal preparation schedule6.11 Form for writing assignments6.12 Market and competitive analysis form6.13 RFP compliance checklist6.14 Itemized budget and non-itemized budget6.15 Shortened list of cost category6.16 Executive summary checklist6.17 Proposal production schedule6.18 Final checklist6.19 Presenting information in a flowchart

6.20 Sample grant proposal for funding

Executive summary

Introduction

Our approach

Proposed project results

Management section

Time and cost overview

Company profile: Example, Western Consulting Associates

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EXECUTIVE SUMMARY CHECKLIST

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Did you examine the RFP carefully?

Do you know the readers’ level of knowledge and expertise ?

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Is the executive summary focused on results ?

Do your opening paragraphs focused on the client’s problems and your solution/benefits?

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Did you briefly explain how and why you developed your solution?

Did you explain the technical aspects?

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If presenting the project management plan did you include the following?

How project will be managedProject team and their responsibilitiesWork scheduleHow firm and the client will interact?

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Did you emphasize customer service?

Did you include the following in your training and training section?

Brief overview of training departmentTraining staffTypes of instruction In-house and client site training facilitiesTraining procedures

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If the time/cost section is included, did you:

Mention any special terms and conditions

Explain any options productsHighlight price/value advantages Offer alternative time schedule and cost

estimates9/19/20

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Have you used the company profile to include the ff:

Company history & primary missionBrief contribution of your firm’s

contribution to historyEquipment/ products/ serviceCompany organization and its features

and benefitsNumber and location facilitiesClient references and completed

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Did you mention any future product?

Did you make sure that all graphics included are necessary in your proposal?

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Has the document been proofread

carefully one full time?

Has the numbering of pages and the sequencing of tables and figures been double-checked?

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Have the latest updated versions of tables, graphics and appendix material been included?

Are there any missing pages?

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Is the printing of acceptable quality?

Will the binding hold the document securely ?

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PRESENT THE PROPOSAL TO THE CLIENT…

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