Identify the problem. What is happening? Why is it happening? Who
is involved? How do you know this?
Generate solutions. Brainstorm. Be creative. Take good notes.
Examine critically. Compare advantages & disadvantages. What
will it cost?
Document information. Develop your own statistics. Look at published
Determine your uniqueness. Why are you best suited?
Determine your similarities to others. How can you be a model for
THE PROPOSAL DEVELOPMENT PROCESS (to be completed after the planning process)
Review guidelines from funding organization to determine if they are willing
to fund what you propose. If the fit is loose, is there a way to re-frame
ideas to fit? If the fit is way-off, look for other funders. Be sure to
check general restrictions and budget restrictions.
Review significant information (e.g. due date, where to send proposal,
etc.) and make clear notes on this information.
Make a layout of everything that is requested (e.g. develop a notebook
with forms and brief descriptions of what is required; make a check list).
Be very specific.
Develop a schedule of what is needed. Assign dates; assign primary responsibility
to individuals. Discuss hurdles and how they can be addressed. Make sure
you have the backing of the institution.
Complete rough draft of narrative. Most requests for applications or proposals
want you to include the following in your narrative:
a description of the problem you are addressing
a description of the organization applying for the grant and, if applicable,
your goals, measurable objectives, and the stratgies you wish to employ
to solve the problem
a workplan describing when you will accomplish specific items
a description of the qualifications of people involved or job descriptions
for those to be hired
a description of how you will evaluate what you are doing
a description of how you will find additional funds to keep the program
Complete rough budget. Are matching funds required?
Compose and/or review draft letters of commitment or other papers (e.g.
Memorandum of Understanding—MOU) you need from partner organizations.
Revise narrative rough draft.
Do you still meet grant requirements?
Are the ideas clear, concise, & precise?
When needed, do you back up what you claim with research?
Are you following the correct format?
Are the criteria on which you will be evaluated easily identified in the
Revise rough budget.
Does the budget meet their restrictions?
Have you gotten approval for institutional matches?
Is the budget in the required format?
Do they require a budget detail and/or a budget summary?
Get someone who is not involved with the project to read what you put together.
Then make revisions anywhere that is confusing. Do not get attached to
Get formal institutional approval.
complete CCSF forms
get a board resolution for the funds
Complete any special forms (e.g. cover letter, agrant application sheet,
a summary or abstract, other signature pages)