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On Today’s Menu
Your Successful Grant Proposal
Dalya Massachi
October 23, 2013
Twitter Hashtag - #4Glearn
Part
Of:

Sponsored by:
INTEGRATED PLANNING
Advising nonprofits in:
• Strategy
• Planning
• Organizational Development

Part
Of:

www.synthesispartnership.com
(617) 969-1881
info@synthesispartnership.com

Sponsored by:
Coming Soon
Part
Of:

Sponsored by:
Today’s Speaker

Dalya Massachi
Founder
Writing for Community Success

Assisting with chat questions:
Jamie Maloney, 4Good
Part
Of:

Founding Director of Nonprofit Webinars and Host:
Sam Frank, Synthesis Partnership

Sponsored by:
ON TODAY’S MENU:
YOUR SUCCESSFUL
GRANT PROPOSAL

Copyright 2013
WritingToMakeADifference.com

5
OUTLINE
I.
II.
III.
IV.
V.

Introductions
The life cycle of a grant proposal
2P2R Planning System: 4 easy steps
A few powerful writing techniques
What’s next?

Copyright 2013
WritingToMakeADifference.com

6
MY BACKGROUND
• Nonprofit writer, speaker,
coach: 20+ years

• Authored host of
proposals, articles,
websites
• Trained/coached thousands
& co-founded

Edited/
Contributed to
8 books
2000-2004: Founding
Director of BAIDO

7
ARE YOU READY?
Do you have:
501 (c)(3) or fiscal sponsor
Financial accounting system
Strategic plan/case for support
Solid board
Logic Model
Time/resources for grantseeking

Copyright 2013
WritingToMakeADifference.com

8
POLL

Are you missing any of these
critical components?
1.
2.
3.
4.
5.
6.
7.

501 (c)(3) or fiscal sponsor
Financial accounting system
Strategic plan/case for support
Solid board
Logic Model
Time/resources for grantseeking
We have them all!
9
LIFE CYCLE
OF A GRANT PROPOSAL
(6-12 months)
You research foundations
You begin relationships
You submit an LOI or proposal
Copyright 2013
WritingToMakeADifference.com

10
Program Officer reviews your proposal

You answer any outstanding questions

Program Officer advocates for you

Board votes on your proposal
You rejoice OR learn why you lost
Copyright 2013
WritingToMakeADifference.com

11
Copyright 2013
WritingToMakeADifference.com

12
2P2R PLANNING SYSTEM™
1. Understand your

Purposes
2. Define your

Priorities
3. Know your

Readers

“Good writing does
not come from fancy
word processors or
expensive typewriters
or special pencils or
hand-crafted quill
pens. Good writing
comes from good
thinking.”
– Ann Loring

4. Refine your
messages
Copyright 2013
WritingToMakeADifference.com

13
1. UNDERSTAND YOUR SPECIFIC
WRITING PURPOSES

Inspire the funder with unique ideas

Encourage the view of your org as a good investment
Explain your pressing issue

Show that you share goals and values
Instill trust in your ability to get the job done
Copyright 2013
WritingToMakeADifference.com

14
YOUR UNIQUENESS:
So powerful that it cuts through
inertia, gets noticed







Under-served clients, location, etc.
Outstanding credentials or experience
Extensive collaborations
Unusual point of view or approach
Copyright 2013
WritingToMakeADifference.com

15
EXAMPLE: Beyond Breast Cancer

Beyond Breast Cancer is different from
other breast cancer organizations in that
we focus on quality of life. We
acknowledge the challenges and
limitations of living with breast cancer,
and we believe that focusing on activities
that our clients are able to enjoy
cultivates a higher quality of life than
might otherwise be possible.
Copyright 2013
WritingToMakeADifference.com

16
WRITING WORKOUT

What’s 1 unique value
that your org/program
adds to the community?

Copyright 2013
WritingToMakeADifference.com

17
2. DEFINE YOUR PRIORITIES
Facts and figures
(context, 5 W’s)
Importance of the issue
(current need; why should I care?)
Results you envision
(output, outcome; measurable benefits)
Solution you propose
(program details; why chosen)

Track record
(testimonials, history)

Copyright 2013
WritingToMakeADifference.com

18
RESULTS:


What does your work mean for the
clients/community?



“So what?” How does your work lead to something
better for the community?



“What’s in it for us?”

Copyright 2013
WritingToMakeADifference.com

19
EXAMPLE: HOMELESS SHELTER

PROGRAMS: soup kitchen, warm beds
restrooms, child care, job & housing placement
RESULTS/BENEFITS:







Higher level of nutrition and stability
Higher level of employment
Fewer families living in cars or on streets
Less desperation, often leading to crime, drug abuse, etc.
The sense of being a community that cares for everyone
Lower long-term financial cost to local area
Copyright 2013
WritingToMakeADifference.com

20
3. KNOW YOUR READERS

Copyright 2013
WritingToMakeADifference.com

21
PROGRAM OFFICERS
•

Foundation gatekeepers

• Have background, concern
BUT may be unfamiliar with
your particular slant/niche
• Are time-pressed
• Want to be inspired
• Have been around, frequently talk to others
• Are people too (with hearts, minds)
Copyright 2013
WritingToMakeADifference.com

22
WHAT INFO IS OF MOST
INTEREST?
 True match with your goals and priorities
 Program is a high priority for you

 High chance of success: realistic, specific plan
 Clear, measurable impact on a vital community need
(local/national) ̶ NOW
New/innovative idea
Copyright 2013
WritingToMakeADifference.com

23
WHAT INFO IS OF MOST
INTEREST?
 Beneficiary involvement
 Strong evaluation plan
 Strategic collaborations/unique role in the field
 Replicable model
 Community support

& in-kind

 Funded by others
Copyright 2013
WritingToMakeADifference.com

24
DATA YOU NEED TO
GATHER
 Values, hopes, giving philosophy
 Why they care about your issue
 What they already know/believe
 How you can help them solve probs
 Information they need to fund you

Copyright 2013
WritingToMakeADifference.com

25
HOW? RESEARCH!


Read their publications,
websites, grant guidelines



Find out what they have
previously supported
(Is there enough similarity with your project,
yet uniqueness in your specific approach?)



Call or email to clarify

Copyright 2013
WritingToMakeADifference.com

26
4. REFINE YOUR MESSAGES

Match your READERS’
interests with your
PRIORITIES
(this takes time!)

Copyright 2013
WritingToMakeADifference.com

27
WRITING WORKOUT:
FOLLOW-UP
Practice refining your messages!
1) Jot down some FIRST priorities (talking points)
about your org/project (see slide 15)
2) Ask someone OUTSIDE YOUR ORG to play the
role of “grantmaker” (see slides #19-21).
Engage in a 3-minute phone conversation to
introduce your org.
Copyright 2013
WritingToMakeADifference.com

28
A FEW POWERFUL
WRITING TECHNIQUES

Copyright 2013
WritingToMakeADifference.com

29
FOCUS ON CLARITY
“The most powerful factors in the world are
clear ideas in the minds of energetic
men [and women] of good will.”— J. Arthur Thomson

 You know all about your program, but
your readers don’t; explain everything!
 Avoid vagueness; talk specifics
 Use examples
Copyright 2013
WritingToMakeADifference.com

30
EXAMPLE
Original: The tutoring program was very
successful last year.

Suggested Revision: Last year, the program’s 20 volunteer
tutors boosted the performance of 60 young readers.
[go on to explain how they did this….]

Copyright 2013
WritingToMakeADifference.com

31
ENGAGE BOTH THE
HEART & HEAD
Your readers will remember
how you make them feel
more than anything else you say or do

Even we left-brained people
need an emotional clue

Copyright 2013
WritingToMakeADifference.com

32
TELL STORIES


Talk about how people have
benefited: results they have seen
and importance to them



What are some components of great stories?
 A beginning, middle and end (before/after)
 Memorable characters
 Compelling plot or conflict resolution

Copyright 2013
WritingToMakeADifference.com

33
TAKE CUES FROM THE FUNDER

 Remember to answer all of the funder’s
questions with detailed answers

 Use the funder’s language
 Use headings and sub-headings with chunks
accessible at a glance
34
AVOID JARGON AND
UNEXPLAINED ACRONYMS
 Would your readers use
the term themselves?
 Does the term mean the same thing
to them as it does to you?
(e.g., “supportive community”)
 If you must use technical terms or
acronyms, explain them the first time
Copyright 2013
WritingToMakeADifference.com

35
Reprinted with permission from CompassPoint Nonprofit Services.
Copyright 2013
WritingToMakeADifference.com

36
CULTIVATE CONCISENESS:
LESS IS MORE
“I didn't have time to write a short letter,
so I wrote a long one instead.” —Mark Twain
 Sentences: 14-20 words max.

 No freeloading words
 KISSS: Keep It Short, Simple, Skimmable

 Average LOI:1-3 pp.; full proposal: 5-10 pp.
Copyright 2013
WritingToMakeADifference.com

37
WHAT’S NEXT?

CHECK YOUR EMAIL!
Spot the Weaknesses Summary
Sample Grant Format
Recommended Resources
38
• FREE feedback & advice by conference call
• Often with Special Guests
• Covers a range of writing-related topics

More info:
WritingToMakeADifference.com
Copyright 2013
WritingToMakeADifference.com

39
BOOK DISCOUNT

20% off a Paperback Copy
WritingtoMakeADifference.com/discount
40
EXPERT GRANT PROPOSAL
REVIEW

30% off
Thru 12/15/13
Get the detailed feedback you need to succeed
within 2 business days
WritingtoMakeADifference.com/special-offer
41
WRAP-UP QUESTION
What is the most
valuable thing you are
taking away from
today? And how will
you use that info?

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On Today's Menu: Your Successful Grant Proposal

  • 1. On Today’s Menu Your Successful Grant Proposal Dalya Massachi October 23, 2013 Twitter Hashtag - #4Glearn Part Of: Sponsored by:
  • 2. INTEGRATED PLANNING Advising nonprofits in: • Strategy • Planning • Organizational Development Part Of: www.synthesispartnership.com (617) 969-1881 info@synthesispartnership.com Sponsored by:
  • 4. Today’s Speaker Dalya Massachi Founder Writing for Community Success Assisting with chat questions: Jamie Maloney, 4Good Part Of: Founding Director of Nonprofit Webinars and Host: Sam Frank, Synthesis Partnership Sponsored by:
  • 5. ON TODAY’S MENU: YOUR SUCCESSFUL GRANT PROPOSAL Copyright 2013 WritingToMakeADifference.com 5
  • 6. OUTLINE I. II. III. IV. V. Introductions The life cycle of a grant proposal 2P2R Planning System: 4 easy steps A few powerful writing techniques What’s next? Copyright 2013 WritingToMakeADifference.com 6
  • 7. MY BACKGROUND • Nonprofit writer, speaker, coach: 20+ years • Authored host of proposals, articles, websites • Trained/coached thousands & co-founded Edited/ Contributed to 8 books 2000-2004: Founding Director of BAIDO 7
  • 8. ARE YOU READY? Do you have: 501 (c)(3) or fiscal sponsor Financial accounting system Strategic plan/case for support Solid board Logic Model Time/resources for grantseeking Copyright 2013 WritingToMakeADifference.com 8
  • 9. POLL Are you missing any of these critical components? 1. 2. 3. 4. 5. 6. 7. 501 (c)(3) or fiscal sponsor Financial accounting system Strategic plan/case for support Solid board Logic Model Time/resources for grantseeking We have them all! 9
  • 10. LIFE CYCLE OF A GRANT PROPOSAL (6-12 months) You research foundations You begin relationships You submit an LOI or proposal Copyright 2013 WritingToMakeADifference.com 10
  • 11. Program Officer reviews your proposal You answer any outstanding questions Program Officer advocates for you Board votes on your proposal You rejoice OR learn why you lost Copyright 2013 WritingToMakeADifference.com 11
  • 13. 2P2R PLANNING SYSTEM™ 1. Understand your Purposes 2. Define your Priorities 3. Know your Readers “Good writing does not come from fancy word processors or expensive typewriters or special pencils or hand-crafted quill pens. Good writing comes from good thinking.” – Ann Loring 4. Refine your messages Copyright 2013 WritingToMakeADifference.com 13
  • 14. 1. UNDERSTAND YOUR SPECIFIC WRITING PURPOSES Inspire the funder with unique ideas Encourage the view of your org as a good investment Explain your pressing issue Show that you share goals and values Instill trust in your ability to get the job done Copyright 2013 WritingToMakeADifference.com 14
  • 15. YOUR UNIQUENESS: So powerful that it cuts through inertia, gets noticed     Under-served clients, location, etc. Outstanding credentials or experience Extensive collaborations Unusual point of view or approach Copyright 2013 WritingToMakeADifference.com 15
  • 16. EXAMPLE: Beyond Breast Cancer Beyond Breast Cancer is different from other breast cancer organizations in that we focus on quality of life. We acknowledge the challenges and limitations of living with breast cancer, and we believe that focusing on activities that our clients are able to enjoy cultivates a higher quality of life than might otherwise be possible. Copyright 2013 WritingToMakeADifference.com 16
  • 17. WRITING WORKOUT What’s 1 unique value that your org/program adds to the community? Copyright 2013 WritingToMakeADifference.com 17
  • 18. 2. DEFINE YOUR PRIORITIES Facts and figures (context, 5 W’s) Importance of the issue (current need; why should I care?) Results you envision (output, outcome; measurable benefits) Solution you propose (program details; why chosen) Track record (testimonials, history) Copyright 2013 WritingToMakeADifference.com 18
  • 19. RESULTS:  What does your work mean for the clients/community?  “So what?” How does your work lead to something better for the community?  “What’s in it for us?” Copyright 2013 WritingToMakeADifference.com 19
  • 20. EXAMPLE: HOMELESS SHELTER PROGRAMS: soup kitchen, warm beds restrooms, child care, job & housing placement RESULTS/BENEFITS:       Higher level of nutrition and stability Higher level of employment Fewer families living in cars or on streets Less desperation, often leading to crime, drug abuse, etc. The sense of being a community that cares for everyone Lower long-term financial cost to local area Copyright 2013 WritingToMakeADifference.com 20
  • 21. 3. KNOW YOUR READERS Copyright 2013 WritingToMakeADifference.com 21
  • 22. PROGRAM OFFICERS • Foundation gatekeepers • Have background, concern BUT may be unfamiliar with your particular slant/niche • Are time-pressed • Want to be inspired • Have been around, frequently talk to others • Are people too (with hearts, minds) Copyright 2013 WritingToMakeADifference.com 22
  • 23. WHAT INFO IS OF MOST INTEREST?  True match with your goals and priorities  Program is a high priority for you  High chance of success: realistic, specific plan  Clear, measurable impact on a vital community need (local/national) ̶ NOW New/innovative idea Copyright 2013 WritingToMakeADifference.com 23
  • 24. WHAT INFO IS OF MOST INTEREST?  Beneficiary involvement  Strong evaluation plan  Strategic collaborations/unique role in the field  Replicable model  Community support & in-kind  Funded by others Copyright 2013 WritingToMakeADifference.com 24
  • 25. DATA YOU NEED TO GATHER  Values, hopes, giving philosophy  Why they care about your issue  What they already know/believe  How you can help them solve probs  Information they need to fund you Copyright 2013 WritingToMakeADifference.com 25
  • 26. HOW? RESEARCH!  Read their publications, websites, grant guidelines  Find out what they have previously supported (Is there enough similarity with your project, yet uniqueness in your specific approach?)  Call or email to clarify Copyright 2013 WritingToMakeADifference.com 26
  • 27. 4. REFINE YOUR MESSAGES Match your READERS’ interests with your PRIORITIES (this takes time!) Copyright 2013 WritingToMakeADifference.com 27
  • 28. WRITING WORKOUT: FOLLOW-UP Practice refining your messages! 1) Jot down some FIRST priorities (talking points) about your org/project (see slide 15) 2) Ask someone OUTSIDE YOUR ORG to play the role of “grantmaker” (see slides #19-21). Engage in a 3-minute phone conversation to introduce your org. Copyright 2013 WritingToMakeADifference.com 28
  • 29. A FEW POWERFUL WRITING TECHNIQUES Copyright 2013 WritingToMakeADifference.com 29
  • 30. FOCUS ON CLARITY “The most powerful factors in the world are clear ideas in the minds of energetic men [and women] of good will.”— J. Arthur Thomson  You know all about your program, but your readers don’t; explain everything!  Avoid vagueness; talk specifics  Use examples Copyright 2013 WritingToMakeADifference.com 30
  • 31. EXAMPLE Original: The tutoring program was very successful last year. Suggested Revision: Last year, the program’s 20 volunteer tutors boosted the performance of 60 young readers. [go on to explain how they did this….] Copyright 2013 WritingToMakeADifference.com 31
  • 32. ENGAGE BOTH THE HEART & HEAD Your readers will remember how you make them feel more than anything else you say or do Even we left-brained people need an emotional clue Copyright 2013 WritingToMakeADifference.com 32
  • 33. TELL STORIES  Talk about how people have benefited: results they have seen and importance to them  What are some components of great stories?  A beginning, middle and end (before/after)  Memorable characters  Compelling plot or conflict resolution Copyright 2013 WritingToMakeADifference.com 33
  • 34. TAKE CUES FROM THE FUNDER  Remember to answer all of the funder’s questions with detailed answers  Use the funder’s language  Use headings and sub-headings with chunks accessible at a glance 34
  • 35. AVOID JARGON AND UNEXPLAINED ACRONYMS  Would your readers use the term themselves?  Does the term mean the same thing to them as it does to you? (e.g., “supportive community”)  If you must use technical terms or acronyms, explain them the first time Copyright 2013 WritingToMakeADifference.com 35
  • 36. Reprinted with permission from CompassPoint Nonprofit Services. Copyright 2013 WritingToMakeADifference.com 36
  • 37. CULTIVATE CONCISENESS: LESS IS MORE “I didn't have time to write a short letter, so I wrote a long one instead.” —Mark Twain  Sentences: 14-20 words max.  No freeloading words  KISSS: Keep It Short, Simple, Skimmable  Average LOI:1-3 pp.; full proposal: 5-10 pp. Copyright 2013 WritingToMakeADifference.com 37
  • 38. WHAT’S NEXT? CHECK YOUR EMAIL! Spot the Weaknesses Summary Sample Grant Format Recommended Resources 38
  • 39. • FREE feedback & advice by conference call • Often with Special Guests • Covers a range of writing-related topics More info: WritingToMakeADifference.com Copyright 2013 WritingToMakeADifference.com 39
  • 40. BOOK DISCOUNT 20% off a Paperback Copy WritingtoMakeADifference.com/discount 40
  • 41. EXPERT GRANT PROPOSAL REVIEW 30% off Thru 12/15/13 Get the detailed feedback you need to succeed within 2 business days WritingtoMakeADifference.com/special-offer 41
  • 42. WRAP-UP QUESTION What is the most valuable thing you are taking away from today? And how will you use that info?