What are the organization's strategic planning goals?
How does the strategic plan align with the priorities and focus areas of the funder?
Planning Checklist
Review the funding priorities for the grant application.
Confirm the activities that are approved for funding through the grant opportunity and the start/end dates for the project.
Create a brief description of the organization, project, and/or initiative that will be the focus of the grant application.
Some grants require that specific approvals (SAMS, DUNS, etc.) or vendor codes be completed prior to beginning the application and/or well before the due date of the grant application.
Setting up the Application
List the questions from the grant application and any word limits.
During the submission process the responses can be copied into the online application form.
Gather all information to draft the budget, board member information, staff qualifications, resumes, and any other supporting documentation required.
Determine the main point of contact or "Lead" for the Grant Writing Team.
Formulate objectives for an initial planning (i.e., "kickoff") meeting.
Project Management
Confirm that all prerequisites are completed and in place.
Make a plan for resolving any missing data or information that is needed for the grant application.
Provide a timeline including all items needed for the grant submission with time built in for reviewing, editing, and incorporating feedback from reviewers.
Determine the main point of contact for the grant application.
Set up a Shared Document for the Grant:
List the Application Sections and Each Question from the Application.
The Shared Document will assist the team with communicating whether grant sections are "In Progress" or "Completed."
*Submit the final application well in advance of the grant's final due date.
Purpose: discuss the purposes of the grant, funding priorities, and writing plan.
The Team Will Decide. . .
Team members assigned to write sections.
Team members involved in editing.
Team member who will submit the grant application.*
*Obtain the approved representative's signature to submit the proposal.
Example Agenda
*Provide buffer in the timeline for reviewing and editing.
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