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Session 4: Submitting the proposal and preparing for a site visit

Session 4: Submitting the proposal and preparing for a site visit. Becky Bowers-Lanier, EdD , MSN, RN bowerslanier@gmail.com. This session’s outcomes. Know the essentials of following the grant-maker’s instructions for proposal submission. Understand the do’s and don’ts of a site visit .

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Session 4: Submitting the proposal and preparing for a site visit

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  1. Session 4: Submitting the proposal and preparing for a site visit Becky Bowers-Lanier, EdD, MSN, RN bowerslanier@gmail.com

  2. This session’s outcomes • Know the essentials of following the grant-maker’s instructions for proposal submission. • Understand the do’s and don’ts of a site visit.

  3. Submission requirements • Structural • Technical stuff: page length, fonts, margins, spacing, margin justification, word or character counts • Use of grantmaker forms • Number of copies (if by snail mail) • Transmittal or cover letter

  4. The deadline details • What does COB really mean? • AvoidingMurphy’s law • Electronic submissions • Snail mail submissions • In-person submissions

  5. Supporting materials • Tax-exempt or governmental status • Biographical forms for project personnel • Letters of support • Avoiding the dreaded use of a “template” • Getting copies prior to the deadline • Other supporting materials for appendices

  6. Before hitting the “send” button: • Ask at least two external persons to read the proposal • Review the check list one more time • May I ask for an extension???

  7. Preparing for a site visit • Purposes of a site visit • Clarify, verify, and show off • Make sure you understand what is required • Format (in person, conference call, reverse) • Length • Attendees from grantmaker and requirements for you • Agenda • Miscellaneous: food, lodging, transportation • Do your homework about the visitors themselves

  8. Rules • Mind your manners • Show solidarity and camaraderie • Know your stuff. This is your project, and you should know it inside and out. Remember that they are seeking good stewards for their money and a project that will highlight their philanthropy, in addition to what you are seeking to do.

  9. The award letter • Do you need to submit additional information before you are awarded funds? • Point person • Press coverage • Notify your partners • Meet with program officer • Get started. Use your proposal to guide your work.

  10. The rejection letter • Refer to this as an object lesson. • Review reasons for rejection. • Failure to adhere to structural requirements. • Incongruence with grantmakers’ funding requests. • Other failures: need assessment, lack of support, weak project (in comparison with other submissions), apparent inability to carry out the project, internal inconsistencies. • Are there opportunities for resubmission at a later date?

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