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Successful Grant Writing & Management

Successful Grant Writing & Management. Gina Schlieman Charter School Program & Grant Manager, CDE Founder, GPS Strategies Group. Project Planning. RFP Submission Plan. Grant Management Plan. Read RFP Read informational documents Identify tasks necessary to complete proposal.

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Successful Grant Writing & Management

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  1. Successful Grant Writing & Management Gina Schlieman Charter School Program & Grant Manager, CDE Founder, GPS Strategies Group

  2. Project Planning RFP Submission Plan Grant Management Plan Read RFP Read informational documents Identify tasks necessary to complete proposal. Develop proposal objectives & content Develop proposal budget Draft it up Ask for feedback, make revisions Submit by deadline Read RFP Read informational documents Identify grant deliverables Workshops/events Due dates Targets & expected outcomes Identify relevant rules & regulations Create a Workplan Manage deadlines

  3. Sustainability • What is the ultimate objective? • How will you get there, even if funding is cut or runs out? • Smart grant projects think long term. • Focus on using grant funds to build capacity • Establish processes & procedures • Cover one-off costs • Develop relationships and products • Develop capabilities & expertise • Supplement, not supplant • Reach identified objectives

  4. Drafting Your Proposal • Words Matter • Make sure you answer the question • Consider the points • Stick to the format • Use a checklist to ensure all elements are included • Ensure coherence & continuity

  5. Grant Finances • Drafting a Budget • Think through full costs • Be aware of grant restrictions • Include peripherals • Reasonable & appropriate • Budget Detail • Provide quantities (# of FTE, number of units, etc.) • Be specific wherever possible • Double-check budgeted amounts • Establish Procedures • Maintain separate accounting and management of grant dollars • Establish bookkeeping and spending authorization protocols • Keep documentation supporting all expenditures • Demonstrate timely drawdown of funds • Submit progress reports and revised budgets in a timely manner

  6. Grant Management Basics • Who is responsible? • Identify ONE point person as Grant Contact • coordinate information to and from grant office • Maintain clear records • Email • Electronic files • Paper files • Established Naming Protocol • Establish Procedures • Event & activity checklists • Timelines • Contact lists • Budgeting and finance protocols • BE ORGANIZED!!!!!! • Maintain documentation so that someone could easily pick up if you are not available.

  7. Grant Management Workplan Identifying basics • What are your key objectives? • What are your key deliverables? • What resources do you have? • Who is responsible? • Who can help with organization & delivery? What should inform your workplan? • RFP & Program Information • Your grant application • Your Award Letter • Program documentation/guidance • Calendar / timeline • Other committments

  8. Grant Management Workplan • Dashboard or Workplan to track progress • Identify tasks • Assign priorities • Create sub-tasks to break larger tasks into chunks • Assign sub-task responsibility (who owns delivery?) • Identify partners (who needs to be consulted?) • Identify sub-task start date, due date, and progress monitoring checkpoints • Identify Risks (risks of falling behind, risks of non-deliverables) • Prioritize response to risk

  9. Sample Workplan Template

  10. Grant Writing Resources • GuideStar– Grant Writing 101 • http://www.guidestar.org/rxa/news/articles/2006/grant-writing-101-resources-for-grant-writers.aspx • Daily Writing Tips’ grant writing tips page • http://www.dailywritingtips.com/grant-writing-tips/ • Education World’s tips for successful grant writing • http://www.educationworld.com/a_curr/profdev/profdev039.shtml • Non-profit Guides’ grant-writing tools • http://www.npguides.org/ • The Grant Helpers Blog • http://www.thegranthelpers.com/blog/?Tag=grant%20writing%20examples • Step By Step FundRaising – 20 Free Grant Writing Resources • http://www.stepbystepfundraising.com/20-free-grant-writing-resources-non-profits/

  11. Grant Management Resources • Grants Managers Network • www.gmnetwork.org • GM Guide – source of grants management information, based on collective knowledge of the Grants Management Network (http://www.gmnetwork.org/gm-guide) • Gantt Project • free project management software • www.softwareprojects.org/reviews-gantt-project.htm • Corporation for National & Community Service – • Grant Management resources - https://www.nationalserviceresources.org/program-financial-and-grant-management/grant-management • Grants.gov • Managing Grants Resources • http://www.grants.gov/help/relatedlinks.jsp

  12. Q & A

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