Proposal Development Guidelines for Signature Grantee Semi-Finalists

1. Proposal Development Guidelines for Signature Grantee Semi-Finalists The Covenant Foundation

2. Inside this Presentation: I. Project Logic Model II. Full Proposal Budget

3. Project Logic Model

4. Goals of this Presentation • Introduce the concept of a logic model and show its use in program planning and grant proposals • Describe the components of a well-designed program plan • Present a model that is aligned with The Covenant Foundation grant proposals

5. What is a Logic Model? A logic model... • is a simplified picture of a program, initiative, or intervention • shows the logical relationships among the resources that are invested, the activities that take place, and the benefits or changes that result • is the core of program planning, evaluation, program management and communications

6. Why Use a Logic Model? A logic model can: • make underlying beliefs explicit • build understanding and promote consensus about what a program is and how it will work • bring detail to broad goals • help to identify gaps in program logic and clarify assumptions so success is more likely • summarize complex programs to communicate with stakeholders, funders, and other audiences

7. Inputs Activities Outputs Outcomes (Short and Long Term) Basic Logic Model ProgramDesign PlannedWork Intended Results

8. Inputs Activities Outputs Outcomes (Short and Long Term) Planned Work: Inputs Inputs: the resources and contributions that go into the project, including: • staff and volunteers • time • facilities • supplies • funding • existing organizations • potential collaborating partners • existing organizational or interpersonal networks

9. Inputs Activities Outputs Outcomes (Short and Long Term) Planned Work: Activities Activities: theprocesses, events, and actions of the program, including: • classes • events • training/professional development • mentoring • curriculum development

10. Inputs Activities Outputs Outcomes (Short and Long Term) Intended Results: Outputs Outputs: the direct results of program activities, including: • number of classes taught, or workshops or meetings held • program participation rates • hours of services provided • amount of materials produced and distributed

11. Inputs Activities Outputs Outcomes (Short and Long Term) Intended Results: Outcomes Outcomes: the resulting benefits for individuals, families, groups, or communities, such as changes in: Outcomes should be SMART: Specific, Measurable, Achievable, Results-oriented, Timed • skills • knowledge • behavior • motivations • attitudes

12. Inputs Activities Outputs Outcomes (Short and Long Term) Basic Logic Model ProgramDesign PlannedWork Intended Results

13. Program Theory • The Statement of Need: A clear succinct statement that describes: the situation or challenge to be addressed; the cause of the situation; and those affected by it. • Context: The factors in the external environment, both barriers and supports, that will impact your ability to address the targeted need in your institution/community. • Assumptions: Beliefs about the need or situation; the behavior, motivations, and learning styles of the target population; the external and internal environments; and what the program can reasonably achieve. Assumptions explain why you believe your program will succeed. • Other Models: Approaches to addressing the need that have been tried by you or others, and whose successes and/or failures you are now drawing upon for your planning.

14. Proposal Development Statement of Need • Need • Context • Assumptions • Other Models • Activities Description of Project • Activities Intended Results • Outputs • Outcomes

15. Proposal Development Staff • Inputs Organizational Capacity • Inputs Innovation • Other Models Challenges/Pitfalls • Context Contribution to the Field • Outcomes

16. Using Logic Models in Program Planning: “Plan Backwards, Implement Forward” Inputs Activities Outputs Outcomes What resources will you need to engage in these activities at the level and amount required to achieve your outcomes? What activities will you need to engage in to provide these services/ activities? What level and amount of services/ activities will you need to provide to achieve these outcomes? What are your ultimate goals? Based on your work: What changes do you hope to see in individuals? families? the community?... Context Need Assumptions Other Models

17. Sources and Resources • W. K. Kellogg Foundation • Logic Model Development Guide http://www.wkkf.org/Pubs/Tools/Evaluation/Pub3669.pdf • The University of Wisconsin • Enhancing Program Performance with Logic Models (web-based course) http://www.uwex.edu/ces/lmcourse/ • National Science Foundation • On-Line Evaluation Resources Library http://oerl.sri.com/index.html

18. Full Proposal Budget

19. Using the Budget Template Expenses: • Personnel, Supplies, Other • Project Budget and Request to Foundation Revenue: • In-Kind • Other Grants • Program Fees • Other (i.e. individual contributions) Simply enter numbers. Formulas are already set.

20. Budget Guidelines • Personnel • Focus on expenses directly related to the proposed program • No overhead

21. Revenue: Contributions Fees and Dues Grants Earned Income Other Expenses: Personnel Professional Fees Occupancy Costs/Rent Travel and Meetings Supplies and Equipment Communications Other Other non-recurring expenses (i.e. capital expense) Financial Statement Form Note: This form corresponds to the most recent completed fiscal year.

22. Audited Financial Statements • Preferred: Copy of the most recent audited financial statements. • If audited financial statements are not available, then submit a copy of the most recent unaudited financial statements. • If neither are available, please contact a Foundation staff member who can discuss special circumstances (new organizations, fiscal sponsors, etc.)