Documentation Project Management for Grant Applications

1. Documentation Project Management for Grant Applications Natasha McCartney Acting Research Capacity Development Officer UNBC Lunch and Learn January 26th, 2010 Funded by Connecting and supporting people to create excellence in research and training in occupational and environmental health

2. Today’s Talk • Define Documentation Project Management (DPM) • Explain why DPM is important • Explore risks in different phases of grant production • Introduce organizational tools that help mitigate or prevent these risks: methodology, planning and editing tools

3. What is Documentation Project Management (DPM)? • Planning and managing resources • Identifying and minimizing risk factors • Defining standard of quality • Establishing effective writing and editing processes • Ensuring timely completion

4. Why is DPM important? • Engage the right people in your project at the right time • Ensure the documentation meets audience needs • Make your deadlines • Take advantage of institutional services that improve your chances of being funded (e.g., UBC HeRRO) • Maintain a calm work environment • Develop a baseline for future projects

5. Grant development – identify risks • LOIs/NOIs • Writing • Budgets • Letters of collaboration/support • Reviewing • Editing and Revising • Signatures • Delivery

6. Grant development - methodology • Write a documentation plan and/or an action plan • Write a first draft • Write a second draft • Send to research team for review • Revise and edit based on team’s feedback • Obtain institutional signatures • Deliver complete application package to funding agency

7. Valuable resources BCEOHRN grant writing toolkit http://www.bceohrn.ca/node/2993 Grant facilitation at UBC and Beyond http://www.grantfacilitation.ubc.ca/

8. Questions? Contact Information natasha.mccartney@ubc.ca