If you’ve worked on a grant proposal, you know there are a lot of moving parts. For example, you need to collect information, manage tasks, and collaborate with others. In this post, we’ll present ideas of how to use Evernote for grant writing and proposal management. At the end of the post, you’ll find resources for learning more about Evernote's features.
Even for a "simple" proposal, there will be multiple people contributing to the different pieces, with some working on the budget, others writing the more technical pieces, and still others wrangling together the supporting materials. If you are lucky, you'll also have an editor on your team who can copyedit the proposal at the final stage. Below are four things you can do to make the proposal process easier when there are several writers involved:
In earlier posts, we reviewed creating a proposal calendar, organizing the drafts, and managing the proposal development process. Now it's time to submit the proposal. The last week of the proposal process can be hectic. Below are six tips to make the final days of the proposal process less stressful and set yourself up for even greater success (and less stress) for the next proposal.Read More
In this post, we'll cover two more essential pieces of the proposal management process. The first is to create a template or proposal "shell" for the drafting process. The second piece we'll review is some of the tools you can use to manage the draft process and keep team members informed of changes to the proposal schedule and proposal development process.
Once you've identified an opportunity to respond to and started to assemble your materials, you'll need to recruit a team to work on the proposal. If you've been anticipating an opportunity's release, you may already have your team in place. If this is the case, you can go directly to assembling your proposal binders and scheduling the initial proposal planning meeting.
After you identify an opportunity to respond to, you'll want to prepare a proposal binder to organize your materials. You may want to prepare several copies of the binder, one for each member of the proposal team. The contents of the binder will vary depending on how complicated the proposal is. However, there is some standard information you'll want to include in each proposal binder.
For some funding opportunities, you may need to hire a consultant to prepare the proposal. The consultant may be a subject-matter expert who can work with you on strategy, a grant writer who can write the content and manage the proposal process, or a former government or foundation staff member who can help with the review process and ensure that your proposal is responsive to the funder’s needs.
Writing a grant proposal is rarely, if ever, a solo activity. Unless you are starting a nonprofit on your own and trying to land that first grant, preparing a grant involves multiple people. The proposal team could be configured different ways: You might have several people writing content, or maybe one person doing the bulk of the writing and a handful of people involved as reviewers. Either way, more than one person will be involved. All of these individuals require coordination.Read More
Over the last few years, it has become commonplace to see people attending meetings without paper notebooks in hand, relying instead on their iPads and smartphones to take notes and read documents. In an increasingly digital world, keeping paper copies of documents no longer feels necessary, and while it may not be possible to become completely paperless, it is possible to get very close with the right tools.The benefits of going paperless include the ability to:
For many funding opportunities, particularly Request for Applications (RFAs) released by government agencies, you’ll have roughly six weeks to prepare and submit your response. With this six-week period in mind, you can create a proposal development plan that consists of a general timeline of draft due dates and review periods. Once you have a general outline for 6-week proposal process in place, you can then adjust it as needed for opportunities that have shorter or longer time horizons.
A go/no-go meeting should be conducted for each funding opportunity of potential interest. The meeting ensures that there has been a thoughtful, deliberative process to determine whether to respond to an opportunity. The go/no-go decision process can break down for a number of reasons. A few common ones are: