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Basics Of Grant Writing from Precise Edit

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1-day grant writing course from Precise Edit, experts in preparing winning funding proposals. This presentation shows how we help clients get funded--and how we can help you.
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Basics of Grant Writing David Bowman Precise Edit [email protected] 888-474-4393 This is the presentation from Precise Edit’s 1-day grant writing class. It provides an overview of the process we use to develop and prepare winning grant proposals for our clients. When you are seeking expert grant writing assistance, contact Precise Edit. As an experienced grant writer, reviewer, and coordinator, I understand how to develop and prepare proposals that get noticed and funded. –David Bowman, Owner of Precise Edit
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Page 1: Basics Of Grant Writing from Precise Edit

Basics of Grant Writing

David Bowman

Precise Edit

[email protected]

888-474-4393

This is the presentation from Precise Edit’s 1-day grant writing class.

It provides an overview of the process we use to develop and prepare winning grant proposals for our clients.

When you are seeking expert grant writing assistance, contact Precise Edit.

As an experienced grant writer, reviewer, and coordinator, I understand how to develop and prepare proposals that get noticed and funded. –David Bowman, Owner of Precise Edit

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Introductions and Motivations

Why are you here? Why do you want to learn grant writing? What is your experience with grant writing?

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Session Overview

Grants overview Overall process for grants development Grant development process

1. Identifying needs

2. Finding funding

3. Determining objectives

4. Developing evaluation plan

5. Preparing a strong implementation plan

6. Building the budget

Writing recommendations Packaging and submitting

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What grants do and don’t do

What grants do:• Provide funds to

address specific needs• Provide funds to

initiate new programs• Lead to future revenue• Address shortfalls for

critical services

What grants don’t do:• Provide complete

budget flexibility• Create cash pools• Help you plan• Solve problems• Last forever• Ensure success

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Winning characteristics

Clear and significant

needs

Clear connection to grantor intentions

Clear connection to strategic plan

and mission

Strong plan to address needs

Evidence of organization

capacity

Justifiable evaluation plan

Sufficient and necessary

budget

Firm leadership support Reasonable

sustainability plan

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Irrelevant elements

Goodintentions

Your emotions and feelings

Parity

Belief that you deserve their

money

Religious / Philosophical

beliefs *

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2 Approaches

Find Funding Determine need

1. Identify available grants and funding, and then figure out what to do with it (weak)

2. Identify needs, and then find funding to address needs(strong)

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Overall process

8. Begin writing!

7. Establish a plan for sustainability

6. Create necessary and sufficient budget

5. Plan methodology to attain a successful evaluation

4. Develop evaluation process to meet grantor requirements and intentions (formative and summative)

3. Determine desired outcomes

2. Find grant funding opportunities, review carefully

1. Identify and quantify needs (determine the problem)

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1. Identify needs (task 1)

*What need are you trying to address?

*How do you know that this need exists?

(This begins the process of making a case for funding)

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1. Identify needs

Scenario PlanningWhat would the organization look like if the vision were fully implemented? What are people doing? What effect does it have on others?

Finding major needs (sample strategies): *Nominal Group Technique, verify with research Demographic Data Analysis Pareto Diagram Control Charts Histogram

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1. Identify needs

Nominal Group Technique Process:

Brainstorm Remove duplicates Vote for 3 – 5 top items (depending on number) Counts votes per item Rank according to the number of votes, most votes = top priority

Qualitative finding, verify with data

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1. Identify needs

Pareto Diagram

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1. Identify needs

Control Charts

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1. Identify needs

Histogram

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1. Identify causes (task 2)

* Why does this need exist?

*How do you know?

(This begins the planning process for your methodology)

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1. Identify causes

Once you know the problems, find the causes Sample processes for identifying causes:

Cause and Effect Diagram Threat / Loss Analysis Literature Review Scientific Research

(Does not typically apply to grants seeking research dollars)

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1. Identify causes

Cause and Effect Diagram

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1. Stating the need

Tips for persuasion: Describe what is, not what isn’t Quantify, quantify, quantify Avoid “preaching” words (e.g., should, ought) and judging

words (e.g., good, bad, necessary, sufficient) Connect assessment (what is) to effects (what happens)

Failed grant: Children in ABC school don’t have enough play time, so we should develop after school programs to allow them to be children and keep healthy.

Winning grant: Children at ABC school are permitted 15 minutes of play time each day, less than the 45 to 60 minutes recommended by doctors to help children learn socialization skills and develop strong muscles and bones.

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1. Stating the need (task 3)

30-second elevator speech: Clearly state need in terms of causes and effects Simple language 1 sentence limit Write, review, revise * Write your need statement and share

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2. Finding funding

Now that you know your needs and causes, it’s time to find funding

Two major types of grantors: Foundations Federal

Each has advantages and disadvantages

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2. Finding funding: foundations

Generally give only to 501(c)(3) organizations Open deadlines for accepting proposals Broad areas of interest Multi-year awards Funds distributed on award or schedule Expect other support, but not by formula Decisions made by trustees Decisions may be subjective Relationships affect decision-making

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2. Finding funding: foundations

Other types of support beyond cash Event sponsors In-kind support of goods and services Volunteer programs Facilities Marketing Administrative / management support

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2. Finding funding: foundations

Resources for finding foundation grant information: The Foundation Center:

http://www.fdncenter.org Grantsmanship Center (members only)

http://www.tgcialumni.com 990-PF tax returns

http://www.guidestar.org Web searches for key words related to need, foundation, giving, etc. Foundation websites

Where do other similar projects get funded?

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2. Finding funding: federal

Short notice, short timeline (be ready!) Broad range of recipients (non-profit, faith based, university,

for profit, etc.) Specific deadlines for proposals Funding targeted at specific programs Multi-year awards May require specific matching percentage Reimbursement process Reviewed and scored by panel Rigorous process, data and research/literature driven Relationships affect decision-making

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2. Finding funding: federal

Resources for finding federal grant information Grants.gov

http://grants.gov Federal register (generally incomplete) Catalog of Federal Domestic Assistance

http://cfda.gov Agency websites

Where do similar projects receive funding?

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2. Finding funding: steps

1. Identify potential grantor

2. Receive / download Request for Proposal (RFP) or Request for Application (RFA)

3. Review carefully for Eligibility Award size Alignment with needs Submission requirements Contact information Competitive status

4. Communicate with contact agent

5. Read other funded proposals, study programs and proposals

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2. Finding funding: look for . . .

Purpose Eligible recipients Required partnerships Funding period Floor and ceiling award levels Submission timelines and processes Number of awards Special requirements

Overall: The better the match between the grantors purpose and your funding need, the better the chance of success.

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3. Determine objectives

Objectives: What you want to accomplish What will demonstrate that you have accomplished your goal

Objectives are changed conditions, resulting in goal

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3. Determine objectives

Objectives are SMART Specific: detailed description of what will be accomplished Measurable: observable, countable Achievable: possible with organization’s capacity in specified time frame Realistic: valid, can be accomplished Time-based: accomplished by stated time

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3. Determine objectives

What’s wrong with this objective? Community members will have access to Web-based medical advice,

information, and services that enhance their general well being

Specific? ___Measurable? ___Achievable? ___Realistic? ___Time-based? ___

Within 1 year, 95% of all households in Fairbanks will be registered with MediWeb to receive Internet-based medical advice, information, and services.

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3. Determine objectives

What’s wrong with this objective? The number of elementary school children who attend school hungry will

decrease.

Specific? ___Measurable? ___Achievable? ___Realistic? ___Time-based? ___

The number of elementary school children who attend school without having breakfast will decrease by 85% by the end of the 2010 – 2011 school year.

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3. Determine objectives

Two types of objectives Process: actions Outcome: results

Process Objectives:

Processes and actions

Methods to reach goal

Implementation strategies

What you are doing

Begs the question “What for?”

Outcome Objectives:

Results of methods

Changed conditions

What recipients are doing

Answers the question “What for?”

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3. Determine objectives

Process or Outcome? The organization will distribute health information to 150 families living in

poverty. Park areas will be seeded with low-water consumption grasses. A minimum of 150 men will attend the clinic for diabetes testing. Fewer than 10 bear attacks will occur in the park. The price of gasoline will drop to lower than $2.00 per gallon. We will subsidize first-time house-buyers up to 30% of the principal.

When describing objectives in the introduction, statement of need, and anticipated outcomes, stick to outcome objectives. Use process objectives in methodology and in the formative evaluation.

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3. Determine objectives (task 4)

*State your goal

*Develop, write, share at least one outcome objective for discussion

Remember SMART:• Specific• Measurable• Achievable• Realistic• Time-based

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4. Develop evaluation plan

Evaluation: the process by which you determine success or necessary modifications

Two forms of evaluation Summative Formative

SummativeEvaluation

SummativeEvaluation

SummativeEvaluation

Formative Evaluation

Formative Evaluation

Formative Evaluation

Projectstart

ProjectEnd

ProjectPeriod

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4. Develop evaluation plan

Summative evaluation based on outcome objectives How will you measure your outcome objectives? Common tools:

Survey Tracking forms and log sheets Billing records and balance sheet / revenue records Attendance forms Focus groups Product sampling

Central questions: How will you define success in terms of your objectives? How will data be collected and analyzed? What processes and tools do you need to collect data?

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4. Develop evaluation plan

Formative evaluation based on process objectives Indicators of progress towards goal Central questions:

What can you measure that shows how that process objectives are being met?

What are your benchmarks? What tools and processes do you need to indicate progress towards

goal? What is the timeline for data collection? Who will collect and analyze data?

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4. Develop evaluation plan

Create an evaluation matrix

OBJECTIVE: Write the outcome objective here

Indicators of success

Process for measuring

Level required for success

   

Formative Assessment

Process objectives level required for success time to accomplish process to measure tools

         

         

         

         

         

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4. Develop evaluation plan

Sample matrix

OBJECTIVE: 80% of men are screened for diabetes within 1 year

Indicators of success: clinic billing records show testing for men

Process for measuring: Names are matched to tests, counted

Level required for success: A minimum of 215 (80% of total population) men are screened

   

Formative Assessment

Process objectives level required for success time to accomplish process to measure tools

Notification of screenings

100 men 3 months contact men, ask if aware phone survey

150 men 6 months contact men, ask if aware phone survey

268 men 9 months contact men, ask if aware phone survey

Men attend pre-screening workshop

150 men 6 months collect attendance records sign-in sheet

250 men 9 months collect attendance records sign-in sheet

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5. Plan methodology

Methodology guided by evaluation plan

Central question: What do you need to do to have a successful evaluation? (consider your formative evaluation)

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5. Plan methodology

Sample timeline

Start 6 months 9 months 12 months

150 mennotified

268 mennotified

Radio advertisements ongoing throughout project period

Direct mailto allhouseholds

Direct mailto allhouseholds

Presentationsat communityevents

Notification of screenings

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5. Plan methodology

Planning tool: Systematic Diagram

outcomeobjective

process / formativeobjective

process / formativeobjective

process / formativeobjective

actions tomeet process

objective

actions tomeet process

objective

actions tomeet process

objective

actions tomeet process

objective

actions tomeet process

objective

actions tomeet process

objective

steps toaccomplish

action

steps toaccomplish

action

steps toaccomplish

action

GOAL

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5. Plan methodology

Identify responsible persons for implementation areas Identify monitors / supervisors / etc.

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5. Plan methodology

Create the management / methodology matrix *Goal: What is the first goal?

Objective Action Responsible person Task begin Task complete

1. What is the first objective?

   

a. action 1.a.  Whose job is it?When does this start?

When is this completed

b. action 1.b.      

c. action 1.c.      

d. action 1.d.      

2. What is the second objective?  

a. action 2.a.      

b. action 2.b.      

c. action 2.c.      

3. What is the third objective?

   

a. action 3.a.      

b. action 3.b.      

c. action 3.c      

d. action 3.d.      

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5. Plan methodology

Overall considerations: Clear, logical steps to accomplish goal Obvious connections between actions and objectives Necessary and sufficient actions Identified responsible persons Achievable timelines and expectations Keep it simple!

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6. Build the budget

Common considerations for the budget Sufficient and necessary Lean Justifiable per needs and plan Comprehensive Formulaic Draws on other supports (e.g., in-kind, matching) Non-supplanting

Budget describes the implementation plan Often reviewed after the introduction, before

implementation plan

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6. Build the budget

Budget components Budget cost detail Budget justification Budget narrative In-kind / matching commitments

Major budget items Personnel costs (salaries, wages, benefits) Capital costs Associated fees (e.g., licenses, rent) Supplies and equipment Indirect costs

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6. Build the budget

Budget request detail List all budget items, formula for cost, cost

Expense item Total cost

Computer equipment

2 desktop computersDell Inspiron @ $1,200 per $2,400

1 Wireless routerNetware K @ $55 $55

TOTAL $2,455

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6. Build the budget

Budget narrative In your own words, why do you need to spend money on

these things, people, etc.?

Ex:Currently, the office only has 3 computers, which are currently being used by existing full-time office staff. The 3 new computers will be used by personnel acquired to manage this project. Two computers will be provided through grant funds; one computer will be provided by the organization as an in-kind match.

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6. Build the budget

Budget overview

Budget itemTotal cost

Cost match

In-kind match

Grant request

Computers $3,600 $1,200  - $2,400

Wireless router $55  -  - $55

Internet connection $780  - $780  -

TOTAL $4,435 $1,200 $780 $2,455

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7. Sustainability plan

Central questions: How will the project continue once the grant funding period ends? What are next target goals following grant period?

Typically discussed during implementation plan Common approaches:

Program generates revenue and savings Organization assumes costs Program integrated into existing operations

Wrong (but common) approach: Seek more grant funding; continuation funding

If the project is valuable, grantors generally don’t want it to end

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Drafting the Plan

Statement of need:1 sentence, quantify, connect assessment to effect

Goal 2 outcome objectives

Specific, Measurable, Achievable, Realistic, Time-based 2 process objectives per outcome objective

Your actions Benchmarks for implementation

Timelines for partial and complete success Sustainability plan

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Appendices

Are appendices allowed? Are any required? Common appendices:

Memoranda of Understanding (MOUs) Letters of commitment Letters of support Financial statements (audited) I.R.S. designation letter Organizational chart Job descriptions Résumés

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Building your proposal Select coordinator Assemble development team Communicate with grantor contact Select grant writer Delegate research, partner tasks Develop components Grant writer writes the grant Team reviews, writer revises External review and analysis, revise Get necessary approvals Package and submit

Create adevelopment

timeline

2 weeks to2 months

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Writing recommendations Simplify language (limited phrases and clauses) Easy to understand language Confident vs. Tentative language Avoid redundancy Avoid stating the obvious

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Writing recommendations

Fix this:

In our proposal, we would like to address, by way of the strategies described later, the most pressing need of our constituents, the people of Santa Fe who support our organization, which is for free access to green spaces used by families and children, whether together or separately, for games, cookouts, and other family-friendly activities.

Possible revision:

Santa Feans greatest problem is the lack of green space. By increasing green space, Santa Feans will have the opportunity to enjoy family friendly activities.

tentative obvious

Compli-cated

Unneces-sary

Unneces-saryredundant

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Writing recommendations

Use the S – V – O sentence structure for Simplicity and conciseness Clarity Persuasiveness

Use the rhetorical subject and action as the main subject and verb

Use the active voice

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Powerful sentence structure

Basic concept: Write like people think. Meaning: Who did what to whom? Writing application: Subject + Verb + Object Simple examples:

“John kissed Mary.” “The old man on the bench read his newspaper.” “When I saw her, I tossed my cookie.” “Although I tried to woo her, she preferred John.”

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Powerful sentence structure

Extending this concept 1: Place the main verb as closely to the subject as possible.

Poor: The old man, who had been sitting at the same bench for as many years as I could remember, never speaking, always watching the cars as they raced by, read his newspaper.

Better: The old man read his newspaper, sitting at the same bench where he had sat for as many years as I could remember, never speaking, always watching the cars go by.

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Powerful sentence structure

Extending this concept 2: Limit the subject-verb units in a sentence and keep them separate.

Poor: The old man, who had been sitting at the same bench for as many years as I could remember, never speaking, always watching the cars as they raced by, read his newspaper.

Better: The old man sat on the bench reading his newspaper. For as many years as I could remember, he had sat there, never speaking, watching the cars go by.

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Powerful sentence structure

Extending this concept 3: Break complicated sentences into simpler, shorter sentences.

Poor: Once the business opened, which occurred after much effort, expense, and planning, the owner, a long-term veteran of new business ventures, some successful and others not, found, to his dismay, though not to his surprise, that he was unable to acquire the necessary workforce to keep his business open every day.

How would you fix this sentence?

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Powerful sentence structure

Better: After much effort, expense, and planning, the owner opened his new business. He found that he was unable to acquire the necessary work force to keep his business open every day. As a veteran of new business ventures, he was dismayed but not surprised.

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Effective subject placement

Basic concept: Keep the rhetorical subject at the beginning of the sentence.

Two types of subject: Grammatical and rhetorical Grammatical: The word in the subject’s place in a sentence Rhetorical: The primary ACTOR of the main action

Simple example: “It seemed that I was wrong.” Main action: “being wrong;” Rhetorical subject: “I” Revised: “I was apparently wrong.”

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Effective subject placement

Extending this concept 1: Avoid starting sentences with “it.”

Reason: Use the rhetorical subject as the grammatical subject to prevent using 2 subjects.

Simple example: “It is unclear whether or not the dog has fleas.” Rhetorical subject: whether or not the dog has fleas

Revisions: Revised 1: “Whether or not the dog has fleas is unclear.” Revised 2: “We don’t know if the dog has fleas.” Revised 3: “The dog might or might not have fleas.”

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Effective subject placement

Extending this concept 2: Avoid starting sentences with “there.”

Reason: Use the rhetorical subject as the grammatical subject to prevent using 2 subjects.

Simple example: “There is a good reason for doing this.” Rhetorical subject: a good reason for doing this (?), we (?)

Revisions: “A good reason for doing this exists.” “We have a good reason for doing this.”

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Effective subject placement

Extending this concept 3: Avoid starting sentences with “there.”

Reason: Use the rhetorical subject as the grammatical subject to prevent using redundant placement.

Simple example: “There is a dog in my bed.” Rhetorical subject: dog

Revision: “A dog is in my bed.”

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Active vs. passive voice

Active voice: The actor does something.Subject (actor) + verb + object

Simple example: “John ate the pie.”

Passive Voice: Something is done by the actor.Subject (object) + verb + actor

Simple example: “The pie was eaten by John.”

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Active vs. passive voice

More samples (active or passive?): “After the restaurant was closed, the equipment fell into disuse.” “The equipment, which was used when purchased, was sold at a

discount.” “The financial projections prepared for us by the accountant

showed that we had made steady growth.” “Our paper supply needed to be replenished.”

How would you fix the 2 passive sentences?

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Packaging and submitting

General packaging guidelines 1-inch margins 1-sided Binder clips, not staples Black and white printing only

Attend to page counts carefully-no exceptions Graphics/charts: easy to understand in black and white Know your deadlines, and submit early! Electronic submissions

Have tech person handy Start early! Problems occur

Inform of delivery, confirm of receipt

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Packaging and submitting

How many copies? See RFP/RFA One original with original signatures Review RFP/RFA requirements for Appendices Number of copies Page count for narrative and total Anything else

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You can do this!

If your grant is not awarded Talk to grantor contact Ask questions Get reviewers’ feedback Recraft and resubmit Learn from it Celebrate

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You can do this!

Final recommendations: Ask lots of questions Work hard Assemble a good team Get help when needed

The real work begins when the grant is awarded.

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David BowmanOwner and Chief Editor

Precise Edit505-603-3411

[email protected]

Best wishes!


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