Proposal Development Guidelines for Signature Grantee Semi-Finalists
The Covenant Foundation
I. Project Logic Model
II. Full Proposal Budget
Inside this Presentation:
Project Logic Model
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
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
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
Program Design
Outputs Outcomes(Short and Long Term)
Inputs Activities
Planned Work Intended Results
Basic Logic Model
Planned Work: Inputs
Inputs: the resources and contributions that go into the project, including:
Outputs Outcomes(Short and Long Term)
Inputs Activities
• staff and volunteers
• time
• facilities
• supplies
• funding
• existing organizations
• potential collaborating partners
• existing organizational or interpersonal networks
Planned Work: Activities
Activities: the processes, events, and actions of the program, including:
• classes• events• training/professional development• mentoring• curriculum development
Outputs Outcomes(Short and Long Term)
Inputs Activities
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
Outputs Outcomes(Short and Long Term)
Inputs Activities
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
Outputs Outcomes(Short and Long Term)
Inputs Activities
• skills• knowledge• behavior
• motivations• attitudes
Program Design
Outputs Outcomes(Short and Long Term)
Inputs Activities
Planned Work Intended Results
Basic Logic Model
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.
Proposal Development
Statement of Need– Need– Context– Assumptions– Other Models– Activities
Description of Project– Activities
Intended Results– Outputs– Outcomes
Proposal Development
Staff– Inputs
Organizational Capacity
– Inputs
Innovation– Other Models
Challenges/Pitfalls– Context
Contribution to the Field
– Outcomes
Using Logic Models in Program Planning: “Plan Backwards, Implement Forward”
Outputs
What are your ultimate goals?
Based on your work:What changes do you hope to seein individuals?
families?the community?...
What level and
amountof services/activitieswill youneed toprovide
to achievethese
outcomes?
Inputs Activities
What activitieswill you need to
engage into provide
these services/activities?
What resourceswill youneed toengagein these
activities atthe level and
amount required to
achieve youroutcomes?
Outcomes
Need Context Assumptions Other Models
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
Full Proposal Budget
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.
Budget Guidelines
• Personnel
• Focus on expenses directly related to the proposed program
• No overhead
Financial Statement Form
• 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)
Note: This form corresponds to the most recent completed fiscal year.
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.)