Grant Writing WorkshopFacilitator: Kate McIntosh

Wednesday 2nd September 2015

Expected outcomes

• Understanding the grants landscape• Grant writing process• How to develop statement of need• How to present your proposal & tell a story• Clarifying project deliverables and outcomes• Who to involve• Useful things to include in your application• Making friends with the grantmakers

Grant Landscape

Eligibility

• Incorporated Organisation•DGR – Deductible Gift Recipient• TCC – Tax Concession Charity

http://abr.business.gov.au/Index.aspx

The Grant Process

1. Read the grant information thoroughly!

• What are they looking for?• What is their motivation?

Adobe Acrobat Document

The Grant Process

2. Bring people together

3. Determine roles & application process• Who will do what by when…

4. Talk to the funding body

The Grant Process

5. Write grant – Come up with a catchy name!

6. Submit & sit tight – allow time for submission

Statement of need

•What are the motivations for the funding?•What is the purpose of your proposal?

You need to be clear of this so your information is logical.

Statement of need

•Data sources:• Campaspe PCP Community Profilehttp://www.campaspepcp.com.au/

• Profile ID – Shire of Campaspehttp://www.campaspe.vic.gov.au/

ACTIVITY

•Using the application form and scenario provided, write a brief statement of need using data to support your position.

Project Proposal

•What are you going to do? What are your aims, objectives, outputs, timeframes?Present this info as a plan.

Project Proposal

•Develop your action plan• Goal• Objectives• Strategies• Measure or Deliverable

Project Proposal

• Include aims/goals & objectives, and TELL THE STORY:• What is the logic?• Cost-benefit? How do strategies

and/or objectives link and synergise?• Local considerations• What is unique or innovative

ACTIVITY

• Complete the Project description section on your application form.

Project Outcomes

•Outcomes/output/deliverables/benefits• “Funders like Numbers”• Think in terms of individual, organisational, community.• Address sustainability

ACTIVITY

• Complete the Project outcomes and benefits section on your application form

Who is involved?

• Partnerships are very favourably viewed by funders;• Know why partners are involved and what strengths they bring, be strategic; • Provide evidence of the strength of the partnership (if possible)• Partnering agreement, governance

structure, letters of support etc.

Who is involved?

•Organisational experience•Organisational capacity• Individual capability

ACTIVITY

• Complete the Project Partners section on the application form:• List the organisation’s name and role

in project

What else to include?

•BUDGET: Financial co-contributions and in-kind contributions are favourable.• In-kind may be office rental, facility

use, supervision, consumables, time (e.g. meeting attendees), vehicle use etc.• Include hourly rate + oncosts for

staffing costs (oncosts are roughly 30% of hourly rate, round up)• Volunteer hourly rate is approx. $32/hr

ACTIVITY

• Complete the Budget section of the application form

What else to include?

•DRAFT ACTION PLAN: Demonstrates you are ready to go. Include evaluation details to show you understand you need to measure your successes and what has changed.• GOVERNANCE STRUCTURE: Shows where the accountability lies and the project will be monitored.

What else to include?

• DRAFT AGREEMENTS: Partnering agreements, sub-contractor agreements, etc. Demonstrates you have worked in partnership before and have good processes in place.• RISK MANAGEMENT PLAN: Demonstrates good project management processes.• COMMUNICATION STRATEGY: How you will involve and inform the community in your project.

What else to include?

Some grants will request the following:• Financial statement – last audited statement• Certificate of ABN or Incorporation• Certificate of Public Liability Insurance• Legal information•Other plans and policies as requested

Checklist

Also included:• Action Plan• Governance Structure• Referee letter –

Sharman Stone

ACTIVITY

• List the attachments you will include with your application.

Building a relationship

• Ask questions• Seek input•Make yourself known

Revisit – grant process

• Read information• Bring people together•Determine roles & process• Talk to funding body•Write grant (remember that catchy

name will be abbreviated)

• Submit & cross fingers

Questions & Evaluation

1. Thumb – good stuff2. Pointer – where has it

pointed you?3. The bird – not so good4. Commitment – have you

made any after today?5. Pinky – what links have

you made or plan to do?

Thank you!

Kate McIntoshSpecial Projects ManagerCampaspe PCPkate.mcintosh@campaspepcp.com.auwww.campaspepcp.com.au

Campaspe Primary Care Partnership