what funders look for in a successful proposal tuesday, april 30, 2013
TRANSCRIPT
![Page 1: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/1.jpg)
What Funders Look For in a
Successful Proposal
Tuesday, April 30, 2013
![Page 2: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/2.jpg)
Objectives1. Gain insights about foundations and funding strategies i.e. cycles, specific interests.
2. Explore strategies for emphasizing sustainability of projects/research.
3. Understand approaches to strengthening relationships with foundations and funders.
![Page 3: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/3.jpg)
Speakers
1. Christina Spellman, PhDExecutive Director, Mayday Fund
2. Erin WestphalProgram Director, The SCAN
Foundation
3. Debra Barksdale, PhD, RNPCORI Board of Governors
![Page 4: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/4.jpg)
The Mayday Fund:How to work with a
small family foundation
The fine art of studying what a potential funder is interested
in and able to doChristina Spellman, PhD
Executive Director, Mayday Fund
![Page 5: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/5.jpg)
How to start a conversation
• Review website or any public materials to identify funder’s interests– Web-published mission statements– Guidelines for grants– Listings of previous grants already made
![Page 6: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/6.jpg)
How to start a conversation
• Each foundation or individual philanthropist has own strategy for grantmaking– Wide range of variation– Especially with small foundations often variation in goals from year to year
![Page 7: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/7.jpg)
How to start a conversation
• Work with Office of Sponsored Research and/or Development Staff – Understand relationships already in place
– Learn what they might know about the target
![Page 8: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/8.jpg)
How to start a conversation
• Follow the instructions (if available) on how to inform the Trustees or staff about your work
• Mayday: always interested in the ‘rationale’ – Why a project has the possibility of helping us achieve the Fund’s mission
![Page 9: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/9.jpg)
Communicate clearly
• Goal may be to support pilot study for data needed to apply for NIH funded study: – Please be explicit
• Lay board members: help to understand:– Why project is important– How it will help us to relieve pain– Why this work is exciting and important to you
![Page 10: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/10.jpg)
Communicate clearly
• Provide support materials• May be asked to provide names of possible peer reviewers– Confidential review process but also want to understand sense of who and what is important in the field
– Past grantees often become reviewers
![Page 11: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/11.jpg)
Maintaining Communication
• Welcome hearing from potential and established grantees
• Each funder varies in openness to ongoing communication
• If successfully funded, inform funder if successful in building on that work
![Page 12: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/12.jpg)
Maintaining Communication
• If you are not funded, but organization has shown some interest in your work, ask if you may keep in touch
• Try to remember you are an important possible resource for helping the foundation achieve its goals
![Page 13: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/13.jpg)
What Mayday looks for in a proposal -- meaningfulness
• Letter of inquiry– Overview of project– Estimate of timeline and budget – Rationale for why the project might hold promise for the field of pain
![Page 14: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/14.jpg)
What Mayday looks for in a proposal -- meaningfulness
• Remember basic questions of journalism:
• Who, what, where, when, how and why– For academic this may seem simple, but the Fund has intelligent lay board who will look for those details when deciding whether they will request a proposal that may then be sent for peer review
![Page 15: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/15.jpg)
What Mayday looks for in a proposal -- meaningfulness
• Some projects compelling on basis of the letter of inquiry – Agree to support project at initial stage
• Others request a proposal– Less complex than NIH – Includes typical information on literature review, methodology, etc.
![Page 16: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/16.jpg)
Network Building – One strategy for sustainability• Pain: tough issue
– Fairly defined (if small) group of researchers/clinicians addressing it
• The Trustees view the Fund’s grants as contributing to building networks
![Page 17: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/17.jpg)
Network Building – One strategy for sustainability• Through work with fellow foundations, like the John A. Hartford Foundation, the Mayday Trustees hope to build momentum for the better care of pain
• Innovation– The Trustees intrigued with finding new and better solutions to the challenges of understanding what causes pain and how to relive it
![Page 18: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/18.jpg)
Compassion
• Stories / narratives: powerful means of communication – Speak to importance of a project– Why your work is important
• We recognize searching for funds is difficult– Out of comfort range of most researchers– The Trustees take deliberations seriously: Know stakes are high for the research community
![Page 19: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/19.jpg)
Compassion
• Most importantly: keep on look out for small funders, often community-based and have personal reasons to see work done that will improve care at the bedside
• Above all, we wish you great success!
![Page 20: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/20.jpg)
www.TheSCANFoundation.org
What Funders Look for in a Successful Proposal
Erin Westphal, MSGProgram Officer
![Page 21: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/21.jpg)
www.TheSCANFoundation.org
Overview
• Overview of The SCAN Foundation• What Funders Look for in a Successful
Proposal• What is on the Horizon……
![Page 22: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/22.jpg)
www.TheSCANFoundation.org
Mission: To advance the development of a sustainable continuum of quality care for seniors.
Our Mission and Vision
Vision: A society where seniors receive medical treatment and human services that are integrated in the setting most appropriate to their needs and with the greatest likelihood of a healthy, independent life.
![Page 23: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/23.jpg)
www.TheSCANFoundation.org
What Funders Look for in a Successful Proposal
Starts with an idea….
![Page 24: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/24.jpg)
www.TheSCANFoundation.org
Finding a Partner
•Understand what they do and do not fund
•Build a relationship
What Funders Look for in a Successful Proposal
![Page 25: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/25.jpg)
www.TheSCANFoundation.org
What’s in a Proposal
1.Summary/Cover page
2.Organizational Information
3.Specific Project – why, what and how?
4.Staff and Board
5.Financial Information
6.Attachments
What Funders Look for in a Successful Proposal
![Page 26: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/26.jpg)
www.TheSCANFoundation.org
Submitting a Proposal
•Follow Instructions
•Proof Read
What Funders Look for in a Successful Proposal
![Page 27: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/27.jpg)
www.TheSCANFoundation.org
Review Period
•Internal/External Review
•Site Visit
•Board Review
What Funders Look for in a Successful Proposal
![Page 28: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/28.jpg)
www.TheSCANFoundation.org
Horizon
![Page 29: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/29.jpg)
www.TheSCANFoundation.org
Our mission is to advance the development of a
sustainable continuum of quality care for seniors.
Our vision is a society where seniors receive
medical treatment and human services that are integrated in the setting most appropriate to the their needs and with the greatest likelihood of a healthy, independent
life.
For more information andto subscribe for email alerts,
please visit us at
www.TheSCANFoundation.org
Follow us on Twitter@TheSCANFndtn
Find us on FacebookThe SCAN Foundation
![Page 30: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/30.jpg)
PCORI Funding Opportunities and MoreDebra J. Barksdale, PhD, FNP, FAANP, FAANBoard of Governors-PCORIAssociate Professor, University of North Carolina-Chapel HillApril 30, 2013
30
![Page 31: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/31.jpg)
About PCORI
An independent non-profit research organization authorized by Congress as part of the 2010 Patient Protection and Affordable Care Act (ACA).
Committed to continuously seeking input from patients and a broad range of stakeholders to guide its work.
Core Duties: Establish national research priorities Establish and carry out a research agenda Develop and update methodological standards Disseminate research findings
31
![Page 32: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/32.jpg)
Our Mission and Vision
MissionThe Patient-Centered Outcomes Research Institute (PCORI) helps people make informed health care decisions, and improves health care delivery and outcomes, by producing and promoting high integrity, evidence-based information that comes from research guided by patients, caregivers and the broader health care community.
VisionPatients and the public have the information they need to make decisions that reflect their desired health outcomes.
32
![Page 33: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/33.jpg)
Research Done Differently
PCORI is focused on funding research that: Is patient-centered Is innovative and demonstrates potential for improving
patient health Appropriately incorporates relevant healthcare
community members (patients and stakeholders)
33
![Page 34: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/34.jpg)
What makes PCORI funding different?
Authentic patient & stakeholder engagement
User-friendly funding announcements to encourage broader range of applicants
Researchers required to produce dissemination and implementation assessment
Research plans are transparent and reproducible
Rigorous methodology standards
34
![Page 35: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/35.jpg)
What roles should patients and stakeholders play in research teams?
The engagement of patients and stakeholders should include:
Participation in formulation of research questions
Defining essential characteristics of study participants, comparators, and outcomes
Monitoring of study conduct and progress
Dissemination of research results
35
![Page 36: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/36.jpg)
Criteria for Research Outlined by Law
36
![Page 37: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/37.jpg)
National Priorities for Research and Research Agenda
37
![Page 38: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/38.jpg)
PCORI Funding Announcements (PFAs)
PCORI Funding Announcements (PFAs) are issued to support a portfolio of comparative clinical effectiveness research based on PCORI’s National Priorities for Research and Research Agenda.
www.pcori.org/funding-opportunities
38
Cycle I Cycle II Cycle III
Online system open May 15 Sep. 17 Jan. 15
LOI Due Jun. 15 Oct. 15 Feb. 15
Application Deadline Aug. 15 Dec. 15 Apr. 15
Awards Announced Dec. – Jan. Apr. – May Aug. – Sep.
![Page 39: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/39.jpg)
PCORI Pilot Projects Program
50 projects in 24 states and Washington, DC
$31 million (over two years)
39
![Page 40: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/40.jpg)
PFA Cycle I Awards
25 projects in 17 states
$40.7 million (over three years)
40
![Page 41: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/41.jpg)
Examples of Approved Projects
41
![Page 42: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/42.jpg)
PCORI’s First Targeted Research Topics
Identified several high-priority, stakeholder-vetted topics for targeted PFAs
Jumpstarts PCORI’s long-term topic generation and research prioritization effort
Leverages stakeholder input from before PCORI’s existence
Allows us to build on our engagement work
Research Topics:
42
![Page 43: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/43.jpg)
Engagement as a Path to Rigorous Research
43
![Page 44: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/44.jpg)
Suggest a Research Question
www.pcori.org/questions
P44
We want to know what health care question you
may be facing
Your input can help us refine our research
agenda
![Page 45: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/45.jpg)
Become a Reviewer of Funding Applications
PCORI invites professional and lay audiences to be reviewers of research applications
Help us support research that will be both scientifically rigorous and truly patient-centered
Learn more and apply online: www.pcori.org/get-involved/reviewers/
45
![Page 46: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/46.jpg)
Micro-Contracts
October 2012 workshop participants identified that few resources have been directed to non–research entities for: community development capacity building infrastructure development for engagement in research as
partners
Support PCORI’s long-term engagement goals: build community engage community evaluate engagement science
46
![Page 47: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/47.jpg)
PCORI Challenge
47
Competition to create a system for connecting healthcare researchers and patient partners to advance patient-centered comparative effectiveness research
Prizes: Conceptual Model - $10,000 Prototype - $40,000
Key Dates: December 14, 2012 - Submission period began April 15, 2013 - Submission period ended May 15, 2013 - Winners notified Spring 2013 - Winners announced at a national health conference
![Page 48: What Funders Look For in a Successful Proposal Tuesday, April 30, 2013](https://reader036.vdocument.in/reader036/viewer/2022070305/5514a4ca550346f06e8b5c01/html5/thumbnails/48.jpg)
Join Our Mailing List
Sign Up to Receive Special Announcements Meeting & Event
Notices Funding
Announcements Requests for
Engagement Input and Public Comment
www.pcori.org/subscribe
48