The following checklist was posted to one of the grant discussion lists. It is based on one organization's direct experience in doing grant applications. You are welcome to use it as is or modify it to suit your specific needs. To properly introduce the checklist, here's Tip #5 from our Insider Tips of how to Write Winning Proposals.
| Tick |
Work Item |
Date |
Who |
Comments |
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Data Gathering |
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Share Team Grants Approval Process Info |
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Determine Deadlines for Proposal and Establish Timeline for Developing Grant |
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Copy and Distribute Application Forms, Budget Forms, Assurance Forms (if any) |
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Copy and Distribute Similar Previous Grant(s) [if any] |
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Do Word Processing of Grant |
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Needs Assessment |
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Develop Needs Survey |
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Mail Needs Survey |
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Follow Up to Needs Survey |
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Compile Needs Survey Results |
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Arrange Needs Assessment Meeting(s) |
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Serve as Meeting Facilitator / Scribe |
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Follow Up to Needs Assessment Meeting(s) |
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Compile Results from Meeting(s) |
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Letters of Support |
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Contact Partnering Individuals and Agencies
for Letters of Support |
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Collect Letters of Support |
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Support Data |
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Collect Local Data |
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Collect State Data |
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Research National Data |
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Review of Literature and Summary |
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List of References from Literature Review |
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Collect or Develop Position Description(s) |
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Collect Travel and Personnel Policies |
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Collect Institutional Capacity Descriptions |
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Collect Vitae for Key Personnel |
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Budget Development |
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Determine Overall Budget Needs / Categories |
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Determine In-State Travel |
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Determine Out-of-State Travel |
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Determine Per Diem / Lodging |
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Determine Personnel Costs for Project Director,
Coordinator, Consultant(s), and Clerical
Support |
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Determine Subcontract Costs |
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Determine Stipend / Substitute Costs |
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Determine Indirect Costs |
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Determine Match or In-Kind |
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Determine Special Project Needs |
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Calculate and Write Budget Detail |
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Write Budget Justification / Narrative |
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Type Budget Forms |
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Proposal Development |
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Determine the Required Components of the
Proposal |
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Write the Needs Assessment |
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Write the Plan of Operation |
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Write Measureable Objectives |
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Write the Evaluation Plan |
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Address Require Components in Narrative |
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Edit and Revise the Narrative |
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Organize Appendices |
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Write Table of Contents |
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Write the Abstract |
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Final Steps |
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Assemble the Original Proposal |
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Copy and Distribute the Proposal for Internal
Specialist and Administrative Review |
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Copy and Distribute the Proposal for External
Review or Mock Review |
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Revise Based on Review (if needed) |
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Have Assurances Signed |
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Have Original Proposal Signed |
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Make Team, Partner, and Funder Copies |
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Send Copies and/or Thank Yous to All Involved |
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Submit Proposal to Funder |
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![[photo: Don Coggan]](images/dacphoto.gif)
![[signature: Don Coggan]](images/dacsig.gif){kind=small}