Executive Summary Templates Grant

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GRANT WRITING WORKSHOP
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INTRODUCTIONS



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APPLICATION OVERVIEW
APPLICATION DECISION




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   Strategic direction
   Needs
   Ability to Respond adequately




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   Competition
    Positioning




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
CAPTURE MANAGER




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   Comes from the DOD Consulting Environment
   Has Applications to all Proposals
   Discipline




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   Better Proposals
    Provides External and Internal Analysis




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
PROPOSAL PROCESS




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   Needed for Quality Presentations
   Commitment of the Right People to the Process
   Top Management Buy-in




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WISCONSIN NEW FREEDOM
APPLICATION




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Large urban, Small urban and non-urbanized
 transportation projects for New Freedom
 purposes




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HOW TO READ THE APPLICATION
PROPOSAL MANAGEMENT




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               First draft
                                             Final
    Go No Go                 Second draft




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      Blue        Pink          Red         Gold
      Team        Team          Team        Team
APPLICATION QUICK READ




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   Due Date
   Funding
   Eligible Projects




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   Contact
    Last Date for Questions




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

   Evaluation Criteria
   Required Submittals
APPLICATION ELEMENTS




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 Definitions
 Shared Mission

 Eligible Applicants




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 Eligible Projects
      Operating




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    
     Capital

 Evaluation Criteria
 Required Application Documents and Attchments

 Application Checklist
APPLICATION ELEMENTS




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Checklist
 TAB 1 - Applicant and general project
  Information




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 TAB 2 - Project description and details

 TAB 3 - Promoting the development of a




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  coordinated network
 TAB 4 - Budget information and cost estimates

 TABS 5-9 - Support documentation

 TAB 10 – Certifications and Assurances
APPENDICES




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   A – Eligible Applicant Matrix
   B - Eligible Project Examples
   C - Sample Letter of Commitment
    D - Non-DOT Federal Programs




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
   E - Existing Provider Inventory (Worksheet)




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   F - RPC/MPO Map
   G – RPC/MPO Contacts
   H - Sample Notification Letter to RPC/MPO
   I – Content of a Letter of Support
   J – Sample Public Notice
   K – Certification of Public Hearing
   L - W-9 Taxpayer Identification Number Verification
OUTLINING




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   Prepare a top level topical outline that follows
    the Application
   Mimic the numbering, naming conventions




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   Annotate outlines as needed to guide writers
   Expand into responsibility, date matrix




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ORGANIZATION




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   Organize your Proposal the way the Application
    tells you
   Organize your Proposal so it is easy to evaluate




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   Group similar ideas
   Summarize at all levels




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   Use templates to help organize your message
SERVICE PROPOSALS




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   Create a vision of the change after your proposal
    is accepted
   Use good graphics and good writing




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   Identify with people




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WRITING FOR UNDERSTANDING




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   Lead with a one-page executive summary
   State your goals as an attractive, positive vision,
    linked to quantitative objectives
    Describe acute need of your target population –




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
    Appeal emotionally




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   Address the program’s goals in every section
WRITING FOR UNDERSTANDING




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   Directly link project objectives, activities,
    milestones, and costs
   Link all expenses to activities




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   Use emphasis devices to engage reviewers –
    graphics, “grabbers”




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   Support all claims
   Limit appendices
STRATEGY FOR WINNING




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   Establish a Thread – what you want to sell
   Identify the benefit to the “buyer”
   Create a “storyboard”




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     Outline a concept
     Use words and graphics




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     Plan book embellished with description
EXAMPLES




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OK
 The standard taxi is a new vehicle on the market
 that is boxy but provides mobility for people with




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 disabilities.
Better




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       The standard taxi is
       a new vehicle on the
       market that is boxy
       but provides mobility
       for people with
       disabilities.
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HOW TO PREPARE A BUDGET