How to win the Most Grants Ever for Your Community Organisation Patrick Moriarty Director Training and Development Australian Institute for Community Practice and Governance www.ourcommunity.com.au 1 Today’s workshop • • • • • • • From concept to a project development Background to sources of grant availability Developing a grant template Applying the template to a submission Submitting the grant - Steps to take pre and post submission Winning/Losing - what to do in each case Acquitting and evaluating the grant www.ourcommunity.com.au 2 1 Some of us have great ideas to help support our local communities and many of us are not aware of the thousands of grants that are available to help undertake these important programs. The one excuse we all use is “We don’t have ….” www.ourcommunity.com.au 3 If there is one thing that you get out of today I hope it is that reacting to grant announcements is not going to help you in the longer term… YOU NEED TO PLAN AND THINK AHEAD www.ourcommunity.com.au 4 2 Have some forethought – what do you need Problem How solved $ Timing Complaints that parents have nothing for children to do Create play area for $8,000 kids June 06 – Dec 06 Indigenous cohort lacking input into priority program development Community engagement with local indigenous people $24,000 Jul -Sep 06 Drug Users sticking needles in playground Research reasons $10,000 Dec 06 Low participation of local disabled in programs Develop brochure $1,800 to inform and attract disabled people Feb 07 www.ourcommunity.com.au 5 What I want you to do now is to think of that previous slide? I want you to find one problems/issues/challenge facing your organisation today? Take five minutes to write this down or keep it in your head. www.ourcommunity.com.au 6 3 Now move through each of those other columns. How would you solve them? (NOT JUST ONE SOLUTION) How much (roughly) will it cost? How long will it take to do? www.ourcommunity.com.au 7 I want you to keep this in mind when you return to your group, business, school, department, office. What most of you have just done is a very basic strategic plan for your organisation. It will guide you to grants and grantmakers. KEEP IT IN YOUR BACK POCKET www.ourcommunity.com.au 8 4 That is how you can move from an idea to the start of program development? Now let’s look at some program descriptions www.ourcommunity.com.au 9 • Retingle your tangles - Come to the COW Community Opportunity Workshops • Becoming Real Men in Marsden • Little Sistas - Little Brothers • Talking Realities … Young Parenting Program Kingston Bayside (TR…YPPKB) • Dads in Distress Frankston - Regional Expansion • Growing an Inclusive Neighbourhood (GAIN Project) These are all successful FACSIA “Local Answers” program grant programs www.ourcommunity.com.au 10 5 A program is highly unlikely to ever be funded just because it has a snappy name but it does immediately grab the attention of someone reading a grant application. KEEP THAT IN MIND FOR LATER www.ourcommunity.com.au 11 How well do you fare? • Sourcing grants - knowing where the $ are • Process for applying • Application itself • Relationship management SPAR www.ourcommunity.com.au 12 6 An Overview of Grants in Australia • Government - Federal - State - Local • Philanthropy • Corporate – grants vs sponsorship Who do you think is the largest funder? www.ourcommunity.com.au 13 Government grants in a total grant context Commonwealth States Local Private philanthropy Corporate www.ourcommunity.com.au 14 7 Philanthropy • • • • Family Foundations (Myer, Besen) Corporate Foundations (Telstra) Master Trusts (ANZ Charitable Trustees) Community Foundations (Hunter Region Community Foundation) • Some of the above may be Prescribed Private Funds (PPF’s) In most of the above cases you will require DGR to access these grants www.ourcommunity.com.au 15 So how do you find out when and where you can access all of these grants? www.ourcommunity.com.au 16 8 Some options? www.ourcommunity.com.au 17 www.grantslink.gov.au www.ourcommunity.com.au 18 9 • Community Builders • Easy Grants www.ourcommunity.com.au 19 1st step is knowing where, when and how Monthly Easy Grants Newsletter • Comprehensive - every grant in Aust • In time (approx 2 months ahead) • Proactive • Various categories • Find the grants • Assess: suitability, amount (ave, min,max), guidelines • Check the closing date www.ourcommunity.com.au 20 10 A basic winning grant process • Identify that grants are a legitimate fundraising strategy (Don’t do it half hearted) • Agenda item – bring up at meetings/ roles responsibilities • Nominate a scout to search for grants www.ourcommunity.com.au 21 Thinking of the grantmaker • What is the main theme of the organisation whose money you want • What are they most proud of • What qualities do they feature in their annual report • What is their motivation for this grants area • If the grantmaker was to invent their ideal program what would it be? www.ourcommunity.com.au 22 11 Thinking of the grantmaker • Identify your common interests and where your aims and interests overlap • Identify where your activities help achieve their aims and how HOW COULD YOU DO THIS? www.ourcommunity.com.au 23 Finding the right fit to seek grants • Need to align “values” with funding agency • How do you help them achieve their goal • • • • Target your application Tailor your application Refine your application Work out where your objectives meet NOT ABOUT YOU. IT’S ABOUT THEM www.ourcommunity.com.au 24 12 Looking Beyond the Narrow Category View Think outside the square. • Your constituency – who? What programs? • Do you encourage healthy practices? An antidrug, anti-alcohol, anti-obesity message? • Do you service a large indigenous or multicultural group? • Do you provide opportunities for youth to learn leadership skills/responsibility/decision-making? • Are you inclusive? (elderly/indigenous/ women/ disability/low socio-economic groups) • Are you regional/rural/remote www.ourcommunity.com.au 25 Lateral thinking about grants For example – integration of elderly into school dance program Arts Potential Funding a Education Youth a a Family Community a a Health Disability a a Are you doing anything innovative/ inclusive? www.ourcommunity.com.au 26 13 The Grants Template (really it’s your core information in one spot) Vibrant Description of Organisation Re-use for most applications and for marketing and communication To help make you stand out answer • Why is your group the best in the world? • What is your group on the earth for? • Who loves your group and why? • Your staff and board • Your annual budget www.ourcommunity.com.au 27 Template contents • Corporate Info (ABN, GST, Inc Ass No, Annual reports) • Mailing address/Contact details • Board Member details (brief) • Previous grant wins • Demographic data (group/town/city/region) • Testimonials (gov, community, corp) www.ourcommunity.com.au 28 14 Template contents (cont) • Who are you? • What do you do? MISSION STATEMENT • Why do you do it? • How do you do what you do? (funding, people, volunteers, staff, partners) • Where do you operate – link to data? • When were you established? If new why? • Insurance Coverage (Who, How much etc) www.ourcommunity.com.au 29 Lets start at the start In 25 words or less describe your organisation – A simple way – one sentence for each of these: • Who are you • What do you do • Why do you do it? www.ourcommunity.com.au 30 15 What is your group on the earth for? To play bowls vs We are a vibrant group of older (AND YOUNGER) people who come together to encourage and support each other in a social environment and to play bowls. www.ourcommunity.com.au 31 How do you apply the template • Hardly two grant applications are likely to be exactly the same…However most if not all will want to know about you and your club • You now have one document with many sections that can be cut and pasted (CAREFULLY) to save time BUT it still needs to be tailored to the grant and their priorities. • (NEVER, EVER JUST CHANGE THE NAME). www.ourcommunity.com.au 32 16 You think that the grant suits your needs • • • • • • READ the Guidelines (yep all of them) READ AGAIN Check upper and lower $ limits When does it close (plan to meet it) What is the average grant? What groups/programs have won the grant previously? • What is the tone, type (i.e. hints) of the words used… www.ourcommunity.com.au 33 Making the call With one phone call you could find out: • The priorities for the funding agency • Whether your project fits within the criteria (How you could bring it within the criteria) • Collaboration (can you strengthen through partnerships) • Evidence of support is important EVEN THOUGH THIS IS IN THE GUIDELINES www.ourcommunity.com.au 34 17 Saving time and creating relationships • The phone call • The meeting • Resilience in the face of the arrogant brush-off • Remember court orders apply to stalking (it may also heavily reduce your chance of grant success) – weigh up the relationship (yes/no answers sure warning sign) www.ourcommunity.com.au 35 The Proposed Project • Define the challenge • Clearly defined and achievable objectives • Specific • Realistic and achievable within timelines • Result in outcomes that can be measured • Who is involved (internal/external)? • Inject some passion www.ourcommunity.com.au 36 18 Let’s do that now I want you to describe your project – clearly in FORTY words or less. If the project is to hire a bus to transport your clients to an event – say it clearly but vamp it up. www.ourcommunity.com.au 37 What is your project? Can you do this in 40 words? Common faults are as follows: Applicants not being clear about what they are requesting funding for. They will provide a comprehensive description of a sewing project, for example, without saying upfront that they want to use the funding to purchase an ironing board for participants. www.ourcommunity.com.au 38 19 How does your project fit with guidelines www.ourcommunity.com.au 39 The Project Submission • Activities – list them against a realistic timeline • Accountable person and CV • Professional submission (back of envelope won’t usually cut it) www.ourcommunity.com.au 40 20 The Methods Activity Activity 1 Budget $ Timetable June 3 – July 4 Activity 2 $ June 6 – July 13 Activity 3 $ July 14 – Aug 29 Activity 4 $ Aug 30 – Nov 30 Activity 5 $ Dec 1 – Feb 27 If template provided - USE IT www.ourcommunity.com.au 41 www.ourcommunity.com.au 42 21 Community Support Evidence – • Letters-current and targeted to the project • Financial - can you do what you say • In kind - who is doing what for you • Local Newspaper Articles • Research (as before) e.g. wider community application www.ourcommunity.com.au 43 Budget • • • • • • • • Match budget to activities Match timelines to budget All items of expenditure under headings A percentage of overheads (check) Contingency (check) Cost in volunteer time (check) What are you putting in? In-kind support www.ourcommunity.com.au 44 22 How will you demonstrate this? 1. Describe the project, including the expected dates of commencement and completion. 2. Specify the location or place where the project will be conducted. 3. Define the aims of the project and the methods or strategies that will be used. 4. Define the group in need that you wish to assist. Provide quantitative data if possible. 5. Explain the need that is being addressed and why this is important. Provide quantitative data if possible. www.ourcommunity.com.au 45 How will you demonstrate this? 6. Describe the benefits, outputs and outcomes the project is designed to achieve. 7. How and by whom will the effectiveness of your project be measured? 8. How will this project be sustained after the grant funds have been expended? [It is important that you respond to this question.] 9. If the project seeks funding for service delivery, give evidence of your organisation’s ability and expertise to deliver that service. 10. What other organisations are doing similar work and in what way does your project differ from the initiatives of these other organisations? www.ourcommunity.com.au 46 23 How will you demonstrate this? 11. Provide an itemized budget (income and expenditure) for each year of the project or activity. [This is important in the event that the application can only be part funded.] 12. List the names and qualifications or experience of the individuals who will direct and manage the activity or project, and state whether they are current staff. 13. List the trusts, foundations, corporations and other sources, including governments, from which you are seeking funding for this project. 14. Provide the names and contact details (including telephone) of two individuals or organisations who would speak in support of the application if requested to do so by Philanthropy Partners, ANZ Trustees. Alternatively, enclose letters of support from them. www.ourcommunity.com.au 47 Layout: Clean and Simple • • • • • • • • • On time, by email (if allowed) A Summary on the front (if allowed) An index Within a numbered page limit - 4 to 6 max Check Speling grammerr facts and figures Use bullet points Passionate, Exciting Check that the budget adds up Check that you haven’t got another grant provider named “We welcome short, succinct applications that respond clearly and thoughtfully to each item. Applications are assessed according to fit with the guidelines.” www.ourcommunity.com.au 48 24 Winning the grant – and more and more… • Celebrate Internally – But first thing to do is say thanks • Invite funders to any events, openings (if they attend acknowledge them in speech) • Send regular reports and communications • Acknowledge funders on all materials and verbally ….THEN LET THEM KNOW WHAT ELSE YOU WANT TO DO www.ourcommunity.com.au 49 Evaluation and Monitoring In this case (ANZ) it will help you to meet the criteria of • Preferred projects will display the following design: – A thoroughly considered and mapped sustainability proposal; – Stated outputs, outcomes and impacts, and the measures that will assess whether these have been achieved; – Suitable governance design that is a direct reflection of the aims of the project; – Development and building of existing organisational strength; – Inclusion of an evaluation of appropriate complexity and scope to the magnitude and design of the project; – Defined timeliness and need for the project; – Leverage potential, or impact that extends beyond the target group; – A contribution to knowledge and practice in the sector of operation. www.ourcommunity.com.au 50 25 A good report should…. • Detail the stated aims of the project • Report on how the aims were met • Detail what worked well and what didn’t work so well • Provide any measurements • Provide feedback from partners, clients, supporters • Finance report (income/exp inc in kind) • Not be the first time they have heard from you since you got the funding www.ourcommunity.com.au 51 Not winning is not losing in the future • Murder is illegal • Ask for a debrief - Should more information have been provided? - Was there one particular area (or many) where they could improve? - Would they consider another application in future? www.ourcommunity.com.au 52 26 Common Problems • Writing 'not relevant' to some questions particularly about disability access and networking • Inflating budget estimates (they have good references to similar projects sitting in front of them) • Leaving blank spaces • Not getting authorisation from supporters/partners www.ourcommunity.com.au 53 Common Problems • Not being clear about community benefit. • Submitting multiple applications for several small projects instead of integrating them into one. • Don't ring staff for advice before developing/ submitting the project – everyone has a great idea. • Don’t phone frivolously - I hear you have some money www.ourcommunity.com.au 54 27 Can you answer these with your application STEP 1 - WHY? • Why do you want to do this project? • Why is it important to the organisation? • Why is it important to your clients & members, community? • Why will this project make a difference? • Why am I asking this funding body? www.ourcommunity.com.au 55 Can you answer these with your application STEP 2 - WHAT? • What determined/drove the need for this project? • What are the project/s objectives? • What are the expected outcomes? • What will be the key milestones for the project? • What resources will be required? • What is the average grant provided? • What is my budget? • What is the funding agreement requirements? www.ourcommunity.com.au 56 28 Can you answer these with your application STEP 3 - HOW? • How will you engage appropriate human resources? • How will you implement your project? • How will you assess and measure your outcomes? • How much will the project cost? • How will the project costs be funded? • How does the project fit within your organisations objectives and meet your clients needs? • How will you determine if your project is sustainable? www.ourcommunity.com.au 57 Can you answer these with your application STEP 4 - WHO? • Who should be involved in the project – and are they? • Who will be responsible for managing the project? • Who will be responsible for undertaking the tasks/activities? • Who’s our partners? • To who should I speak – build relationship? • Who is your project/s targeting? • Who will support your project – have you got their support (in writing)? • Who else is providing funding? www.ourcommunity.com.au 58 29 Can you answer these with your application STEP 5 - WHEN? • When will you need to start and finish your project by? • When will the task/activities need to be completed by? • When will you need to measure and evaluate your progress? • When should we consult with other partners, clients and stakeholders? • When does it need to be in? www.ourcommunity.com.au 59 Can you answer these with your application • STEP 6 - WHERE? • Where will the project/activities take place? Give a context that will ring a bell. • Where will you hold your progress meetings? • Where will you promote/publicise/market your grant success? • Where will you report on the project • Where will you launch the project www.ourcommunity.com.au 60 30 What next? • Refine your applications • Take advice on board • Keep trying • Ask local experts for feedback/advice • local council staff/grant writers • people within your own org • experienced grant writers locally • Community/regional development staff www.ourcommunity.com.au 61 31
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