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10 tips for
writing better
project
proposals
WHO
Mike Shanley
Founder and CEO AidKonekt
Joseph Nelson
Senior Consultant
WHAT
We build better NGOs
We help them to be funded
better
Christian Meyer zu Natrup
Managing Director
1. Preparation is all about the 6Ps
2. Proactive funding portfolios are based on RESEARCH
3. Make good Go/ No go decision.
4. Show that you have been training for this.
5. It’s a team effort. “Whole-of-organization” approach to proposal writing
6. It’s a marathon: the effort shouldn’t leave you broken/depleted of resources.
7. Have a realistic/ sustainable budget.
8. A good budget is half the battle.
9. START: Treat your budget development as a project.
10. Templates. Templates. Templates.
It takes a lot more than good writing….our top 10 ten tips
The Proposal Process
Go / No Go Decision
● Does it fit your organizational and funding strategy
● Read the fine print - now
● Ask important questions
○ Probability to get the grant
○ Is your project/ organization a good match?
○ Are you able to handle the grant?
○ What resources and time are required for the proposal?
○ Deadline?
○ Do you know the donor / have similar proposal experience?
○ Does the organisation have the capacity to deliver the
project if successful?
● Once you have the answers, evaluate and make a decision.
● If it is a go captured it on your systems and move to the next step.
Behind the scenes, get ready
● Do your homework: move from responsive to
proactive fundraising.
● Pipeline management: breaking news - start writing
a proposal BEFORE an opportunity opens up.
3 main tools for donor research
● Research your existing donor agencies, partners and
foundations.
● Research your competitors and peers' sources of
funds.
● Explore the NGO-donor organization common
portals and databases. Eg devex, fundforngos,
reliefweb
Prior Proper Preparation
Prevents Poor Performance
● Move to proactive management of the
funding portfolio
○ Active Pipeline Management
“what we need vs what we can get”
○ Not at mercy of donors
“Not at all costs”
○ Show that funding can achieve (and
can’t)
○ Links to strategy (not donors)
Funding to match need, not availability of a a
few donors
● Pipeline management: breaking news - start writing a
proposal BEFORE an opportunity opens up.
Never be surprised by an opportunity
Proactive funding portfolios are based on RESEARCH
● Research your existing donor agencies, partners and
foundations
● Research your competitors and peers' sources of funds.
● Explore the NGO-donor organization common portals
and databases.
● Research thematic and geographic fit
Then, make the Go / No Go Decision
● See Appendix for details
Your organisation was built for this.
Show it!
● Your Theory of Change: clear, compelling, showing
your expertise and why it is critical for success
Example: Investment in ToC
● But it still needs to be… agile and responsive to
change
● Relevant to latest needs (think: local teams &
beneficiary driven programme)
It’s a team effort
“Whole-of-organization” approach to proposal writing
● Does information flow between departments? (not
just RM manager job!)
● Alignment with organisational objectives: does the
proposal take you one step closer to your long-term
goals? If not, why do it?
● Show your readiness & expertise: how do you
operate/work together? Credentials, track record and
expertise are there on day 1.
It’s a marathon
The effort shouldn’t leave you broken or depleted of precious
resources
● Never write 1 proposal when you write 10 on the same topic.
● Write a realistic and sustainable budget: don’t over- promise
BUT….
● Have a clear VfM rationale for example explaining clearly your
unit costs and highlighting costs savings.
● Be ready to negotiate and know what NOT to agree on:
unrealistic donors expectations and stringent overhead
conditions (ex: max. 7%) only perpetuate NGOs starvation
cycle.
Don’t leave budget to last minute… avoid
false starts
● Plan enough time! To avoid beginners mistakes:
incorrect calculations, donor template not used,
budget exceeds ToR
● Not enough details…or too much
● Ensure balance between budget and impact
A good budget is half the battle
A budget is your tool to communicate with a donor. It
can say a lot more about the programme and your
organisation than just the price of your proposal.
Good budgets key features:
● Openness
● Value for Money
● Capacity
● Competitiveness
● Compliance
START
Treat your budget development as a project
● Develop a project plan with a timeline
● Ensure timeline is in line with proposal
requirements
● Build in time for budget review and approval
● Inform stakeholders of the information requirements
and timeline.
● Study the financial requirements of the funder and
ensure you have the correct templates and
information.
Thank you!
Since early 2020 a lot of NGOs reached out to us
asking for support on fundraising
Early 2020
We listen!
In Spring 2020 we decided to rise to the challenge and
design a really helpful, impactful fundraising service for
NGOs
Spring 2020
Launching soon!
1) 100% digital, global, in 9 languages
2) 100% of funding raised goes to the NGO
3) Everything you need to launch an effective fundraising
function
a) Strategy and Results Management
b) Graphic design and video production
c) Social Media, Search and Mail campaign managers
d) Crowdfunding, finance, and market analysis
experts
11 April 2022
We built!
We may have taken our sweet time over it, but we build
a fundraising service that generates income at low
costs for the long term
Late 2020 to early 2022
Launching 11 April
Fundraising
Service
We’d love to stay in touch with you!
Check out our blog and upcoming events on our website: www.mzninternational.com
Go / No Go Decision
● Does it fit your organizational and funding strategy
● Read the fine print - now
● Ask important questions
○ Probability to get the grant
○ Is your project/ organization a good match?
○ Are you able to handle the grant?
○ What resources and time are required for the proposal?
○ Deadline?
○ Do you know the donor / have similar proposal experience?
○ Does the organisation have the capacity to deliver the
project if successful?
● Once you have the answers, evaluate and make a decision.
● If it is a go captured it on your systems and move to the next step.
Behind the scenes, get ready
● Do your homework: move from responsive to
proactive fundraising.
● Pipeline management: breaking news - start writing
a proposal BEFORE an opportunity opens up.
3 main tools for donor research
● Research your existing donor agencies, partners and
foundations.
● Research your competitors and peers' sources of
funds.
● Explore the NGO-donor organization common
portals and databases. Eg devex, fundforngos,
reliefweb
Go / No Go Decision
● Does it fit your organizational and funding strategy
● Read the fine print - now
● Ask important questions
○ Probability to get the grant
○ Is your project/ organization a good match?
○ Are you able to handle the grant?
○ What resources and time are required for the
proposal?
○ Deadline?
○ Do you know the donor / have similar proposal
experience?
○ Does the organisation have the capacity to deliver
the project if successful?
● Once you have the answers, evaluate and make a decision.
● If it is a go captured it on your systems and move to the
next step.
Appendix 1
Appendix 2: Budget no- nonsense checklist
● Incorrect calculations
● Budget exceeds that in the ToR
● Budget doesn’t include all details requested
● Donor template is not used
● No transparency
● Large contingency costs
● Indirect costs too high
● Human Resource costs
● Budget is too large/ small
Go / No Go Decision
● Does it fit your organizational and funding strategy
● Read the fine print - now
● Ask important questions
○ Probability to get the grant
○ Is your project/ organization a good match?
○ Are you able to handle the grant?
○ What resources and time are required for the proposal?
○ Deadline?
○ Do you know the donor / have similar proposal experience?
○ Does the organisation have the capacity to deliver the
project if successful?
● Once you have the answers, evaluate and make a decision.
● If it is a go captured it on your systems and move to the next step.
Behind the scenes, get ready
● Do your homework: move from responsive to
proactive fundraising.
● Pipeline management: breaking news - start writing
a proposal BEFORE an opportunity opens up.
3 main tools for donor research
● Research your existing donor agencies, partners and
foundations.
● Research your competitors and peers' sources of
funds.
● Explore the NGO-donor organization common
portals and databases. Eg devex, fundforngos,
reliefweb
Behind the scenes, get ready
● Move to proactive management of the funding
portfolio
○ Better Pipeline Manageable
○ Not at mercy of donors
○ Links to strategy (not donors)
● Pipeline management: breaking news - start
writing a proposal BEFORE an opportunity
opens up.
Proactive funding portfolios are based on
RESEARCH
● Research your existing donor agencies, partners
and foundations.
● Research your competitors and peers' sources
of funds.
● Explore the NGO-donor organization common
portals and databases. Eg devex, fundforngos,
reliefweb

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10 tips for writing better project proposals.pdf

  • 1. 10 tips for writing better project proposals
  • 2. WHO Mike Shanley Founder and CEO AidKonekt Joseph Nelson Senior Consultant WHAT We build better NGOs We help them to be funded better Christian Meyer zu Natrup Managing Director
  • 3. 1. Preparation is all about the 6Ps 2. Proactive funding portfolios are based on RESEARCH 3. Make good Go/ No go decision. 4. Show that you have been training for this. 5. It’s a team effort. “Whole-of-organization” approach to proposal writing 6. It’s a marathon: the effort shouldn’t leave you broken/depleted of resources. 7. Have a realistic/ sustainable budget. 8. A good budget is half the battle. 9. START: Treat your budget development as a project. 10. Templates. Templates. Templates. It takes a lot more than good writing….our top 10 ten tips
  • 5. Go / No Go Decision ● Does it fit your organizational and funding strategy ● Read the fine print - now ● Ask important questions ○ Probability to get the grant ○ Is your project/ organization a good match? ○ Are you able to handle the grant? ○ What resources and time are required for the proposal? ○ Deadline? ○ Do you know the donor / have similar proposal experience? ○ Does the organisation have the capacity to deliver the project if successful? ● Once you have the answers, evaluate and make a decision. ● If it is a go captured it on your systems and move to the next step. Behind the scenes, get ready ● Do your homework: move from responsive to proactive fundraising. ● Pipeline management: breaking news - start writing a proposal BEFORE an opportunity opens up. 3 main tools for donor research ● Research your existing donor agencies, partners and foundations. ● Research your competitors and peers' sources of funds. ● Explore the NGO-donor organization common portals and databases. Eg devex, fundforngos, reliefweb Prior Proper Preparation Prevents Poor Performance ● Move to proactive management of the funding portfolio ○ Active Pipeline Management “what we need vs what we can get” ○ Not at mercy of donors “Not at all costs” ○ Show that funding can achieve (and can’t) ○ Links to strategy (not donors) Funding to match need, not availability of a a few donors ● Pipeline management: breaking news - start writing a proposal BEFORE an opportunity opens up. Never be surprised by an opportunity Proactive funding portfolios are based on RESEARCH ● Research your existing donor agencies, partners and foundations ● Research your competitors and peers' sources of funds. ● Explore the NGO-donor organization common portals and databases. ● Research thematic and geographic fit Then, make the Go / No Go Decision ● See Appendix for details
  • 6. Your organisation was built for this. Show it! ● Your Theory of Change: clear, compelling, showing your expertise and why it is critical for success Example: Investment in ToC ● But it still needs to be… agile and responsive to change ● Relevant to latest needs (think: local teams & beneficiary driven programme)
  • 7. It’s a team effort “Whole-of-organization” approach to proposal writing ● Does information flow between departments? (not just RM manager job!) ● Alignment with organisational objectives: does the proposal take you one step closer to your long-term goals? If not, why do it? ● Show your readiness & expertise: how do you operate/work together? Credentials, track record and expertise are there on day 1.
  • 8. It’s a marathon The effort shouldn’t leave you broken or depleted of precious resources ● Never write 1 proposal when you write 10 on the same topic. ● Write a realistic and sustainable budget: don’t over- promise BUT…. ● Have a clear VfM rationale for example explaining clearly your unit costs and highlighting costs savings. ● Be ready to negotiate and know what NOT to agree on: unrealistic donors expectations and stringent overhead conditions (ex: max. 7%) only perpetuate NGOs starvation cycle.
  • 9. Don’t leave budget to last minute… avoid false starts ● Plan enough time! To avoid beginners mistakes: incorrect calculations, donor template not used, budget exceeds ToR ● Not enough details…or too much ● Ensure balance between budget and impact
  • 10. A good budget is half the battle A budget is your tool to communicate with a donor. It can say a lot more about the programme and your organisation than just the price of your proposal. Good budgets key features: ● Openness ● Value for Money ● Capacity ● Competitiveness ● Compliance
  • 11. START Treat your budget development as a project ● Develop a project plan with a timeline ● Ensure timeline is in line with proposal requirements ● Build in time for budget review and approval ● Inform stakeholders of the information requirements and timeline. ● Study the financial requirements of the funder and ensure you have the correct templates and information.
  • 12. Thank you! Since early 2020 a lot of NGOs reached out to us asking for support on fundraising Early 2020 We listen! In Spring 2020 we decided to rise to the challenge and design a really helpful, impactful fundraising service for NGOs Spring 2020 Launching soon! 1) 100% digital, global, in 9 languages 2) 100% of funding raised goes to the NGO 3) Everything you need to launch an effective fundraising function a) Strategy and Results Management b) Graphic design and video production c) Social Media, Search and Mail campaign managers d) Crowdfunding, finance, and market analysis experts 11 April 2022 We built! We may have taken our sweet time over it, but we build a fundraising service that generates income at low costs for the long term Late 2020 to early 2022 Launching 11 April Fundraising Service
  • 13. We’d love to stay in touch with you! Check out our blog and upcoming events on our website: www.mzninternational.com
  • 14. Go / No Go Decision ● Does it fit your organizational and funding strategy ● Read the fine print - now ● Ask important questions ○ Probability to get the grant ○ Is your project/ organization a good match? ○ Are you able to handle the grant? ○ What resources and time are required for the proposal? ○ Deadline? ○ Do you know the donor / have similar proposal experience? ○ Does the organisation have the capacity to deliver the project if successful? ● Once you have the answers, evaluate and make a decision. ● If it is a go captured it on your systems and move to the next step. Behind the scenes, get ready ● Do your homework: move from responsive to proactive fundraising. ● Pipeline management: breaking news - start writing a proposal BEFORE an opportunity opens up. 3 main tools for donor research ● Research your existing donor agencies, partners and foundations. ● Research your competitors and peers' sources of funds. ● Explore the NGO-donor organization common portals and databases. Eg devex, fundforngos, reliefweb Go / No Go Decision ● Does it fit your organizational and funding strategy ● Read the fine print - now ● Ask important questions ○ Probability to get the grant ○ Is your project/ organization a good match? ○ Are you able to handle the grant? ○ What resources and time are required for the proposal? ○ Deadline? ○ Do you know the donor / have similar proposal experience? ○ Does the organisation have the capacity to deliver the project if successful? ● Once you have the answers, evaluate and make a decision. ● If it is a go captured it on your systems and move to the next step. Appendix 1
  • 15. Appendix 2: Budget no- nonsense checklist ● Incorrect calculations ● Budget exceeds that in the ToR ● Budget doesn’t include all details requested ● Donor template is not used ● No transparency ● Large contingency costs ● Indirect costs too high ● Human Resource costs ● Budget is too large/ small
  • 16. Go / No Go Decision ● Does it fit your organizational and funding strategy ● Read the fine print - now ● Ask important questions ○ Probability to get the grant ○ Is your project/ organization a good match? ○ Are you able to handle the grant? ○ What resources and time are required for the proposal? ○ Deadline? ○ Do you know the donor / have similar proposal experience? ○ Does the organisation have the capacity to deliver the project if successful? ● Once you have the answers, evaluate and make a decision. ● If it is a go captured it on your systems and move to the next step. Behind the scenes, get ready ● Do your homework: move from responsive to proactive fundraising. ● Pipeline management: breaking news - start writing a proposal BEFORE an opportunity opens up. 3 main tools for donor research ● Research your existing donor agencies, partners and foundations. ● Research your competitors and peers' sources of funds. ● Explore the NGO-donor organization common portals and databases. Eg devex, fundforngos, reliefweb Behind the scenes, get ready ● Move to proactive management of the funding portfolio ○ Better Pipeline Manageable ○ Not at mercy of donors ○ Links to strategy (not donors) ● Pipeline management: breaking news - start writing a proposal BEFORE an opportunity opens up. Proactive funding portfolios are based on RESEARCH ● Research your existing donor agencies, partners and foundations. ● Research your competitors and peers' sources of funds. ● Explore the NGO-donor organization common portals and databases. Eg devex, fundforngos, reliefweb