Download Using Logic Models in Prorgam Planning and Grant Proposals

Proposal Development
Guidelines for Signature
Grantee Semi-Finalists
The Covenant Foundation
Inside this Presentation:
I. Project Logic Model
II. Full Proposal Budget
Project Logic Model
Goals of this Presentation
• Introduce the concept of a project
logic model and its basic
components
• Describe the components of a welldesigned project plan
• Present a model that is aligned with
The Covenant Foundation grant
proposals
What is a Logic Model?
A logic model...
• is a framework for presenting a
streamlined picture of a program,
initiative, or intervention
• shows evidence of the logical
relationships among the resources that
are invested, the activities that take
place, and the benefits or changes that
result
• is the core of program planning,
evaluation, program management and
communications
Why Use a Logic Model?
A logic model can:
• bring detail to broad goals
• make underlying beliefs explicit about
how and why a program is expected to
work
• help to identify gaps in program logic
that might hinder success
• build understanding and promote
consensus about what a program is
• summarize complex projects, enabling
effective communication with
stakeholders, funders, and other
audiences
Logic Model: Project Design
Inputs
Activities
Planned Work
Outputs
Outcomes
(Short and Long Term)
Intended Results
Planned Work: Inputs
Inputs
Activities
Outputs
Outcomes
(Short and Long Term)
Definition: the “resources” and “capital”
marshalled toward project implementation,
e.g.:
• staff and volunteers
• materials
• time
• existing organizations
• facilities
• potential collaborating
partners
• supplies
• funding
• existing organizational or
interpersonal networks
Planned Work: Activities
Inputs
Activities
Outputs
Outcomes
(Short and Long Term)
Definition: the “services” and “actions” of
your project, e.g.:
•
•
•
•
•
classes
events
training/professional development
mentoring
curriculum development
Intended Results: Outputs
Inputs
Activities
Outputs
Outcomes
(Short and Long Term)
Definition: the quantifiable amount of
project activities, e.g.:
•
•
•
•
•
number of classes, workshops, etc.
participation rates
hours of services provided
amount of materials produced and distributed
web and social media outputs: website visitors,
blog posts or comments, Facebook activity,
“retweets,” etc.
Intended Results: Outcomes
Inputs
Activities
Outputs
Outcomes
(Short and Long Term)
Definition: the resulting benefits for your
target population(s), such as changes in:
Skills
• skills
Knowledge
• knowledge
• behavior
Behaviors
• attitudes
Attitudes
Head
Heart
Hands
S.M.A.R.T. Outcomes
Specific
Measurable
Achievable
Relevant
Timed
Logic Model: Project Design
Inputs
Activities
Planned Work
Outputs
Outcomes
(Short and Long Term)
Intended Results
Logic Model: Project Theory
• The Statement of Need: A clear succinct statement
that describes: the situation or challenge to be
addressed; the cause of the situation; and those
affected by it. Show evidence of need.
• Context: The factors in the external environment, both
barriers and supports, that will impact your ability to
address the need.
• Assumptions: Beliefs about the need or situation; the
behavior, motivations, and learning styles of the target
population; the external and internal environments; and
what the project can reasonably achieve. Assumptions
explain why you believe your project will succeed.
• Other Models: Approaches to addressing the need that
have been tried by you or others, and whose successes
and/or failures you are now drawing upon for your
planning.
Mapping the Model onto
Proposal Development
Statement of Need
– Need
– Context
– Assumptions
– Other Models
Description of Project
– Activities
Intended Results
– Outputs
– Outcomes
Proposal Development
Innovation
– Other Models
Staff
– Inputs
Challenges/Pitfalls
– Context
Organizational
Capacity
– Inputs
Contribution to the
Field
– Outcomes
Budget
– Inputs
Full Proposal Budget
Using the Budget Template
Expenses:
• Personnel, Supplies, Other
• Project Budget and Request to Foundation
Revenue:
• In-Kind
• Other Grants
• Program Fees
• Other (i.e. individual contributions)
Simply enter numbers.
Formulas are already set.
Budget Guidelines
• Personnel
• Focus on expenses directly related to
the proposed program
• No overhead
Financial Statement Form
• Revenue:
–
–
–
–
–
Contributions
Fees and Dues
Grants
Earned Income
Other
Note: This form corresponds to the
most recent completed fiscal year.
• Expenses:
–
–
–
–
–
Personnel
Professional Fees
Occupancy Costs/Rent
Travel and Meetings
Supplies and
Equipment
– Communications
– Other
– Other non-recurring
expenses (i.e. capital
expense)
Audited Financial Statements
• Preferred: Copy of the most recent
audited financial statements.
• If audited financial statements are not
available, then submit a copy of the
most recent unaudited financial
statements.
• If neither are available, please contact a
Foundation staff member who can
discuss special circumstances (new
organizations, fiscal sponsors, etc.)