Video summary
The Grant Scorecard is a strategic framework designed to help nonprofits craft stronger proposals by identifying the core components that all funders seek, regardless of the specific terminology they use. Funders often employ varying terms for similar concepts, such as using "needs analysis" instead of "situation analysis," so understanding these synonyms allows applicants to translate their content into the precise language and structure required by each funder. The system evaluates ten major proposal sections on a scale from weak to strong, emphasizing that every application should serve as an educational tool for a reviewer who knows nothing about the organization. To build credibility, proposals must provide specific details, data, and a logical flow rather than relying on vague statements or unproven claims.
Key areas of focus include demonstrating past success with concrete data in the organizational background, utilizing local and up-to-date statistics within three years for the statement of need, and clearly defining what will be done, how, and where in the approach section. Goals and outcomes must be measurable and directly linked to the identified need, while budgets require every line item to be justified by the narrative. Furthermore, reviewers look for evidence of long-term viability beyond immediate grant funding, encouraging applicants to highlight organizational strengths, strategic plans, board involvement, and steps toward diversified revenue streams to reduce reliance on grants.
Writing style plays a crucial role in competitive environments, where poor writing can waste reviewer time and fail to tell a coherent story even if it does not lead to disqualification. Effective proposals engage both the mind and heart by weaving data with participant stories rather than relying solely on facts or excessive jargon. Writers are advised to keep language simple, avoid unexplained acronyms, and test drafts with outsiders to ensure clarity. For new or transitioning organizations without a traditional track record, the focus should shift to the strengths of the founding team, the collaborative process, and the background work done to develop the initiative, ensuring that former for-profits or volunteer groups can still present a valid history of success.
To assist in this evaluation process, a scorecard tool is available as both a paper version and a free Custom GPT accessible with a standard ChatGPT account. This tool evaluates proposals across all ten sections, providing scores and personalized tips on data sufficiency, clarity, and outcomes. Users can independently score their work or utilize a matrix of impact versus effort to prioritize improvements, such as polishing low-impact sections or rewriting high-impact ones. Additional resources include logic models for streamlining initiatives, AI tools to help condense narratives while meeting character limits, and access to international funding databases, ensuring that applicants have the necessary support to refine their applications effectively.
Read the full video transcript
Hi everybody. Hello beautiful people.
How's everybody doing on this Super
Tuesday? I call it Super Tuesday because
it's a sale day and we love sales. We
love sales. So, as you're coming in, say
hello to me and let me know
what do you need in dollar amount for
the rest of the year. We're in the final
quarter. How much do you need? And I
won't say sustain your organization
because we're forever, you know, seeking
to have funding come in, but give me a
dollar amount if you were to you you
should I'm not going to say if you were
to guess because you probably should
know how much you need. We need
>> $100,000 to make it to the end of the
year. So, hello um Bach Choir of
Pittsburgh and Allison and Brandy,
Carla, um Carol, Kate, welcome on in.
Chris, hello everybody. Um, we're going
to start in less than two minutes. So,
those of you who've been here before,
you know how it works. You're going to
get the recording and the slides and the
video replay later today. Technology
acts right or early in the morning. But
I want to know in the chat um from
Brandy or Carla, how much See, you guys
are thinking I know you're thinking now.
Okay, there we go. Dr. Evette, we have
been blessed this year and we don't have
any needs for the rest of the year.
>> What? Very nice. Isn't that awesome?
>> Oh, amazing.
I love it. I love that means Dr. that
you guys have been putting in the work
because I know it's work. So,
congratulations on that. That's amazing.
We're going to start in less than a
minute. So, thank you guys if you're
just joining us. The question that I
asked is how much do you need for the
rest of the year to sustain your
organization? Hello from Kayla. Kayla,
it's good morning or you are. I know
people are coming from the north, the
south, the east, and the west. Um, a
thank you Dr. Tech has been very, very
helpful. We appreciate that. We
appreciate you being a member and coming
here and let us know. We love those
moments when you let us know that we're
making a difference and that we've been
helpful in your nonprofit's life span or
life cycle. David said, "Brand, we just
started. We have no idea how much we
need." Lol. Still learning. Well, you're
in the right place, David. Welcome.
Welcome on in, guys. Um Adena says, "We
have enough for this year. We're just
beginning with grants and we want to add
that to raising funds for our
nonprofit." Very good. Very good. Well,
you're in the right place. Carol said,
"We're set for this year. Next year,
we're starting over." I look I see this
I hope this is encouraging everybody
who's here because I know that sometimes
it's it's shocking to see somebody say,
"We're set for the year. We're good."
This is good. Right, Alice? Absolutely.
It's excellent. Yeah. Yeah.
>> Very, very rare. Well, we're at the top
of the hour. So, thank you guys for
being here. My name is Artha Simmons.
Welcome again. I'm going to read this
title correct because last time, Alice,
I read it wrong and you didn't say
anything to me. [laughter]
Today, we're talking about the grant
scorecard.
Listen, you have an expert here. Alice
Runky is going to give you some simple
system for stronger proposals and she's
going to tell you more about the grant
station sale. I'm gonna turn it over to
you because she needs all this time to
take you on in. Have a great webinar,
Alice. Thank you.
>> Excellent. Thanks, Artha. And thank you
all for being here on this Tuesday. Um
we are really excited at both Grand
Station and Tech Soup today. um because
exactly of what Artha had mentioned that
um today and tomorrow is our annual Tech
Soup sale promo and so these two days
only you can get a Grant Station
membership for only $119
a year. Um so we always want to make
sure that everybody has access to it um
and gets uh the gets in on the goodness
um before the sale ends. So, it's just
again today and tomorrow. If you already
have a membership, we'll stack another
year onto that membership. Um, so this
could be uh really your great time to
save in your budgets um because this is
the cheapest that we offer Grant Station
um at any time of the year. So, this is
our biggest promo. So, you can come to
us, find those funders that you need um
to do the good work that you do.
Um but what we're going to talk about
today um is about your proposals
themselves. Um you maybe joined us in
our last session um when we talked more
about the kind of finding the right uh
funders and and how do we select the
right funders and today we're going to
spend time on then how do we submit the
strongest proposal possible and I have
tools for you to use um in a lot of
different ways. So we're going to go
through this all together today. Um, but
one of the things that is challenging
just in the the grant sphere, if you
will, is that if you took the set of
instructions from 10 different funders
and you laid them out in front of
yourself, and you read them all, you
would look and feel like that that 10
funders are asking for 10 completely
different things. Um, they have
different words that they use. They put
everything in a different order. And so
one funer might call something a uh a
needs analysis and someone else calls it
a need statement and someone else calls
it a situation analysis. So there's a
lot of terminology that makes us think
that funders are looking for different
things, but in reality they're really
looking for the same core components.
And so once you kind of know those core
components and you can kind of translate
the terminology,
it really lights a light bulb off in
your head when all of a sudden you see
that while the terms are different and
while you know the headings and orders
are different that they're looking for
the same things. So, what we're going to
talk about today are those core
components and how you can improve the
different sections as you're writing
them. Um, you know, we are in a really
tough funding environment right now. Not
going to sugarcoat that. We all know
that. Um, but uh hopefully through
today's webinar, what you're going to
learn is how you can write the best
application and how you can um you know
figure out what the heck it is reviewers
are asking for before you write the
applications.
So, um that's what we're going to do
today. So, we're going to walk through a
scorecard um that will help you evaluate
your different proposals from section to
section
um and also then kind of do that
terminology translation of how again
funders are using different terms that
mean the same thing. Um so you can start
your process you know using my terms um
but then you can translate those terms
into the what the funer is using. You do
always want to use the funers terms, the
funers headings, the funers order, all
those sorts of things. But at least from
this starting point, you're going to see
what each section is about, what I'm
calling it, other synonymous terms for
it, and be able to make that translation
across the way funders do things and
name things. Um, and then, uh, with the
scorecard, there's different ways that
you can use it. Um, we have some um uh
different different tools that you can
use. I'm going to show you those um and
how you can then take the results of
this and and learn ways to improve your
applications before you submit them. So,
you're submitting the strongest um
proposal possible.
So, what the grant score scorecard is,
um, you will get a paper version of the
scorecard that we're going to go through
today, but there's also some AI tools
that we have that we've incorporated the
scorecard into. Um, so that we've fed a
a custom GPT this information. we um
added information from very well-written
proposals um so that the model learned
from the best of the best. Um and so you
there's different ways that you can use
it, but but what we're going to go
through e any way that you choose to use
it um it's it's a tool that you can use
either by you know reading and
evaluating those sections or using
different online tools. And you're going
to score each section from, you know,
weak to strong. Um, and then you can
start to identify, okay, you know, quite
obviously if this is my very weak
section, this is one that I want to
prioritize. So, we'll talk about how we,
you know, kind of prioritize uh your
revisions. Um, and again, a scorecard
you can use over and over across
different funders because while the
language changes, what they're looking
for isn't. Um, so we're going to talk
about what it is they're looking for and
how to make those very strong. So the
scale goes from, you know, strong to
weak. Um, where in the strong end of
everything, it's very well supported.
Um, it's exactly what the reviewer wants
to see. There's very clear, specific
information that answers their
questions. Um, if you're not in the
strong and you're getting into the
middle area, you know, you're doing a
good job, but there's either some, you
know, layers that are missing, there's
some maybe specificity that you might
want to put into that to be more um to
really let that reviewer know what's
going on. Um just another um little
little tip before we get into all this,
but one of the things that's really
important is to treat each application
like you are educating the reviewer or
the funer about you and treating it as a
as a blank learning slate. So, not
assuming that they know anything about
the need or what you do or how you do it
or your organization's reputation, like
all those things because they don't know
those things. Um, so we really want to
make sure that we're really
communicating to them all the things
that they need to know.
Um, then kind of toward towards the, you
know, towards the end, there's not
enough details. um reviewers are really,
you know, keyed in on picking up uh
vague information. Um you know, all
those sorts of things. They they flag
that stuff pretty easily. Um and then
all the way down to weak where there's
just you didn't answer questions or, you
know, you you answered the same question
twice but in different ways. um and your
application actually starts to kind of
undermine your credibility when you're
really at that weak end. Um so these are
the four, you know, kind of parts of our
scale that we'll go through. Um and what
we're going to do is go through it's it
sounds like a lot. I'm glad we have all
the time. Um but these 10 major
components um from the organizational
background to your needs statement. Um,
usually these three things, we'll we'll
take these together, but your approach,
like what you're going to do, your
partnerships, and your work plan are
usually kind of packaged into one
section. Um, quite, you know, quite
frequently, not always, but pretty
frequently, these three things go
together. Um, then your goals and
objectives or your outcomes and
indicators. We'll talk about all those
terms and your evaluation. Then you have
your budget um information on
sustainability and then I just have a
little bit about kind of writing style.
Um so we'll take each one um what is it
that the funers looking for?
Um and then how do we improve those
different sections. So, we're going to
start with the organizational
background, which is where you're
establishing your credibility as an
organization. Okay? And with our
scorecard, you know, those that are very
strong in in the narrative, you have um
really demonstrated that you have um
success in offering these programs in
your community and you can document that
success. um really showing that your
organization is very strong. Um they can
see that you have provided solutions to
to things in the past um and that they
you know really feel that credibility as
an organization.
They start to get a little weaker when
you haven't evaluated your programs and
and been able to determine um that you
have, you know, made the changes that
you want to change. um or sometimes that
you know um you've had some success in
some areas but maybe not so much in this
area, a funer is going to be able to
kind of see through that and see you
know where your success lies based on
the information that you're giving them.
um when you're not providing that
evidence of success and you're using
statement like statements like you know
everyone did very well um you know it
doesn't tell the reviewer anything um
you know our participants were
successful it doesn't tell me anything
about you know what how they got better
what difference you made right so and
then all the way down to kind of uh that
week where you don't have a track record
of offering a program um you know your
organization maybe isn't staffed
appropriately or maybe run appropriately
with a board and things like that. Um so
there's there's our continuum.
Um and here's just um with each section
here is just kind of that um also known
as section. So, I'm calling it an
organizational background section, but
another funer could say, "Give me an
organizational description or an
organizational profile or your
organization's capacity." Again, they're
all using different terms. But what
they're really trying to parse out is,
do you have the ability, have you done
this in the past with a good track
record of what what you've done to show
me your success in the past? Okay. And
and again, don't don't let the
terminology knock, you know, knock you
out. That's what you're really trying to
do. Um is demonstrate that success that
you've had in the past.
Um, as you're looking at that
organizational background, if you find
that you're, you know, not on the the
strong end of the continuum, some of the
things that you can do, um, first off is
make sure when you're doing your funding
research that you are aligning with the
funers priority areas. Um, at Grant
Station, if you have a membership to us,
you can find those areas that the funer
likes to fund that they that they are
set out to address. Um, and you really
want to key in with them on how, you
know, your programs and their, you know,
mission and vision overlap. Um, so, you
know, making sure that alignment is
good. Um, and that starts at the grant
prospecting stage.
Um, which is where Grant Station comes
in. Um, also just kind of understanding
the funer, using the funers's language,
understanding how they have funded in
the past, all that information you can
dig out of Grant Station's profiles. So,
you get that that idea of um, you know,
you wouldn't want to write a proposal to
an organization that maybe only gives
out um, you know, $2,000 grants when
you're looking for $100,000,
you know. So understanding the funer,
how they fund, looking at their uh
giving history, all those sorts of
things really helps you make sure that
this funding opportunity is good for
you. Um, and then as you're writing,
these three um, last bullets are about
when you're doing your actual writing,
being able to demonstrate that you've
had the outcomes that you've intended to
have with your participants and really
telling them with numbers and stories,
you know, the difference that you've
made in people's lives.
as you're writing your entire proposal,
you really want to highlight your
organization's strengths and put your
best foot forward. Um, this isn't a time
to be modest and and not want to, you
know, brag, if you will, about your
organization, this is your time to do
that.
Um, and if you are a new program or, you
know, you're piloting a new, maybe
you're a set organization who's piloting
a new program, you know, I I think that
some of the things that that you really
want to talk about if you're piloting a
new program, you know, demonstrating
that you've you've uh, you know, worked
with the target population, you know,
and had success or potentially that
you've, you know, had success with this
program in other areas. and now you want
to branch out to a new geographic area
or target population. Um, and if you
don't have any history at all, I think
the way that you're going to want to
really talk about this section is really
talking about um, you know, what you
have brought together, what you have
created as an organization and the
strengths of that process in kind of
getting that pilot off the ground. um to
demonstrate that you have that
organizational background.
And then just kind of as a last little
note, you know, funders usually don't
aren't real happy with the kind of if if
you give us the money for it, we'll
build it and then they'll come and and
take our services, right? They usually
like to see that you have um already
worked with that target population or
with that community, right? So just
showing that um in any way that you can.
So um here's just uh you know an example
of of kind of a weak uh statement in an
organizational background of you know
our organization has been serving the
community for many years and wants to
expand our reach with this program. Um
again a fine statement to make um but it
it lacks in that specificity. it doesn't
have the numbers and the data and the
the information that a reviewer would
want. So you can see here, you know,
since 2021, our organization has helped
over 1,200 students build stronger
futures through an afterchool program.
And as a result, 90% of students improve
their reading scores, bringing 40% up to
the statewide proficiency level. Right?
So that's telling a completely different
story um between those two sentences.
And these are the kinds of things, the
information, the level of information
that's going to make that section
strong.
Our statement of need is our second
component. Um, again, those really
strong ones are are showing um
information with uh data that's up
todate, that's very local to your
community. um you've cited your sources
and you've really told that story in a
compelling manner. So those are you know
the really strong ways of writing a need
section. Um when we get to you start to
see um you know outofdate sources
usually three years is kind of my cut
off limit. Um if the the data that
you're presenting isn't relevant to the
proposal so it's just confusing. that
isn't good. When you don't site your
sources, that also makes your proposals
very weak. Um, so again, you can come
back and look at the whole continuum
with this and you'll you'll get this uh
as slides and a handout.
Um, so here's just the slide. I'm not
going to go through this every time. You
can just come back to it, but again, you
know, one funer calls it what's the
current situation or a needs assessment
or a statement of the problem. you know,
all those sorts of things. But there's a
time when you're going to talk about
your community and your target
population and what they're struggling
with. And in that section, you want that
data to be um like I said on that
earlier slide, local. So, you know, if
you're serving a county, you want to use
countywide data. If you're serving a
state, you can use statewide data, but
you want to drill down your data as
local as possible.
You want it relevant to the proposal. So
if you're serving, you know, veterans,
but you're telling information about
high school dropout rates, that does
that just confuses the reader. They're
then reading the proposal looking for um
what are we going to do to help those
high school dropouts? And you know,
that's not your program. Um like I said
with up todate, three years is over
three years. Uh as a as a writer, I
would go find more up-to-date
information. um citing those sources
within your applications. And then I
would also use visuals when I felt that
could help the reviewer see the problem
better through maybe a pie chart or a
some sort of line graph or something
like that if it was allowed. You know, a
lot a lot of online applications you
can't do that. But I would use visuals
whenever I felt that it would just help
tell my story in just a visual way um
and really grab their attention.
Um, so just a couple of things as you're
looking for that data to tell that
story. Um, one really, you know, uh,
highly used process is the American
Community Survey. This comes from the
census information. So the census is
done every 10 years, but the the
American Community Survey comes up every
year and updates all those all that
information on population and income and
health and housing and education and all
the the components. Um, so their site
has gotten a lot easier to use. And with
that, you can also drill down into um,
you know, information for a city, you
can drill down to a county, you can
drill down to a neighborhood and certain
census tracks. So, this really helps you
drill down that information to get as
local as possible.
And then Grant Station also has a free
tool, the Pathfinder Library, where you
can go in and find information. And one
of the categories is data sources. And
we just have different data sources in
there that then you can also explore,
just real reputable data sources. Um, so
just a free tool for anybody if you're a
member of Grant Station or not.
Um, so here's just that example. Again,
that very vague statement of, you know,
many families in our area struggle with
food insecurity. Um, again, not a
terrible statement, but could it be
written stronger? Um, yes. You can see
over here, you know, in this county, uh,
one in five households live before the
below the poverty line and struggle to
put sufficient food on the table. And
the need is accelerating. The local food
bank has seen a 32% surge in first-time
visitors since 2024.
Um, so you can see there that the
sources are cited. It's local to the
area. It shows the trends of what's
going on. It has the actual data in it.
Um, and makes a much stronger um, uh,
part of that narrative.
So, now we're going to go on to the
three of the three of the sections
because I said, like I said, usually
these kind of tie together. they they
might not in a funer's application, but
they they will mentally tie together if
nothing else. Um, so with your approach
section, it might be called your project
design or your approach or something
like that. This is where you're telling
the funer what you're going to do. Um,
this is also where I think sometimes we
just make some assumptions that funders
know what we do. So, you know, funders
know what a financial literacy program
is and how it operates. No, not
necessarily. Do they know how a housing
program operates? No. Um, so there's,
you know, details that you want to tell
them exactly of, you know, what you're
going to do and how you're going to do
it, where you're going to do it, and all
those kinds of details. Um, and when
they look at that that that project plan
or that approach, they really feel like,
okay, I I mean, I can see how you're
addressing all these things. I can see
exactly what you're going to do. This
makes perfect sense to me. Um, and when
you're also showing that you're building
on other work in the community, when
you're bringing in partners, which we'll
talk about next, um, that that that when
they have a role in the project and they
see you sharing community resources,
that they very likely already are paying
for for the other organization, they
really like to see that that their that
their work is being scaled up. um that
the things that they're investing is
really helping across across your
community. Um so again, you can kind of
go go down the list of of of where your
approach might be. Um and here's just
again one one funer is going to say,
"Give me your action plan or your
methodologies or your plan of
operation," you know, but this is where
you're telling them what you're going to
do. Like I said, you're going to use
their headings. Um, but there's going to
be a section where you tell them what
you're going to do. Um, there's almost
always usually a section then about
partners and who you're partnering with.
Um, and what makes those partnership
components really strong is where you're
really showing that the partners are
contributing um, and they know what
they're contributing to the to the
project. So, you're really outlining
that this this organization is going to
be doing the recruitment and um
assessments of our participants. Um this
other organization is going to be doing
the uh one-on-one counseling. Um and
you're really bringing in the resources
of others to help. Um, and when they can
see that, you know, you're all working
together collaboratively, that you're
all kind of sharing this vision to
address the root cause of the problem
and you're doing it collaboratively, it
really adds strengths to your proposals.
Um, and so, but when they see something
that doesn't um, talk about a name of a
partner or particularly what they're
doing, then again, it's too weak. they
don't see that as as a strong uh
component because you didn't tell me the
name of the fund partner and you didn't
tell me what they were going to do. So,
I don't know what role they're taking in
your project. Um, so partnerships are
always very important.
And then sometimes a funer will ask for
a timeline or a work plan. If they have
their own form, you're going to use that
form. Um, but what they're looking at,
you know, is looking at the overall
project. Does it seem logical? Are you
going to be able to do all the work that
you proposed in the amount of time that
you, you know, have within the grant
period? Um, you know, is it laid out
well? Do does is there um, you know, for
each activity that has to happen, is
there a time frame for it? Is there a
person or an organization responsible
for it? um those kinds of things. So
they can really just kind of look and
see how this program is going to
operate. Um again when when when things
are overestimated of you know what
people think they could do um you know
that isn't an an an advantage. If it
really feels like I don't think you can
do this amount of work in this amount of
time um you know then then you know
funders you know just because you
proposed too much doesn't mean that that
automatically like you would get more
points right I mean they can tell they
know um the work and what you can do in
what in what period of time um if you
overlook different things about you know
well you didn't even talk about the
recruitment of participants then they'll
be like well how did the people even
find you you know those sorts of things.
So um really having that sufficient
outline that tells from beginning to end
what you're going to do. Um and that's
where some of the ways to enhance these
sections. Again having that logical
approach um showing how the whole group
is working to address root causes of the
issues that you're dealing with. Having
that sufficient detail um again people
don't know the ins and outs. they don't
know the day-to-day of what you're doing
like you do. Um, and so sometimes when
we write it, we make assumptions that
they do know.
Um, other ways to just kind of, you
know, showing that, uh, I think through
your partnerships, um, you're also
showing that you are a nonprofit engaged
in the nonprofit community. Um, and that
is kind of demonstrated through your
partnerships and and how you interact
and how you do your services.
Um, and then that other part about
partners, I did mention that earlier,
but it's really critical that you, you
know, mention the partner's name and
then what role they're going to take on
in the uh uh program. is if people just
tell me that, you know, we partner with
businesses and the Chamber of Commerce
and social service organizations and
they make a blank statement like that.
To me, that's like a a nonsense um
statement as a reviewer because I I
don't know what agencies, I don't know
what they're doing. So, I don't really
think that you're partnering with them
if you can't name them. Um so, that's
where that level of specificity really
helps.
Um so this again is just another um you
know we will run workshops to help
participants um is is again a okay
statement but not so informative. Um and
you can see here you know a stronger one
um as one part of the program. You know,
building on our proven partnership with
this college, we're going to deliver
eight weekly financial literacy
workshops, each led by a certified
instructor and reinforced by peer
mentors who's who's completed the
project themselves. Um, so, you know,
again, this isn't an entire need
section, but um, as a statement, um, you
know, we'll run workshops to help
participants isn't enough information.
Um so the stronger the more details um
the the the more that a funder is going
to um you know rate that section as
strong.
Okay. Well, we are zipping through here.
We're halfway through. So um goals,
objectives, objectives, and evaluation
is what we're going to touch on next.
Um, when we're looking at goals and
objectives, um, usually just the the
basic definition of goals or you could
even uh use the term outcomes in this
situation. Usually your goals are more
of those lofty things of what you're
trying to achieve. You know, what how
are you hoping your participants are
going to change in your programs?
Um, and so usually the goals are kind of
those statements of change or outcomes
are statements of change. And then the
objectives or the or um or the
indicators, you could translate that um
is when you start to develop the
measurable
things that you're going to go out there
and evaluate um to demonstrate that you
met those goals or those outcomes. Um,
so we just had a webinar um at Grant
Station about all of this right here uh
of logic models um and how we put those
those goals and objectives or um
outcomes and indicators as I call them.
Um but you really want to be able to to
tell the funer the difference that
you're going to make in people's lives
and how they will change. And that's
where your goals and objectives come in.
That you're telling them, you know, the
so what of what you're doing. You know,
how many people will have a home? How
many people will manage their budgets?
How many people will open checking
accounts? Like whatever it is that
you're doing will be self-sufficient.
How many, you know, whatever area will
have food for 30 days because of your
food pantry, right? So really saying,
you know, how the participants change.
Um I think that one of the other hard
parts, even though there's not as many
words on this on this slide, um with
goals and objectives, it's like about
the terminology. And so um you know,
again, I usually call them outcomes and
indicators. You could use goals and
objectives. Some funders are going to
say, you know, what are your results
going to be, which is the same thing, or
what's your impact going to be? Or how
do you define success? Um, those are all
things that funders are using
synonymously to talk about the changes
in the people that you serve and what's
going to happen to them throughout um
your projects and programs.
Um so what are some different ways to
enhance um you know having that system
where you've identified the the goals
and objectives or outcomes and
indicators and you've set up the system
to measure that change um you know is
usually the first step if you haven't
done that yet. That's the first step in
making these sections strong. Um, so
that you know that all the work that
you're doing, let's say you're working
with those students to get them, you
know, to graduate from high school, you
know, you ultimately want to know what
those graduation rates are and and how
many students, you know, then went on to
um, you know, any sort of higher ed or
trading program or into the workforce
and things like that. What difference
did all that work that you did getting
those students, you know, through high
school, what difference did it make?
Um, and you're usually tying those goals
and objectives to whatever need it was
you were talking about in that need
section, right? So, you were talking
about the need and how many kids were
dropping out of school. And now, when
you're looking at your goals of
injectives, you're telling the funer,
okay, in the future, you know, this
number will decrease or the graduation
rate will increase by how much? And that
sort of thing. So, that tells that
seamless story. Um, and if you're um,
uh, you know, kind of familiar with
these terms, you know, this is kind of
what a logic model is. It it tells about
what difference you make in people's
lives. Um, so um, you know, learning
more about that um, can really help you
um, you know, make these these uh, this
section a lot stronger.
Um, an overall evaluation part. Um,
again, lots of different terms that I'll
use for this. Um, but usually what makes
this, not usually, what makes this
strong is when you have a process to
measure those outcomes in the
participants you serve. And that's again
usually called an outcome evaluation.
and where you're also developing that
process that you're measuring what you
do. Um measuring how much you do,
measuring how many people you serve,
measuring how many hours of services
you're providing to them. And so when
you measure what you do, that's usually
called a process evaluation, right? So
they like to see both that you're
measuring the outcomes in the people
that you serve and you're also measuring
your process. how much do you do? I
don't think a process evaluation is as
hard um because we're pretty used to
evaluating, you know, how many flyers
did we send and how many people did we
recruit, how many people did we sign up
and how many hours of service did we
provide to them, you know, those sorts
of things. But those are the two
components that really make those
sections strong when you're able to do
both of them. Um and then again you can
go down down the line of you know either
you haven't identified that you're going
to have this evaluation or um you know
you haven't really talked about the
tools that you're going to use or the
process that you're going to use. It's
just going to magically be done. Um you
know usually within um you know an
application and within you know a a
grant you're going to be reporting back
to the funer. So always make sure that
you are including um you know the the
funds for somebody to do this
evaluation. You know it might be the
project director you know that's doing
all of this. It might be someone else.
Um but always making sure that you have
this kind of like assigned as you're
writing the proposal. Um because it's
going to be something that's required of
you to write those reports and and find
this information. Um, so you better plan
on it ahead of time so that you know
that that you haven't um missed out on
work that people need to do. Um, and
those sorts of things.
Um, and then again, you know, all these
different words where usually if you're
looking at formative evaluation, I don't
hear that as much. It used to be the
formative and sumitive used to be a real
education term. Um but formative would
be that process evaluation of what you
do. Sumitive would be that outcome
evaluation of measuring the outcomes in
your participants. Um but they might
just say you know what are your results
going to be or what's your how are you
what's how are you assessing your
success or something like that. So they
could use lots of different terms.
Um I think I've kind of talked about
this. So, kind of the the process um you
know, making sure that you have both of
those, the process and the outcome
evaluation. Um and then, you know, a lot
of times within an evaluation section,
um you might be directly asked this
question. Um and or it it's a good thing
to put in if you have the space and and
you've answered every other question
sufficiently in in the evaluation
section. Um but but talking then about
how you use the data. um h about how you
know you you get this information back
and it really helps inform your program
design. If you find that you're not
having the outcomes that you are
intending, then that's a good time to
look at what you're doing and figure out
how to do it better. Um and so using
this data is the value of it. um you
know, if you're going to go through the
whole process, you might as well use it
um to make your programs better, to make
your organization stronger. And so, you
know, sometimes writing in some
information about that, about how you
use the information can really make that
strong as well.
Um so, here's just uh kind of a before
and after again. So, you know,
participants will learn new skills and
feel more confident. Okay? you know, all
right, good enough. Um, but how do
we make that stronger? Um, by program
and um 75% of participants will move
from developing from developing to
confident financial decisionmaking,
which will be measured by a 20 point
gain in a pre-post assessment. Um, so
you can see here, you know, it's much
more direct. Um uh it's it's much more
measurable because you're what you're
measuring is their financial decision
making. Um it has the timebound kind of
thing in there. You have kind of that
quantity that you're looking for people
to change as well. Um so again more
details and and you understand better
exactly what you know what new skills
you want participants to have um or what
kind of competence do you want them to
have.
Um so uh having that level is is what
makes those very strong.
Okay. So we're going to come to the last
two of budget and sustainability.
Um
do the numbers hold up? Always always a
really good uh question. So one of the
things that I want to talk about is when
you're writing your budget, everything
in your approach
should be discussed in your budget. And
so what I mean by that is is anything
that you ask for in your budget, how
that's going to be carried out, the work
that's going to happen should be talked
about in the approach. So your budget
and your approach should really mirror
one another. Not in words and numbers,
but the approach is telling um let me
start this way. The budget is saying I'm
asking for this staff person. the
approach is then talking all the work
that that staff person is going to be
doing, right? So there should be no
disconnect if there's um something that
you're asking for. And and what would
happen a lot when I was a consultant was
my clients would give me the budgets
last and then they would throw in some
information like in the budget not
information but they'd throw in some
things like oh we're going to add this
you know new software so we can track
outcomes from our participants. you
know, we had some extra money, so we're
going to do that and uh we're going to
have a consultant come in and, you know,
help train our staff, which was all
legitimate costs, all logical, all made
sense. But I didn't talk about that in
the approach because we hadn't talked
about that, right? And so I would have
to go back and re, you know, write
things into the approach section because
you can't like have something in the
budget that you didn't talk about in the
approach. It's like, I don't know what
you need this money for. You didn't tell
me you were going to use a new software
system or a, you know, tracking system.
Um, I I didn't see that you were using
consultants in your project, so I can't
fund that part of your project. That
sort of thing. Um, so the really strong
uh uh uh budgets um you know have all
the the costs laid out, everything is is
covered. It's reasonable um to you know
the standard is to a prudent person. You
know um you know do you need a a Tesla
uh to go do your community health
outreach or can you do it with you know
a Ford Fiesta, right? Like you know if
you if you need the Tesla you're going
to have to justify the Tesla, right? Um,
so making sure that you know the costs
are covered, that they're reasonable,
um, and that you're using resources
well. Um, and so,
um, a lot of times, you know, you might
find that something does cost more or
you need something and it's about
justifying it in the budget narrative.
Um, and I'm going to talk a little bit
about that next.
Um, so when you're looking at ways to
enhance your budget, um, I think I have
a lot of these, but um, making sure
those are are covered. Um, and then
we're going to talk when we talk about a
budget, it's usually just a form with
numbers and it has a line item and how
much you're requesting, you know, and
maybe how much you have coming in from
other sources and a total project cost.
Um, when we get to the budget narrative,
which we're going to talk about next,
that's when you're starting to show how
you calculated the numbers that are in
your budget.
So, in your budget narratives, you're
showing the calculations of how you came
up with this $40,000 request for
personnel. Um, and line lining that up.
um and then providing any of those
justifications of why it's needed, you
know, um of and and I have some examples
here uh or an example next.
Oh, where'd it go? Wait a minute. I move
I moved it out of order. Sorry. This is
the example. I'll come back to those
other ones in a second. Um, so here when
you're writing the budget narrative, um,
uh, I have a a three instead of just
two. But if you, you know, had in your
budget and your budget narrative, I need
$45,000 for personnel. Um, that's very
weak because I don't know what roles,
you know, what staff are you staffing
this program with. I don't know what
they're doing in the project. I don't
know how much you're paying individual
people. I just it doesn't it's it's just
very weak. I I I wouldn't that would be
really a negative thing to see. Um it'd
be better if you you know at least had
well the program director is who we're
funding. Um we're asking for half of a
full-time equivalency FTE. So half time.
Um and so we're paying them $45,000.
Okay. So that's a little better. Um but
where does it really get good? Okay. So,
you know, the program director, we're
taking half of uh his or her time um of
$90,000. That's what they get paid
full-time. We're asking for half of that
that they're working on this program.
And then in that justification, you
know, it doesn't have to be super long
and this and that, but you can just see
the program director will oversee direct
service delivery for 120 youth
participants, ensuring quality and
fidelity to the evidence-based model
that you were using in the approach. Um,
so this is the best um, you know, uh,
nar you know budget narrative because it
has all those components. What exactly
is your funding? How did you calculate
it? and how is it justified? Um, so
that's what your budget narratives are.
And I'm going to go back to here
and uh we'll talk about sustainability.
Now, sustainability is is quite often
kind of the hardest part to write. Um,
sometimes we haven't thought
necessarily, you know, exactly about how
this program is going to be funded in
the long term. Um, and sometimes, you
know, how you are going to be funded in
the long term is to continue seeking
grants. Um, you know, there's nothing
wrong with that as an answer. Um, but
some of the things that you really that
what you're really trying to share with
the the funer and the reviewer is kind
of your more a little bit more about
your organization sustainability. what
are those strengths of your organization
that's going to keep that organization
moving forward into the future? Um, and
when you open it up a little bit more
from just the project to your
organization,
you get to bring in more of your
organization strengths and how you're
working from a a set strategic plan. um
how you're you know working with your
board and your volunteers to you know do
xyz
um and showing you know just the overall
strengths of your organization.
um you can you know drill down to a
program um but again a lot of times
which is also you know a fine part of
the answer um is that you know we're
looking to seek to more diversified
funding sources or we're trying to um
you know reduce some of our reliance on
grants over time. So, we're doing more,
you know, fundraisers
um to lessen some of that that the the
grant costs that are out there so that
our programs, you know, have more
unrestricted dollars
um all those sorts of things. Um so,
that section um you know, it isn't
always always in a grant, but usually,
again, it usually is. They want to know
that they they want to know that they're
not going to give money to you this year
and then you're just going to go
bankrupt the next year and then that was
kind of just a waste of money, right?
So, it's how do you share that
information of your strong uh
organization and how it's going to
continue in the future.
Um, and so I think I already said those.
Yay. So, um, those are some ways to
enhance.
Um, so, uh, we're doing really good on
time. Um, the writing style again, um,
this is I've never honestly seen a grant
not get submit, not get funded because
it was written poorly. However, I do
believe that in a very competitive
environment, a poorly written grant
reflects poorly on you. Um, it just
does. Um, and I think that, um, if it's
written poorly and if the sections
aren't connected to each other, it takes
the reviewer more time to really
understand what you're doing. You know,
it just you didn't make connections. You
didn't um, you know, make it flow into a
coherent story. And if they're really
working hard to figure it out, you've
lost them. you know, um there's other
ones that are in the pile that are
telling that coherent story, right? So,
um I think that you want to write in a
way that's engaging um that that isn't
just the facts. I think you want to
bring in uh the the data and information
that the funer needs and also pull kind
of on their heartstrings. So you're
weaving in, you know, um, real, you
know, stories of participants or you're,
you know, taking the data and
information that you're presenting and
you're you're painting that picture of
that person. Um, so they get tied to
that person and start to care about that
person in your programs, right? And then
it it translates out to kind of, you
know, then supporting your programs.
Um, so, uh, you know, again, this is not
something that's usually technically
scored, but I think that if if it's not
well written, um, then you've you've
kind of lost them and and you don't need
to make them work any harder than
they're already working.
Um, so, you know, keep it simple. Avoid
jargon and excessive acronyms. I mean,
you do want to you can use acronyms, you
want to explain them. Um, you can have
people read it, have somebody not
related to your organization at all read
it. Um, because again, there will be
assumptions that you've made that
someone in your field would totally
understand that somebody out of your
field doesn't understand at all. Um,
bring in, you know, engage their hearts
and mind. And, you know, it's it's okay
to be interesting, right? You don't want
to um you don't have to just stick to
just the facts, man. Um because
sometimes they're also very boring to
read and you don't want a really really
boring application either.
Um, so here's just kind of a funny
example though, but I can just in in uh
a kind of um nonprofit speak of, you
know, the organization is endeavoring to
actualize a paradigm shift utilizing
synergistic methodologies to optimize
stakeholder income outcomes, right? So
like I don't even know what that meant.
um where you know just really strong
we're changing how afterchool support
works in our county starting with the
families who need it the most. Um, I
always found that when I was writing, if
I was getting like almost tongue-tied in
in my writing, I would just stop and
say, "Alice, what are you trying to
say?" And it would just be a simple, you
know, statement, right, of, you know,
like these people need, you know, this
support more than other people and, you
know, support it with data, right? But
it's like, oh, you know, just sometimes
keep it simple, you know, keep it simple
so that people understand it.
Um so just some different things about
how to use the scorecard. So um the
complete scorecard again it has these 10
sections. Um you can go through and take
the paper scorecard and score them
yourselves. You know one um one to four
um and come up with that answer. So you
can always just do this independently or
you know have you know take um take what
you've written and take the scorecard
and have somebody else do it that again
unrelated to your organization and you
can you know then figure out what things
you need to improve to make it better.
Um so that's something you can always
do. Um and then you know it also doesn't
hurt depending on if you have the time
to kind of look at okay you know which
ones of all those things on the other
you know form um are the highest impact
lowest effort that I can really just
knock out and and get that done. So we
were weak on evaluation and goals and
objectives. Let's just let's do that
fast. Um, we might have to, you know, we
can look at, you know, high impact, high
effort, you know, where maybe you do
need to work a little bit more on the
design. Um, it's going to take a little
bit of work, but it's going to be worth
it. Um, you know, the lower impact, low
effort, you know, maybe polishing up a
certain section. Um, a low impact, high
effort, you know, wholesale rewrites of,
you know, starting from scratch. Um, so
you know, again, you can put things
where they where they belong and then
focus in on the the highest impact,
lowest effort kinds of things. Um, if
you can't get to everything, um, to make
it as strong as possible.
Um, we also have, um, this is just the
plan, so you can come back to that.
That's everything we just talked about.
Um, but we also have this this scorecard
in a custom GPT that you can use. So,
like I said earlier, this custom GPT,
um, you you can use it by using this
link here. Um, and you do have to have a
free chat GPT account in order to use
it. Uh, but you don't have to have a
paid one. Um, but what we've done is
we've we've and this works with both the
one with the membership and the custom
GPT, but we fed it the scorecard and
what made each section strong, you know,
medium, weak, all those those four
things. And then we reinforced it with
our award-winning grant proposals to
teach the model again the best of the
best. the award-winning grant proposals
that we have on our site that you can
also go look at to read um are there
there's almost no flaws in these things.
I mean they're they're that's how good
they are. Um and so you know the models
were trained with the best. So you can
go in and you can um use the chat GBT
and it's going to measure on those 10 um
different things that are also here. Um
or if you're uh if you have you have to
have a membership to do this to Grandst
Station, but you can also come in and
just use it if you have a membership to
here. Well, you just come in, you put
the title, you upload the file, and then
you can you can click on which ones? All
of them if you want, some of them, and
it's going to give you that score. Both
of those two things will give you scores
back um of, you know, this section was
weak, this section was strong.
Um and they will also give you um like
personalized tips on you know um you
know the data was insufficient or you
know consider adding you know um this
didn't these these data uh points
weren't didn't have sources cited or you
know this part was confusing this really
wasn't an outcome you know all those
sorts of things and it'll give you
strengths and weaknesses of each section
that you can then go and fix from there.
Um, so a really great resource again for
all of you. You can use it free with the
custom with the the custom GPT grant
station members can use it as often as
they want right within their um right
within the platform um and save those
reports in their dashboard um for future
use. Um so great resources there for
you.
Um, so,
uh, yeah. So, I think we've really
talked about all of this. Um, I think
this is a great tool for you to use.
Again, don't want you to forget that
today and tomorrow are the only two days
left in 2026 to get the best price at
Grand Station. So, get that membership
today and tomorrow. And I think I will
take a drink and we can answer some of
your questions.
>> Perfect. Um, I'm Jeremy Smith with Grand
Station. I've been in the chat chatting
with everybody back and forth. Just a
couple things I want to clear up as you
are getting ready for the final bound of
questions or having to go. Thank you so
much for joining us. We really
appreciate that. We do hope you take
advantage of this sale. And quick note,
you will be getting a copy of the
slides. You'll be able to put together
your own approach to this or if you were
to purchase a membership, you can do all
of this easily right from your
dashboard. You could submit your
application and it is only used
internally. It's not used to externally
train chat GPT or anything. It's only
used with our internal information. It
won't be used for external training at
all. Just saying that twice to make sure
it's clear. And you will again be
getting a copy of this recording and the
slides. So with that said, Alice, let's
go into an area I know that you know
quite a bit about um and that is
computer building. No, just kidding.
This one is about logic models. Um,
okay. What
>> do you recommend having a logic model
for each proposal or should you have one
for the org as a whole?
>> Yeah, so um it it depends on your
organization, but usually um I would
probably have a logic model for each
individual project. Um just to keep you
know to keep it kind of streamlined to
keep it very understandable about each
initiative that you do and what you need
for that initiative and what you do in
it and how much you do in it and what
your outcomes are. Um and so generally I
would have one for every program. Now
you might have a very small organization
you know that you kind of do one thing.
Um I was on a literacy board. All we did
was not all but we did adult literacy.
That was the only service we provided.
So that could have been an
organizational one as well. Um but I
would have one for each because just
because you achieve different things
usually with your different programs and
so it be you know real clear and crisp.
This question has come up a bit in the
chat and also a couple times in the Q&A
section. uh character maximums when you
are trying to put them into the
application forms, they make it a little
bit difficult to have that sort of
complete the strong responses that
you've been talking about. Do you have
any thoughts on how to navigate these
restrictions?
>> Yeah. So, um the one of the things I
mean it it is hard to do. I I won't lie
to you on that. It can be really tedious
to get um you know a longer narrative
down to a shorter narrative. Um, but I
think that I I also do like to use AI
tools for that though. Um, because it
really it doesn't get you to an exact
word count, but if you, you know, need
to take something and, you know, it's a
two-page thing and you need it into two
paragraphs, um, it really will pull the
most salient points out, um, and put
them in a way that that, you know, in
less verbiage. Um, and so I think that,
you know, back in the day, I literally
just did it line by line, sentence by
sentence, you know, like like seriously
that's how I did it. Um, but I think
these chat GPT or just any sort of AI
tools will help you do that. Um, they
won't get you down to the exact number,
but they'll get you in a good ballpark
that you can then edit yourself.
>> Excellent. Um, let's see. There's a
couple good ones here, but we only have
a little bit of time left.
Let's see. Okay, here's an interesting
one. Um, more specific, but if you are a
for-profit in Mary's example, and you
have a lengthy history, but you're now a
new nonprofit, this come up a couple
times with new nonprofits, how do you
use your your history as a for-profit in
one situation or your nonhistory if
you're a new nonprofit to really show
that story of success? Yeah. So, I think
that if you so if you were a for-profit
and you moved over to a nonprofit
situation, I think you could bring any
success over that you've had. I mean, if
you've done the work in the past and
it's the work that you're proposing to
do in the future, um I think that's a
track record of of working with uh the
target population, working in the
community, and the fact that it was done
in a for-profit situation doesn't make
it any less. Um, and then so I would
include it. And then if you were also
kind of going a little bit on the flip
side of that, if you have, let's say,
done a lot of things all as volunteers,
not paid, um, you know, maybe you didn't
even have your 501c3 yet, um, but then
you start applying for grants, I would
still use that information of the things
that you did for free, um, you know, the
outcomes that you had working with your
participants even before you were a
nonprofit. And as long as you've kept
those records and you, you know, have
your track record, I would use both of
those. Um, and then just mention how,
you know, how you, how you've changed.
So, how you've moved from a for-profit
to a nonprofit or how you've moved from,
you know, volunteer only to a official
501c3. Just explaining that. But I would
use that past history if you have it.
>> And what if you have a new organization
that doesn't didn't transition from a
for-profit? It's it's just a new
organization. How do you show that
history or that track record that you
can trust us, we won't just blow your
money,
>> right? And I think that that's where
you're going to talk more about maybe I
mean if you're just starting brand new
you're going to talk more about how the
the people that got together about you
know being very concerned about this
issue about what it is that you've
developed together why you know a
stronger emphasis on why you think
you're going to be successful. you know,
you're really going to have to put a lot
of information in there to for that
funer to, you know, really, you know,
kind of believe you. I mean, because you
don't have the track record. So, I think
it's, you know, about the strengths of
the people and, you know, what you
brought together and how you brought it
together. Um, and and just showing that
background work that you did, you know,
really infusing it with where you think
it's it's going to go in the future.
And one thing I want to leave everybody
on is that the information that we have
on grandstation.com, you can actually
take a quick little tour that we have
there that walks you through everything
that you can find there, information
we've expressed today, information we
talked about in the chat and in Q&A
section. All that information is
available on our website. You can go
ahead and look at that at any time you'd
like before you make your decision if
you were going to purchase today. And
also keep in mind that if you are doing
work outside the US, maybe you are, you
know, doing some work in Mexico like one
of the people was mentioning in the
chat, we actually have an international
database that focuses on funding that
gives across all borders, gives across
specific countries, gives in just
specific regions, all that's available
for searching. So, if you have any type
of funding you need for international
work, Canadian work, US-based work, we
have it in our humanled and human
research database ready and waiting for
you. So, hopefully this series of
webinars we provided for you have been
helpful and enjoyable. I see there's a
lot of good talk about that in the chat.
People have asked some good things and
people have asked of course always more
questions than we have time to answer.
But if you still have a specific
question, reach out to us. We have
humans everywhere. So go ahead and email
us at infogranstation.com. More than
happy to help you out with that. With
that all said, Artha, I'm going to hand
it back to you to do one last push for
the special $119
special that you can take advantage of
right now.
>> Let's go. Let's go. Let's go. Let's go.
Let's go to texas.org and click on that
button. Get that. I mean, who wants to
pass up on this sale? It ends tomorrow.
So we look forward to seeing you on
future webinars. Have a great day
everybody.
>> Thank you all.
>> Bye everyone.