Grant submission and writing checklist

grant_writing checklist grant writing
  • In the overall proposal:

  • The project purpose is clearly described

  • The need for the project is convincing

  • The work done to date is summarized

  • The project goals & objectives are clear -  the objectives are listed in a logical order,  the objectives are specific & measurable, each objective supports a specific goal, the outcomes can be realistically achieved

  • The impact of grant funds is fully explained

  • Plans are presented for sustaining the project after the grant period

  • Plans are presented for publicizing the grant & its accomplishments (if required)

  • The work plan contains:

  • A timetable, with adequate time for the accomplishment of goals

  • A description of the work to be performed by key personnel

  • A schedule for consultant visits/advisory meetings & explanation for their necessity

  • A demonstration of PI’s experience with techniques to be used, or examples of their successful use by others. Confirmation that generally accepted standards will be followed.

  • An assessment of potential problem areas & ways to address them during the grant

  • A confirmation that the necessary parties will cooperate & support the goals 

  • An awareness of similar projects & reasons for their success or failure

  • A description of any follow-up to occur after project completion

  • Samples of forms, finding aid formats, etc., to be used or created 

  • The personnel section:

  • Includes the names, qualifications & duties of all known key personnel 

  • Explains that staff qualifications are appropriate for the duties assigned

  • Includes job descriptions & qualifications for all positions to be filled

  • Describes how a wide search for the most qualified candidates will take place 

  • Notes the names & qualifications of paid or non-paid advisors to the project

  • The proposal budget:

  • Indicates the uses for grant funds

  • Includes costs to be met by applicant or other institutions

  • Explains budget figures (e.g., breakdown of travel costs or consultants’ daily rates) 

  • Accounts for all expenditures in the proposal narrative

  • Includes a separate budget form for each year of a project lasting 18 months or longer & a grand total at the end of the budget form used for the final year (when applicable)

  • Includes appropriate cost-sharing or matching funds (when applicable)

  • Demonstrates efforts to achieve maximum economy in achieving project goals 

  • Adds up!

  • The section on project outcomes/evaluation includes:

  • An evaluation plan that matches the list of measurable objectives & goals

  • A description of how data will be gathered, by whom & release date for final report

  • Evidence of careful consideration as to the purpose, audience, scope, & content of any intended product

  • Descriptions & justification of the format, content & distribution plans for publications 

  • Descriptions of methods to be used in preparing & microfilming/digitizing records

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