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GRANTHACKER
101 ways to
produce great
grant proposals
1,001 (!)
101
TOP GRANT
HACKS
Training and
Professional
Development
#GrantChat
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
jmgrants.com
@JM_Grants
@estherjames
@fdncenter
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
LinkedIn
groups for
fundraisers
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
Time
Management
Eat your
frog
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
Morning
pages
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
Meditation
Timer
FreshBooks
End the
day with
to-do list
Planner
Pad
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
Focus
Shorter
meetings
Walking
meetings
LeechBlock
Pocket
Hootsuite
Workspace
Dual
monitors
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
Standup
desk
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
Standup desk
with dual
monitors!
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
Treadmill
desk
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
@DianeHLeonard
Information
management
Evernote
Google
apps
Dropbox
(or Box, or
OneDrive)
Asana
Remember
the milk
Proposal
creation
Excel
PicMonkey
Wordcounter.
net
Writing
Voicemails
Proofreader
(a person!)
Grammarly
Prospect
Research
Inside
Philanthropy
National
Center for
Charitable
Statistics
Meet the
funder
events
Niche
funder
directories
FADICA(Foundations & Donors Interested in Catholic Activities)
Google
alerts
Ask your
funders for
referrals
Meet with
your
politicians
Banks in
your
community
Apply early
in the year
Funder
relationships
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
The
telephone
Social
media to
say thanks
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
Thank you
notes
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
Your
currency is
information
And most
importantly...
Take
frequent
breaks!
THINKING LIKE
A
COPYWRITER
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
1 – Understand your role
Remember, as a copywriter,
you are not a creative artist;
you are a salesperson.
Your job is not to create literature;
your job is to persuade people
to buy the product.
– Bob Bly, The Copywriter’s Handbook
2 – Understand your audience
What keeps your funders up at
night?
Address that need, concern or fear
in your proposal
What features of your organization
or project do they care about?
3 – Follow BFD formula
• Beliefs – What is funder’s attitude
towards your organization?
• Feelings – How does funder feel
about major issues in their field?
• Desires – What changes does funder
want that you can help them
achieve?
4 – Use emotional triggers
Funders may give:
• To be appreciated
• To feel important
• To make work easier/for convenience
• To be distinctive
• To gain knowledge
• Out of fear
• Out of guilt
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
5 – Focus on the unique
On its most basic level, the advertising
profession involves taking a product,
studying it, learning what’s unique
about it, and then presenting that
“uniqueness” so that the consumer is
motivated to buy the product.
– Alvin Eicoff, Chair, Eicoff & Company
6 – Develop the USP
USP = Unique Selling Proposition
• What makes your product
(organization/project) different?
• Proposition is one that the
competition can’t, or doesn’t, offer
• Is there an important benefit that you
have previously overlooked?
7 – Create a swipe file
• For copywriters, it’s a collection of
promotions that you turn to for
reference when creating your own
marketing materials
• For grant proposal writers, it’s a
collection of proposals that you turn
to for reference when creating your
own fundraising materials
8 – Use an outline
An outline will help you to stay
motivated and on track to
continue writing the proposal!
• Get outline approved by
higher-ups before tackling
proposal writing
9 – Start with lots of information
Copywriters begin with at least
twice as much material as they end
up using in final version of the ad.
• A warehouse of facts to choose
from makes it easier to select the
most important facts to describe
10 – Take ownership of information
Copy and paste (or retype) all relevant
interviews and background materials
about project or organization.
Advantages:
• Get perspective on project
• Get ideas to market it to funder
• Locate source information quickly as
you write
11 – Make it easy to read
When a person reads your copy, it is not his
job to try to figure out what you mean.
It is your job to explain what you mean in
plain, simple English.
Use short sentences, short paragraphs, small
words.
Be clear.
– Bob Bly, The Copywriter’s Handbook
12 – Write short paragraphs
Long, unbroken chunks of type
intimidate readers!
• Use subheads to separate
major sections
• Leave space between
paragraphs
13 – Write short sentences
Short sentences are easier to read than
long sentences
• Ideal length for grant proposals: 15 to
25 words
• Never more than 40 words!
• Break up long sentence by using
punctuation to divide it into two parts
14 – Avoid pompous language
Top offenders:
• Utilize
• Facilitate
• Finalize
• Parameters
• Prioritize
• Substantiate
15 – Avoid jargon
Rules of thumb:
• Don’t use jargon when writing to an
audience that doesn’t speak your special
language.
• Don’t use a technical term unless 95% of
your readers will understand it.
• Don’t use a technical term unless it
precisely communicates your meaning.
16 – Be concise
How?
•By rewriting!
•Delete unnecessary words in
editing stage
17 – Include testimonials
In testimonials, others who have
used the product praise it in their
own words.
Third-party endorsement is more
convincing than the organization
praising its own product.
18 – Use graphic design techniques
Many readers skim copy, not reading carefully.
Use:
• Indented paragraphs
• Underlining
• Boldface type
• Italics
• Yellow highlighting
• Boxed copy
• P.S. (in letters)
19 – Simple layouts are best
When designing pages, remember:
• Lots of pictures, tables and graphs
discourage people from reading your
text
• White space is your friend!
20 – Include a call to action
What is the next step that
your fundraising materials are
asking funder to take?
•Make it easy for reader to
take action.
Which hacks
are you looking
forward to
utilizing using?
THINKING LIKE
A PROJECT
MANAGER
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
1 – You are the leader
Successful project managers
know how to…
•Take ownership
•Be savvy
•Have intensity – with a smile
2 – Follow 4 Cs of communication
Your communications should be:
1 – Clear
2 – Concise
3 – Courteous
4 – Compelling – Give them a
reason to pay attention!
3 – Project schedule
Your project schedules should be:
• Complete – Representing all work that
needs to be done
• Realistic – Sensible time expectations
• Accepted – With buy-in from team
and stakeholders
• Formal – Documented and formalized
4 – Manage project information
• Project repository location?
• Who can access it? Who controls it?
• Review/revision/approval process?
• What changes can be made by each
person?
• How can you recover work product in
event of accident or disaster?
5 – Acceptance criteria
Document acceptable
criteria for:
•each deliverable
•each project phase
6 – Be customer-focused
The customer is the funder!
• Define requirements from
customer’s perspective
• Plan for how customer will
perceive your final product
(the grant application)
7 – Small work packages
Break assignments down into small
modules.
Advantages:
• More accurate estimate of time to
complete
• Better control… and you’ll have earlier
notice of any problems!
8 – Trust but verify
Assume nothing!
•Always perform some level
of verification to make sure
that work package meets
completion criteria
9 – Never assume
•Err on side of over-
communicating
•Confirm your understanding
•Continuously reset
expectations
10 – Kickoff meetings
Value of the first meeting:
•Set expectations
•Communicate same
message to key
stakeholders
11 – Status meetings
• Keep everyone accountable and
on their toes
• Improve communications
• Better manage expectations
Best when assignments are small,
with clear completion criteria!
12 – Use checklists
Simple yet powerful!
• Capture quality standards
• Capture lessons learned from prior
projects
• Allow for document verification for all
work packages
13 – Use templates
Their value:
•Communicate and control
your standards
•Greatly improve
productivity of team
14 – Mind mapping tools
What is a mind map?
• A diagram that contains information pieces
(words, ideas, pictures) arranged radially
around central theme (key word or idea)
Advantages:
• Visual thinking – how our brains really work
• Put key information on ONE PAGE!
Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional
15 – Beware gold-plating
When project team adds extras or features to
work product – not requested by customer
• Work doesn’t have to be perfect – only
needs to meet project specifications
• Gold-plating causes schedule delays and
unnecessary risk
• Team approach to estimating, planning
helps to control gold-plating
16 – Resolve issues at lowest level
Deal with problems at their lowest level.
• Quicker
• Cheaper
• Get confidence of upper management –
protect their time and engage them only
when needed
• But you need to have established
“escalation triggers” during planning
17 – Tackle high risks first
• Better to know about problem
SOONER rather than LATER
• If something isn’t feasible or
acceptable, senior management
can decide if project is worthy of
time and resources
18 – Improve skills of team
Look for ways for members to:
• Improve skills
• Build resume
The best way to assign and
“sell” work tasks!
19 – Leverage strengths
• Discover team members’
motivations
• Consider assigning people tasks
they really want to do – not
necessarily what they have
highest expertise in
20 – Finish strong
When project closes:
•Capture lessons learned
•Update organization’s
central information
repository
• The Copywriter’s Handbook: A Step-by-Step Guide to Writing Copy That
Sells, by Robert W. Bly (St. Martin’s Griffin, 2005)
• The Absolute Beginner’s Guide to Project Management, by Gregory M.
Horine (Que Publishing, 2009)
• “Hack Your Grant Proposal,” estherjames.com – http://bit.ly/1lQcXqQ
• “Grant Hacks with @EstherJames” (#GrantChat Twitter chat 04/22/14) –
http://bit.ly/1jrxJye
• “13 Paths to Productivity and Satisfaction for Nonprofit Staff and
Consultants” (Nonprofit blog carnival 04/14) – http://abt.cm/1gen2yi
REFERENCES
Want a copy of this
presentation and free
email updates?
Sign up for my
newsletter
estherjames@gmail.com
@estherjames
www.estherjames.com
To discover more grant hacks, sign up for my
email newsletter!
Write your email address on the sign-up sheet or
visit www.estherjames.com to register.
STAY IN TOUCH

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Granthacker: How to Radically Expand Your Productivity as a Grants Development Professional

  • 1. GRANTHACKER 101 ways to produce great grant proposals
  • 3. 101
  • 21. Timer
  • 26. Focus
  • 46. Asana
  • 49. Excel
  • 61. FADICA(Foundations & Donors Interested in Catholic Activities)
  • 80. 1 – Understand your role Remember, as a copywriter, you are not a creative artist; you are a salesperson. Your job is not to create literature; your job is to persuade people to buy the product. – Bob Bly, The Copywriter’s Handbook
  • 81. 2 – Understand your audience What keeps your funders up at night? Address that need, concern or fear in your proposal What features of your organization or project do they care about?
  • 82. 3 – Follow BFD formula • Beliefs – What is funder’s attitude towards your organization? • Feelings – How does funder feel about major issues in their field? • Desires – What changes does funder want that you can help them achieve?
  • 83. 4 – Use emotional triggers Funders may give: • To be appreciated • To feel important • To make work easier/for convenience • To be distinctive • To gain knowledge • Out of fear • Out of guilt
  • 85. 5 – Focus on the unique On its most basic level, the advertising profession involves taking a product, studying it, learning what’s unique about it, and then presenting that “uniqueness” so that the consumer is motivated to buy the product. – Alvin Eicoff, Chair, Eicoff & Company
  • 86. 6 – Develop the USP USP = Unique Selling Proposition • What makes your product (organization/project) different? • Proposition is one that the competition can’t, or doesn’t, offer • Is there an important benefit that you have previously overlooked?
  • 87. 7 – Create a swipe file • For copywriters, it’s a collection of promotions that you turn to for reference when creating your own marketing materials • For grant proposal writers, it’s a collection of proposals that you turn to for reference when creating your own fundraising materials
  • 88. 8 – Use an outline An outline will help you to stay motivated and on track to continue writing the proposal! • Get outline approved by higher-ups before tackling proposal writing
  • 89. 9 – Start with lots of information Copywriters begin with at least twice as much material as they end up using in final version of the ad. • A warehouse of facts to choose from makes it easier to select the most important facts to describe
  • 90. 10 – Take ownership of information Copy and paste (or retype) all relevant interviews and background materials about project or organization. Advantages: • Get perspective on project • Get ideas to market it to funder • Locate source information quickly as you write
  • 91. 11 – Make it easy to read When a person reads your copy, it is not his job to try to figure out what you mean. It is your job to explain what you mean in plain, simple English. Use short sentences, short paragraphs, small words. Be clear. – Bob Bly, The Copywriter’s Handbook
  • 92. 12 – Write short paragraphs Long, unbroken chunks of type intimidate readers! • Use subheads to separate major sections • Leave space between paragraphs
  • 93. 13 – Write short sentences Short sentences are easier to read than long sentences • Ideal length for grant proposals: 15 to 25 words • Never more than 40 words! • Break up long sentence by using punctuation to divide it into two parts
  • 94. 14 – Avoid pompous language Top offenders: • Utilize • Facilitate • Finalize • Parameters • Prioritize • Substantiate
  • 95. 15 – Avoid jargon Rules of thumb: • Don’t use jargon when writing to an audience that doesn’t speak your special language. • Don’t use a technical term unless 95% of your readers will understand it. • Don’t use a technical term unless it precisely communicates your meaning.
  • 96. 16 – Be concise How? •By rewriting! •Delete unnecessary words in editing stage
  • 97. 17 – Include testimonials In testimonials, others who have used the product praise it in their own words. Third-party endorsement is more convincing than the organization praising its own product.
  • 98. 18 – Use graphic design techniques Many readers skim copy, not reading carefully. Use: • Indented paragraphs • Underlining • Boldface type • Italics • Yellow highlighting • Boxed copy • P.S. (in letters)
  • 99. 19 – Simple layouts are best When designing pages, remember: • Lots of pictures, tables and graphs discourage people from reading your text • White space is your friend!
  • 100. 20 – Include a call to action What is the next step that your fundraising materials are asking funder to take? •Make it easy for reader to take action.
  • 101. Which hacks are you looking forward to utilizing using?
  • 104. 1 – You are the leader Successful project managers know how to… •Take ownership •Be savvy •Have intensity – with a smile
  • 105. 2 – Follow 4 Cs of communication Your communications should be: 1 – Clear 2 – Concise 3 – Courteous 4 – Compelling – Give them a reason to pay attention!
  • 106. 3 – Project schedule Your project schedules should be: • Complete – Representing all work that needs to be done • Realistic – Sensible time expectations • Accepted – With buy-in from team and stakeholders • Formal – Documented and formalized
  • 107. 4 – Manage project information • Project repository location? • Who can access it? Who controls it? • Review/revision/approval process? • What changes can be made by each person? • How can you recover work product in event of accident or disaster?
  • 108. 5 – Acceptance criteria Document acceptable criteria for: •each deliverable •each project phase
  • 109. 6 – Be customer-focused The customer is the funder! • Define requirements from customer’s perspective • Plan for how customer will perceive your final product (the grant application)
  • 110. 7 – Small work packages Break assignments down into small modules. Advantages: • More accurate estimate of time to complete • Better control… and you’ll have earlier notice of any problems!
  • 111. 8 – Trust but verify Assume nothing! •Always perform some level of verification to make sure that work package meets completion criteria
  • 112. 9 – Never assume •Err on side of over- communicating •Confirm your understanding •Continuously reset expectations
  • 113. 10 – Kickoff meetings Value of the first meeting: •Set expectations •Communicate same message to key stakeholders
  • 114. 11 – Status meetings • Keep everyone accountable and on their toes • Improve communications • Better manage expectations Best when assignments are small, with clear completion criteria!
  • 115. 12 – Use checklists Simple yet powerful! • Capture quality standards • Capture lessons learned from prior projects • Allow for document verification for all work packages
  • 116. 13 – Use templates Their value: •Communicate and control your standards •Greatly improve productivity of team
  • 117. 14 – Mind mapping tools What is a mind map? • A diagram that contains information pieces (words, ideas, pictures) arranged radially around central theme (key word or idea) Advantages: • Visual thinking – how our brains really work • Put key information on ONE PAGE!
  • 119. 15 – Beware gold-plating When project team adds extras or features to work product – not requested by customer • Work doesn’t have to be perfect – only needs to meet project specifications • Gold-plating causes schedule delays and unnecessary risk • Team approach to estimating, planning helps to control gold-plating
  • 120. 16 – Resolve issues at lowest level Deal with problems at their lowest level. • Quicker • Cheaper • Get confidence of upper management – protect their time and engage them only when needed • But you need to have established “escalation triggers” during planning
  • 121. 17 – Tackle high risks first • Better to know about problem SOONER rather than LATER • If something isn’t feasible or acceptable, senior management can decide if project is worthy of time and resources
  • 122. 18 – Improve skills of team Look for ways for members to: • Improve skills • Build resume The best way to assign and “sell” work tasks!
  • 123. 19 – Leverage strengths • Discover team members’ motivations • Consider assigning people tasks they really want to do – not necessarily what they have highest expertise in
  • 124. 20 – Finish strong When project closes: •Capture lessons learned •Update organization’s central information repository
  • 125. • The Copywriter’s Handbook: A Step-by-Step Guide to Writing Copy That Sells, by Robert W. Bly (St. Martin’s Griffin, 2005) • The Absolute Beginner’s Guide to Project Management, by Gregory M. Horine (Que Publishing, 2009) • “Hack Your Grant Proposal,” estherjames.com – http://bit.ly/1lQcXqQ • “Grant Hacks with @EstherJames” (#GrantChat Twitter chat 04/22/14) – http://bit.ly/1jrxJye • “13 Paths to Productivity and Satisfaction for Nonprofit Staff and Consultants” (Nonprofit blog carnival 04/14) – http://abt.cm/1gen2yi REFERENCES
  • 126. Want a copy of this presentation and free email updates? Sign up for my newsletter
  • 127. estherjames@gmail.com @estherjames www.estherjames.com To discover more grant hacks, sign up for my email newsletter! Write your email address on the sign-up sheet or visit www.estherjames.com to register. STAY IN TOUCH