Proposal Writing
with Sher Shah Rahim
Who we are?
• CoWorthy | The most affordable co-working space
• Sher Shah Rahim | President at IAP, Managing Partner at CoWorthy, Founder at Reload, Jury at WSA, Mentor at UNDP
• Matiullah Rahmaty | President at BrightPoint, Managing Partner at CoWorthy, Director at Founder Institute, ImpACT, ARTO
Before we start
• Put your phones on Silent Mode
• Icebreaker
Proposal Writing?
• A proposal is your best opportunity to promote your business
• Most corporates spend up to 75% of their budget on marketing
• Donors will decide to finance your project or not based on your proposal
• A proposal must have thoughtful planning
Outline
• Finding the right funding source
• Package an attractive proposal
• The DON’Ts
• The DOs
• Proposal Structure
• Final Check
Funding Source
• Which Donor has a target compatible to your service?
• How does each Donor evaluate proposals?
• Do they require a partnership? Gender equity? Experience?
• Is it for profit or for non-profit?
• Do you meet the requirements?
Notes:
• Your proposal is often the only way for the donor to consider you
• Write a proposal only when your idea/project is well thought of
• Fit the donor’s guideline
Proposal Packaging
• Follow Logical Framework Approach
• Background -> Problem -> Solution -> Sustainability
• Cover letter
• User letterhead, mention project title, purpose, requested amount, POC, and list of attached documents.
• Project Proposal
• Title page with logo
• Table of content
• Executive Summary
• Detailed Proposal
• Annexes
• Requested Documents
The DON’Ts
• Don’t leave a problem unsolved
• Don’t identify outcomes that don’t correspond to a problem
• Don’t identify problems for which you don’t have a solution
• Don’t propose activities that are not related to problems and outcomes
• Don’t list human resources that don’t add up to the project
The DOs
• Pay attention to language
• Use simple language
• Use future tenses
• Be concise and logical
• Avoid spelling mistakes
• Pay attention to the layout
• Use your organization’s logo on the first page
• Use headers and footers
• Use clear titles and paragraphs
• Add table of content (Automatic)
• If hardcopy, submit in standard paper size (A4)
• If softcopy, submit in PDF
Proposal Structure
• Executive Summary
• Organization Description
• Project Background
• Problem Statement
• Goal and Objectives
• Beneficiaries
• Proposed Methodology
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means
• Budget (usually separate document)
• Monitoring and Evaluation
• Sustainability
• Annexes
A short break….
Executive Summary
• Executive Summary
• Organization Description
• Project Background
• Problem Statement
• Goal and Objectives
• Beneficiaries
• Proposed Methodology
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means
• Budget (usually separate document)
• Monitoring and Evaluation
• Sustainability
• Annexes
• This is the first part that is read
• Sometimes the only part that is read
• It can be used by the donor to
communicate to others about your
project
• What do you propose to do?
• Where? Why? For whom? With
Whom? For how long?
• Write it last
• Do it carefully
• Keep it short
Organization
• Executive Summary
• Organization Description
• Project Background
• Problem Statement
• Goal and Objectives
• Beneficiaries
• Proposed Methodology
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means
• Budget (usually separate document)
• Monitoring and Evaluation
• Sustainability
• Annexes
• Establish credibility
• Display capability
• Should not be too long
• Attach appendix as a brochure
• Who are you?
• Philosophy/
• History, Experience?
• Organizational Structure
• Registrations, Certifications,
Partnerships
Organization
• Executive Summary
• Organization Description
• Project Background
• Problem Statement
• Goal and Objectives
• Beneficiaries
• Proposed Methodology
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means
• Budget (usually separate document)
• Monitoring and Evaluation
• Sustainability
• Annexes
• Who took the initiative?
• Is this the first phase or an
extension?
• If extension, what were the previous
results?
• Who else operates in this field?
• Demonstrate that you know the local
context very well
• You have the experience needed
• You have been successful in the past
Problem
• Executive Summary
• Organization Description
• Project Background
• Problem Statement
• Goal and Objectives
• Beneficiaries
• Proposed Methodology
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means
• Budget (usually separate document)
• Monitoring and Evaluation
• Sustainability
• Annexes
• A good problem should:
• Concern people
• Be concrete and demonstrated
• Be solvable
• Come from a demand
• Be an emergency or priority
• What’s the problem?
• The scope and size of the problem
• What are the effects
• Why does it have to be addressed?
• Why now and not later?
Goals
• Executive Summary
• Organization Description
• Project Background
• Problem Statement
• Goal and Objectives
• Beneficiaries
• Proposed Methodology
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means
• Budget (usually separate document)
• Monitoring and Evaluation
• Sustainability
• Annexes
• Describe long-term goals
• Describe outcomes
• Specific
• Measurable
• Acceptable
• Timely
Beneficiaries
• Executive Summary
• Organization Description
• Project Background
• Problem Statement
• Goal and Objectives
• Beneficiaries
• Proposed Methodology
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means
• Budget (usually separate document)
• Monitoring and Evaluation
• Sustainability
• Annexes
• Clearly identify direct and indirect
beneficiaries
• How many?
• Where?
• Characteristics?
• Specify how and at what stage they
will be involved in the project
Methodology
• Executive Summary
• Organization Description
• Project Background
• Problem Statement
• Goal and Objectives
• Beneficiaries
• Proposed Methodology
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means
• Budget (usually separate document)
• Monitoring and Evaluation
• Sustainability
• Annexes
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means/Resources/Tools/HR
• Try to use diagrams, charts, tables
Budget
• Executive Summary
• Organization Description
• Project Background
• Problem Statement
• Goal and Objectives
• Beneficiaries
• Proposed Methodology
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means
• Budget
• Monitoring and Evaluation
• Sustainability
• Annexes
• Usually a separate document
• Budget spreadsheet
• Explanations and justifications
• Carefully follow requirements
• Divide your budget into line-items
M&E
• Executive Summary
• Organization Description
• Project Background
• Problem Statement
• Goal and Objectives
• Beneficiaries
• Proposed Methodology
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means
• Budget (usually separate document)
• Monitoring and Evaluation
• Sustainability
• Annexes
• Monitoring: to assess whether your
project activities are on track
• Evaluation: to assess whether your
project is effective, efficient, has an
impact, is relevant and sustainable
• What will be monitored and why?
• By whom?
• How often?
• Tools and methods?
Sustainability
• Executive Summary
• Organization Description
• Project Background
• Problem Statement
• Goal and Objectives
• Beneficiaries
• Proposed Methodology
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means
• Budget (usually separate document)
• Monitoring and Evaluation
• Sustainability
• Annexes
• Donors want to be sure that their
investment will not be lost at the end
of the project and that you are
already planning phasing out of the
project.
Annexes
• Executive Summary
• Organization Description
• Project Background
• Problem Statement
• Goal and Objectives
• Beneficiaries
• Proposed Methodology
• Partners
• Project Implementation
• Activities
• Risks and Assumptions
• Means
• Budget (usually separate document)
• Monitoring and Evaluation
• Sustainability
• Annexes
• Registrations
• Financial Statement
• Letters of Recommendation
• Experience Sheet
• Other Requirement by Client
• Refer to appendixes in the proposal
Final Check
Always do a final check by someone else
Thank You

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Proposal Writing with Sher Shah Rahim

  • 2. Who we are? • CoWorthy | The most affordable co-working space • Sher Shah Rahim | President at IAP, Managing Partner at CoWorthy, Founder at Reload, Jury at WSA, Mentor at UNDP • Matiullah Rahmaty | President at BrightPoint, Managing Partner at CoWorthy, Director at Founder Institute, ImpACT, ARTO
  • 3. Before we start • Put your phones on Silent Mode • Icebreaker
  • 4. Proposal Writing? • A proposal is your best opportunity to promote your business • Most corporates spend up to 75% of their budget on marketing • Donors will decide to finance your project or not based on your proposal • A proposal must have thoughtful planning
  • 5. Outline • Finding the right funding source • Package an attractive proposal • The DON’Ts • The DOs • Proposal Structure • Final Check
  • 6. Funding Source • Which Donor has a target compatible to your service? • How does each Donor evaluate proposals? • Do they require a partnership? Gender equity? Experience? • Is it for profit or for non-profit? • Do you meet the requirements? Notes: • Your proposal is often the only way for the donor to consider you • Write a proposal only when your idea/project is well thought of • Fit the donor’s guideline
  • 7. Proposal Packaging • Follow Logical Framework Approach • Background -> Problem -> Solution -> Sustainability • Cover letter • User letterhead, mention project title, purpose, requested amount, POC, and list of attached documents. • Project Proposal • Title page with logo • Table of content • Executive Summary • Detailed Proposal • Annexes • Requested Documents
  • 8. The DON’Ts • Don’t leave a problem unsolved • Don’t identify outcomes that don’t correspond to a problem • Don’t identify problems for which you don’t have a solution • Don’t propose activities that are not related to problems and outcomes • Don’t list human resources that don’t add up to the project
  • 9. The DOs • Pay attention to language • Use simple language • Use future tenses • Be concise and logical • Avoid spelling mistakes • Pay attention to the layout • Use your organization’s logo on the first page • Use headers and footers • Use clear titles and paragraphs • Add table of content (Automatic) • If hardcopy, submit in standard paper size (A4) • If softcopy, submit in PDF
  • 10. Proposal Structure • Executive Summary • Organization Description • Project Background • Problem Statement • Goal and Objectives • Beneficiaries • Proposed Methodology • Partners • Project Implementation • Activities • Risks and Assumptions • Means • Budget (usually separate document) • Monitoring and Evaluation • Sustainability • Annexes
  • 12. Executive Summary • Executive Summary • Organization Description • Project Background • Problem Statement • Goal and Objectives • Beneficiaries • Proposed Methodology • Partners • Project Implementation • Activities • Risks and Assumptions • Means • Budget (usually separate document) • Monitoring and Evaluation • Sustainability • Annexes • This is the first part that is read • Sometimes the only part that is read • It can be used by the donor to communicate to others about your project • What do you propose to do? • Where? Why? For whom? With Whom? For how long? • Write it last • Do it carefully • Keep it short
  • 13. Organization • Executive Summary • Organization Description • Project Background • Problem Statement • Goal and Objectives • Beneficiaries • Proposed Methodology • Partners • Project Implementation • Activities • Risks and Assumptions • Means • Budget (usually separate document) • Monitoring and Evaluation • Sustainability • Annexes • Establish credibility • Display capability • Should not be too long • Attach appendix as a brochure • Who are you? • Philosophy/ • History, Experience? • Organizational Structure • Registrations, Certifications, Partnerships
  • 14. Organization • Executive Summary • Organization Description • Project Background • Problem Statement • Goal and Objectives • Beneficiaries • Proposed Methodology • Partners • Project Implementation • Activities • Risks and Assumptions • Means • Budget (usually separate document) • Monitoring and Evaluation • Sustainability • Annexes • Who took the initiative? • Is this the first phase or an extension? • If extension, what were the previous results? • Who else operates in this field? • Demonstrate that you know the local context very well • You have the experience needed • You have been successful in the past
  • 15. Problem • Executive Summary • Organization Description • Project Background • Problem Statement • Goal and Objectives • Beneficiaries • Proposed Methodology • Partners • Project Implementation • Activities • Risks and Assumptions • Means • Budget (usually separate document) • Monitoring and Evaluation • Sustainability • Annexes • A good problem should: • Concern people • Be concrete and demonstrated • Be solvable • Come from a demand • Be an emergency or priority • What’s the problem? • The scope and size of the problem • What are the effects • Why does it have to be addressed? • Why now and not later?
  • 16. Goals • Executive Summary • Organization Description • Project Background • Problem Statement • Goal and Objectives • Beneficiaries • Proposed Methodology • Partners • Project Implementation • Activities • Risks and Assumptions • Means • Budget (usually separate document) • Monitoring and Evaluation • Sustainability • Annexes • Describe long-term goals • Describe outcomes • Specific • Measurable • Acceptable • Timely
  • 17. Beneficiaries • Executive Summary • Organization Description • Project Background • Problem Statement • Goal and Objectives • Beneficiaries • Proposed Methodology • Partners • Project Implementation • Activities • Risks and Assumptions • Means • Budget (usually separate document) • Monitoring and Evaluation • Sustainability • Annexes • Clearly identify direct and indirect beneficiaries • How many? • Where? • Characteristics? • Specify how and at what stage they will be involved in the project
  • 18. Methodology • Executive Summary • Organization Description • Project Background • Problem Statement • Goal and Objectives • Beneficiaries • Proposed Methodology • Partners • Project Implementation • Activities • Risks and Assumptions • Means • Budget (usually separate document) • Monitoring and Evaluation • Sustainability • Annexes • Partners • Project Implementation • Activities • Risks and Assumptions • Means/Resources/Tools/HR • Try to use diagrams, charts, tables
  • 19. Budget • Executive Summary • Organization Description • Project Background • Problem Statement • Goal and Objectives • Beneficiaries • Proposed Methodology • Partners • Project Implementation • Activities • Risks and Assumptions • Means • Budget • Monitoring and Evaluation • Sustainability • Annexes • Usually a separate document • Budget spreadsheet • Explanations and justifications • Carefully follow requirements • Divide your budget into line-items
  • 20. M&E • Executive Summary • Organization Description • Project Background • Problem Statement • Goal and Objectives • Beneficiaries • Proposed Methodology • Partners • Project Implementation • Activities • Risks and Assumptions • Means • Budget (usually separate document) • Monitoring and Evaluation • Sustainability • Annexes • Monitoring: to assess whether your project activities are on track • Evaluation: to assess whether your project is effective, efficient, has an impact, is relevant and sustainable • What will be monitored and why? • By whom? • How often? • Tools and methods?
  • 21. Sustainability • Executive Summary • Organization Description • Project Background • Problem Statement • Goal and Objectives • Beneficiaries • Proposed Methodology • Partners • Project Implementation • Activities • Risks and Assumptions • Means • Budget (usually separate document) • Monitoring and Evaluation • Sustainability • Annexes • Donors want to be sure that their investment will not be lost at the end of the project and that you are already planning phasing out of the project.
  • 22. Annexes • Executive Summary • Organization Description • Project Background • Problem Statement • Goal and Objectives • Beneficiaries • Proposed Methodology • Partners • Project Implementation • Activities • Risks and Assumptions • Means • Budget (usually separate document) • Monitoring and Evaluation • Sustainability • Annexes • Registrations • Financial Statement • Letters of Recommendation • Experience Sheet • Other Requirement by Client • Refer to appendixes in the proposal
  • 23. Final Check Always do a final check by someone else