1. Proposal Development Guidelines for Signature Grantee Semi-Finalists The Covenant Foundation

2. I. Project Logic Model II. Full Proposal Budget Inside this Presentation:

3. Project Logic Model

4. Goals of this Presentation Introduce the concept of a logic model and show its use in program planning and grant proposals Describe the components of a well- designed program plan Present a model that is aligned with The Covenant Foundation grant proposals

5. What is a Logic Model? A logic model... is a simplified picture of a program, initiative, or intervention shows the logical relationships among the resources that are invested, the activities that take place, and the benefits or changes that result is the core of program planning, evaluation, program management and communications

6. Why Use a Logic Model? A logic model can: make underlying beliefs explicit build understanding and promote consensus about what a program is and how it will work bring detail to broad goals help to identify gaps in program logic and clarify assumptions so success is more likely summarize complex programs to communicate with stakeholders, funders, and other audiences

7. Program Design Outputs Outcomes (Short and Long Term) InputsActivities Planned WorkIntended Results Basic Logic Model

8. Planned Work: Inputs Inputs: the resources and contributions that go into the project, including: Outputs Outcomes (Short and Long Term) InputsActivities staff and volunteers time facilities supplies funding existing organizations potential collaborating partners existing organizational or interpersonal networks

9. Planned Work: Activities Activities: the processes, events, and actions of the program, including: classes events training/professional development mentoring curriculum development Outputs Outcomes (Short and Long Term) InputsActivities

10. Intended Results: Outputs Outputs: the direct results of program activities, including: number of classes taught, or workshops or meetings held program participation rates hours of services provided amount of materials produced and distributed Outputs Outcomes (Short and Long Term) InputsActivities

11. Intended Results: Outcomes Outcomes: the resulting benefits for individuals, families, groups, or communities, such as changes in: Outcomes should be SMART: Specific, Measurable, Achievable, Results-oriented, Timed Outputs Outcomes (Short and Long Term) InputsActivities skills knowledge behavior motivations attitudes

12. Program Design Outputs Outcomes (Short and Long Term) InputsActivities Planned WorkIntended Results Basic Logic Model

13. Program Theory The Statement of Need: A clear succinct statement that describes: the situation or challenge to be addressed; the cause of the situation; and those affected by it. Context: The factors in the external environment, both barriers and supports, that will impact your ability to address the targeted need in your institution/community. Assumptions: Beliefs about the need or situation; the behavior, motivations, and learning styles of the target population; the external and internal environments; and what the program can reasonably achieve. Assumptions explain why you believe your program will succeed. Other Models: Approaches to addressing the need that have been tried by you or others, and whose successes and/or failures you are now drawing upon for your planning.

14. Proposal Development Statement of Need –Need –Context –Assumptions –Other Models –Activities Description of Project –Activities Intended Results –Outputs –Outcomes

15. Proposal Development Staff –Inputs Organizational Capacity –Inputs Innovation –Other Models Challenges/Pitfalls –Context Contribution to the Field –Outcomes

16. Using Logic Models in Program Planning: “Plan Backwards, Implement Forward” Outputs What are your ultimate goals? Based on your work: What changes do you hope to see in individuals? families? the community?... What level and amount of services/ activities will you need to provide to achieve these outcomes? InputsActivities What activities will you need to engage in to provide these services/ activities? What resources will you need to engage in these activities at the level and amount required to achieve your outcomes? Outcomes Need Context AssumptionsOther Models

17. Sources and Resources W. K. Kellogg Foundation –Logic Model Development Guide http://www.wkkf.org/Pubs/Tools/Evaluation/ Pub3669.pdf http://www.wkkf.org/Pubs/Tools/Evaluation/ Pub3669.pdf The University of Wisconsin –Enhancing Program Performance with Logic Models (web-based course) http://www.uwex.edu/ces/lmcourse/ http://www.uwex.edu/ces/lmcourse/ National Science Foundation –On-Line Evaluation Resources Library http://oerl.sri.com/index.html http://oerl.sri.com/index.html

18. Full Proposal Budget

19. Using the Budget Template Expenses: Personnel, Supplies, Other Project Budget and Request to Foundation Revenue: In-Kind Other Grants Program Fees Other (i.e. individual contributions) Simply enter numbers. Formulas are already set.

20. Budget Guidelines Personnel Focus on expenses directly related to the proposed program No overhead

21. Financial Statement Form Revenue: –Contributions –Fees and Dues –Grants –Earned Income –Other Expenses: –Personnel –Professional Fees –Occupancy Costs/Rent –Travel and Meetings –Supplies and Equipment –Communications –Other –Other non-recurring expenses (i.e. capital expense) Note: This form corresponds to the most recent completed fiscal year.

22. Audited Financial Statements Preferred: Copy of the most recent audited financial statements. If audited financial statements are not available, then submit a copy of the most recent unaudited financial statements. If neither are available, please contact a Foundation staff member who can discuss special circumstances (new organizations, fiscal sponsors, etc.)