Transcript Using Logic Models in Prorgam Planning and Grant Proposals

Using Logic Models in Program
Planning and Grant Proposals
The Covenant Foundation
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 welldesigned program plan
• Present a model that is aligned with The
Covenant Foundation grant proposals
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
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
Basic Logic Model
Program
Theory
Need
Context
Assumptions
Other
Models
Program Design
Inputs
Activities
Outputs
Resources
Invested:
How
Resources
Are Used:
Evidence
of Service
Delivery:
Deliver
services
Conduct
classes/
workshops
Develop
curricula/
materials
Number of
programs
Participation
rates
Hours of
services
Amount of
materials
distributed
Time
Staff
Volunteers
Money
Facilities
Supplies
Technology
Partners
Networks
Planned Work
Outcomes
(Short and Long Term)
Measurable
Changes In:
Awareness
Knowledge
Attitudes
Skills
Opinions
Aspirations
Motivations
Behaviors
Practice
Decision making
Intended Results
Planned Work: Inputs
Inputs
Activities
Outputs
Outcomes
(Short and Long Term)
Inputs: the resources and contributions that go
into the project, including:
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staff and volunteers
time
facilities
supplies
funding
existing organizations
potential collaborating partners
existing organizational or interpersonal networks
Planned Work: Activities
Inputs
Activities
Outputs
Outcomes
(Short and Long Term)
Activities: the processes, events, and actions of
the program, including:
• services:
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classes
events
training
counseling
• materials development:
– curricula
– other educational materials
Intended Results: Outputs
Inputs
Activities
Outputs
Outcomes
(Short and Long Term)
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
Intended Results: Outcomes
Inputs
Activities
Outputs
Outcomes
(Short and Long Term)
Outcomes: the resulting benefits for individuals,
families, groups, or communities, such as
changes in:
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•
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•
skills
knowledge
behavior
motivations
satisfaction levels
Outcomes should be SMART: Specific,
Measurable, Achievable, Results-oriented, Timed
Program Theory
Need
Context
Assumptions
Other
Models
• 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.
Using Logic Models in Program Planning:
“Plan Backwards, Implement Forward”
Inputs
Activities
Outputs
Outcomes
What
resources
will you
need to
engage
in these
activities at
the level and
amount
required to
achieve your
outcomes?
What
activities
will you
need to
engage in
to provide
these
services/
activities?
What level
and
amount
of services/
activities
will we
need to
provide
to achieve
these
outcomes?
What are our
ultimate goals?
Based on your work:
What changes do
we hope to see
in individuals?
families?
the community?...
Sources and Resources
• W. K. Kellogg Foundation
– Logic Model Development Guide
http://www.wkkf.org/Pubs/Tools/Evaluation/Pub36
69.pdf
• The University of Wisconsin
– Enhancing Program Performance with Logic Models
(web-based course)
http://www.uwex.edu/ces/lmcourse/
• National Science Foundation
– On-Line Evaluation Resources Library
http://oerl.sri.com/index.html
Covenant Foundation
Full Proposal Budget
Using the Budget Template
Expenses
• Personnel, Supplies, Other
• Project Budget and Request to Foundation
Revenue
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In-Kind
Other Grants
Program Fees
Other (i.e. individual contributions)
Simply enter numbers.
Formulas are already set.
Budget Guidelines
• Personnel
• Focus on expenses directly related to the
proposed program
• No overhead
Financial Statement Form
• Revenue
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Contributions
Fees and Dues
Grants
Earned Income
Other
• Expenses
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Personnel
Professional Fees
Occupancy Costs/Rent
Travel and Meetings
Supplies and Equipment
Communications
Other
Other non-recurring
expenses (i.e. capital
expense)
**This form corresponds to the most recent completed fiscal year.
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, including:
– New Organizations
– Fiscal Sponsors
– Etc.