Transcript Using Logic Models in Prorgam Planning and Grant Proposals

Proposal Development
Guidelines for Signature
Grantee Semi-Finalists
The Covenant Foundation
Inside this Presentation:
I. Project Logic Model
II. Full Proposal Budget
Project Logic Model
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 Design
Inputs
Activities
Planned Work
Outputs
Outcomes
(Short and Long Term)
Intended Results
Planned Work: Inputs
Inputs
Activities
Outputs
Outcomes
(Short and Long Term)
Inputs: the resources and contributions
that go into the project, including:
• staff and volunteers
• existing organizations
• time
• potential collaborating
partners
• facilities
• supplies
• funding
• 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:
• classes
• events
• training/professional development
• mentoring
• curriculum development
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:
• skills
• knowledge
• behavior
• motivations
• attitudes
Outcomes should be SMART: Specific,
Measurable, Achievable, Results-oriented,
Timed
Basic Logic Model
Program Design
Inputs
Activities
Planned Work
Outputs
Outcomes
(Short and Long Term)
Intended Results
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.
Proposal Development
Statement of Need
– Need
– Context
– Assumptions
– Other Models
– Activities
Description of Project
– Activities
Intended Results
– Outputs
– Outcomes
Proposal Development
Innovation
– Other Models
Challenges/Pitfalls
– Context
Contribution to the
Field
– Outcomes
Staff
– Inputs
Organizational
Capacity
– Inputs
Using Logic Models in Program Planning:
“Plan Backwards, Implement Forward”
Inputs
What
resources
will you
need to
engage
in these
activities at
the level and
amount
required to
achieve your
outcomes?
Need
Activities
What
activities
will you
need to
engage in
to provide
these
services/
activities?
Context
Outputs
What level
and
amount
of services/
activities
will you
need to
provide
to achieve
these
outcomes?
Outcomes
What are your
ultimate goals?
Based on your work:
What changes do
you hope to see
in individuals?
families?
the community?...
Assumptions
Other Models
Sources and Resources
• W. K. Kellogg Foundation
– Logic Model Development Guide
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/
• National Science Foundation
– On-Line Evaluation Resources Library
http://oerl.sri.com/index.html
Full Proposal Budget
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.
Budget Guidelines
• Personnel
• Focus on expenses directly related to
the proposed program
• No overhead
Financial Statement Form
• Revenue:
–
–
–
–
–
Contributions
Fees and Dues
Grants
Earned Income
Other
Note: This form corresponds to the
most recent completed fiscal year.
• Expenses:
–
–
–
–
–
Personnel
Professional Fees
Occupancy Costs/Rent
Travel and Meetings
Supplies and
Equipment
– Communications
– Other
– Other non-recurring
expenses (i.e. capital
expense)
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.)