Our trainings are available in-person or virtual online with live instructor via MS Teams

Creating Winning Proposals

Proposals are persuasive documents that are fundamental tools in organizational funding and output. This course will look at sources of funding, types of proposals and how to write proposals that will meet funding agencies requirements. This will include a number of tips and techniques to increase the potential success of your proposals.

An important but often overlooked aspect of proposal writing will also be covered- Building and Maintaining Relationships. Relationships are built on honesty.  Potential projects must be a good fit for your organization and your organization must be ready to do the work contained in the proposal. The most successful proposals are going to be those that fulfill the mission and values of your organization and that of the funding agencies as well!

2 Day

Creating Winning Proposals

14 PDUs

Personal Development Unit

What Will Students Learn?

  • Locate potential funders for your organizations on the Internet and use evaluative skills to identify the appropriateness of funding related to their own organization
  • Explain the necessity of matching funders interests with organizational needs and use this knowledge in decisions about the validity of submitting a funding proposal
  • Describe and understand the basic elements of proposal writing for not-for-profit organizations
  • Describe and understand the basic process for successful proposal writing
  • Analyze effective relationship-building strategies to engage with funders and use this knowledge in writing a funding proposal
  • Describe at least five reasons why funding proposals can be rejected
  • Plan, write and submit a proposal in response to funders guidelines

Course Overview

We will spend the first part of the day getting to know other participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.

Sources of Funding

To begin the course, participants will identify trends in the funding environment, types of funders and will identify potential funders to connect with.

Funder Selection

Next, participants will investigate the potential funders identified in the last session to see if they are indeed a good fit for your proposal.

Types of Proposals

In this session, participants will learn about three of the most common forms of proposals; Proposal Forms, Letter Proposals and Partnership Proposals.

Proposals as a Relationship Builder

In this session, participants will look at the stages of building a relationship with a potential funder.

RFPs/RFQs (Requests for Proposals or Request for Quote)

This session covers the common elements of RFPs, sources of RFPs, how to increase your chances of success and you will work on an RFP Case Study.

The Ten Steps of Proposal Writing

Next, participants will learn about the ten steps in proposal writing.

Defining Your Proposal

Participants will use the first six steps learned in the last session to develop a draft outline for a proposal.

Key Elements of a Proposal

Here, students will learn not only the key elements in a proposal but also the order in which to write them.

Defining the Needs and Desired Results

In this session, trainees will learn how to define the needs they are addressing and the direct and indirect results of their project.

Resources and Activities and Evaluation

Students here will learn what funders are expecting to be covered in the Resources and Activities as well as the importance of having a measurable evaluation process in place.

Sustainability and Budget

This session will indicate what funders expect to be shown in the form of sustainability and good stewardship of money.

Conclusion, Introduction, and Executive Summary

Here, students will learn the essential information to include in the Conclusion, Introduction and Executive Summary.

Workshop Wrap-Up

At the end of the course, students will have an opportunity to ask questions and fill out an action plan.