Peak Proposals

Course Preparation

1.1. Organizing a Proposal Workspace

Creating and Organizing Your Proposal Workspace

1.2 Summarizing the Funding Opportunity

1.3 Preparing a Compliance Matrix

Opportunity Summary Template

1.4 Assigning Roles & Responsibilities

1.5 Preparing a Proposal Schedule

Gantt Chart in Excel and Google Sheets

Creating a Proposal Schedule Using Microsoft Teams Calendar

Creating a Proposal Schedule Using Microsoft Planner

Creating a Proposal Schedule in Outlook

1.6 Identifying Background Materials

Organizing Background Research

Test Your Knowledge: Proposal Planning

2.1 Preparing the Proposal Template

Preparing a Proposal Template

2.2 Drafting the Proposal Outline

2.3 Adding Win Themes

Adding Win Themes

2.4 Inserting Placeholders

2.5 Using Boilerplate

2.6 Conducting a Design Session

Customizable Proposal Template

Test Your Knowledge: Preliminary Writing

3.1 Overall Approach

Overall Approach

3.2 Writing Process

Writing Process

3.3 Creating a Table of Contents

Creating a Table of Contents

3.4 Creating Graphics

Creating Graphics

3.5 Executive Summary

Executive Summary

3.6 Context & Statement of Need

Context & Statement of Need

3.7 Theory of Change

Logic Model Resources

3.8 Goals, Objectives, and Activities

Goals, Objectives, and Activities

3.9 Management and Staffing

Management and Staffing

3.10 Experience & Past Performance

Experience & Past Performance

3.11 Project Timelines

Project Timelines

3.12 Annexes

Annexes

Test Your Knowledge: Writing the Proposal Narrative

4.1 Implementing the Review Process

Implementing a Comprehensive Review Strategy

Implementing the Review Process

4.2 Using Color Reviews

Using Color Reviews

4.3 Editing the Proposal

Editing the Proposal

4.4 Finalizing the Proposal

Finalizing the Proposal

5.1 Steps for a Successful Submission

Steps for a Successful Submission

5.2 Post-Submission Tasks

Post-Submission Tasks

Test Your Knowledge: Best Practices for Proposal Submissions