Like many of you, school closures due to the COVID-19 pandemic have placed me in the - let’s be honest - not entirely welcome position of balancing a full-time career with my new role of homeschool teacher. I naively and, looking back on it, pompously believed that this would be a piece of cake. I have teenagers, not small children who demand constant attention. They are good students. How hard can it be? Hard. Harder than I thought possible.

You are knee deep in a large government grant proposal and… The executive director calls you on the way to another meeting and quickly ambles off a new strategy the agency will be embarking on that must be included in the proposal. The finance person sends you an email with three new expenses to include in the budget. As you are leaving a meeting with the evaluation team, you are told about a new assessment tool the agency will be implementing…

Many funders see far more applications each funding cycle than their dollars can feasibly reach, forcing them to give careful consideration to how they wish to accomplish their respective missions. Even if your organization is doing amazing, life-changing things for the population it serves, if you fail to articulate those amazing things in a way that convinces the holder of funds to invest in you, you could be missing out on funding.

COVID-19 has forced many schools, hospitals, and agencies to launch emergency operations that they did not previously offer or to expand upon services that were quickly found to be insufficient. Many limped into virtual operations without adequate technology infrastructure, software platforms, or sufficient bandwidth (both internet signal and staff capacity). The USDA Rural Utilities Services Distance Learning and Telemedicine Grant is not new, but it has certainly launched itself into celebrity status. This three-year grant provides eligible applicants the funding to purchase telecommunications equipment, computer networks, and related advanced technologies to be used by students, medical professionals, and rural residents for the purpose of expanding telemedicine and distance learning to rural communities.

During my years as the staff grant writer/developer/manager at a small liberal arts university, I had the privilege of working with exceptionally talented faculty members who were passionate about developing their programs with grant funding. I also had the privilege of working with executive level administrators skilled at driving the strategic plan and maintaining the daily operations of the university. Neither stakeholder group had the time or inclination to wade through the minutia of funder requirements. That was my job. Described below are some of the strategies I found effective for educating key personnel and organization administrators about the “shall” and “shall not” of funder requirements.

In Part 1, we talked about finding and using existing needs assessments. But suppose no appropriate needs assessment data already exists. How do you start the needs planning process?

There are many ways to think about budgeting in relation to grants. Essential to a well-run grants program is planning what discerns program or project creation needs from budget relieving needs. Program/project creation - funds to help create a new program or project that aligns with the organization’s mission. Budget relieving - funds that help ‘plug’ holes and relieve existing expenses.

I will never forget the day I took a grant approval form to the vice president of programs I worked with at the time. She took one look at it and said, “We are back to using this thing again?” The form required the team’s signatures on a statement of whether we decided to pursue a grant. At the time, I was fairly new to the position and while I thought what she said was cynical, a part of me agreed and questioned how a piece of paper could serve as full consensus and buy-in. I went with it and started using the form.

Part 1- Accessing existing information The big question: What do you do when you identify a grant opportunity that requires discussion of how the project fits into the agency’s larger mission and/or existing needs assessments? This may initially cause concern and prevent an organization from pursuing the opportunity. The truth is there are likely existing documents within your organization and the community that may provide you with what you need.

Many times, being a grant professional feels more like an endless quest for information. We find ourselves at the mercy of those who create the programs and the individuals who hold the data. Navigating the twists and turns and the emphatic, “you need what!!??” can be daunting. Whether as a consultant or the grant writer on staff, our role puts us in the position of relying on others to provide us with the information necessary to craft a grant proposal worthy of funding. How this process unfolds is largely dependent on the culture of the organization and the way they communicate, plan, and process information.