Sponsorship Proposal Template Checklist

Use this template when you are planning to submit a proposal for sponsorship.

Introduction:

Complete checklist details

Enter sponsor/funder details

Pre-Proposal Tasks:

Study the criteria

Research the sponsor

Conduct a GAP analysis

Conduct a SWOT analysis

Define the problem/need

Find shared values

Plan your proposal

Choose a title

Writing the Proposal:

Write your introduction

Write your need/problem statement

Confirm your goals & outcomes

Check your goals & outcomes

Write your methodology

Check your methodology

Establish expected results

Confirm the budget

Create a sponsorship portfolio

Describe the team

Write your conclusion

Write the abstract

Pre-Submission Tasks:

Check the aesthetics

Check the structure

Check the language

Send your proposal to a "cold reader" to review

Implement their feedback

Check the proposal against the RFP

Send for internal approval

Submit the proposal

Sources:

Related Checklists:

Introduction:

A sponsorship proposal is a document that’s used to persuade the sponsor that it would be beneficial to invest in a partnership/project.

It is in effect, a pitch. For example, if a local football club needs financial support, they might send a sponsorship proposal to a local company, to secure financial aid, whilst raising the profile of the local company.

Because a sponsorship proposal needs to convince a potential investor that it’s in their best interested to invest, they need to be persuasive, effective and targeted to win the sponsorship money.

Use this 'Sponsorship Proposal Template' checklist, alongside the proposal document you plan to submit, to make sure you include all the right information and create an engaging, persuasive and effective sponsorship proposal.

Process Street is super-powered checklists. It’s the easiest way to manage your recurring tasks, procedures, and workflows.

Create a checklist template and run individual checklists for each member of your team. You can check tasks off as you work through them, set deadlines, add approvals, assign tasks, and track each team member's progress.

You can also connect to thousands of Apps through Zapier and automate your workflows even more.

Complete checklist details

Complete the checklist details in the fields below.

Your Name

Your Company Name

Your Company Address

Industry

Project Name

Your Company's Mission, Vision and Values

Proposal Start Date

Enter sponsor/funder details

Enter details about the potential sponsor/funder in the fields below.

Sponsor's Company Name

Sponsor's Values, Mission and Objectives

Sponsor Company's Funding Budget

Key Contact

Key Contact Job Title

Pre-Proposal Tasks:

Study the criteria

Upload the request for proposal guidelines, study them carefully, and list out the key RFP requirements in the field below.

They may specify evaluation criteria and allocate a certain number of points to specific sections or components.

Missing or incomplete items often result in outright rejection or at least a lower score, limiting your chance for funding

If there are many new requirements, in addition to those included in this checklist, consider updating this checklist with each requirement as a new task.

Read this to find out how.

Upload the RFP

List Key RFP Requirements

Conduct a GAP analysis

Conduct a GAP analysis to assess the current situation as it is with no sponsorship, and the desired situation if you were to receive sponsorship.

GAP Analysis Findings

Conduct a SWOT analysis

Identify and record the strengths and opportunities that will exist as a result of your project/program/ activity.

Identify and record the potential weaknesses and threats that will exist as a result of your project/program/ activity.

Strengths & Opportunities

Weaknesses & Threats

Define the problem/need

Think about the need/purpose of the proposed activity/project/program.

Answer the following questions to get your thoughts together so you can begin writing your proposal with some clear direction.

What do you plan to accomplish?

Why do you want to do it?

How are you are going to do it?

Find shared values

Find common ground between you and the potential sponsor. Answer the following questions to establish what your shared values are and record them in the bottom field.

Why would the organization want to sponsor you?

What’s the expected return?

Are your customers relevant to its business?

Shared Values

Plan your proposal

Grant proposals are often organized in distinct sections. These sections have different titles depending on the guidelines specified by the granting organization, but they frequently serve the same purposes.

Review the guidelines to see if they have specified a structure to follow.

If they have asked you to follow a specific structure, make sure you have a plan for each section they have requested.

If they haven’t specified a structure, list out what you might include in the following sections:

Introduction

Problem Statement

Goals & Outcomes

Methodology

Expected Results

Budget

Conclusion

Choose a title

Your proposal title needs to be catchy, descriptive, informative and pre-dispose the reader favorably towards the proposal.

Brainstorm potential title ideas and record them below.

Title Ideas

Run each title option through the below criteria and choose the final title by selecting the title which best meets the criteria.

Record your final title in the field below.

1

Is it concise?
2

Is it descriptive?
3

Is it informative?
4

Is it catchy?
5

Does it predispose the reader, favorably, towards the proposal?

Final Title

Add this to your proposal document cover sheet

Writing the Proposal:

Write your introduction

The introduction section in your proposal document should cover the key elements of your proposal and contain a clear, concise description of the problem or situation.

This is what you planned to include in your introduction: {{form.Introduction}}

Make sure your introduction includes the following:

1

A statement of the problem/need for your project/program/activity
2

The purpose of project/program/activity
3

Project/program/activity goals or objectives
4

The significance of the project/program/activity

Write your need/problem statement

Develop a clear, concise description of the problem or situation in the need/problem statement section of your proposal document.

This is what you planned to include in this section: {{form.Problem_Statement}}

Describe the problem's impact, both in social and economic costs. Show how the situation has changed the way people live. You must convince the sponsor that what you propose to do is essential and that your organization is the right one to do it

Use the SWOT and GAP analysis to explain why your proposal is important.

GAP analysis findings: {{form.GAP_Analysis_Findings}}

Strengths & opportunities: {{form.Strengths_&_Opportunities}}

Weaknesses & threats: {{form.Weaknesses_&_Threats}}

Answer these questions to help pinpoint your problem statement:

1

How is it responding to a gap in resources, knowledge, or opportunity that needs to be filled?
2

How will the project/action/program make a wider, positive impact?

Confirm your goals & outcomes

In the goals and outcomes section of your proposal document, explain what your organization plans to do about the problem identified.

Define what will occur as a result of your project - in terms of goals and outcomes.

This is what you planned to include in this section {{form.Goals_&_Outcomes}}

Grant proposal goals and outcomes should be SMART—specific, measurable, achievable, realistic, and timely.

Answer these questions to help shape your goals and outcomes:

What are the goals of your project/activity/program?

What will your project/activity/program outcomes be?

Check your goals & outcomes

Answer the following questions to check that the goals & outcomes you have included in your proposal are clear:

These are your goals and outcomes:

{{form.What_are_the_goals_of_your_project/activity/program?}}

{{form.What_will_your_project/activity/program_outcomes_be?}}

1

Are there one or more goals that reflect the need for the project and clearly show its purpose and direction?
2

Are there at least one goal and outcome for each need or problem in the problem statement?
3

Are the goals and outcomes realistic and appropriate?
4

Are the goals and outcomes stated in terms of outcomes and not in terms of methods or activities?
5

Do the goals and outcomes describe the population that will benefit?
6

Do the goals and outcomes state the time by which they will be accomplished?
7

Do the goals and outcomes describe the outcomes of the project in measurable terms?

Write your methodology

In the methodology section of your proposal, walk the funder through exactly HOW you will achieve the goals and outcomes.

Give a clear description of how you plan to achieve your desired outcomes, with a timeline and a detailed work plan if possible.

This is what you planned to include in your methodology: {{form.Methodology}}

Check your methodology

Read through your methodology and answer the following questions to make sure you have a sound methodology:

1

Have you established how you are going to achieve those outcomes?
2

Have you established what methods you will use?
3

Have you established how you will measure or recognize your project’s achievements?
4

Have you explained how you can be sure that your project will productively respond to the need or problem you have identified?
5

Have you given a timeline for your project?

Establish expected results

Use the expected results section in your proposal to let your sponsor know what impact their dollars are likely to have if you were to get the sponsorship.

This is what you planned to include in this section: {{form.Expected_Results}}

Answer these questions to determine how you will evaluate the success and prove the impact of the sponsors contribution, and include them in your proposal:

How you will evaluate the outcomes of your project?

What records will you keep?

What data will you collect?

How will you use that data?

Confirm the budget

Provide a breakdown of all direct and indirect costs involved in the budget section of your proposal.

Include costs that directly relate to the benefit being created, including production, marketing or distribution costs.

Include indirect costs that are not directly identified with the project benefits, including facilities use, utilities, support staff, insurance, and legal /accounting expenses.

This is what you planned to include in this section: {{form.Budget}}

Make sure that your budget meets the sponsorship requirements: {{form.Sponsor_Company's_Funding_Budget}}

Create a sponsorship portfolio

In the sponsorship portfolio section, include information about your past experience with similar projects/activities/programs, talk about your successes and list any awards.

Be sure to include client testimonials or short case studies.

Describe the team

Within the 'Meet the team' section of your proposal document, you are trying to make the potential sponsor feel like they are getting to know you and your organization.

Include brief bios and a photo of each team member.

Write your conclusion

Use the conclusion section to convince your sponsor of the potential impact of your proposed project/activity/program.

This is what you planned to include in the conclusion: {{form.Conclusion}}

Make sure your conclusion includes the following:

1

Limitations and weaknesses if you don't implement the project/activity/program
2

How these limitations/weaknesses might be overcome with time/financial support

Write the abstract

The abstract should explain the key elements of your project/program/ activity in the future tense.

While it may be the first element of your finished proposal, it’s often best to write it last - as its simply an abbreviated version of your project.

Write your abstract in your proposal document and then check it includes the following:

1

The goal of your project
2

The problem you’re solving
3

The expected outcomes and how will you achieve them
4

How you will verify the success of your project
5

Why your project is important
6

Who you are

Pre-Submission Tasks:

Check the aesthetics

Read through your proposal and check for the following aesthetic/formatting errors:

1

Is there a title page with all the necessary information describing this document?
2

Does the organization of the proposal enhance the content and make it easy to find/avoid types of information?
3

Are the margins consistent?
4

Is pagination accurate?
5

Did you use a consistent type-style?
6

Did you use sign-posting and color coding where appropriate?
7

Have you used visual aids such as charts, tables, diagrams where appropriate?

Check the structure

Read through your proposal and check it follows the EXACT structure stated in the guidelines.

If the guidelines do not specify a structure to follow, make check your proposal has the following sections at least:

Title page
Table of contents
Abstract
Introduction
Need/problem statement
Goals & outcomes
Methodology
Expected results
Sponsorship portfolio
Budget
Meet the team
Conclusion

Check the language

Read through your proposal again and answer the following questions to make sure your proposal reads well, is informative and interesting to read:

1

Is the language uncluttered and concise?
2

Have you avoided using technical terms and jargon wherever possible?
3

Do you use objective language?
4

Have you avoided subjective terms?
5

Is the tone friendly but informative?
6

Is it written in a storytelling style?

Send your proposal to a "cold reader" to review

Upload the first draft of your finished proposal document and send it to a "cold reader" to review. Give them a copy of the proposal guidelines/requirements, but little other information.

Ask them to read the proposal quickly as this is how the sponsor/funder is likely to view your proposal and ask them to answer the following two questions:

Do they understand it?
Does it make sense?

First Draft Proposal

Implement their feedback

Update your current proposal document and record the feedback you have received for future proposals.

Feedback received

Check the proposal against the RFP

Read the proposal through for the final time and double-check it is aligned with the RFP guidelines:

These are the key RFP requirements: {{form.List_Key_RFP_Requirements:}}

Answer these questions before uploading the final proposal document, ready for internal approval:

1

Have you presented a compelling case?
2

Does your project seem feasible? Is it overly ambitious? Does it have other weaknesses?
3

Have you stated the means that the sponsor can use to evaluate the success of your project after you’ve executed it?