{"id":22337,"date":"2020-03-31T13:27:50","date_gmt":"2020-03-31T13:27:50","guid":{"rendered":"https:\/\/www.process.st\/templates\/simple-proposal-format-checklist\/"},"modified":"2024-02-29T01:49:34","modified_gmt":"2024-02-29T01:49:34","slug":"simple-proposal-format-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/simple-proposal-format-checklist\/","title":{"rendered":"Simple Proposal Format Checklist"},"content":{"rendered":"<section id=\"introduction-to-a-simple-proposal-format-checklist\">\n<h2>Introduction to a Simple Proposal Format Checklist:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p7AIK__xESJd3DlbOz9JdA.png\" alt=\"Introduction to a Simple Proposal Format Checklist:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p7AIK__xESJd3DlbOz9JdA.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>Proposal writing is a form of <a href=\"https:\/\/www.thoughtco.com\/proposal-business-and-academic-writing-1691691\" rel=\"nofollow noopener\" target=\"_blank\">persuasive writing<\/a>. It\u2019s about telling stories. It\u2019s exhilarating, imaginative work and a chance to make a huge difference to your organization, your community, yourself and even the big wide world.<\/p>\n<p>You have the opportunity to turn your ideas into something real with your proposal.<\/p>\n<p>Research and planning is a big part of the simple proposal format. Final decisions about which proposals are funded often come down to whether the proposal convinces the reviewer that the project\/activity\/program is well planned and feasible, and whether the investigators are well qualified to execute it.&nbsp;<\/p>\n<p class=\"style-blockquote\">\"<em>How well you plan is critical to the success of the project<\/em>\"-&nbsp;<a href=\"https:\/\/www.learnsphere.ca\/assets\/Uploads\/M5-Proposal-Writing-6-Steps.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Learn Sphere<\/a><\/p>\n<p>The simple proposal format needs to be divided into predictable sections that provide answers to these questions:<\/p>\n<ul>\n<li>What\u2019s the purpose or goal of your project?&nbsp;<\/li>\n<li>What is the need you\u2019re addressing, or the problem you\u2019re solving?<\/li>\n<li>What are the expected outcomes of your project, and how will you achieve them?<\/li>\n<li>How will you assess or verify the success of your project?<\/li>\n<li>Why is your project important?<\/li>\n<li>How much will it cost?<\/li>\n<\/ul>\n<p>This 'Simple proposal format' checklist should be used alongside the proposal document you are planning to submit. Use it to make sure that all elements have been considered, that the proposal contains everything it needs to, and that it meets all set requirements.&nbsp;<\/p>\n<p><a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>&nbsp;is&nbsp;<strong>super-powered checklists.<\/strong>&nbsp;It\u2019s the easiest way to manage your<a href=\"https:\/\/www.process.st\/recurring-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;recurring tasks<\/a>, procedures, and workflows.<\/p>\n<p>Create a&nbsp;<a href=\"https:\/\/www.process.st\/templates\/process-street-user-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">check list template<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">run individual checklists&nbsp;<\/a>for each member of your team. You can check tasks off as you work through them, set deadlines,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">add approvals<\/a>,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assign tasks<\/a>, and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_blank\">track each team member's progress<\/a>.<\/p>\n<p>You can also&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">connect to thousands of Apps<\/a>&nbsp;through&nbsp;<a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>&nbsp;and automate your workflows even more.<\/p>\n<\/div>\n<\/section>\n<section id=\"complete-checklist-details\">\n<h2>Complete checklist details<\/h2>\n<div class=\"text-content\">\n<p>Complete the checklist details in the fields below.&nbsp;<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Company name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Company address <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Industry <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the name of the project\/activity\/program you are writing a proposal for? <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Planned start date of proposal <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Proposal deadline <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"enter-proposal-reviewer-details\">\n<h2>Enter proposal reviewer details<\/h2>\n<div class=\"text-content\">\n<p>Enter details about the person\/company who will be reviewing your proposal in the fields below.&nbsp;<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the name of the proposal reviewer? <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is their job title? <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What company do they work for? <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are their values, mission and objectives as a company? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"preproposal-writing-tasks\">\n<h2>Pre-Proposal Writing Tasks:<\/h2>\n<\/section>\n<section id=\"study-the-criteria\">\n<h2>Study the criteria<\/h2>\n<div class=\"text-content\">\n<p>Upload the request for proposal guidelines in the field below and study them carefully.<\/p>\n<p>They may specify evaluation criteria and allocate a certain number of points to specific sections or components.&nbsp;<\/p>\n<p>Missing or incomplete items often result in outright rejection or at least a lower score, which will limit your chances of success.&nbsp;<\/p>\n<p class=\"style-info\" style=\"text-align: center;\"><strong>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.<\/strong><\/p>\n<p><strong><br \/>\n<\/strong><strong><\/strong><strong>Read&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\" rel=\"nofollow noopener\" target=\"_blank\">this<\/a>&nbsp;to find out how.&nbsp;<\/strong><\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the RFP <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> List the key requirements here: <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"define-the-need\">\n<h2>Define the need<\/h2>\n<div class=\"text-content\">\n<p>Think about the purpose of your proposal.<\/p>\n<p>Answer the following questions to get your thoughts together so you can begin writing your proposal with some clear direction.&nbsp;<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What do you want to accomplish? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Why do you want to accomplish this? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How are you going to accomplish this? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"create-a-proposal-skeleton\">\n<h2>Create a proposal skeleton<\/h2>\n<div class=\"text-content\">\n<p>Study the RFP guidelines to make sure the structure of your proposal document is in-line with what the funder\/sponsor is expecting.<\/p>\n<p>As a guide, make sure your proposal document contains the following sections:&nbsp;<\/p>\n<ul>\n<li>Introduction<\/li>\n<li>Aims &amp; objectives<\/li>\n<li>Methodology&nbsp;<\/li>\n<li>Relevant experience&nbsp;<\/li>\n<li>Budget<\/li>\n<li>The team&nbsp;<\/li>\n<li>Expected outcomes&nbsp;<\/li>\n<li>Conclusion&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"choose-a-title\">\n<h2>Choose a title<\/h2>\n<div class=\"text-content\">\n<p>Your proposal title needs to be catchy, descriptive, informative and pre-dispose the reader favorably towards the proposal.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Brainstorm potential ideas and record them below: <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"text-content\">\n<p>Run each title option through the below criteria and choose the final title by selecting the title which best meets the criteria.&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Is it concise?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Is it descriptive?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Is it informative?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Is it catchy?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Does it predispose the reader, favorably, towards the proposal?<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Enter your final title <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<\/section>\n<section id=\"proposal-writing-tasks\">\n<h2>Proposal Writing Tasks:<\/h2>\n<\/section>\n<section id=\"write-the-introduction\">\n<h2>Write the introduction<\/h2>\n<div class=\"text-content\">\n<p>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.&nbsp;<\/p>\n<p>Make sure your introduction includes the following:&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      a statement of the problem\/need for your project\/program\/activity<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      the purpose of project\/program\/activity<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      project\/program\/activity goals or objectives<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      the significance of the project\/program\/activity<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"write-your-aims-and-objectives\">\n<h2>Write your aims and objectives<\/h2>\n<div class=\"text-content\">\n<p>In your proposal document, in the aims and objectives section, define what will occur as a result of your project\/program\/ activity in terms of aims &amp; objectives.<\/p>\n<p>Make sure your aims &amp; objectives answer the following questions<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What are the aims of your project\/activity\/program?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What are the objectives of your project\/activity\/program?<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"write-the-methodology\">\n<h2>Write the methodology<\/h2>\n<div class=\"text-content\">\n<p>Within the methodology section, walk the reader through exactly HOW you will achieve your aims &amp; objectives.&nbsp;<\/p>\n<p>Complete the following sub-tasks to make sure you have included everything and covered every angle:&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Research what others have done<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Look at the failures as closely as the successes<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Look at the press and from professional journals<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Search the Internet and contact professional associations<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"establish-relevant-experience\">\n<h2>Establish relevant experience<\/h2>\n<div class=\"text-content\">\n<p>In the relevant experience section, include information about your past experience with similar projects\/activities\/programs, talk about your successes and list any awards.&nbsp;&nbsp;<\/p>\n<p>Be sure to include client testimonials or short case studies.<\/p>\n<\/div>\n<\/section>\n<section id=\"confirm-the-budget\">\n<h2>Confirm the budget<\/h2>\n<div class=\"text-content\">\n<p>Provide a breakdown of all direct and indirect costs involved.<\/p>\n<p>Include costs that directly relate to the benefit being created, including production, marketing or distribution costs.&nbsp;<\/p>\n<p>Include indirect costs that are not directly identified with the project benefits, including facilities use, utilities, support staff, insurance, and legal \/accounting expenses&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"describe-the-team\">\n<h2>Describe the team<\/h2>\n<div class=\"text-content\">\n<p>Within the 'Meet the team' section of your proposal document, you are trying to make the proposal reviewer feel like they are getting to know you and your organization.<\/p>\n<p>Include&nbsp;brief bios and a photo of each team member.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"define-expected-outcomes\">\n<h2>Define expected outcomes<\/h2>\n<div class=\"text-content\">\n<p>In the expected outcomes section in your proposal, describe what you would expect to happen if your proposal was accepted.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"write-your-conclusion\">\n<h2>Write your conclusion<\/h2>\n<div class=\"text-content\">\n<p>Use the conclusion section to convince your proposal reviewer of the potential impact of your proposed project\/activity\/program.<\/p>\n<p>Make sure your conclusion includes the following:&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      limitations and weaknesses if you don't implement the project\/activity\/program<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      how these limitations\/weaknesses might be overcome if your proposal was accepted<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"presubmission-tasks\">\n<h2>Pre-Submission Tasks:<\/h2>\n<\/section>\n<section id=\"check-the-proposal-meets-the-requirements\">\n<h2>Check the proposal meets the requirements<\/h2>\n<div class=\"text-content\">\n<p>Read through the proposal and check that what you have written meets the guidelines\/requirements that have been given to you for this proposal.&nbsp;<\/p>\n<p>{{form.List_the_key_requirements_here:}}<\/p>\n<\/div>\n<\/section>\n<section id=\"perform-presubmission-checks\">\n<h2>Perform pre-submission checks<\/h2>\n<div class=\"text-content\">\n<p>Read through the proposal again and make sure you can answer 'yes' to the following questions<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Have you provided context to the project?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Have you developed a coherent and persuasive argument for the proposed project?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Is there a clear sense of direction?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Is the length right?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Have you followed all the requirements?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Have you used simple language and avoided all jargon?<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"get-a-fresh-pair-of-eyes-to-proof-read-it\">\n<h2>Get a fresh pair of eyes to proof read it<\/h2>\n<div class=\"text-content\">\n<p>Give your proposal to a \"cold reader\" to review. Give them a copy of the proposal guidelines\/requirements, but little other information.<\/p>\n<p>Ask them to read the proposal quickly (as this is how the proposal reviewer is likely to view your proposal) and ask them to answer the following two questions:&nbsp;<\/p>\n<ul>\n<li>Do they understand it?<\/li>\n<li>Does it make sense?<\/li>\n<\/ul>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload your proposal document here: <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"implement-feedback\">\n<h2>Implement feedback<\/h2>\n<div class=\"text-content\">\n<p>Record the feedback you have received for future proposals.<\/p>\n<p>Update your current proposal document and re-upload it so that it can be approved internally before it is submitted.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Feedback received: <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the final proposal here: <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"internal-approval\">\n<h2>Internal approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Implement feedback<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"submit-proposal\">\n<h2>Submit proposal<\/h2>\n<div class=\"text-content\">\n<p>Submit your proposal in-line with any requirements.&nbsp;<\/p>\n<p>{{form.Upload_the_final_proposal_here:}}<\/p>\n<\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Sources&nbsp;<\/h5>\n<ul>\n<li><a href=\"https:\/\/sswm.info\/\" rel=\"nofollow noopener\" target=\"_blank\">SSWM<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/sswm.info\/sswm-solutions-bop-markets\/affordable-wash-services-and-products\/financial-marketing-and-sales\/project-proposal-writing\" rel=\"nofollow noopener\" target=\"_blank\">Project Proposal Writing<\/a><\/li>\n<li><a href=\"https:\/\/www.learnsphere.ca\/\" rel=\"nofollow noopener\" target=\"_blank\">Learn Sphere<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.learnsphere.ca\/assets\/Uploads\/M5-Proposal-Writing-6-Steps.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Proposal Writing: The Six-Step Process<\/a><\/li>\n<li><a href=\"http:\/\/cedimonline.net\/\" rel=\"nofollow noopener\" target=\"_blank\">National Council of University Research Administrators<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/cedimonline.net\/roadmap\/a\/roadmap_new\/rmpload0101dp.php?f=\/home\/disco1\/uploadfiles\/5\/266\/5317\/10053\/Proposalwriting.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Proposal writing: Stages and Strategies with Examples&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/writing.wisc.edu\/\" rel=\"nofollow noopener\" target=\"_blank\">The Writing Center<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/writing.wisc.edu\/handbook\/assignments\/grants-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Planning and Writing a Grant Proposal: The Basics<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/www.arc.gov\/\" rel=\"nofollow noopener\" target=\"_blank\">ARC<\/a>&nbsp;-<a href=\"https:\/\/www.arc.gov\/funding\/HowtoWriteaGrantProposal.asp\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;How to Write a Grant Proposal<\/a><\/li>\n<li><a href=\"https:\/\/www.thebalancesmb.com\/\" rel=\"nofollow noopener\" target=\"_blank\">The Balance<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.thebalancesmb.com\/how-to-write-a-grant-proposal-2501980\" rel=\"nofollow noopener\" target=\"_blank\">How to Write a Winning Grant Proposal<\/a><\/li>\n<li><a href=\"https:\/\/writingcenter.unc.edu\/\" rel=\"nofollow noopener\" target=\"_blank\">The Writing Center<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/writingcenter.unc.edu\/tips-and-tools\/grant-proposals-or-give-me-the-money\/\" rel=\"nofollow noopener\" target=\"_blank\">Grant Proposals (or Give me the money!)<\/a><\/li>\n<li><a href=\"https:\/\/commonslibrary.parliament.uk\/\" rel=\"nofollow noopener\" target=\"_blank\">House of Commons Library<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/commonslibrary.parliament.uk\/research-briefings\/cbp-8569\/\" rel=\"nofollow noopener\" target=\"_blank\">Government Grants Statistics<\/a><\/li>\n<li><a href=\"https:\/\/cdn2.hubspot.net\/\" rel=\"nofollow noopener\" target=\"_blank\">eCivis<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/cdn2.hubspot.net\/hubfs\/68523\/docs\/Resource_Library_Slate\/Four_Types_of_Grant_Funding.pdf?t=1478460699437\" rel=\"nofollow noopener\" target=\"_blank\">4 Types of Grant Funding&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/cdn2.hubspot.net\/\" rel=\"nofollow noopener\" target=\"_blank\">eCivis<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/blog.ecivis.com\/bid\/207220\/top-3-things-to-know-before-applying-for-a-grant\" rel=\"nofollow noopener\" target=\"_blank\">Top 3 Things to Know Before Applying for a Grant<\/a><\/li>\n<li><a href=\"https:\/\/www.fundingcentre.com.au\/\" rel=\"nofollow noopener\" target=\"_blank\">The Funding Centre<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.fundingcentre.com.au\/help\/grantseeking-basics\" rel=\"nofollow noopener\" target=\"_blank\">Grantseeking Basics<\/a><\/li>\n<li><a href=\"https:\/\/www.usa.gov\/\" rel=\"nofollow noopener\" target=\"_blank\">USA.Gov<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.usa.gov\/grants\" rel=\"nofollow noopener\" target=\"_blank\">Government Grants and Loans<\/a><\/li>\n<li><a href=\"https:\/\/www.grants.gov\/\" rel=\"nofollow noopener\" target=\"_blank\">Grants.Gov<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.grants.gov\/web\/grants\/learn-grants\/grants-101.html\" rel=\"nofollow noopener\" target=\"_blank\">A Short Summary of Federal Grants<\/a><\/li>\n<li><a href=\"https:\/\/www.grants.gov\/\" rel=\"nofollow noopener\" target=\"_blank\">Grants.Gov<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.grants.gov\/applicants\/workspace-overview\/workspace-process.html\" rel=\"nofollow noopener\" target=\"_blank\">Workspace Process<\/a><\/li>\n<li><a href=\"https:\/\/grantsgovprod.wordpress.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Grants.Gov Community Blog<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/grantsgovprod.wordpress.com\/2017\/02\/07\/new-series-what-is-a-grant\/\" rel=\"nofollow noopener\" target=\"_blank\">What Is a Grant?<\/a><\/li>\n<li><a href=\"https:\/\/www.governmentgrants.us\/\" rel=\"nofollow noopener\" target=\"_blank\">Government Grants<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.governmentgrants.us\/application\/\" rel=\"nofollow noopener\" target=\"_blank\">Application&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.governmentgrants.us\/\" rel=\"nofollow noopener\" target=\"_blank\">Government Grants<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.governmentgrants.us\/writing-grant-proposal\/\" rel=\"nofollow noopener\" target=\"_blank\">Things to do before Writing a Grant Proposal<\/a><\/li>\n<li><a href=\"https:\/\/www.governmentgrants.us\/\" rel=\"nofollow noopener\" target=\"_blank\">Government Grants<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.governmentgrants.us\/understand-grants\/\" rel=\"nofollow noopener\" target=\"_blank\">Understanding Government Grants<\/a><\/li>\n<li><a href=\"https:\/\/www.fundsforngos.org\/\" rel=\"nofollow noopener\" target=\"_blank\">Funds for NGOs<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.fundsforngos.org\/article-contributions\/11-applying-government-funding\/\" rel=\"nofollow noopener\" target=\"_blank\">11 Things to Consider Before Applying for Government Funding<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Related Checklists&nbsp;<\/h5>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/project-proposal-template\/\" rel=\"nofollow noopener\" target=\"_self\">Project proposal template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/construction-proposal-template\" rel=\"nofollow noopener\" target=\"_blank\">Construction Proposal Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/construction-progress-report\" rel=\"nofollow noopener\" target=\"_blank\">Construction Progress Report<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/continuation-project-proposal-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Continuation Project Proposal Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/renewal-project-proposal-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Renewal Project Proposal Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/supplemental-project-proposal-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Supplemental Project Proposal Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/writing-a-proposal-step-by-step-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">Writing a Proposal: Step-by-Step Guide<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/how-to-write-a-research-proposal-2\/\" rel=\"nofollow noopener\" target=\"_blank\">How To Write a Research Proposal<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/social-media-engagement-campaign-proposal\/\" rel=\"nofollow noopener\" target=\"_blank\">Social Media Engagement Campaign Proposal<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/budget-preparation-checklist-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Preparation Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/budget-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/budget-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/startup-due-diligence-for-a-venture-capitalist\/\" rel=\"nofollow noopener\" target=\"_blank\">Startup Due Diligence For A Venture Capitalist<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/environmental-accounting-internal-audit\/\" rel=\"nofollow noopener\" target=\"_blank\">Environmental Accounting Internal Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/cash-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Cash management process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/financial-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Plan Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/cash-flow-report\" rel=\"nofollow noopener\" target=\"_self\">Cash Flow Report<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/expense-management-process\/\" rel=\"nofollow noopener\" target=\"_self\">Expense Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/cash-management-process-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Cash Management Process<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to a Simple Proposal Format Checklist: Proposal writing is a form of persuasive writing. It\u2019s about telling stories. It\u2019s exhilarating, imaginative work and a chance to make a huge difference to your organization, your community, yourself and even the big wide world. You have the opportunity to turn your ideas into something real with [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":22338,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"26","template_description":"Use this template as a guide when you are writing a simple grant proposal.","template_id":"hOf4kIw-TXWx2GypPIZFeg","task_0":"Introduction to a Simple Proposal Format Checklist:","task_slug_0":"introduction-to-a-simple-proposal-format-checklist","task_1":"Complete checklist details","task_slug_1":"complete-checklist-details","task_2":"Enter proposal reviewer details","task_slug_2":"enter-proposal-reviewer-details","task_3":"Pre-Proposal Writing Tasks:","task_slug_3":"preproposal-writing-tasks","task_4":"Study the criteria","task_slug_4":"study-the-criteria","task_5":"Define the need","task_slug_5":"define-the-need","task_6":"Create a proposal skeleton","task_slug_6":"create-a-proposal-skeleton","task_7":"Choose a title","task_slug_7":"choose-a-title","task_8":"Proposal Writing Tasks:","task_slug_8":"proposal-writing-tasks","task_9":"Write the introduction","task_slug_9":"write-the-introduction","task_10":"Write your aims and objectives","task_slug_10":"write-your-aims-and-objectives","task_11":"Write the methodology","task_slug_11":"write-the-methodology","task_12":"Establish relevant experience","task_slug_12":"establish-relevant-experience","task_13":"Confirm the budget","task_slug_13":"confirm-the-budget","task_14":"Describe the team","task_slug_14":"describe-the-team","task_15":"Define expected outcomes","task_slug_15":"define-expected-outcomes","task_16":"Write your conclusion","task_slug_16":"write-your-conclusion","task_17":"Pre-Submission Tasks:","task_slug_17":"presubmission-tasks","task_18":"Check the proposal meets the requirements","task_slug_18":"check-the-proposal-meets-the-requirements","task_19":"Perform pre-submission checks","task_slug_19":"perform-presubmission-checks","task_20":"Get a fresh pair of eyes to proof read it","task_slug_20":"get-a-fresh-pair-of-eyes-to-proof-read-it","task_21":"Implement feedback","task_slug_21":"implement-feedback","task_22":"Internal approval:","task_slug_22":"internal-approval","task_23":"Submit proposal","task_slug_23":"submit-proposal","task_24":"Sources:","task_slug_24":"sources","task_25":"Related Checklists:","task_slug_25":"related-checklists","task_26":"","task_slug_26":"","task_27":"","task_slug_27":"","task_28":"","task_slug_28":"","task_29":"","task_slug_29":"","task_30":"","task_slug_30":"","task_31":"","task_slug_31":"","task_32":"","task_slug_32":"","task_33":"","task_slug_33":"","task_34":"","task_slug_34":"","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[5,7,23],"tags":[],"class_list":["post-22337","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-miscellaneous","category-operations"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/22337","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=22337"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/22337\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media\/22338"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=22337"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=22337"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=22337"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}