GRANT PROPOSAL CHECKLIST & EVALUATION FORM
CRITERIA CHECKLIST
PROPOSAL SUMMARY x DATE COMMENTS
Brief organization overview
Brief summary of applicable past achievements / projects
Project overview
Correlation between project goals and organization goals
Reasons for request and target amount
Project activities leading to achieved objectives
Summary is brief, clear, and interesting
PROJECT ABSTRACT x DATE COMMENTS
Provides "big picture" of proposal
Comprehensive statement of project's importance
Brief synopsis of project goals, objectives, and strategies
Written with target audience in mind
INTRODUCTION x DATE COMMENTS
Establishes context
Clearly conveys organization mission in relation to project
Brief description of beneficiaries of project
Indicate how project will advance field
Engages the reviewing parties
STATEMENT OF NEED x DATE COMMENTS
Convey the magnitude of the situation / problem addressed
Explain why the project goal is realistic and attainable
Provide statistical facts and figures
Describe sources / causes of situation / problem addressed
Provide endorsements and statements of support, if applicable
Explain benefits of desired outcome
Explain long-term effects
BACKGROUND x DATE COMMENTS
Describe organization's mission, programs, etc.
Describe members / clients
Discuss prior work and accomplishments, if applicable
Describe your organization / staff qualifications
Establish current status of the field
IMPACT x DATE COMMENTS
Define the significance of the project
Convey the direct impact of the project
Define wider implications
How does the project address an important problem?
What advancements will result from project completion?
GOALS & OBJECTIVES x DATE COMMENTS
Describe the project outcome
Are your goals related to the need of the target beneficiaries?
Do your goals directly relate to the statement of needs?
Are your objectives specific and measurable?
METHODOLOGY x DATE COMMENTS
Describe innovative methods to be employed
Show how your chosen methods relate to the project goals
Provide justification for methods
ACTIVITIES x DATE COMMENTS
Provide a comprehensive list of all activities
Describe each activity
Include any activities required by the sponsor
TIMELINE x DATE COMMENTS
Create a timeline with projected completion dates for activities
Ensure that dates align with any sponsor stipulations
EVALUATION x DATE COMMENTS
Define evaluation procedures for your objectives
Are the measures in place both qualitative and quantitative?
Define who will be involved in the evaluation process
Define evaluation criteria
Define policies for method modification
Identify sources of data and collection and analysis methods
Detail any instruments / tools used
Describe how evaluation will be utilized for improvements
QUALIFICATIONS / STAFF x DATE COMMENTS
List all key personnel, their responsibilities, and qualifications
Does your list clearly demonstrate their capabilities?
Describe aspects of oversight and project management
Include past experience, if applicable
Discuss access to any required facilities and equipment
COMMUNICATION x DATE COMMENTS
Provide a dissemination plan for sharing project results
Consider various mediums
Consider a timetable including milestone reporting
Do any aspects of the project have potential for replication?
SUSTAINABILITY x DATE COMMENTS
Present a plan for project continuation beyond grant funding
List any sources of funding should the project continue
Include any letters of commitment, if applicable
BUDGET & JUSTIFICATION x DATE COMMENTS
Clearly delineate project costs to be met by funding source
Explain any calculations, and check for accuracy
Provide justification for expenses
Include credible and realistic costs
Ensure that content and formatting adhere to sponsor guidelines
Describe matching funds, if applicable
Does your budget accurately reflect the project plan?
CONCLUSION x DATE COMMENTS
Succinctly summarize the project and goals
Reinforce the statement of need
APPENDIX x DATE COMMENTS
Provide a list of supporting documents
Adopt a clear naming convention for files
Provide functioning links, if applicable
Have you attached all required documentation?
SUBMISSION FORMATTING x DATE COMMENTS
Format follows all guidelines set forth by the sponsor
Ensure that the order of requested information is correct
Check that all margins, fonts, and formatting are uniform
Double check spelling and grammar
Does your information flow well between sections and ideas?
Any articles, templates, or information provided by Smartsheet on the website are for reference
only. While we strive to keep the information up to date and correct, we make no representations
or warranties of any kind, express or implied, about the completeness, accuracy, reliability,
suitability, or availability with respect to the website or the information, articles, templates, or
related graphics contained on the website. Any reliance you place on such information is therefore
strictly at your own risk.
