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Archive for the ‘Systems of Organization’ Category

As grant writers, most of us know that the proposal is only one piece of the funding puzzle. In fact, it is often the piece that’s placed last, after much of the work is already done … vision and mission development, strategy setting, program planning, execution and measurement, the building of strong boards and volunteer programs, engagement with the public so that they know both who we are and how they can best help us achieve a shared vision, and, of course, collaboration with other community agencies and organizations that create change in the lives we most hope to touch.

But if you’ve read books on grant seeking, or you’ve looked for coursework focused on building skill in grant writing, these elements – the ones that often pave the way to a successful grant proposal – are typically missing. This is not true of Best Practices in Grant Seeking: Beyond the Proposal, a recent addition to the grant writer’s library.

Saadia Faruqi acknowledges in her introduction to the book, “It is rarely enough to write excellent proposals and sit back, waiting for them to get funded. No matter how brilliant the writer, it is not the proposal that gets accepted – or rejected – but the program and the people who run it.”

In 2004, Ms. Faruqi engaged in a research study that clearly demonstrated:

    “Organizations typically do not provide sufficient support and involvement to the grant seeking process at the leadership level, leaving grant professionals to be researchers, relationship-builders, community advocates, program designers, reporters, and grant managers. Few organizations, regardless of size, create grant seeking strategies that include not just the writer, but programs and public relations staff, board members, volunteers, and even clientele. This is done in many cases for other fundraising activities, such as major gifts or capital campaigns and even special events, but almost never for grants.”

So where does that leave us? Often frustrated, because we can’t get the information we need from the people who have it, and burnt out, because no one seems to acknowledge that funding success is less likely without the same support afforded to other aspects of an organization’s fundraising.

Redefining the Grants Function

Major factors impacting grant funding, according to Ms. Faruqi’s research:

    1. board relationships with funders,
    2. positive community image,
    3. successful site visits before the grant award,
    4. non-soliciting contact with funders,
    5. good reporting practices, and
    6. well-designed programs.

Through her chapters on fostering internal relationships, developing community image, designing stellar programs, and uniting to do good, Ms. Faruqi helps us put into place the critical elements that come before the grant proposal. Her next set of chapters focus on organizing (and measuring) the grants function, knowing our funders, and crafting winning proposals. Section three focuses on site visits, the critical time between grant submission and grant award. The last two chapters focus on stewardship and relationship building.

Ms. Faruqi allows us to see the grants function in perspective and prioritize our time and talent accordingly. If you’re a grant writer that doesn’t get involved with board development, publicity, program development, program evaluation, and stewardship, you may only be doing part of the job. That’s assuming you want to be as successful as you can possibly be, and that grant writing is about more than just writing to you. Do you want to fuel some kind of change in the world? Most of us have chosen grant writing as our contribution to an effort.

Now, More Than Ever

It has become clear in this downturned economy that the touch points we have with our funders, the relationships we have built, have more influence on whether we receive a grant than ever before. When given a choice between someone they know and they’re comfortable with (someone who has already proven to be a good investment), and someone they know only a little about through their grant proposal, it’s easier, less risky, to go with #1.

More than ever, we need to understand all elements that influence proposal success and to do all that we can to engage our full organization in the pursuit and development of the relationships that make our dreams more viable.

A Note for Consultants

If you’re a consultant interested in supporting the work of new and emerging nonprofits, this knowledge is even more essential. Why? Because before we jump into any grant seeking campaign for a new nonprofit, we need to help them put the right elements in place to support that effort. We need to help them set the right expectations, to understand what things need to be in place to maximize their grant writing success. They entrust us with that.

In Conclusion

Best Practices in Grant Seeking: Beyond the Proposal is an excellent investment. I give it my highest recommendation.

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“I’d like to propose a new definition of organization: Organizing is the process by which we create environments that enable us to live, work, and relax exactly as we want to. When we are organized, our homes, offices, and schedules reflect and encourage who we are, what we want, and where we are going.” ~ Julie Morgenstern

As grant writers on deadline, developing a reliable system for keeping track of current projects, potential donors, and deadlines can be quite daunting. We need a place for planning, a place for researching and reading, a place for writing, a place for storing and compiling backup documentation and mailing, a place to collaborate with others, and a place to relax and be creative. Do you have a space in or near your office for each of those?

In Organizing from the Inside Out, second edition: The Foolproof System For Organizing Your Home, Your Office and Your Life, Julie Morgenstern helps us establish a system of organization that is designed around our personal strengths, weaknesses, and behaviors so that we can more easily maintain it.

But first, you may need to change your perspective. Organizing is not tedious, boring work. It can be inspiring when you find a note you wrote to yourself two months ago after a seminar. Or it can be empowering when someone asks you a question and you know just where to go to look for the answer.

Getting organized is a process of getting comfortable. And no two people will be comfortable in just the same way.

So start the process with an open mind, and set aside some time to really think it through. When you’re done, if you’ve done it well, it will help you be as passionate about your work space as you are about your work.

Sounds silly, but when you come to work excited about what you’re going to do and you sit down to work in a space that reinforces that energy instead of draining it, imagine the consequences…

“Organizing from the inside out means creating a system based on your specific personality, needs, and goals. It focuses on defining who you are and what is important to you as a person so that your system can be designed to reflect that.” ~JM

In the first part of her book, Julie addresses what typically holds us back from organizing our clutter, like small mechanical errors that can be fixed quickly but usually aren’t (i.e., items have no home, inconvenient storage, more stuff than storage space), environmental realities that are beyond our control (i.e., unrealistic workload, transition, uncooperative partners, limited space), and psychological obstacles (i.e., need for abundance, unclear goals and priorities, fear of success or failure, need to retreat, fear of losing creativity, need for distraction, sentimental attachment, need for perfection). Understanding all three of these is critical to setting realistic expectations for your system and making sure you don’t sabotage the system you establish.

Once you have the right expectations, analyze what’s not working and what is working. Fix what needs to be fixed. Don’t reinvent what’s already working. Learn from it instead and apply the learning to your new system. It works because it fits naturally with who you are and what’s important to you.

If you’re not sure what isn’t working, finish these sentences.

    * I can never find …
    * I have no place to put …
    * There’s no room for …
    * I am tired of …
    * I can’t … because of the clutter.
    * I’m losing a lot of money on …
    * The disorganization makes me feel …
    * When people visit, I …

If you’re not sure what is working, try reversing the sentences:

    * I can always find …
    * I have the perfect place for …
    * There’s always space for …
    * I love …
    * I can … because there’s no clutter
    * I’m bringing in money because …
    * When people visit, I am proud that …
    * When I’m organized, I feel …

Identify the items most essential to you. If there was a fire, what would you take with you? What do you have, that without, you couldn’t do your job?

Write down why you want to get organized. You have to be able to see the benefit in it. Post it on the wall to keep you motivated when your energy dips.

Write down what you think is causing the problem. Look back at some of the causes of clutter. Do you see something there that fits your situation?

Ok, now that you understand what works and doesn’t work and you see the value in moving forward, try this …

Follow the kindergarten model of organization.

    1. Divide the room into activity zones.
    2. Make sure each zone allows you to focus on one thing at a time.
    3. Store items at the point of use.
    4. Make sure everything has a home.
    5. Create a “visual menu” of everything that’s important.

How do you apply this to your office?

    1. Make a list of your primary activities.
    2. Identify 3-5 functions for each activity zone.
    3. Sketch out an arrangement of furniture that supports your defined activity zones and move furniture into place.
    4. Working in one section at a time, sort, purge (if needed), assign a home for everything, and use containers to keep similar items together.
    5. Commit to maintaining the system regularly, at the end of each day, then every 6-12 months. Make adjustments as needed.

Julie Morgenstern offers specific strategies for organizing briefcases and handbags, suitcases, traditional offices and filing systems, home-based businesses, cubicle workstations, mobile offices, household information centers, attics, basements, and garages, bathrooms, bedrooms, closets, kids’ rooms, kitchens, living rooms, and photographs “from the inside out” in her book. She also offers tips for tackling time and technology.

Organizing from the Inside Out, second edition: The Foolproof System For Organizing Your Home, Your Office and Your Life

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