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How to Apply for a Federal Grant
Ariel Weintraub
Associate Director, Institutional Giving, Oakland Museum of California
Michelle Seiler-Godfrey
Program Development Manager, High Desert Museum
Lisa Sasaki
Director, Smithsonian Asian Pacific American Center
This Session
• Meditation
• Writing Exercises
• Federal Grants Overview
• IMLS Museums for America Grant Narrative:
Project Justification, Project Workplan, Project
Results
• Specific Recommendations for other parts of
Grant Proposal
• Questions
EXAMPLE:
IMLS Museums for America
Proposal
https://www.imls.gov/grants/available/museums-america
IMLS GRANT NARRATIVE ELEMENTS
I. Project Justification WHY?
Please tell us in your own words what this project intends to accomplish. Define
the need in the community. When applicable, please present data/evidence that
documents the significance of the issue.
Goals and Objectives
Tell us the goals of the project and how they align with your mission,
describe the activities you will undertake, indicate the population served.
II. Project Description and Workplan WHO WHAT WHERE and HOW?
Specify the resources (personnel, partnerships, funding, time, etc.) that will be
used, provide a timeline of events as appropriate.
III. Project Results and Evaluation HOW?
How will you define programmatic success? Describe the evaluation process(es)
or method(s) you will use to measure your success.(i.e., pre and post surveys,
annual polling, focus groups, etc.).
Project Justification: Goals and Objectives
WHY?
PROJECT GOAL: The Family Nature Play Room: Creating Space for Early
Learners project will meet the needs and interests of local families, both
new and repeat visitors, by providing play-based discovery and learning
experiences for young children and their adult companions within OMCA’s
Gallery of California Natural Sciences.
Objectives:
• Build staff capacity (both behind-the-scenes and front-of-house) to
serve families with young children;
• Engage local families, experts and leaders in early childhood and family
learning in the conception, development, promotion and evaluation of
the project;
• Use collections and specimens in new ways to promote family learning
and discovery, particularly for children ages 2-5 years old;
• Prototype an early childhood space and exhibition components for
possible replication within temporary exhibitions or within the Galleries
of California Art and History.
Goals and Objectives
Project Results:
How to complete that pesky “Evaluation” section
Know your “nut” and choose the right tool to crack it!
What Should be the Evaluation Plan?
Project Goal: The Family Nature Play Room: Creating Space for
Early Learners project will meet the needs and interests of local
families, both new and repeat visitors, by providing play-based
discovery and learning experiences for young children and their adult
companions within OMCA’s Gallery of California Natural Sciences.
Objectives:
• Build staff capacity (both behind-the-scenes and front-of-house) to serve
families with young children;
• Engage local families, experts and leaders in early childhood and family
learning in the conception, development, promotion and evaluation of the
project;
• Use collections and specimens in new ways to promote family learning
and discovery, particularly for children ages 2-5 years old;
• Prototype an early childhood space and exhibition components for
possible replication within temporary exhibitions or within the Galleries of
California Art and History.
Budget Justification
1. Salaries and Wages
The total cost of salaries and wages for this project is $67,562. We are
requesting $5,000 in federal funding, and $62,562 will be in cost share.
HDM Program Development Manager, Michelle Seiler-Godfrey, will
spend 5% of her time on the project. Her rate is $$$$$. This represents
$$$$ in cost share. Responsibilities include….
3. Travel
Trip 1. Bend to Denver. HDM staff will travel from Bend, Oregon to
Denver, Colorado to meet with evaluation staff at the Denver Museum of
Nature & Science.
Travelers: HDM Director of Programs, Curator of Education and
Program Development Manager
Flight: $350/traveler x 3 travelers: $1,050
Lodging: $130/night x 2 nights x 2 rooms: $520
Per Diem: $69/day x 2 days x 3 travelers: $414
Total: $1,984
4. Supplies, Materials and Equipment
Indirect Costs
 Use the same
headings as the
IMLS Budget
Form.
 Address both
grant funds and
cost share.
 Justify how you
arrived at the
calculations and
why these
expenses are
important to the
project.
 Should align with
your narrative.
 Don’t wait until
the last minute to
write.
EXAMPLE: Large Institution Grant Proposal Schedule
DEADLINE December 1 (Veterans Day 11/10, Thanksgiving is November 23-26)
By October 30
Development: Forms--SF-424S, Program Info Sheet, Org Profile, Strat Plan Summary, 501c3
Letter and DRAFT Budget
Project Director: DRAFT NARRATIVE, Ask for Letters from Partners
October 30 to November 6
Development: REVISE NARRATIVE Return to Team
Project Team: Provide Updated Resumes by Nov 6
November 9-13:
Development: Abstract, Schedule of Completion structured by proposed
Activities, Detailed Budget with Project Director, Budget Justification
List of Key Project Staff and Consultants, Resumes of Key Project Staff
and Consultants
Project Team: REVIEW EDITS/ ADD TO PROJECT NARRATIVE (incl. budget,
timeline and activities)
Nov 15-22
Development: REVISE NARRATIVE #2 THANKSGIVING
Nov 27 to Dec 1 Finish ALL Docs and Submit
Timeline Example for
Smaller Institution
• Meetings with key program staff to
develop program (as early as
possible/at least 2 months)
• Identify partners/consultants (2
months)
• Request letters of support from
stakeholders (6 weeks)
• Draft Narrative with key staff (6-4
weeks)
• Draft Budget/Schedule of Completion
(4 weeks)
• Complete other materials—Strat Plan
Summary, Org Profile, List of Key
Project Staff, etc. (2 weeks)
• Finalize Narrative, Budget, Budget
Justification (1 week)
• Submission (at least 2 days prior to
the deadline)
Advice from a Reviewer
DON’T
• Try to pull together a fed
grant at the last minute
• Have multiple “voices” in
the narrative
• Say you’re the first to do
something
• Forget to consult with
partners, content experts
• Skip doing a FULL budget
justification
DO
• Consult with Grant Program
Officers
• Ask yourself honestly if
budget, timeline, objectives
are reasonable
• Double-check your math
• Create a reasonable
evaluation plan
• Read reviewer feedback,
especially if you don’t get
the grant
Grants 101—How to Apply for a Federal Grant

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Grants 101—How to Apply for a Federal Grant

  • 1. How to Apply for a Federal Grant Ariel Weintraub Associate Director, Institutional Giving, Oakland Museum of California Michelle Seiler-Godfrey Program Development Manager, High Desert Museum Lisa Sasaki Director, Smithsonian Asian Pacific American Center
  • 2.
  • 3. This Session • Meditation • Writing Exercises • Federal Grants Overview • IMLS Museums for America Grant Narrative: Project Justification, Project Workplan, Project Results • Specific Recommendations for other parts of Grant Proposal • Questions
  • 4.
  • 5. EXAMPLE: IMLS Museums for America Proposal https://www.imls.gov/grants/available/museums-america
  • 6.
  • 7. IMLS GRANT NARRATIVE ELEMENTS I. Project Justification WHY? Please tell us in your own words what this project intends to accomplish. Define the need in the community. When applicable, please present data/evidence that documents the significance of the issue. Goals and Objectives Tell us the goals of the project and how they align with your mission, describe the activities you will undertake, indicate the population served. II. Project Description and Workplan WHO WHAT WHERE and HOW? Specify the resources (personnel, partnerships, funding, time, etc.) that will be used, provide a timeline of events as appropriate. III. Project Results and Evaluation HOW? How will you define programmatic success? Describe the evaluation process(es) or method(s) you will use to measure your success.(i.e., pre and post surveys, annual polling, focus groups, etc.).
  • 8.
  • 9. Project Justification: Goals and Objectives WHY? PROJECT GOAL: The Family Nature Play Room: Creating Space for Early Learners project will meet the needs and interests of local families, both new and repeat visitors, by providing play-based discovery and learning experiences for young children and their adult companions within OMCA’s Gallery of California Natural Sciences. Objectives: • Build staff capacity (both behind-the-scenes and front-of-house) to serve families with young children; • Engage local families, experts and leaders in early childhood and family learning in the conception, development, promotion and evaluation of the project; • Use collections and specimens in new ways to promote family learning and discovery, particularly for children ages 2-5 years old; • Prototype an early childhood space and exhibition components for possible replication within temporary exhibitions or within the Galleries of California Art and History.
  • 11. Project Results: How to complete that pesky “Evaluation” section Know your “nut” and choose the right tool to crack it!
  • 12. What Should be the Evaluation Plan? Project Goal: The Family Nature Play Room: Creating Space for Early Learners project will meet the needs and interests of local families, both new and repeat visitors, by providing play-based discovery and learning experiences for young children and their adult companions within OMCA’s Gallery of California Natural Sciences. Objectives: • Build staff capacity (both behind-the-scenes and front-of-house) to serve families with young children; • Engage local families, experts and leaders in early childhood and family learning in the conception, development, promotion and evaluation of the project; • Use collections and specimens in new ways to promote family learning and discovery, particularly for children ages 2-5 years old; • Prototype an early childhood space and exhibition components for possible replication within temporary exhibitions or within the Galleries of California Art and History.
  • 13.
  • 14.
  • 15.
  • 16. Budget Justification 1. Salaries and Wages The total cost of salaries and wages for this project is $67,562. We are requesting $5,000 in federal funding, and $62,562 will be in cost share. HDM Program Development Manager, Michelle Seiler-Godfrey, will spend 5% of her time on the project. Her rate is $$$$$. This represents $$$$ in cost share. Responsibilities include…. 3. Travel Trip 1. Bend to Denver. HDM staff will travel from Bend, Oregon to Denver, Colorado to meet with evaluation staff at the Denver Museum of Nature & Science. Travelers: HDM Director of Programs, Curator of Education and Program Development Manager Flight: $350/traveler x 3 travelers: $1,050 Lodging: $130/night x 2 nights x 2 rooms: $520 Per Diem: $69/day x 2 days x 3 travelers: $414 Total: $1,984 4. Supplies, Materials and Equipment Indirect Costs  Use the same headings as the IMLS Budget Form.  Address both grant funds and cost share.  Justify how you arrived at the calculations and why these expenses are important to the project.  Should align with your narrative.  Don’t wait until the last minute to write.
  • 17.
  • 18. EXAMPLE: Large Institution Grant Proposal Schedule DEADLINE December 1 (Veterans Day 11/10, Thanksgiving is November 23-26) By October 30 Development: Forms--SF-424S, Program Info Sheet, Org Profile, Strat Plan Summary, 501c3 Letter and DRAFT Budget Project Director: DRAFT NARRATIVE, Ask for Letters from Partners October 30 to November 6 Development: REVISE NARRATIVE Return to Team Project Team: Provide Updated Resumes by Nov 6 November 9-13: Development: Abstract, Schedule of Completion structured by proposed Activities, Detailed Budget with Project Director, Budget Justification List of Key Project Staff and Consultants, Resumes of Key Project Staff and Consultants Project Team: REVIEW EDITS/ ADD TO PROJECT NARRATIVE (incl. budget, timeline and activities) Nov 15-22 Development: REVISE NARRATIVE #2 THANKSGIVING Nov 27 to Dec 1 Finish ALL Docs and Submit
  • 19. Timeline Example for Smaller Institution • Meetings with key program staff to develop program (as early as possible/at least 2 months) • Identify partners/consultants (2 months) • Request letters of support from stakeholders (6 weeks) • Draft Narrative with key staff (6-4 weeks) • Draft Budget/Schedule of Completion (4 weeks) • Complete other materials—Strat Plan Summary, Org Profile, List of Key Project Staff, etc. (2 weeks) • Finalize Narrative, Budget, Budget Justification (1 week) • Submission (at least 2 days prior to the deadline)
  • 20. Advice from a Reviewer DON’T • Try to pull together a fed grant at the last minute • Have multiple “voices” in the narrative • Say you’re the first to do something • Forget to consult with partners, content experts • Skip doing a FULL budget justification DO • Consult with Grant Program Officers • Ask yourself honestly if budget, timeline, objectives are reasonable • Double-check your math • Create a reasonable evaluation plan • Read reviewer feedback, especially if you don’t get the grant

Editor's Notes

  1. Saturday 3:30-4:45 This session will provide both an overview and a deep dive into best practices for submitting a grant application to the Federal Government. We will focus specifically on the Institute of Museum and Library Services Museums for America program which has an annual deadline in November. In addition to general grant-writing tips, we will share specific tips, timelines, and examples to help make this application process more accessible for all eligible Museums. Slide 1: Introduction to how each of us will approach this topic.
  2. Slide 2: High Desert Museum Barn Owl—Ariel lead 3 Minute Guided Meditation. You can find guided meditations all over the web. I like these: https://jackkornfield.com/meditations/, or these https://insighttimer.com/.
  3. Slide 4: Ariel--3 Minute Writing Exercise—purpose is to help people focus-- JUST WRITE.—journal about all the other things in your head that have nothing to do with this conference session. Put them on paper so you can think about them later and focus on this now
  4. Slide 5: Lisa talks about federal grants generally
  5. Slide 6: Michelle-- Go through the elements of the Proposal
  6. Slide 7 : Ariel--Grant Narrative Elements—similar to other grants. The IMLS asks for Project Justification, Workplan and Results
  7. Slide 8—Ariel: Writing Exercise--3 min--Write your mission and think through how your project to relates to your mission
  8. Slide 9: Goal and Objectives Example—these will help you structure the rest of your application where Goals and Measureable Objectives lead you to your Project Workplan and your Project Evaluation
  9. Slide 10: Portrait Wall: Writing Exercise. Spend 5 minutes to define your Goal and choose Two Measurable Objectives. Think about the mission of your organization while you are writing your goal. Make your goal have an impact on your community/visitors (not easy to measure) and make your objectives what you know you can accomplish to meet this goal.
  10. Slide 11: Lisa: The main purpose of evaluation should be to directly demonstrate what you’ve achieved – or made progress toward achieving – your project goals within the time stated. Ask yourself “how will we know if we’re successful?” (increased attendance, change in demographics, change in attitude, etc.) then work backwards to find the right evaluation methodology. If your goal is “unmeasurable” you probably need to reframe your goal. Don’t promise impacts you can’t show you’re delivering on (world peace, a healthy community, etc.) unless you’re ready to measure it. Be sure to know who your audience is for the project and make sure your evaluation is pointed at that audience. And don’t promise an evaluation plan that you already know you can’t do – reviewers understand limitations in staff and funding and just want to make sure you do what you can.
  11. Slide 12: Lisa: Interactive Learning-- Use OMCA’s Project Goal example to identify a possible evaluation plan. Questions to ask: Who is the audience? How can OMCA measure the impact of the Family Nature Play Room? Does OMCA know what the needs and interests of local families are? How do they know this?
  12. Slide 13: Now we’ll turn to the Budget
  13. Slide 14: Lisa---Required Forms and Allowable Costs–when you apply to the Federal Government you really need to have your facts readily available. The forms you need to fill in will ask you details that you’ll want to be able to access easily, including your congressional district and your DUNS number. It’s always a good idea to start by collecting the facts that you need. You also need to know the allowable costs
  14. Slide 15: And the Unallowable Costs
  15. Slide 16 Michelle talks about Budget Justification
  16. Slide 17: Its Important to take breaks.
  17. Slide 18: Example of Ariel’s timeline—working with lots of people on one project
  18. Slide 19—Michelle talks about her timeline—she is leading the process and writing the grant simultaneously
  19. Slide 20: Lisa’s reviewer advice
  20. Slide 21: Papel Picado—Questions?