Course curriculum

  1. 1

    • Goals and Learning Objectives

    • Who this course is for and how it aligns with competencies

    • How to Use This Course

    • Before We Begin...Your Past Experience

  2. 2

    • Why Elevate?

    • Drafting as Part of Strategy

    • Elevate Team Roles

    • Stretch Assignments

    • Elevate & Client Roles and Responsibilities

    • Drafting Process and Outcomes

    • Check for Understanding

    • Resources
  3. 3

    • Why Draft Planning is So Important

    • Setting Scope of Work with Clients

    • Role of Funder Outreach (Cultivation)

    • Typical Drafting Process and Timelines

    • Managing Scopes of Work within Your Elevate Team

    • Check for Understanding

    • Resources
  4. 4

    • Why is Draft Preparation so Important?

    • Reviewing Funder Requirements and Eligibility Guidelines

    • Going into a Portal to Prep

    • Using Dropbox to Prep

    • Using LastPass in Prep

    • Check for Understanding

    • Resources
  5. 5

    • Why is Attachment Planning Important?

    • Determining Needed Attachments

    • Updating Existing Attachments or Requesting New Ones

    • Check for Understanding

    • Resources
  6. 6

    • Why is it Important to Gather all the Information Before You Start Writing?

    • Aligning with Funder Priorities

    • Common Elements Funders Consider when Evaluating Proposals

    • Reporting

    • Reference Materials

    • Review Prep and Information in 1:1 with Director

    • Gathering New Information: Program Calls

    • Gathering New Information: Data Requests and Independent Research

    • You’re Ready to Write!

    • Check for Understanding

    • Resources
  7. 7

    • Common Grant Sections

    • Common Report Sections

    • Developing a Successful First Draft

    • Using Strengths-Based Language

    • Writer sends to Director for Review

    • Director Best Practices in Editing

    • Incorporating Director Edits

    • Check for Understanding

    • Resources
  8. 8

    • Preparing Draft to Send to the Client

    • Who Will Review on the Client Side?

    • Sending the Draft to Your Client

    • Client Review Responsibilities

    • Troubleshooting During Reviews

    • Check for Understanding
  9. 9

    • Ideal Submission Process

    • Website/Portal Submission

    • Email Submission

    • Mailed Submission

    • Elevate Policy: We (Almost) Always Submit!

    • Check for Understanding

    • Resources
  10. 10

    • Congratulations!

    • Please provide your feedback

    • Resources