Proposal Information Collection Template

Exit Survey »

This template is designed to easily collect information necessary for the External Relations Team to develop a draft proposal, concept paper, LOI, etc. It is intended to be the MASTER TEMPLATE of questions from which the External Relations team will develop Customized Surveys for proposed projects to be filled out by the Project Lead.

To develop a Customized Survey, the External Relations Team will: (a) check with the application/LOI requirements from the funder; (b) delete any questions from the Master Template for which the Team already has the required information; (c) delete any questions from the Master Template that are not included in the funders guidelines; and (d) add any questions to the Customized Survey that were in the funder guidelines but not in the Master Template.

The length of the Customized Survey will vary depending on how new the proposed project is and how detailed the requirements are for the proposal. We anticipate that it will only take a member of our team 30 minutes to develop the Customized Survey from the MASTER TEMPLATE. Our intention is to ONLY collect information that is needed and that the External Relations Team cannot access from past proposals, etc. This should hopefully cut down on the time DRW and other Pivot staff spend on the survey.

If you have any questions, direct them to Brentt Brown: 415-644-3407/ [email protected]

Thanks,

Project title:

Problem Statement/Statement of Need:

Describe the major activities of the project

Describe your project's Theory of Action/Conceptual Model:

Please list all measurable objectives for the project:

List short- and long-term expected outcomes:

Please list milestones or benchmarks:

Timeline:

Evaluation Plan:

Please insert the following staffing information: (a) list all staff that will be working on this project; (b) briefly describe their role; and (c) note any prior experience related to the proposed project. If the staff person is not a salaried Pivot Learning staff member, please include contact information so that External Relations Team can contact them for a resume/bio.

Describe any partnerships (e.g. school districts) for the proposed project:

Please describe anticipated expenses for this project, including: salaried personnel, consultants (including pass through resources to a school district), travel, meetings, and supplies and materials:

Describe your sustainability plan:

Please describe the population being served by this proposed project. Examples of relevant information to highlight include: demographics, number of children/staff/principals/etc. NOTE THIS QUESTION WILL BE CUSTOMIZED EACH TIME BASED ON THE PROPOSED PROJECT and APPLICATION GUIDELINE.