Suggested Responses to Additional Exercises and Cases for Chapter 11: Writing Proposals

Suggested Response to “Contrasting Research Proposals and Goods and Services Proposals”

Goods and services proposals differ from research proposals in that goods and services proposals lead to a tangible product (for example, a new museum exhibit), a service (a workshop on managing debt), or some combination of the two. Conversely, research proposals lead to a document (for example, a report, scholarly article, or conference paper) in which findings are disseminated. Because goods and services proposals often focus on a product or activity, the methods section, for example, often focuses more on specifications for the deliverables than on the process (which may be very important in a research proposal). In addition, goods and services proposals often contain clear criteria by which to evaluate the success of the product or service. For example, a proposal for a pollution-reduction project may discuss pollution-measurement techniques, cost-savings analyses, and public-perception surveys.

Suggested Response to “Comparing and Contrasting Sample Proposals”

Responses will vary. Although different proposals may use different terms (for example, “cost” instead of “budget” or “statement of need” instead of “problem statement”) or may place information in different sections (for example, placing the evaluation discussion in the methods section), virtually all proposals answer the following questions:

Suggested Response to “Analyzing Characteristics of a Proposal from a Nonprofit Organization”

Proposal writers for nonprofit organizations must demonstrate that their organization is best qualified to provide the goods or services outlined in the proposal as well as demonstrate that the nonprofit’s mission matches the priorities of the funding sources. Consequently, the sample proposal devotes considerable space in its first half to establishing the organization’s credibility, describing its qualifications, and explaining its mission. Once the credibility of the nonprofit has been established, less space is needed to discuss how (methods or proposed program) the organization will achieve its goals. The second half of the proposal has many of the standard sections discussed in research proposals: situation, funding request, outcomes, and evaluation.

Suggested Response to “Selecting Project-Management Software”

A keyword search for “project management software” led to Capterra.com, a site that presents reviews of hundreds of project-management software products. Almost all the manufacturers include guided tours on their sites, which would give students a good idea of the look and feel of a program, as well as its principal features. Most of the sites also have free downloadable demos. It should therefore be easy for students to fulfill the tasks described in this case.

Suggested Response to “Writing Proposals to Different Audiences”

The essential difference between the two kinds of audiences affects the formal elements of the proposal and the strategy for making a persuasive case in ways such as the following:

Both types of funding sources are interested in being associated with prestigious projects. Although differences in approaches certainly exist between the two types of funding sources, writing winning proposals for both types focuses on demonstrating that the organization seeking funding

Suggested Response to “Selecting a Funding Source”

1. Sample memo:

TO: John Orr

FROM: [your name]

DATE: May 25, 2016

SUBJECT: Recommendation of Funding Source for Saltwater Intrusion Exhibit

This memo presents my analysis of four potential funding sources for our proposed Saltwater Intrusion Exhibit. First, I analyze the degree to which our project “matches up” with each funding source. Next, I recommend a funding source. Finally, I ask for your permission to submit a letter of inquiry to the foundation I recommend.

Analysis of Potential Funding Sources

Below I present my analysis of four potential funding sources for our proposed Saltwater Intrusion Exhibit. For each funding source, I considered eight factors from the profiles compiled from Environmental Grantmaking Foundations. For each factor, I decided whether the foundation was a match, awkward match, or no match. For match and no match, our proposed project, organization, and location either clearly matched up with the foundation or clearly didn’t. An awkward match suggests that, although the foundation might consider our proposal, our chances of successful funding are low.

Factor Phantom Creek Trust Faria Family Foundation Lorenzo Foundation NOEET
History and philosophy Awkward Match No Match
Interests Match Match No Match
Issues Match Match Awkward Match
Activities Match Match Awkward Match
Funding level Match Match Awkward Match
Similar projects Awkward Match No Match
Emphases Match Match Awkward Match
Restrictions Match Match Not reported Match

Next, I provide a summary of my analysis.

Funding Source Summary of Analysis
Phantom Creek Trust Although this foundation might be interested in funding a project such as ours, it is a poor match for our organization because we are not located in the Pacific Northwest.
Faria Family Foundation Located in the same county as our organization, committed to conserving California’s freshwater supplies, and focused on education, this foundation is a clear match on all factors.
Lorenzo Foundation With this foundation’s focus on advocacy and government accountability, our proposed Saltwater Intrusion Exhibit is a poor match.
NOEET Clearly interested in projects focusing on agriculture, oceans, and freshwater supplies. However, a funding analysis suggests that this foundation does not fund projects under $100,000.

Recommendation

Based on my analysis of the four funding sources, I recommend we approach the Faria Family Foundation to fund our Saltwater Intrusion Exhibit.

Request to Proceed

With your permission, I will prepare a letter of inquiry. If you have questions about my analysis or the project, please contact me by phone at extension 0303 or by email at your_name@PHDC.org.

2. Sample letter of inquiry and abstract:

Port Hueneme Discovery Center

56 Seaspray Way

Port Hueneme, CA 93041

June 1, 2016

Mr. Joe Faria

Program Director

Faria Family Foundation

7634 PCH

Ventura, CA 93001

Dear Mr. Faria:

We are pleased to submit this one-page abstract of our proposed Saltwater Intrusion Exhibit, which seeks to educate Discovery Center visitors about the importance of groundwater and the threat of saltwater intrusion to groundwater supplies. We are seeking funding in the amount of $56,000 to construct this exhibit.

The attached abstract offers an overview of the exhibit and its expected outcomes. We look forward to submitting a full proposal during your next funding cycle if this overview meets your approval.

If you have questions about our proposed project, I can be reached by email at jorr@PHDC.org, or by telephone at 805-648-1609. We look forward to a positive response.

Sincerely,

John Orr, Exhibits and Education Director

Port Hueneme Discovery Center

56 Seaspray Way

Port Hueneme, CA 93041

Saltwater Intrusion Exhibit

Introduction

The overpumping of water in Ventura County, especially the Oxnard Plain, has caused the water levels in underground aquifers to drop well below sea level. As a result, seawater has intruded into underground basins and contaminated the groundwater used for everything from farming to drinking water. The goals for the exhibit, consequently, are the following:

  1. To help Discovery Center visitors recognize the nature and importance of groundwater to Ventura County, the state of California, and the nation.

  2. To help Discovery Center visitors understand the saltwater intrusion problem in Ventura County, as well as possible solutions.

Proposed Approach

  1. Provide Discovery Center visitors the opportunity to use a hand pump to draw drinkable water to the surface. Such an activity shows where drinkable water comes from and introduces the concept of an aquifer.

  2. Use large samples of local bedrock with water seeping through to demonstrate how water percolates down through seemingly solid layers of rock and gravel.

  3. Use transparent tubes filled with rock, sand, soil, gravel, and water in such a way that visitors can appreciate how aquifers can store and supply groundwater.

  4. Construct a small-scale representation of a coastal plain with an adjacent body of salt water. Visitors can pump water from the coastal plain’s aquifer and watch as salt water invades the groundwater supply.

  5. Install four graphic panels describing the effect of saltwater intrusion and strategies for combatting it.

  6. Include bedrock drill samples taken around the Oxnard Plain so that visitors can both see and touch the bedrock directly below their feet.

Qualifications

We believe we have the skills and experience to build and showcase this proposed exhibit. As a 501(c)(3) organization committed to environmental education, the center has, for the past 23 years, been providing educational opportunities that inspire lifelong learning. Our current Exhibits and Education staff have built 39 hands-on activities that provide a unique self-guided learning experience for all ages.

Budget

We estimate that the exhibit described above, exclusive of the drilling of the well, will cost approximately $40,000. We estimate that drilling the well will cost $16,000.