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Ten Habits of Great Grant Writers Companion

The second book in the Ten Habits series.

You do not need charisma to get your mission funded. You need habits. This companion section collects the practical tools from the book: templates, checklists, and worksheets for founders, advocacy groups, researchers, and anyone who believes fundraising is meant for other people.

Get the book on LeanPub

Fill these in online

Every tool below also works right in your browser. Open the Interactive Toolkit to fill in any worksheet, checklist, tracker, or letter. Tables let you add rows and columns, checklists let you add your own items, and every tool has an Add a section button. Download the result as Markdown, plain text, a spreadsheet, or a PDF. Nothing you type leaves your device.

These tools are intentionally simple. The goal is to promote clarity, preparation, and courtesy, the same things the habits promote, in forms you can open, adapt, and start using today. Each one comes two ways: fillable in the browser, and as plain markdown you can copy, download, or paste into your own documents.

The tools

  1. Letter of Support Template and Request Email (Habit 8)
  2. Funding Announcement First Read Checklist (Habit 5)
  3. Team Table of Contents Template (Habit 8)
  4. Organizational Capacity One Pager Template (Habit 6)
  5. Activities Matrix Template (Habits 1 and 7)
  6. Goal Worksheet, the Three Questions (Habit 7)
  7. Annual Community Survey Starter Question Bank (Habits 3 and 4)
  8. Grant Project Management Timeline (Habit 8)
  9. Other Support and Person Years Tracker (Habit 6)
  10. The Diplomacy Table (Habit 9)
  11. Website and Social Media Hygiene Checklist (Habit 6)
  12. The "Study the Prepared" Exercise (Habits 6 and 10)
  13. Where to Find Your Numbers (Habit 3)
  14. Letter of Intent Template (Habit 5)

All fourteen have a fillable twin in the Interactive Toolkit, which also adds a fifteenth: a tracker that keeps every number your proposal has to defend together with its citation.

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Found a problem or have a suggestion? The book improves through its readers. Reach me through Boyce Data Science.