Using Logic Models in Program Planning and Grant Proposals The Covenant Foundation.

Using Logic Models in Program Planning and

Grant ProposalsThe Covenant Foundation

Goals of this Presentation

• Introduce the concept of a logic model and show its use in program planning and grant proposals

• Describe the components of a well-designed program plan

• Present a model that is aligned with The Covenant Foundation grant proposals

What is a Logic Model?

A logic model...

• is a simplified picture of a program, initiative, or intervention

• shows the logical relationships among the resources that are invested, the activities that take place, and the benefits or changes that result

• is the core of program planning, evaluation, program management and communications

Why Use a Logic Model?

A logic model can:

• Make underlying beliefs explicit• Build understanding and promote

consensus about what a program is and how it will work

• Bring detail to broad goals• Help to identify gaps in program logic

and clarify assumptions so success is more likely

• Summarize complex programs to communicate with stakeholders, funders, and other audiences

Need

Context

Assump-tions

Program Theory

Program Design

MeasurableChanges In:

AwarenessKnowledgeAttitudes

SkillsOpinions

AspirationsMotivationsBehaviorsPractice

Decision making

Evidenceof ServiceDelivery:

Number ofprograms

Participationrates

Hours ofservices

Amount of materials

distributed

Outputs Outcomes(Short and Long Term)

Inputs Activities

How ResourcesAre Used:

Deliver servicesConductclasses/

workshopsDevelopcurricula/materials

ResourcesInvested:

TimeStaff

VolunteersMoney

FacilitiesSupplies

TechnologyPartnersNetworks

Planned Work Intended Results

Basic Logic Model

Other Models

Program Theory• The Statement of Need: A clear succinct

statement that describes: the situation or challenge to be addressed; the cause of the situation; and those affected by it.

• Context: The factors in the external environment, both barriers and supports, that will impact your ability to address the targeted need in your institution/community.

• Assumptions: Beliefs about the situation; the behavior, motivations, and learning styles of the target population; the external and internal environments; and what the program can reasonably achieve.

• Other Models: Approaches to addressing the need that have been tried by you or others, and whose successes and/or failures you are now drawing upon for your planning.

Need

Context

Assump-tions

Other Models

Planned Work: Inputs

Inputs: the resources and contributions that go into the project, including: – staff and volunteers– time – facilities– supplies– funding – existing organizations– potential collaborating partners – existing organizational or interpersonal

networks

Outputs Outcomes(Short and Long Term)

Inputs Activities

Planned Work: Activities

Activities: the specfice processes, events, and actions of the program: • Services: classes, events, workshops,

etc.• Materials: educational resources,

websites, curricula, etc.

Outputs Outcomes(Short and Long Term)

Inputs Activities

Intended Results: Outputs

Outputs: the direct results of program activities, including: number of classes taught, or workshops or

meetings held program participation rates hours of services provided amount of materials produced and distributed

Outputs Outcomes(Short and Long Term)

Inputs Activities

Intended Results: Outcomes

Outcomes: the resulting benefits for individuals, families, groups, or communities “Head” - changes in skills/knowledge “Heart” - changes in attitudes/feelings “Hands” - changes in behaviors/choices

Outcomes should be SMART: Specific, Measurable, Achievable, Relevant,

Timely

Outputs Outcomes(Short and Long Term)

Inputs Activities

Using Logic Models in Program Planning:

“Plan Backwards, Implement Forward”Outputs

What are our ultimate goals?

Based on your work:What changes do

we hope to seein individuals?

families?the community?...

What level and

amountof services/activitieswill we need toprovide

to achievethese

outcomes?

Inputs Activities

What activitieswill you need to

engage into provide

these services/activities?

What resourceswill youneed toengagein these

activities atthe level and

amount required to

achieve youroutcomes?

Outcomes

Sources and Resources• W. K. Kellogg Foundation

– Logic Model Development Guide http://www.wkkf.org/Pubs/Tools/Evaluation/Pub3669.pdf

• The University of Wisconsin – Enhancing Program Performance with Logic

Models (web-based course) http://www.uwex.edu/ces/lmcourse/

• National Science Foundation– On-Line Evaluation Resources Library

http://oerl.sri.com/index.html

Covenant FoundationFull Proposal Budget

Using the Budget Template

Expenses• Personnel, Supplies, Other• Project Budget and Request to Foundation

Revenue• In-Kind• Other Grants• Program Fees• Other (i.e. individual contributions)

Simply enter numbers. Formulas are already set.

Budget Guidelines

• Personnel

• Focus on expenses directly related to the proposed program

• No overhead

Financial Statement Form

• Revenue– Contributions– Fees and Dues– Grants– Earned Income– Other

• Expenses– Personnel– Professional Fees– Occupancy Costs/Rent– Travel and Meetings– Supplies and Equipment– Communications– Other– Other non-recurring expenses (i.e. capital expense)

**This form corresponds to the most recent completed fiscal year.

Audited Financial Statements

• Preferred: Copy of the most recent audited financial statements.

• If audited financial statements are not available, then submit a copy of the most recent unaudited financial statements.

• If neither are available, please contact a Foundation staff member who can discuss special circumstances, including:

– New Organizations– Fiscal Sponsors– Etc.