Using Logic Models in Program Planning and Grant Proposals

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Using Logic Models in Program Planning and Grant
Proposals

• The Covenant Foundation

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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 Covenant
  Foundation grant proposals

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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

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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

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Basic Logic Model
Program Design
Measurable Changes In Awareness Knowledge Atti
tudes Skills Opinions Aspirations Motivations Beha
viors Practice Decision making
Evidence of Service Delivery Number
of programs Participation rates Hours
of services Amount of materials distributed
How Resources Are Used Deliver
services Conduct classes/ workshops Develop curri
cula/ materials
Resources Invested Time Staff Volunteers Mone
y Facilities Supplies Technology Partners Networks

Other Models
Planned Work
Intended Results
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Planned Work Inputs
Outputs
Outcomes (Short and Long Term)
Inputs
Activities

• 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

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Planned Work Activities
Outputs
Outcomes (Short and Long Term)
Inputs
Activities

• Activities the processes, events, and actions of
  the program, including
• services
• classes
• events
• training
• counseling
• materials development
• curricula
• other educational materials

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Intended Results Outputs
Outputs
Outcomes (Short and Long Term)
Inputs
Activities

• 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

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Intended Results Outcomes
Outputs
Outcomes (Short and Long Term)
Inputs
Activities

• Outcomes the resulting benefits for individuals,
  families, groups, or communities, such as changes
  in
• skills
• knowledge
• behavior
• motivations
• satisfaction levels
• Outcomes should be SMART Specific, Measurable,
  Achievable, Results-oriented, Timed

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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
  effected 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 need or situation
  the behavior, motivations, and learning styles of
  the target population the external and internal
  environments and what the program can reasonably
  achieve. Assumptions explain why you believe
  your program will succeed.
• 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.

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Using Logic Models in Program Planning Plan
Backwards, Implement Forward
Outputs
Inputs
Activities
Outcomes
What are our ultimate goals? Based on your
work What changes do we hope to see in
individuals? families? the community?...
What level and amount of services/ activities wil
l we need to provide to achieve these outcomes?
What activities will you need to engage in to
provide these services/ activities?
What resources will you need to engage in
these activities at the level and amount
required to achieve your outcomes?
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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/lmcour
  se/
• National Science Foundation
• On-Line Evaluation Resources Library
  http//oerl.sri.com/index.html

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Covenant Foundation Full Proposal Budget
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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.

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Budget Guidelines

• Personnel
• Focus on expenses directly related to the
  proposed program
• No overhead

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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.
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Audited Financial Statements

• Preferred Copy of the most recent audited
  financial statements.
• If audited financials 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.