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Proposal Checklist + Review Worksheet


The “Proposal Checklist and Review Worksheet” serves two very important purposes in planning and preparing your funding proposal.

  • First, you can use it as a guide or outline in writing the proposal, to make sure you’re including all the key components and in a logical order.
  • Second, you can use it to do a self-review once you’ve drafted the proposal, to make sure you’ve addressed all the major questions and written the proposal in a clear, interesting manner.
Using the Worksheet

The contents of the “Proposal Checklist and Review Worksheet” are self-explanatory, covering the eight major sections of a typical proposal:

  • Proposal Summary
  • About the Applicant
  • Issue Statement
  • Targets and Outcomes
  • Methods/Strategies
  • Evaluation
  • Future or Continuation Funding
  • Budget

In using the checklist, you can either simply check “yes” or “no” in response to each item; or, if appropriate, you can give each item a numerical rating from 1 to 5 to indicate how well or poorly the proposal addresses that particular issue.

This worksheet is especially effective in team reviews. Ask a colleague whose opinion you respect, but who is not involved in the proposal process with you, to use the worksheet to rate your proposal. Ask for specific feedback, then use that feedback to fine-tune your proposal before submitting it to your prospective funder.