Using Logic Models in Program Planning and Grant Proposals

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

2. 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

3. 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

4. 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

5. Program Theory Need Inputs Activities Outputs Outcomes (Shortand Long Term) Context Assump- tions Basic LogicModel ProgramDesign Resources Invested: Time Staff Volunteers Money Facilities Supplies Technology Partners Networks How Resources Are Used: Deliver services Conduct classes/ workshops Develop curricula/ materials Evidence of Service Delivery: Number of programs Participation rates Hours of services Amount of materials distributed Measurable Changes In: Awareness Knowledge Attitudes Skills Opinions Aspirations Motivations Behaviors Practice Decision making Other Models PlannedWork Intended Results

6. 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 Inputs Activities Outputs Outcomes (Short and Long Term)

7. Planned Work: Activities Activities: theprocesses, events, and actions of the program, including: • services: • classes • events • training • counseling • materials development: • curricula • other educational materials Inputs Activities Outputs Outcomes (Short and Long Term)

8. 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 Inputs Activities Outputs Outcomes (Short and Long Term)

9. Intended Results: Outcomes 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 Inputs Activities Outputs Outcomes (Shortand Long Term)

10. Need Context Assump- tions 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 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.

11. Using Logic Models in Program Planning: “Plan Backwards, Implement Forward” Inputs Activities Outputs Outcomes What resources will you need to engage in these activities at the level and amount required to achieve your outcomes? What activities will you need to engage in to provide these services/ activities? What level and amount of services/ activities will we need to provide to achieve these outcomes? What are our ultimate goals? Based on your work: What changes do we hope to see in individuals? families? the community?...

12. 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

13. Covenant Foundation Full Proposal Budget

14. 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.

15. Budget Guidelines • Personnel • Focus on expenses directly related to the proposed program • No overhead

16. 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) Financial Statement Form **This form corresponds to the most recent completed fiscal year.

17. Audited Financial Statements • 1st: Copies of the two most recent audited financial statements. • 2nd: Copies of the two most recent unaudited financial statements. • 3rd: Foundation staff can discuss special circumstances, including: • New Organizations • Fiscal Sponsors • Etc.