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Logic Models and Beyond: The What, Why, and How of Tools to Improve YOUR Grant Writing Presented in Partnership by Luanne Biles of and Cathy Miller of June 22, 2017 WELCOME FROM UNITED WAY OF MADISON COUNTY, your track sponsor for


  1. Logic Models and Beyond: The What, Why, and How of Tools to Improve YOUR Grant Writing Presented in Partnership by Luanne Biles of and Cathy Miller of June 22, 2017

  2. WELCOME FROM UNITED WAY OF MADISON COUNTY, your track sponsor for this session Our goal for you today is to of essential proposal prep tools such as a bubblegram, a fishbone diagram, the logic model, the timeline and more. Find tools to improve YOUR grant-writing prep Build a PERSONAL to apply to YOUR NEXT ! GRANT WRITING ADVENTURE. Kick-start your learning June 22, 2017

  3. WHY TAKE THE TIME? • Prior planning prevents poor performance. • Once you are familiar with the planning tool(s) you choose today, you can create a template that makes subsequent grant applications quicker and easier. • These tools become larger than the grant application – help you avoid “chasing the money for the sake of money”, keep your program fresh, responsive, and clearly understood. June 22, 2017

  4. Tools are instruments used to carry out a function • Not every version of these tools you encounter today will look exactly the same (different grantors use slightly different versions). • Today we will concentrate on introducing the CONCEPTS so you understand the tool and can adjust to individual grantor’s requirements. • Choose the tool or tools that benefit YOU and YOUR organization – CREATE A CUSTOMIZED TOOLKIT THAT WORKS FOR YOU! June 22, 2017

  5. Regardless of what tool you use, start with your Statement of Need • Is there a need? • Define it • Reliable Stats and Data from Independent Sources YOU DON’T HAVE TO REINVENT THE WHEEL UNITED WAY OF MADISON COUNTY CONDUCTS an extensive community-wide needs assessment every 3-5 years. And here’s a great tool to help you explore the “why” behind those needs . . . June 22, 2017

  6. Understanding the Target Population and the Community Why? Using this Bubblegram Why? Why are the members of the target Why? population not achieving the Why? intended longer-term outcome? Why? Why? Why? Why? Target Population, and Why? Intended Longer-Term Outcome Why? Why? Why? Why? Why? Why? Why? Why? Why? Why? Courtesy of Starfish & Associates - 2010

  7. Fishbone Diagram Why are the participants from the Why? target population successfully Why? achieving the intended outcome? Why? Why? Target Intended Population Outcome Why? Why? Why? Why? Courtesy of Starfish & Associates - 2010

  8. Developing a Logic Model or Theory of Change Dr. Luanne Biles Grant Writer and Social Worker at CASA of Madison County

  9. Setting Our Foundation - So What is Logic? Reasoning conducted or assessed according to strict principles of validity June 22, 2017

  10. What is a Logic Model? • A logic model presents a picture of how your effort or initiative is supposed to work. It explains why your strategy is a good solution to the problem at hand. • Effective logic models make an explicit, often visual, statement about what activities will bring about change and what results you expect to see for the community and its people. • Having a logic model keeps everyone moving in the same direction, providing a common language and a common point of reference. June 22, 2017

  11. When can a logic model be used? (hint, it’s not just during planning and grant writing ) • During planning • During implementation • During staff & stakeholder orientation orientation • During evaluation • During advocacy March 17 & March 19, 2015

  12. How do you create a logic model? Find the logic in existing written materials at your agency to create your first draft. Determine the appropriate scope of the model for its intended users and uses. Consider creating a family of models for multiple users. Check whether the model makes sense and is complete. Attend to the nuts and bolts of drawing the model. Revisit and be ready to revise the model as necessary. June 22, 2017

  13. What makes a logic model effective? L ogically links activities and effects. • Is visually engaging (simple, parsimonious) yet contains the appropriate degree of detail for the purpose (not too simple or too confusing). • Provokes thought, triggers questions. • Includes forces known to influence the desired outcomes. June 22, 2017

  14. Benefits and limitations of Logic Models June 22, 2017

  15. Benefits Logic models… • Allow you to plan, implement, and evaluate with one instrument. • Prevent mismatches between activities and effects. • Leverage the power of partnerships. • Enhance accountability by keeping stakeholders focused on outcomes. • Help set priorities for allocating resources. Logic models… • Reveal data needs and provide a framework for interpreting results. • Enhance learning by integrating research findings and practice wisdom.? • Define a shared language and shared vision for community change. June 22, 2017 1

  16. Limitations • • First, no matter how logical it seems, there is always a danger that your model will not be correct. • Establishing the appropriate boundaries of a logic model can be a difficult challenge. • On a purely practical level, logic models can also be time consuming, requiring lots of energy in the beginning and continued attention throughout the life of an initiative. June 22, 2017 1

  17. June 22, 2017

  18. Inputs  Family members  Dog  Car  Gasoline  Clothes  Food  Budgeted Dollars  Beach equipment June 22, 2017

  19. Outputs  Drive to beach  Set up “camp”  Eat, play, talk  Laugh, walk, swim June 22, 2017

  20. Outcomes  Family has a good time  Family members learn about each other  Family bonds strengthened  Family insights lead to closer relationships June 22, 2017

  21. WHEN CONSIDERING YOUR OUTCOMES, THINK: “It’s not how many worms the bird feeds its young, but how well the fledging flies” Courtesy of United Way of Madison County 1999 June 22, 2017

  22. Logic Model Answers 3a a. 2 i. 3c p. 3a x. 2 b. 3a j. 2 q. 3b y. 3a c. 2 k. 2 r. 3c z. 2 d. 3c l. 3b s. 2 e. 2 m. 3b t. 3b f. 2 n. 2 u. 1 g. 3a o. 2 w. 1 h. June 22, 2017

  23. Strategies Assumptions 5 6 3a a. 2 i. 3c p. 3a x. 2 b. 3a j. 2 q. 3b y. Influential Problem or Issue Desired Results 3a c. 2 k. 2 r. 3c z. Factors 1 (outputs, outcomes, Food/Shelter and impact) Obesity Children 4 2 d. 3c l. 3b s. Uninsured Adults 3 Dental Care Adults 2 e. 2 m. 3b t. Mental Health 2 3b f. 2 n. 2 u. Community Needs/Assets 1 g. 3a o. 2 w. 1 h. June 22, 2017

  24. AARP Foundation Logic Model Template Outcomes Inputs Outputs Short Medium Long Resource s Activities Participation Friendly Visiting Client Database Telephone Will be assessed Remain Living at Intake Reassurance Home as long as for health, Outcome Measure- feasible ment Survey safety & fall Wheelchair Ramps Participants will Pre/Post prevention Grab Bars/ remain CASA clients as long as feasible Handrails Home Visit by Safety Net Staff (RN & /or S. Increased level of Transportation to Worker) & Follow-up confidence to be Medical Appts. Phone Calls able to remain Successful Aging Improved health Knowledge of independent & safe in Place at No &/or maintained community CASA Veg. Garden in their home Volunteers Install Cost to CASA level of function resources will Weather Assistance setting Safety Items Clients Safety Net be expanded for increased Sustaining relation- Minor Home self-sufficiency Durable Medical ship w/ clients Repairs initiated Equipment Installed Staff Volunteers Alternative Clients served > 6 99% Local Funding mos. that are “at Transportation as Database Barriers related Mean age of Needed risk,” continue to to poverty and death of clients age in place in home isolation will be exceeds local setting Vision and Hearing addressed norms despite Screening for average of 4+ Glasses, Hearing health conditions Aids Needs Assumptions Contextual Factors Continued grant support Continuum of Housing Choices not available (e.g., assisted living, etc.) Outcome Measurement Surveys completed CASA Clients for < 6 months are omitted from D.O.D. Staff size remains or is increased Limited assistance available for very low poverty level to current home Change Theory Watzlawick, et al. 2 nd order change Volunteers continue to be recruited June 22, 2017

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  26. LAST TOOL: Timelines June 22, 2017

  27. LAST TOOL: Timelines June 22, 2017

  28. LAST TOOL: Timelines No matter which format you choose, remember these key elements : 1. Tasks and Deadlines 2. Specific Due Dates (with buffer built in) 3. Responsible parties 4. Refer to it often and revise as necessary MAKE IT A TEAM EFFORT involve key individuals June 22, 2017

  29. Now BUILD that TOOLKIT!  Bubblegram  Fish Diagram  Logic Model  Timeline AND don’t forget your grant application template! June 22, 2017

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