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Winning the Proposal: Strategies to Write a Successful Grant


Find your funders, propose with purpose, and maximize the mechanics

Effective grant seeking is about more than filling out an application form. It involves strategic prospect research, detailed project planning, and articulating a compelling case, all while employing efficient tools, processes, and systems. This workshop will focus on identifying suitable funders, organizing for efficiency and effectiveness, and creating a compelling project rationale and plan.

Using ample tools, reference materials, examples, and strategies for success, over a period of four, 90 minute sessions, this workshop will cover:

  • Current trends in grant funding
  • Funder search techniques, tools, and tips
  • Organizational capacity, creating efficiencies, removing roadblocks
  • Preparation of all proposal components
  • Proposal refinement

What’s Included

  • 4 live virtual interactive sessions with group discussions, learning activities, take home materials, and additional resources
  • Opportunities for one-to-one questions and feedback from course facilitator
  • Opportunity to network and connect with other industry professionals

This course is ideal for:

  • Entry to mid-level environmental professionals wanting to learn about grant seeking and developing their skills in project planning for proposal development
  • Mid-level environmental professionals with some grants experience who want to refresh their knowledge and sharpen their skills

Session 1: Context and Capacity

Tuesday, February 16, 11:00 – 12:30 PM MST

  • Identify strategies for building organizational capacity and creating efficiencies
  • Review current trends in grant funding
  • Practice prospect research techniques

Session 3: Program Planning for Impact

Tuesday, February 23, 11:00 – 12:30 PM MST

  • Create compelling project rationales/needs statements
  • Review strategic planning methodologies, including Theory of Change and Logic Models
  • Compare evaluations and monitoring strategies

Session 2: Getting Started

Thursday, February 18, 11:00 – 12:30 PM MST

  • Compare Letters of Intent, concept notes, and grant proposal formats
  • Review basic proposal components and planning formats
  • Identify key considerations for budget planning

Session 4: Refining, Reviewing, Follow-up, and Tips for Success

Thursday, February 25, 11:00 – 12:30 PM MST

  • Practice refining proposal drafts
  • Understand how proposals are reviewed
  • Identify elements of grant follow-up
  • Review strategies for success

What’s the deadline to enroll?

Registration will be open until Friday, February 12 or until max capacity for session is reached.  Once you pay for enrollment, you will be e-mailed a registration form for the course.

What is the course format?

This course will be held in live, virtual sessions. The sessions will be interactive and meaningful, with group discussions, breakout activities, and more. Registration will also include personalized feedback, coaching, and group work.

How will I be recognized once I’ve completed the course?

You’ll receive a formal Certificate of Completion once you’ve completed all of the required course topics. This course also counts towards professional development credits for EP Certification.

What technology do I need to participate?

For this course you will need access to a computer with webcam and microphone capabilities, an updated Google Chrome browser with browser settings allowing access to microphone, webcam, pop-ups, and VPN, Firewall, and Anti-Virus security settings that allow access to downloading desktop applications and webcam and microphone access.

How long does this course take?

There will be four, 90-minute sessions. The course will run from 11:00 AM – 12:30 PM MST on February 16, 18, 23, and 25.

Do members receive a discount on registration?

Yes! ECO+ Pro Members, ECO Enterprise Members, and Certified EP Members receive a training discount. Login to your ECO Account to access the discount code unique to your member profile.

Barbara Photo

Barbra McMillan

Barbara McMillan’s extensive experience as a grantor, grantee, and instructor in grant writing provides a rich backdrop to help individuals and organizations build their capacity in grant seeking and proposal writing. Besides having assessed over 1000 grant applications, she has written many successful proposals, and has taught grant seeking for over 25 years, including the Grant and Proposal Writing Course in BCIT’s Fundraising Management Certificate Program.

Barbara holds a BA in Communications from Simon Fraser University and a Master of Management Degree (National Voluntary Sector Leaders) from McGill University. She has over 35 years’ experience working and volunteering with a wide range of community and civil sector organizations locally and globally, including Vancouver Foundation, Community Foundations of Canada, Health Canada’s Health Promotion Directorate, and United Way. Barbara’s active interest in environmental issues has included involvement with initiatives such as the North Shore Rain Garden Project, Cool North Shore, Sea to Sky Environment Forum, and Community Foundations and the Environment Fund.

+ Overview

Find your funders, propose with purpose, and maximize the mechanics

Effective grant seeking is about more than filling out an application form. It involves strategic prospect research, detailed project planning, and articulating a compelling case, all while employing efficient tools, processes, and systems. This workshop will focus on identifying suitable funders, organizing for efficiency and effectiveness, and creating a compelling project rationale and plan.

Using ample tools, reference materials, examples, and strategies for success, over a period of four, 90 minute sessions, this workshop will cover:

  • Current trends in grant funding
  • Funder search techniques, tools, and tips
  • Organizational capacity, creating efficiencies, removing roadblocks
  • Preparation of all proposal components
  • Proposal refinement

What’s Included

  • 4 live virtual interactive sessions with group discussions, learning activities, take home materials, and additional resources
  • Opportunities for one-to-one questions and feedback from course facilitator
  • Opportunity to network and connect with other industry professionals

This course is ideal for:

  • Entry to mid-level environmental professionals wanting to learn about grant seeking and developing their skills in project planning for proposal development
  • Mid-level environmental professionals with some grants experience who want to refresh their knowledge and sharpen their skills
+ Course Schedule and Outline

Session 1: Context and Capacity

Tuesday, February 16, 11:00 – 12:30 PM MST

  • Identify strategies for building organizational capacity and creating efficiencies
  • Review current trends in grant funding
  • Practice prospect research techniques

Session 3: Program Planning for Impact

Tuesday, February 23, 11:00 – 12:30 PM MST

  • Create compelling project rationales/needs statements
  • Review strategic planning methodologies, including Theory of Change and Logic Models
  • Compare evaluations and monitoring strategies

Session 2: Getting Started

Thursday, February 18, 11:00 – 12:30 PM MST

  • Compare Letters of Intent, concept notes, and grant proposal formats
  • Review basic proposal components and planning formats
  • Identify key considerations for budget planning

Session 4: Refining, Reviewing, Follow-up, and Tips for Success

Thursday, February 25, 11:00 – 12:30 PM MST

  • Practice refining proposal drafts
  • Understand how proposals are reviewed
  • Identify elements of grant follow-up
  • Review strategies for success
+ FAQ

What’s the deadline to enroll?

Registration will be open until Friday, February 12 or until max capacity for session is reached.  Once you pay for enrollment, you will be e-mailed a registration form for the course.

What is the course format?

This course will be held in live, virtual sessions. The sessions will be interactive and meaningful, with group discussions, breakout activities, and more. Registration will also include personalized feedback, coaching, and group work.

How will I be recognized once I’ve completed the course?

You’ll receive a formal Certificate of Completion once you’ve completed all of the required course topics. This course also counts towards professional development credits for EP Certification.

What technology do I need to participate?

For this course you will need access to a computer with webcam and microphone capabilities, an updated Google Chrome browser with browser settings allowing access to microphone, webcam, pop-ups, and VPN, Firewall, and Anti-Virus security settings that allow access to downloading desktop applications and webcam and microphone access.

How long does this course take?

There will be four, 90-minute sessions. The course will run from 11:00 AM – 12:30 PM MST on February 16, 18, 23, and 25.

Do members receive a discount on registration?

Yes! ECO+ Pro Members, ECO Enterprise Members, and Certified EP Members receive a training discount. Login to your ECO Account to access the discount code unique to your member profile.

+ Course Facilitator
Barbara Photo

Barbra McMillan

Barbara McMillan’s extensive experience as a grantor, grantee, and instructor in grant writing provides a rich backdrop to help individuals and organizations build their capacity in grant seeking and proposal writing. Besides having assessed over 1000 grant applications, she has written many successful proposals, and has taught grant seeking for over 25 years, including the Grant and Proposal Writing Course in BCIT’s Fundraising Management Certificate Program.

Barbara holds a BA in Communications from Simon Fraser University and a Master of Management Degree (National Voluntary Sector Leaders) from McGill University. She has over 35 years’ experience working and volunteering with a wide range of community and civil sector organizations locally and globally, including Vancouver Foundation, Community Foundations of Canada, Health Canada’s Health Promotion Directorate, and United Way. Barbara’s active interest in environmental issues has included involvement with initiatives such as the North Shore Rain Garden Project, Cool North Shore, Sea to Sky Environment Forum, and Community Foundations and the Environment Fund.