SWIF Grant Writers Pre-Discovery Call Grant Readiness

SWIF Grant Writers Readiness Self-Assessment

Complete this assessment to determine your organization’s grant readiness level. This discovery helps me to know how to best support you. Self assessment is preferred before booking your call—it saves valuable time and allows us to focus on strategy. If preferred, there is a paper version that you can download https://tr.ee/NPGrantChecklist
Instructions: Please answer the following questions before scheduling your discovery call. This assessment is designed to help you reflect on your organization's preparedness for grant writing services and grant funding. If you are considering grants for your programs, these foundational elements are necessary to move forward. Psst—there’s no ‘pass’ or ‘fail.’ This just saves you from wasting time applying unprepared.
Name*

First NameLast Name
Email*
example@example.com
📌Culture & Leadership
Do you have an active Board of Directors with "defined roles and responsibilities"?*
Do you have Visionary Leadership?*
Are there clear lines of decision-making within the organization?*
Does your organization have processes in place to ensure leadership continuity during transitions or changes?*
1. Organizational Basics
Do you have official 501(c)(3) tax-exempt status?*
Do you have a clear Mission statement?*
Do you have a clear Vision statement?*
Do you have clear Core Values stated?*
Is there a "Clear Description" of the population you serve? (Check indicates yes)*

Number of PeopleGenderRaceAgeIncomeGeographic Area
Have you completed a GUIDESTAR profile? (guidestar.org/)*
https://www.guidestar.org/
Have you completed a CASE STATEMENT?*
2. Program Clarity & Impact
Do you have well-defined programs that align with your mission?*
Do your programs have measurable outcomes?*
Can you articulate how grant funds will directly impact programs?*
Have you applied for/received grants before? If so, describe the impact:
3. Document Readiness

Check all your organization currently has prepared or in place:
Administrative:

IRS Letter of Determination (501(c)(3))Board of Directors list with contact infoSolicitation License (Charitable Organization Registration) - if applicable
Financial:*

Audited Financial StatementsIRS 990 Tax ReturnAnnual ReportCurrent Operating BudgetProposal/Project BudgetRecords of Prior GiftsNone of the above
Organizational:*

Mission/Vision/Values statementsStrategic PlanCurrent Fund Development PlanStaff Resumes/Key Bios (Capacity)Partnership Agreements (Collaborative Impact)None of the above
Program-Specific:*

Detailed Program Descriptions (objectives, outcomes, timeline)Logic ModelsSMART GoalsPerformance Measures definedProgram Staffing PlanNone of the above
4. Capacity & Needs
Are you prepared to dedicate time/resources to grant applications?*

YesNo
What is your primary funding need right now?*
What are you seeking funding for?
What is your financial funding goal?*
If you don't know, just state that.
How soon are you are you in need of funding?

MonthDayYear
Date
What type of support will you need? (Select all that apply)

💎Fixed Service: Respond to an RFP you’ve identified💎Monthly Partnership: All around grant readiness, research and writing💎Hourly Rate: As needed services > Strategic Planning, Capacity Building💎Not fully certainOther
💎 GRANT DOLLARS SEEK SUCCESSFUL PROGRAMS!

The grant roadmap for non-profits is about readiness and demonstrated impact. Funders want to know that (1) you are ready to receive their financial gift (funding) (b) have the capacity to manage operations (money included), (c) and can transform their dollars into measurable impact.

💎 ARE YOU READY TO GET STARTED?

To ensure quality partner support and service, I accept only a limited number of new clients per service type each month. If you’re serious about securing grant funding and meet the readiness criteria above, I encourage you to act quickly.

💎 NEXT STEPS

Once you submit this form, you'll see a 'thank you' confirmation page with a link that will allow you to book a discovery call. Once you book a zoom call, I'll confirm the day/time via email.
I'd like a monthly check-in to get plugged into relevant grant opportunities and related funding conversations.

Yes!
Should be Empty:

SWIF Grant Writers Readiness Self-Assessment

📌Culture & Leadership

1. Organizational Basics

2. Program Clarity & Impact

3. Document Readiness

4. Capacity & Needs