Capacity Building

New Client Application - Capacity Building
This engagement will strengthen your organization’s grant readiness through a comprehensive approach. Boyd Grants will begin with assessing current grant-related practices and creating a tailored plan for improvement. Our team will develop or refine internal processes in partnership with your team. Through one-on-one and team coaching, we will train your staff on best practices in grant writing, research, and budgeting, clarifying roles to boost efficiency. Additionally, you will receive customized resources, including a grant readiness checklist and standard operating procedures, to support sustainable grant management. By the end of this engagement, your organization will be fully equipped with the processes, training, and tools needed for effective grant success.

Please answer the questions below to help Boyd Grants learn about your organization. The information you provide here will help Boyd Grants evaluate whether we can help your organization at this time.
Organization Information
Client Name

First NameLast Name
Organization Name*
Title
Email Address*
example@example.com
Organization Physical Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
General Organizational Information
What is your organization's mission and primary focus areas?*
Who will serve as the primary point of contact for this engagement?*
How many staff members are involved in grant-related activities, and what are their roles?*
Grant-Related Practices
Have you previously applied for grants?*

YesNo
If so, what types (e.g., federal, state, foundation)?
Can you provide examples of successful and unsuccessful grant applications?*

YesNo
What challenges have you faced in the grant application process (e.g., research, writing, budgeting)?*
Financial and Program Data
Do you have budget templates or financial documents that you currently use for grant applications?*

YesNo
Can you share existing logic models or frameworks for your programs, if applicable?*

YesNo
Are there specific programs or initiatives you aim to prioritize for grant funding?*

YesNo
If yes, please explain:
Internal Processes
What existing standard operating procedures or policies do you have related to grant management?*
How does your organization currently track and manage grants post-award?*
Are there any current workflows or tools (e.g., software platforms) that you use for grant development?*

YesNo
If yes, please explain:
Strategic and Operational Goals
What are your organization’s key strategic goals over the next 3-5 years, and how do grants align with these objectives?*
Are there particular funding priorities (e.g., types of projects, funders, or amounts) you’d like to focus on during this engagement?*

YesNo
If yes, please explain:
Training and Support Needs
Are there specific skills or knowledge areas you’d like your staff to develop through this process (e.g., budgeting, logic models, funder cultivation)?*

YesNo
If yes, please explain:
How do you currently evaluate and improve your team’s grant readiness and capacity?*
Logistics and Scheduling
Are there any scheduling preferences or conflicts we should consider for workshops and coaching sessions?*

YesNo
If yes, please explain:
Are your staff familiar with using Zoom and Google Drive for collaboration, or would you need support setting up these platforms?*

Yes, we are familiar with both Zoom and Google DriveNo, we will need support setting up these platformsWe are familiar with one of the platforms, but will need support with the other
Additional Information
Is there anything else we should know about your organizational needs before we begin?*
Working with Boyd Grants
Boyd Grants complies with the ethical standards set forth by the Grant Professionals Association and will not accept a percentage of a grant award as compensation for grant writing. Payment for grant services must be made from other revenue sources your organization has secured. Will this payment structure work for your organization?*

YesNo
GPA Code of Ethics
What questions do you have for us?*
How did you hear about us?*
Acknowledgment
By submitting this intake form, I confirm that my organization understands the scope and requirements of the Capacity Building service and am ready to proceed with the engagement as outlined.
What Happens Next
Boyd Grants will review your application and be in touch with you within a few days to discuss next steps.
Please verify that you are human*
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New Client Application - Capacity Building

Organization Information

General Organizational Information

Grant-Related Practices

Financial and Program Data

Internal Processes

Strategic and Operational Goals

Training and Support Needs

Logistics and Scheduling

Additional Information

Working with Boyd Grants

Acknowledgment

What Happens Next