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What Funders Look For in a Successful Proposal Tuesday, April 30, 2013

What Funders Look For in a Successful Proposal Tuesday, April 30, 2013. Objectives. 1. Gain insights about foundations and funding strategies i.e. cycles, specific interests. 2. Explore strategies for emphasizing sustainability of projects/research.

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What Funders Look For in a Successful Proposal Tuesday, April 30, 2013

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  1. What Funders Look For in a Successful ProposalTuesday, April 30, 2013

  2. Objectives 1. Gain insights about foundations and funding strategies i.e. cycles, specific interests. 2. Explore strategies for emphasizing sustainability of projects/research. 3. Understand approaches to strengthening relationships with foundations and funders. 

  3. Speakers 1. Christina Spellman, PhD Executive Director, Mayday Fund 2. Erin Westphal Program Director, The SCAN Foundation 3. Debra Barksdale, PhD, RN PCORI Board of Governors

  4. The Mayday Fund:How to work with a small family foundation The fine art of studying what a potential funder is interested in and able to do Christina Spellman, PhD Executive Director, Mayday Fund

  5. How to start a conversation • Review website or any public materials to identify funder’s interests • Web-published mission statements • Guidelines for grants • Listings of previous grants already made

  6. How to start a conversation • Each foundation or individual philanthropist has own strategy for grantmaking • Wide range of variation • Especially with small foundations often variation in goals from year to year

  7. How to start a conversation • Work with Office of Sponsored Research and/or Development Staff • Understand relationships already in place • Learn what they might know about the target

  8. How to start a conversation • Follow the instructions (if available) on how to inform the Trustees or staff about your work • Mayday: always interested in the ‘rationale’ • Why a project has the possibility of helping us achieve the Fund’s mission

  9. Communicate clearly • Goal may be to support pilot study for data needed to apply for NIH funded study: • Please be explicit • Lay board members: help to understand: • Why project is important • How it will help us to relieve pain • Why this work is exciting and important to you

  10. Communicate clearly • Provide support materials • May be asked to provide names of possible peer reviewers • Confidential review process but also want to understand sense of who and what is important in the field • Past grantees often become reviewers

  11. Maintaining Communication • Welcome hearing from potential and established grantees • Each funder varies in openness to ongoing communication • If successfully funded, inform funder if successful in building on that work

  12. Maintaining Communication • If you are not funded, but organization has shown some interest in your work, ask if you may keep in touch • Try to remember you are an important possible resource for helping the foundation achieve its goals

  13. What Mayday looks for in a proposal -- meaningfulness • Letter of inquiry • Overview of project • Estimate of timeline and budget • Rationale for why the project might hold promise for the field of pain

  14. What Mayday looks for in a proposal -- meaningfulness • Remember basic questions of journalism: • Who, what, where, when, how and why • For academic this may seem simple, but the Fund has intelligent lay board who will look for those details when deciding whether they will request a proposal that may then be sent for peer review

  15. What Mayday looks for in a proposal -- meaningfulness • Some projects compelling on basis of the letter of inquiry • Agree to support project at initial stage • Others request a proposal • Less complex than NIH • Includes typical information on literature review, methodology, etc.

  16. Network Building – One strategy for sustainability • Pain: tough issue • Fairly defined (if small) group of researchers/clinicians addressing it • The Trustees view the Fund’s grants as contributing to building networks

  17. Network Building – One strategy for sustainability • Through work with fellow foundations, like the John A. Hartford Foundation, the Mayday Trustees hope to build momentum for the better care of pain • Innovation • The Trustees intrigued with finding new and better solutions to the challenges of understanding what causes pain and how to relive it

  18. Compassion • Stories / narratives: powerful means of communication • Speak to importance of a project • Why your work is important • We recognize searching for funds is difficult • Out of comfort range of most researchers • The Trustees take deliberations seriously: Know stakes are high for the research community

  19. Compassion • Most importantly: keep on look out for small funders, often community-based and have personal reasons to see work done that will improve care at the bedside • Above all, we wish you great success!

  20. What Funders Look for in a Successful Proposal Erin Westphal, MSG Program Officer

  21. Overview • Overview of The SCAN Foundation • What Funders Look for in a Successful Proposal • What is on the Horizon……

  22. Our Mission and Vision Vision: A society where seniors receive medical treatment and human services that are integrated in the setting most appropriate to their needs and with the greatest likelihood of a healthy, independent life. Mission: To advance the development of a sustainable continuum of quality care for seniors.

  23. What Funders Look for in a Successful Proposal Starts with an idea….

  24. What Funders Look for in a Successful Proposal • Finding a Partner • Understand what they do and do not fund • Build a relationship

  25. What Funders Look for in a Successful Proposal • What’s in a Proposal • Summary/Cover page • Organizational Information • Specific Project – why, what and how? • Staff and Board • Financial Information • Attachments

  26. What Funders Look for in a Successful Proposal • Submitting a Proposal • Follow Instructions • Proof Read

  27. What Funders Look for in a Successful Proposal • Review Period • Internal/External Review • Site Visit • Board Review

  28. Horizon

  29. Our mission is to advance the development of a sustainable continuum of quality care for seniors. Our vision is a society where seniors receive medical treatment and human services that are integrated in the setting most appropriate to the their needs and with the greatest likelihood of a healthy, independent life. For more information and to subscribe for email alerts, please visit us at www.TheSCANFoundation.org Follow us on Twitter @TheSCANFndtn Find us on Facebook The SCAN Foundation

  30. PCORI Funding Opportunities and More Debra J. Barksdale, PhD, FNP, FAANP, FAAN Board of Governors-PCORI Associate Professor, University of North Carolina-Chapel Hill April 30, 2013

  31. About PCORI • An independent non-profit research organization authorized by Congress as part of the 2010 Patient Protection and Affordable Care Act (ACA). • Committed to continuously seeking input from patients and a broad range of stakeholders to guide its work. • Core Duties: • Establish national research priorities • Establish and carry out a research agenda • Develop and update methodological standards • Disseminate research findings

  32. Our Mission and Vision Mission The Patient-Centered Outcomes Research Institute (PCORI) helps people make informed health care decisions, and improves health care delivery and outcomes, by producing and promoting high integrity, evidence-based information that comes from research guided by patients, caregivers and the broader health care community. Vision Patients and the public have the information they need to make decisions that reflect their desired health outcomes.

  33. Research Done Differently • PCORI is focused on funding research that: • Is patient-centered • Is innovative and demonstrates potential for improving patient health • Appropriately incorporates relevant healthcare community members (patients and stakeholders)

  34. What makes PCORI funding different? • Authentic patient & stakeholder engagement • User-friendly funding announcements to encourage broader range of applicants • Researchers required to produce dissemination and implementation assessment • Research plans are transparent and reproducible • Rigorous methodology standards

  35. What roles should patients and stakeholders play in research teams? The engagement of patients and stakeholders should include: • Participation in formulation of research questions • Defining essential characteristics of study participants, comparators, and outcomes • Monitoring of study conduct and progress • Dissemination of research results

  36. Criteria for Research Outlined by Law

  37. National Priorities for Research and Research Agenda

  38. PCORI Funding Announcements (PFAs) • PCORI Funding Announcements (PFAs) are issued to support a portfolio of comparative clinical effectiveness research based on PCORI’s National Priorities for Research and Research Agenda. • www.pcori.org/funding-opportunities

  39. PCORI Pilot Projects Program • 50 projects in 24 states and Washington, DC • $31 million (over two years)

  40. PFA Cycle I Awards • 25 projects in 17 states • $40.7 million (over three years)

  41. Examples of Approved Projects

  42. PCORI’s First Targeted Research Topics • Identified several high-priority, stakeholder-vetted topics for targeted PFAs • Jumpstarts PCORI’s long-term topic generation and research prioritization effort • Leverages stakeholder input from before PCORI’s existence • Allows us to build on our engagement work Research Topics:

  43. Engagement as a Path to Rigorous Research

  44. Suggest a Research Question We want to know what health care question you may be facing Your input can help us refine our research agenda www.pcori.org/questions

  45. Become a Reviewer of Funding Applications • PCORI invites professional and lay audiences to be reviewers of research applications • Help us support research that will be both scientifically rigorous and truly patient-centered • Learn more and apply online: www.pcori.org/get-involved/reviewers/

  46. Micro-Contracts • October 2012 workshop participants identified that few resources have been directed to non–research entities for: • community development • capacity building • infrastructure development for engagement in research as partners • Support PCORI’s long-term engagement goals: • build community • engage community • evaluate engagement science

  47. PCORI Challenge • Competition to create a system for connecting healthcare researchers and patient partners to advance patient-centered comparative effectiveness research • Prizes: • Conceptual Model - $10,000 • Prototype - $40,000 • Key Dates: • December 14, 2012 - Submission period began • April 15, 2013 - Submission period ended • May 15, 2013 - Winners notified • Spring 2013 - Winners announced at a national health conference

  48. Sign Up to Receive Special Announcements Meeting & Event Notices Funding Announcements Requests for Engagement Input and Public Comment www.pcori.org/subscribe Join Our Mailing List

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