application guidelines and annual reports

application guidelines and annual reports - Step 1...

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Step 1: Application Guidelines and Annual Reports Unless the application guidelines and annual reports are available at the regional funding library or on the Internet, you will need to call the potential funder to request these documents. Most funders have recorded messages that will direct you where to leave your contact information. But on occasion, you may reach an actual person! Don't get carried away if you do— this usually isn't the time to introduce yourself and your organization. If the opportunity arises, be prepared for it. But don't count on it coming this early in the process. Simply follow their directions to request application guidelines or an annual report. Generally speaking, you should receive the materials in one to two days. The funder will fully expect you to study them to determine whether your proposed program is a good match for their efforts. If it is, then you may call and ask them to verify and clarify the application process. For example, if you notice that not all the information is complete on your RIS form, plan on asking those particular, pertinent questions. Or perhaps they have changed their due date. Things do change, so don't believe everything you read. And don't be afraid to ask questions— that's a normal part of the process. Polite, professional, and prepared questions are always welcome! So, before you make even that preparatory phone call, do as much homework as you possibly can. Step 2: Basic Preparation Picking up the phone and making that first cold call can be very difficult for many people. However, if you do your homework and prepare yourself first, you'll find this process very informative and rewarding. First, be sure to give some thought to the time you will make the phone call. You'll need to give yourself sufficient uninterrupted time in order to make the most of this initial conversation. Take into consideration cross-country time zones, and avoid calling during lunch hour. Second, be prepared to reach voice mail or an answering machine. Leave a friendly message, and be sure to let them know what's the best day and time to reach you. Also, ask them when the best date and time to reach them would be. And third, it's very important to log your phone calls and record your notes in the RIS form's Contact History area. You'll want to keep the answers to your questions organized for easy reference. How do you get your initial questions answered through the right person? That's our next step. Step 3: The Right Contact
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Making a direct contact with the appropriate person is essential. Depending on the size of the foundation or corporation, you may be speaking with several people. Obviously, when you're calling to get answers to your questions, you'll want to talk with the right person to get the specific information you need.
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This note was uploaded on 08/29/2011 for the course PUBLIC ADM EDA 6930 taught by Professor Morris during the Summer '09 term at UNF.

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application guidelines and annual reports - Step 1...

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