Librarian's Handbook for Seeking, Writing, and Managing Grants

Librarian's Handbook for Seeking, Writing, and Managing Grants

Librarian's Handbook for Seeking, Writing, and Managing Grants

Librarian's Handbook for Seeking, Writing, and Managing Grants

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Overview

Learn the dynamics of the grant-seeking process, including proposal writing and grant management, for public, school, and academic librarians.

A comprehensive book that covers the full spectrum of the grant process, Librarian's Handbook for Seeking, Writing, and Managing Grants is designed to provide all the information necessary for librarians and educators to become effective members of grant-development and management teams. Written in an easy-to-understand, succinct format, it will be invaluable even for those with little or no background knowledge and regardless of the size or type of library or information center.

Recognizing that grants are developed through a sequential process, the volume focuses on the fundamental components of grant planning, grant writing, and grant management. Readers will learn to identify potential federal and state funding sources, organize and manage the proposal development process, do research, and establish and encourage participation on local development teams. They will also learn about specific aspects of grant management, such as budget and finance monitoring; hiring; research compliance and policies; sub-agreements and partnership forms; and reporting requirements.


Product Details

ISBN-13: 9781591588702
Publisher: Bloomsbury Academic
Publication date: 05/18/2011
Pages: 336
Product dimensions: 6.10(w) x 9.20(h) x 1.00(d)
Age Range: 18 Years

About the Author

Sylvia D. Hall-Ellis is an associate professor of library and information science in the Morgridge College of Education at the University of Denver.

Stacey L. Bowers is the Outreach and Access Services librarian for the Westminster Law Library in the Sturm College of Law at the University of Denver.

Christopher Hudson is the project coordinator for the Law Librarianship Fellows Program at the University of Denver that is funded by the Institute for Museum and Library Services.

Claire Williamson is the Outreach Center coordinator for the Law Librarianship Fellows Program at the University of Denver that is funded by the Institute for Museum and Library Services.

Joanne Patrick is the administrator for the Westminster Law Library in the Sturm College of Law at the University of Denver.

Table of Contents

Preface xi

Introduction xv

Part 1 Grant Development 1

1 Planning: The Core of Proposal Development 3

Planning Defined 5

The Rationale for Planning 6

Readiness for Planning 7

Historical Commitment to Planning 10

The Reward System for Staff Contributions 10

Culture and Complexity of the Organization 11

Rate of Growth 12

Financial Resources 14

Ready Reference Handbooks and Tools 14

Access and Availability of Information 15

Willingness to Take Risks 16

General Guidelines for the Predevelopment Planning Process 16

Calculating the Funding Potential 18

Managing Proposal Development 19

Selecting Partner Organizations 19

Calendar Development 28

Planning Meetings 33

Initial Planning Meeting 34

Conceptual Design Meeting 35

Working Meetings 35

Decisions Relating to Proposal Preparation 35

Writing and Editing Issues 37

Document Formatting Issues 39

2 Project Design 41

Needs Statement 42

Context of the Problem 43

Justification for the Project 44

Aspect to be Addressed 44

The Importance of a Lucid Mission Statement 44

Project Goal Development 45

The Relationship of the Goal and Objectives 47

Conceptual Design of the Project 50

Preliminary Checklists 50

Methodologies 50

The Dynamic Process Underlying Project Design 53

Laying the Groundwork for a Collaborative Effort 53

Steps to Prepare the Project Design 54

Project Management 58

Establishing an Advisory Group 59

Orientation for the Advisory Group 60

Parental Involvement with the Project 60

3 Project Narrative 65

Proposal Functions 66

Components of the Proposal 67

Cover Sheet (Face Sheet) 70

Abstract 70

Table of Contents 71

Introduction 71

Needs Assessment 71

Goals, Objectives, and Activities 72

Service Programs 74

Evaluation Design and Research Implications 75

Dissemination of Findings, Results, and Products 77

Plan for Continued Support (Sustainability) 78

Budget 78

Appendices 80

Letter of Transmittal 80

Proposal Writing, Design, and Organizational Guidelines 81

4 Project Personnel 85

Project Staffing Requirements 85

Requirements from the Funding Agency 87

Requirements from the Applicant 90

Capabilities Statements for Key Project Personnel 90

Principal Investigator (or Project Director) 93

Support Staff 94

Local Personnel Available to the Project 94

Library Administrators 94

Librarians in Public Library and Academic Library Settings 97

School Librarians 98

Instructional Personnel 98

Parents 99

5 Project Evaluation 101

Overview of the Evaluation Process 102

Evaluation Methods 102

Formative Evaluation 103

Summative Evaluation 104

The Basics of Evaluation 106

Selecting an Evaluator 127

Internal Evaluation Teams 127

External Evaluation Teams 132

Planning the Evaluation 132

Analyzing Evaluation Data 136

Writing the Evaluation Report 137

Executive Summary 137

Formative Evaluation 137

Summative Evaluation 138

6 Budget Development 141

The Role of the Budget 142

Budget Preparation 143

Ground Rules for Budget Preparation 144

Identify the Costs 145

Drafting the Budget 147

Reviewing the Budget 163

Additional Budgeting Considerations 163

The Influence of Funding Agencies on Budget Formatting 163

Budget Adjustments and Amendments 164

Subcontracts 164

7 Appendices 167

The Roles of Appendices 167

Grant Compliances and Assurances 168

Demographic Data and Community Descriptions 170

Profiles of Participating Institutions 170

Curriculum Vitae and Job Descriptions 170

Standards, Benchmarks, and Academic Achievement 173

Literature Review, "Best Practices," and Models 173

Letters of Commitment and Letters of Support 179

Bibliography of Resources Consulted 180

Part 2 Implementation and Management 183

8 After the Proposal 185

Activities Between the Submission and Decision 186

Strategies for Successful Grant Recipients 187

Strategies for Organizations Failing to Obtain Grant Funding 189

Poor Grantmanship Practices 190

The Narrative 190

The Budget 191

The Details 192

Resubmitting the Proposal 193

9 Implementing the Project 195

Getting Started: Celebrate, Praise, and Communicate 195

Notifying Partners 197

Accepting the Award 199

Review Project Award Information and Documents Provided by the Grantor 200

The Project Handoff 200

Acceptance Paperwork 201

Internal Accounts and Fiscal Paperwork 201

Staffing and Training 201

Hiring Project Personnel 204

Employees, Consultants, and Volunteers 207

Developing Position Descriptions 209

Advertising the Position 211

The Interview Process 213

Developing Interview Questions 214

After the Hiring Decision Is Made 217

Setting Up the Project Office 218

Announcing the Grant Award 219

Internal Promotion of the Grant Award 219

Traditional Ways of Promoting the Grant Project 219

Web Sites and Other Electronic Publications 220

Online Surveys 220

Promoting the Grant Project Using Social Media 221

Building an Online Community to Support the Grant Project 222

Overlooked Opportunities to Promote the Grant Project 222

10 Managing the Project Day-to-Day 225

Organizational Structure: The Big Picture 225

Roles and Responsibilities: The Details 227

Operations 230

Managing People 231

Management Styles 231

Leadership and Team Building 234

Deadlines, Calendars, and Timelines 235

Planning for the Unexpected 249

11 Project Accountability 253

Fiscal Management 254

Accounting and Financial Management 255

Budget Modifications 260

Cost Share 262

Legal Overview and Issues 267

Components of a Contract 269

Contract Terms and Their Importance 270

General Contract Tips 272

Grants versus Contracts 272

Specific Types of Agreements in the Grant Context 273

Project Evaluation 282

Conducting Evaluations 283

Writing Project Reports 284

Deliverables 286

12 Project Closeout 289

Glossary of Grant Terms 291

Bibliography 299

Index 305

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