Health Foundation of South Florida

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Health Foundation of South Florida

• Overview of Proposal Development

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Agenda

• New Funding Priorities
• Training Overview
• Proposal Preparation
• Review Process
• Selection Criteria
• Common Problems
• Timetable
• Program Design and Evaluation
• Lunch
• Work Plan and Outcome Measurement Matrix
• Individual Work Plan Development with Consultants
• Address Questions

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New Funding Priorities

• HFSF Board of Directors voted to focus on four
  priority areas
• Each area will receive 800K-1M per year
• A general category will also receive 800K-1M
  per year
• Four priority areas are
• Oral Health
• Primary Care
• Preventive Health Measures
• Health Lifestyles Promotion

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Organization leadership and Orientation

• Pursuing a grant vs. developing an organizational
  plan to transform your agency
• Requisite for organizational planning
• leadership
• detailed knowledge
• current state
• desired future state and
• the all required steps to carry out this change
• The key people who have this leadership and
  detailed knowledge must be brought into the
  planning process for significant amounts of time.
• The Rub Allocating the time for up-front
  planning

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Proposal Components

• Format
• Checklist
• Coversheet
• Abstract
• Organization
• Why you and not someone else?
• Specifics of your organization
• History, mission, services
• Experience and appropriateness

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Proposal Components

• Need
• -Provide specifics related to
• target population, geographic area, baseline,
  current state (health services)
• -Description of organizational and system
  need/current state, baseline (organizational
  capacity building, health systems)

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Proposal Components

• Work Plan and Outcome Measurement Matrix
• Outcome Objectives
• Outcome Measurements
• Process Objectives
• Activities
• To be discussed further

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Proposal Components

• Approach
• What is your approach (strategy)?
• What makes your proposed way of doing it the best
  way show us the evidence if at all possible?
• Consumer Input (health services)

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Approach Outline

• Results of Investigation
• Available approaches or models
• Best practice principles and components
• Extent of evaluation
• Approach
• Description of selected model
• Process objectives with activities
• Rationale
• Evidence of success elsewhere
• Extent of utilization
• Compatibility or alignment with organizations
  needs or capacity

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Approach Section Examples

• Capacity Building
• After investigating and interviewing various
  organizations about the accounting software
  programs commonly used we identified three main
  accounting programs X, Y, and Z. X program uses
  . And has been found to be more effective for
  small organizations with budgets less than
  500,000. Evaluation of X program shows that it
  increases staff productivity and ..Y program..Z
  program..

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Approach Section Examples

• Capacity Building (cont)
• II. We have decided to select Y program. Our
  director of finances will be the lead person in
  the project. During the first month of the
  project the project coordinator will purchase the
  program. Staff training will be conducted during
  the first quarter of the project by the vendor
  consultants.
• III. After requesting various bids from the
  different vendors the Y program is the best fit
  for our medium sized organization.

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Approach Section Examples (cont)

• Health Services
• A thorough investigation of clinical practice
  literature has identified various illness
  management models for diabetic patients. They
  include the standard one-on-one
  professional-patient visit, X model, and shared
  medical appointment (SMA) system. The
  professional-patient system has been the most
  widely used and outcomes include..However, it
  generally does not include an education component
  and is done under time constraints. The X
  model..The SMA.It has been shown to increase
  patients time with provider..

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Approach Section Examples (cont)

• Health Services (Cont)
• II. Dade Clinic will implement the SMA
  model. Our medical director, 2 nurses, and a
  dietitian will visit the X Broward Clinic who has
  been doing SMAs for the past year to be trained
  by their staff during the first month of the
  project (specify date). The case manager will
  start identifying potential patients to
  participate in the project by

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Approach Section Examples (cont)

• Health Services
• III. We chose the shared medical appointment
  model because our clinic has seen in the past
  year an influx of diabeticsin need of follow up
  appointments.A patient in need of a follow up
  visit sometimes has to wait 2 months. The SMA
  will allow the waiting for a follow up visit to
  go from 2 months to approximately 2 weeks

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Approach Section Examples (cont)

• Health System/Policy
• The current status of oral health among children
  has prompted our organization to research what
  other states are doing to address childrens oral
  health. Various policies were identified in the
  states of NY, California, and Washington with
  varying degrees of success and outcomes. The NY
  model included policies on advocating for the
  State to adopt an oral health education standards
  as part of the NY health curriculum, promoting
  screenings in schools, and a sealant program. The
  California model.The Washington model. All of
  them had a policy addressing the need to have a
  sealant program policy.

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Approach Section Examples (cont)

• Health System/Policy (cont)
• II. We have identified having a sealant
  policy as the most important thing we should
  concentrate on locally. Our project coordinator
  will identify best practices for a sealant
  program by .By X date we will convene a
  strategic planning committee to initiate the
  development of a policy..By X.educational
  booklets on the topic will be made for
  distribution.Community stakeholders will be
  invited to a symposium..

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Approach Section Examples (cont)

• Health System/Policy (cont)
• Sealants have been found to be the most effective
  
• method to reducing cavities and dental
  decay. For this reason a policy making this a
  requirement would decrease the amount of children
  with cavity problems..Our organization has
  extensive knowledge of the oral health arena and
  partnerships with community stakeholders

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Proposal Components

• Collaboration
• Players inside and/or outside your organizations
• Identify responsibilities
• Communication

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Proposal Components

• Budget
• For just the proposed project
• Include other resources
• Indirect costs
• FTE
• Narrative budget

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Proposal Components

• Evaluation
• Overall plan
• Timeline
• Appropriateness of outcome indicators/measurement
  tools
• Outside evaluator

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Proposal Components

• Sustainability/Long Term Impact
• Quantify the number of people to be impacted by
  your project. Use realistic estimates.
• Clarify project vision beyond Health Foundation
  funding in phases of development
• Identification of potential funding for each
  phase
• Potential replication and/or integration of
  project related activities
• Public Policy Change (not rated)

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Proposal Components

• Attachments

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Selection Criteria

• Clarity of project
• Impact demonstrated via quantified goals
• Innovation and potential for replication
• Collaboration
• Capacity
• Budget
• Additional funders
• Sustainability
• Evaluation
• Overall impression

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Common Fatal Errors

• Moving target
• Across different sections
• Inappropriate outcome objectives/indicators
• Relationship between proposed project and the
  work of the organization
• Over-promise
• Blurry lines between past, present, future with
  grant
• No clear sense of where this is going

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Next Steps

• December 7 deadline
• Outside Reviewers
• Site-visits (January 7 - 25)
• Board decision notification (Early March)
• Funding Initiates (April - May)

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Website and Contact Information

• www.hfsf.org
• Pete Wood
• pwood_at_hfsf.org
• Janisse Rosario
• jrosario_at_hfsf.org
• Karen Iobst
• kiobst_at_hfsf.org

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