Application 10.2

Site Visit

Overview:

You completed writing your grant application, submitted the document, and thought you were done… However, the prospective funder asked to conduct a site visit as part of the evaluation process. While a visit is great news, and suggests you are in the running to receiving support from the foundation, there is no guarantee you will receive funding. How will you prepare for the visit?

Assignment:

You were given a seven-day notice of the site visit—what will you do when the team visits your organization? For this assignment, you will develop an agenda for a two-hour program highlighting your organization, the proposed program, key internal staff and community members, and a tour of the facilities. In your plan, include a timeline, who will lead each portion of the event, and items that will accompany the tour (e.g. promotional material, videos, testimonials, etc.). Provide a brief description for each item in the agenda to explain what will be accomplished. In addition to the well-developed plan, develop a checklist that will be used to ensure the team is on the same page for all elements of the planning and the actual visit.