Application 10.2

Site Visit

Overview:

You completed the writing of your grant application, submitted the document and thought you were done. Surprise. As part of the evaluation process, 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 are no guarantees that you will receive funding. How will you prepare for the visit?

Assignment:

You were given a seven-day notice of the site visit – what are you going to do when the team visits your organization? For this assignment, you are to develop an agenda for a two-hour program that will highlight your organization, the proposed program, key internal staff and community members, and a tour of facilities. In your planning, 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 as an explanation of 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.