Plan → Partner

Ongoing momentum and improvement

Partner engagement · 1 Year

Purpose

Provide continuous planning and refinement across programs and grant cycles: advisory, pipeline strategy, proposal feedback, and M&E optimization.

What You Walk Away With
  • Healthier grant pipeline with better success rates
  • Faster, higher-quality proposal submissions
  • Learning culture established across grant cycles
  • Continuous program optimization
What's Included

Included

  • Ongoing project design consultation
  • Quarterly program reviews (KPIs, risks, pivots)
  • Grant pipeline strategy & prospecting support
  • Proposal feedback & refinement
  • M&E system optimization
  • Light dashboards and learning reviews
  • Custom dashboard web app development

Not Included

  • New full project builds (estimated separately)
  • Primary data collection
  • Direct grant writing/submission
  • Work beyond defined monthly capacity
How It Works
1

Monthly Planning Session

60–90 min

Strategic planning and priority alignment

2

Bi-weekly Check-ins

30 min

Progress updates and quick problem-solving

3

Quarterly Review

Half-day

Comprehensive review with actions for next cycle

Meeting Cadence
  • Monthly planning session (60–90 min)
  • Bi-weekly check-ins (30 min)
  • Quarterly strategic review (half-day)
  • Ad-hoc consultation as needed
What You Provide
  • Access to program and leadership teams
  • Regular updates on grant pipeline
  • Proposal drafts for feedback
  • M&E data for optimization
  • Strategic priorities and constraints
Final Deliverables
  • Quarterly Impact Review (QIR) containing:
  • Progress vs. KPIs
  • Risk assessment and adjustments
  • Next-quarter action plan
  • Learning archive
  • Ongoing proposal feedback and refinements
  • M&E dashboard updates
  • Grant pipeline strategy recommendations
Investment & Timeline
Duration
1 Year
Investment
Monthly retainer
Investment
Defined monthly capacity (hours/points)
Investment
Unused time rolls forward within quarter
Investment
30-day cancellation notice
Risks & How We Handle Them
  • New projects beyond scope require separate estimation
  • Capacity limits may require prioritization
  • Clear boundaries prevent scope creep