Saturday, May 31, 2008

Chapter 5, Developing a Project Plan

A proposals Project Plan typically offers a detailed step by step process you will follow to solve the problem and should identify the deliverables.

By reading the request for proposals and talking with your point of contact, develop a list of your readers objectives and then merge it with yours to create one set of objectives for the project. Use their words as much as possible. These will be the goals that your project will be designed to achieve.

How are you going to achieve these objectives?

1. Identify and 2. map out a possible solution. You may do this with several solutions but begin with the most promising. Identify 2-5 main steps needed to make this solution work. Connect minor steps necessary to make the main steps a reality.

Limit your plan to 5 or fewer major steps, if you have more, consolidate or develop larger phases.

You should always have an outcomes assessment or evaluation phase. This should be your way of measuring whether the project was a success and is usually the last step in the plan.

3. Review your top rank and secondary objectives. Does your mapped solution meet those objectives? If not, look for another solution and begin again.

To organize the project plan section list the major steps in the order they will be followed. As you fill in the minor steps you should begin to see the outline of the project plan. Then set up a why table and answer why each step is necessary and why is it done in this way.

Deliverables are the tangible results of each major step and you should identify one for each.

Writing the project plan -

This should begin with an opening designed to set a framework for the information leading the readers from your description of the situation to your description of the plan. This section needs to be as optimistic as possible concentrating on the advantages and benefits of solving the problem a particular way.
  • Transition signals your reader that you are starting your discussion of the plan.
  • A statement of purpose of the section tells the reader that you will provide a detailed step by step plan.
  • Statement of the Plan's Objectives lists the objectives that any successful plan would be able to meet.
  • Naming of the overall solution in a sentence or phrase, identifies your overall strategy.
  • Forecast of the Plan briefly lists the major steps.

The body of the project plan section describes the plan and tells the readers why the problem should be solved in this way. State the major action up front and support it with a discussion of the minor steps needed to achieve it. Flesh it out by answering the why questions that the readers will be asking at this point. End the discussion with your deliverable.

Closing the project plan section should not offer any new information but summarize the major points and stress the importance of the plan as well as summarize the deliverables. The closing puts an endpoint on the description of the plan and prepares the reader to make the transition to the qualifications section.

Develop a project plan time line. Give each major step a completion date. Begin by giving the project a completion date and work backwards.

Research Methodologies -

A methodology section in a research proposal describes how and why a subject will be studied in a particular way. It should tell the reader why your approach is the most appropriate. If you are using a methodology adapted from other studies, describe and cite it. When inventing a new methodology, justify your decision to blaze a new path.

Thursday, May 29, 2008

Executive Summary - 2nd Draft

In academia research and publishing are the life-line to tenure. 9/11 made many changes in American life; in the research world it dramatically reduced the available research dollars. After September 2001 federal monies are shifted to the war against terror. As the price of oil rises, the dollar drops, and the stock market plunges grant dollars disappear. As these dollars disappear it follows that competition soars. At the same time, on-line submissions of grant proposals create another layer of complexity. Skills required for securing research dollars and therefore data to publish change and become more complex. This complexity changes the skills required to secure research dollars. Now the researcher must communicate well his “good idea” while following complicated grant preparation instructions. He must understand the differences between research grants, intervention grants, clinical trials, federal grants, foundation grants and how to apply and where to find them. This proposal will develop a course to teach technical and rhetorical skills needed to write research proposals to graduate Ph.D. students and faculty in the field of Landscape Architecture in the focus area of health and design.

Chapter 4, Describing the Current Situation

The importance of describing the current situation accurately for the reader - A proposal is a pattern. The proposal genre includes:.
  • Introduction
  • Current Situation
  • Project Plan
  • Qualifications
  • Costs and Benefits
  • Conclusion
Guidelines for drafting the current situation, explaining cause and effect of the problem.
  • Problems are the effects of causes
  • Ignored problems tend to grow worse
  • Blame change, not people
Explain the what caused the change in the current situation to create the problem using logical mapping. Identify major causes, then identify minor causes that created the major causes. Keep asking "what changed". Ignored problems continue to change and create urgency. Blaming people will always create friction, blame the change.

Mapping points research in the direction highlighted by the logical relationships that structure the problem. Triangulation cross-references sources.
  • Electronic sources
  • Print sources
  • Empirical sources
  • Typical section -
  • Opening, subject, purpose or main point (usually one paragraph)
Typical section -
  • Opening, subject, purpose or main point (usually one paragraph)
  • Body, provides the major details mapped (one or more paragraphs)
    • Casual approach- causes of the problem, education readers
    • Effects approach- effects of not taking action, urgency of the problem
    • Narrative approach - tells the story of how the change created the situation, evolved over time
  • Closing- summarize the main point of the section and transition to the next section
    • Causal or Narrative - discuss some of the effects of not taking action
    • Effects - generally discuss the need to solve the problem
Special case - Research grants and literature reviews, research proposals suggest ways to solve problems, gaps or inconsistencies in our current knowledge of the subject.
Current situation is referred to as background, research problem, or literature review
Goals:
  • show where proposed research adds to or differs from prior research on the subject
  • discuss significance of the research and its potential impact
  • establish credibility of the study and authors
To meet these goals -
  • summarize previous research on the subject
  • identify a gap in the knowledge base
  • raise questions about prior results
Two types of information needed are
  • a review of the existing literature
  • a summary of the principle investigator's prior research
Literature Review - published research that has been done on the subject
Prior Research - describes the empirical research into the subject

The current situation section either explains the problem in detail or if the problem is understood along with its causes and effects, it proves you understand the situation.

1. In a research proposal, how do you use logical mapping?
2. As you map out the effects of the problem, if you could hit a emotional hot spot with the funder. How do you avoid that situation?
3. Are you blaming people for a situation if you use positions, not individuals?

Wednesday, May 28, 2008

Context Analysis Worksheet

Environments

Physical
  • Primary Readers - Evaluated in office or home office environment. Probably will be done at stressful time at the end of the semester.
  • Industry/Community - Conference presentation to Research Administration community, probably in hotel conference space. Should have necessary technology available.
  • Writers - written in a number of sites, office, library, coffee shops, classroom, home office.

Economic

  • Primary Readers - Is this proposal economic reasonable for the number of students

Ethical

  • Primary Readers - In academics a major concern will be plagiarism possibly original research ideas

Political

  • Primary Readers - How will this course be received by Ph.D. students and research faculty?
  • Political - There may be some competition. There are a number of viewpoints in the professions with different federal regulations, hospitals, universities, for-profit and non-profit.

Reader Analysis Worksheet

Primary Readers, committee and Professor Holmevik:
Motives - to assure a well prepared and relevant academic proposal
Values - to evaluate it against other proposals in the Landscape Architecture department and in English 839.
Attitudes - Both will begin the process with a positive attitude expecting a well done proposal.
Emotions - My committee will be professionally tied to my work, good work with create joy and pride while poor work will result in anger and frustration. Professor Holmevik will expect me to reflect his teaching ability and produce a good proposal.

Secondary Readers, my advisor and professors in other departments with significant grant experience:
Motives - will want to help me prepare a paper that reflects well on both of us.
Values, Attitudes, Emotions - similar to the primary readers due to their related positions in academia

Tertiary Readers, student peers in English 839 and Landscape Architecture:
Motives - There might be some competition but I have found that because I am an older student most of the time I am able to seek help of younger more technologically adapted students to help me with new programming while I provide a different, more experienced viewpoint. I hope the English 839 students will help me with the rhetorical aspects of writing a proposal while I hope my knowledge of world of grants will help them with mechanics.
Values, Attitudes, Emotions - I expect the wide diversity in this class to bring many viewpoints and opinions and help create an unusually strong proposal.

Gatekeepers, my advisor, Clemson Graduate School, the Department of Landscape Architecture:
Motives - their job is to be certain that I have met the requirements for my thesis/project
Values - reflect concern for the reputation of Clemson University
Attitudes - an expectation that certain levels of expertise at the graduate level
Emotions - Pride in a job well done and frustration at a project not completed at an expected level

Progress Report

Date: May 29, 2008

To: Professor Holmevik

From: Virginia D. Baird



Introduction

This proposal will develop a course to teach technical and rhetorical skills needed to write research proposals to graduate Ph.D. students and faculty in the field of Landscape Architecture in the focus area of health and design.

Work Completed

I have decided that there is a need to work with Landscape Architecture graduate students and faculty to help them become more effective research proposal writers in the area of health and design, a primary focus for the Department of Landscape Architecture at Clemson University. The University is striving to become a top 20 research university in the United States and is requiring faculty to become much more involved in research than in the past.

The research component has been enhanced in the tenure process and could be a major stumbling block to acquiring and retaining high caliber professors in the field without grantsmanship support. It will also be a necessary component in the education of graduate students in the field to further Clemson's presence in academia another milepost for obtaining status as a top 20 research university.

Adding a research procedure and process proposal writing course would help to solve this problem.

This will be a planning proposal for a course to be offered for graduate students and faculty in Landscape Architecture. After discussions with the Chair of the Department, Professor Nadenicek, I have concluded that is a class that they would like to add to the curriculum. I have secured Professor Cari Goetcheus as my committee chair. She and I have discussed who might serve as the other members of my committee but I have not made any decisions. She has agreed to work with me on this proposal.

I have researched the rhetorical situation and decided that the proposal should be about increasing Landscape Architecture student and faculty abilities to writing research grants in the area of health and design. My purpose will be to produce a course to be added to the graduate curriculum. Since this will be my thesis my primary readers will be my committee and Professor Holmevik who is teaching this course, English 839, Proposal Writing. Secondary readers will be my advisor as she helps me prepare the final proposal for my committee and a number of professors in other content areas who have more experience in grant writing. My tertiary readers will be the students in this class who will be reading my work and comparing it to those of my classmates. Gatekeepers are my advisor as my work will directly reflect on her professional career, the Graduate School who determines the mechanics for all thesis at Clemson University and the program requirements in Landscape Architecture.

My primary readers will be reading this thesis near the end of a semester, a stressful time. They will be looking at the economic feasibility of teaching this course and the number of students that can be accommodated, and they will be concerned with plagiarism in the academic environment. The industry that will be impacted by this course would primarily include two professional groups, The Society of Research Administrators International and the National Council of Research Administrators. In the future I hope to be able to present at conferences on this course and research that I conduct on its effectiveness.

Next Steps

The Master in Landscape Architecture program is quite new and is only in its third year. I need to acquire more information on the specifics of the required thesis/project to be certain I am including all necessary information along with the mechanics of how it should be delivered.

I need to meet with the Chair of Landscape Architecture to discuss my thesis/project and be certain it meets his approval. He has been instrumental in my decision to take my project in this direction. I will also be meeting with the Chair of my committee to work with me on this project and to determine who will be my other committee members.

Conclusion

I think my progress on this project is moving forward well but I look forward to developing an outline.

Purpose Statement

This proposal will develop a course to teach technical and rhetorical skills needed to write research proposals to graduate Ph.D. students and faculty in the field of Landscape Architecture in the focus area of health and design.

Tuesday, May 27, 2008

Chapter 3, Strategic Planning for Proposals and Grants

Strategic planning is a process of setting objectives and developing a project plan to meet those objectives.

Identify - what, why, and who for your plan

Rhetorical situation - all the elements that will influence how readers intrepret proposal

  • subject - what is proposal about? need to know
  • purpose - what will it achieve?
  • readers - primary (decision makers), secondary (advisors), tertiary(evaluators), gatekeepers (supervisors)
  • context - physical, economic, ethical, and political environments

  1. Determining the "need to know" versus the "not need to know" could be an excellent way to shorten a first draft and make it more focused.
  2. I find the psychology of your readers and important an interesting topic for discussion. As our book indicates, the motives, values, attitudes, and emotions of these people guide the shape of a proposal.
  3. Context in research proposals is critical. You should always assume that yours will be one of many proposals that the reviewers will read and evaluate. The idea that their first step would be to form a "keep" pile and a "reject" pile would probably not be a conscious decision but certainly faced with a stack of work, we all do it unconsciously. Viewing a proposal in a first scan scenario is a critical part of writing it that I hadn't considered.

Proposal Opportunity Worksheet

Project Title:
Addressing Changes in the Early 21st Century World of Proposal Research

Solicitation Number: LARCH 891

Date Received: May 2008
___________________________________________________________

Client:
Point of Contact: Professor Cari Goetcheus
Deadline for Proposal Submission: May 2010
Address for Proposal Submission: Dept. of Landscape Architecture, Graduate School, Clemson University, Clemson, SC
___________________________________________________________

Summary of Proposal Opportunity
To develop a class to teach research skills in he filed of Landscape Architecture and the built environment using 21st Century technology and effective language and communication.
___________________________________________________________

Comments and Recommendations:
  • Increase research activities funding in Landscape Architecture, a profession that has primarily done contract work for governments and private development.
  • The timeline for the course will consist of creating several modules which build on each other:

Generic knowledge specific to Clemson University

Grant opportunities available in the field

Federal versus foundation funding

Generic knowledge specific to research proposal writing

Electronic submission process

___________________________________________________________

Accept or Reject

Accept, there is a need to address change in the field of research proposal writing and this course will address that need in the area of Landscape Architecture.


Sunday, May 25, 2008

Chapter 2, Analyzing Problems and Opportunities

Chapter 1 -

proposal - tool for managing change

rhetoric - art of persuasion, study of what might be, could be, should be

interpretation - mental framework of the facts, impose order

expression - performance side of rhetoric, inventing content of proposal

Proposal Genre -

Introduction

  • current situation
  • project plan or methods
  • qualifications
  • costs and benefits

Conclusion

  1. planning and research
  2. organizing and drafting
  3. improving style
  4. designing
  5. revision and edition

Chapter 2 -

2 Basic reasons for proposal - what changed and why?

problem is an opportunity to improve, sense of urgency

  1. Is there a problem? (fact)
  2. What is the problem? (definition)
  3. How serious? (quality)
  4. What kind of proposal is needed? (policy) research, planning, implementation,sales

solicited and unsolicited - point of contact, letter of inquiry

RFPs - describe project to be completed

Statis of an opportunity -

  • who
  • what
  • where
  • when
  • why
  • how
  1. I would like to discuss federal RFPs/RFAs and the wide range of ways in which they are written, how to determine who writes them and what might be the typically required credentials for those people. It would also be interesting to compare these federal grant writers to those of foundations.
  2. In the section Applying Stasis Questions the idea of pre-proposals is mentioned. I would like to discuss federal research pre-proposals and why they aren't required more often.
  3. The examples of comments or questions to a point of contact person best fits a foundation. I would like to discuss how these questions can be adapted to a federal funder.

Executive Summary, 1st draft

In academia research and publishing are the life-line to tenure. 9/11 made many changes in American life; in the research world it dramatically reduced the available research dollars. After September 2001 federal monies are shifted to the war against terror. As the price of oil rises, the dollar drops, and the stock market plunges grant dollars disappear. As these dollars disappear it follows that competition soars. At the same time, on-line submissions of grant proposals create another layer of complexity. Skills required for securing research dollars and therefore data to publish change and become more complex. This complexity changes the skills required to secure research dollars. Now the researcher must communicate well his “good idea” while following complicated grant preparation instructions. He must understand the differences between research grants, intervention grants, clinical trials, federal grants, foundation grants and how to apply and where to find them. This proposal will explore the best ways to teach these skills to graduate Ph.D. students as well as experienced and inexperienced faculty.

Wednesday, May 21, 2008

Intro to Proposals & Grants

3 questions for discussion