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Agenda

  Day One: December 6, 2004
8:00 Conference Registration & Continental Breakfast
8:30 Keynote Address: It Takes a Whole District To Run a Successful Grants Program
The face of America’s schools is changing. Funding has shifted from 100% local public support to a combination of mixed local, state, federal, private corporations, foundations, rich individuals and participating individuals support. It has become clear that districts need to adopt a comprehensive strategy that involves changing traditional roles to be successful. Learn about these roles, especially the roles of the grants people, and learn how to be sure your district isn’t missing out. Moreover, discover the benefits of creating a grants program for your district that effectively handles the acquisition and management of funds.

Charlotte Harris
, Development/Title I Director, Boston Public Schools
9:30 Break & Refreshments
9:45 Conducting a Needs Assessment
A successful needs assessment takes into account participation in the needs assessment process,
relationships between data and program goals, validity of local data and both local and donor data needs and goals. Discover all the steps necessary to conduct a comprehensive needs assessment and improve the likelihood of getting funded.
• Determine what data you need to collect
• Develop key questions that your assessment will evaluate
• Devise better data collection methods
• Organize and analyze your data

Gary Frye, Ed.D., Director of Development/Special Student Programs, Lubbock-Cooper ISD
10:30 Break & Refreshments
1:00 Show Me the Money: Identifying Available Grants
Identify and learn the latest funding trends from all public and private grantmakers. Unearth the
latest information from:
• Federal and state programs
• Independent, operating, corporate and community foundations
• Individuals and corporations

Gary Frye, Ed.D., Director of Development/Special Student Programs, Lubbock-Cooper ISD
12:00 Networking Luncheon
1:15 Fundamental Elements of Successful Grant Applications
This session will detail basic information on how to write grants. Master essential principles that
are needed to craft a proposal that wins. You will obtain knowledge of:
• Contents and characteristics of a successful proposal
• Innovative grant writing tips and strategies
• Various factors to consider when writing a proposal

Gail Vertz, Executive Director, American Association of Grant Professionals
2:30 Break & Refreshments
2:00 “Fund Me First!” Advanced Grant Writing Techniques
Gain more advanced information on grant writing and perfect your technique. This in-depth and interactive discussion will focus on providing you with all the tools needed for composing a grant that effectively screams ”Fund Me First!” Participants will develop:
• A needs statement
• Two program goals
• Four program objectives

Gail Vertz, Executive Director, American Association of Grant Professionals
4:15 Adjourn
   
  Day Two: December 7, 2004
8:00 Continental Breakfast
9:00 Best Practices in Grants Management
You have been awarded a grant, now what? This session will focus on programmatic and fiscal reporting requirements for federal programs, foundations or private funders.
• Identify grant application parameters and guidelines
• Ensure funds are spent according to applicable laws and regulations
• Learn to direct education grant dollars effectively
• Develop standards and strategies

Gail Vertz
, Executive Director, American Association of Grant Professionals
10:00 Understanding Grants Management: A Case Study
This hour will be an interactive, facilitated discussion taught through the case study method. The night ahead of the class you’ll read a short case study of grants management gone awry, than spend class time in a facilitated discussion sorting out the issues and deciding as a group on the best solutions to keep your organization out of trouble and enhance your own professional luster. Along the way, you’ll learn about grant reporting, allowable costs, timing for spending, record keeping and what it means to get–and survive–an audit exception.

Charlotte Harris, Development/Title I Director, Boston Public Schoolsn
11:00 Leadership Panel: Exchange of Best Practices and Lessons Learned
This concluding session is designed to pull together many of the topics covered throughout the conference. It will be your opportunity to ask unanswered questions, share insights and to dialogue with speakers and colleagues. Moreover, this session will allow presenters to reiterate important messages that can become essential part of your grants strategy.

Charlotte Harris
, Development/Title I Director, Boston Public Schools
Gail Vertz, Executive Director, American Association of Grant Professionals
Gary Frye, Ed.D., Director of Development/Special Student Programs, Lubbock-Cooper ISDs
12:00 Networking Luncheon
1:15 Post-Conference Workshop:
  Crafting and Implementing a Comprehensive Framework for Performance-Based Grants
Management

This training will provide grant recipients with the skills necessary to manage grants that are
performance-based in their origin and that incorporate evaluation and reporting strategies
within their structure. Through the use of the Government Performance Logic Model
framework, recipients will be able to focus on developing performance goals, timelines and
resource allocation strategies specific to each grant or program. Through the incorporation
of outcome-oriented performance measures, managers will be able to communicate, monitor
and enforce the compliance requirements that will guarantee a successful closing or extension
of the grant.
• Develop a framework for measuring grant program performance
• Utilize logic modeling to link end-outcomes to specific grant program activities
• Select your targets and measure your improvements
• Discover the Ten-Step approach to maximize grant management efficiency
• Hear six proven success stories in performancebased grants management

Jon Desenberg, The Performance Institute
4:15 Adjourn