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  • 00:01

    My name is Greg.In the last video, we took a lookat how to get funding for global health projects.And we really looked at the structureof funding organizations and the process,basically the funding cycle.Today, I'm going to take you through an actual fundingapplication.So I'm going to write a funding applicationand do a screen recording of that process.What I'm wanting to convey here, is the process

  • 00:21

    of writing a grant application.And I'm going to fast forward through some of the text input,et cetera, et cetera, just to make this videoa little bit shorter.But what I'm wanting you to take note ofis the fact that this isn't a difficult processand doesn't take very long.So I don't want you to be nervous about putting togetheryour own grant application.OK, that's it.Let's jump right in then.OK, so here we are sitting at my computer.And I'm going to basically put together a grant application.

  • 00:45

    This will just be a concept note,because that's what this particular funder isasking for.And as I do it, I'll talk you through whatit is that I'm doing, what I'm thinking,and why it is that I'm doing it.So we'll start off.The first thing that of course, you need to dois put a heading, so let's go.[MUSIC PLAYING]OK, so the heading in this case is Concept note:Cost comparison of outpatients versus inpatient care

  • 01:07

    of patients being treated for mental illness.Now, there's basically four or five headingsthat you need to hit in a grant application or concept note.What the funder needs is firstly,a little bit of background.Not too much, but you need to put them in the picture.Secondly, they need to know what it is that you'regoing to accomplish.So your outputs, or your goals, or your vision.I don't really mind what word you use to describe that,

  • 01:28

    but what it is you're going to accomplish.Then you need to describe what it is that you'regoing to do to reach that goal.And finally, you need to talk about what it's going to costand how you going to spend the money.So that's really the essence of a funding application.Now most of the details that's goingto go into these various headingswon't be of particular interest to youunless you're particularly interested in mental health.So I'm just going to slot that stuff in.And we'll jump right in to the activities in the budget,

  • 01:50

    because that's the area that people find most difficult.And I think that's the area, we need to focus on.[MUSIC PLAYING]When we put together the activities,I like to use what's called a Gantt chart, because a Ganttchart lists along the left-hand side what it is that you'regoing to do, more or less in the orderthat you're going to do it.And then it's done in kind of a spreadsheet

  • 02:11

    so that people can see how long and at what point in timethe various activities will take place.In the left-hand column, I'm goingto put the various activities that Ithink we're going to need to do in order to accomplishour outputs and our goals.Most projects will have a much more extensive Gantt chart.This is quite a small grant I'm going for.It's a small project, so there's just a few thingsthat we're going to do.

  • 02:32

    So, let's have a look.[MUSIC PLAYING]And we're just going to put headings here,quarter one, quarter two quarter three, quarter four.Next, we're going to fill these boxes in, justin terms of where it is that the various activities aregoing to take place.I'm going to stick this Gantt chart straight into my conceptnotes.

  • 02:52

    I'm just going to cut and paste the thing in.The next hitting his budget.And this is extremely important, because this tells the funderthat you've thought about what things are going to cost,and you've thought about how it is going to spend the money.So before we even start talking about what different things aregoing to cost, let's again put together a listof what needs to be done.But now we're going to be putting that list together,thinking through where it is that we'regoing to be spending money.[MUSIC PLAYING]

  • 03:14

    Now for each of these cost buckets,we're not going to be putting in dollar amount at this point.What we want to do, is we want to thinkthrough how the unit costs associatedwith each of these line items is distributed over the fourquarters.So we're just going to put a 1, a 2, a 3, et cetera, et cetera,where we think the spending will happen.OK, now things start to get interesting.What we're going to do is we're goingto make a copy of that table.And we're going to add in a couple of extra columns.

  • 03:37

    Now we're going to put in these extra headings.The first heading will be Category.Next will be Amount.And at the end, we're going to have a total.Now costs can be categorized in numerous different ways.You can have variable costs and fixed costs.You can have capital expendituresand operational costs.You can have direct costs and indirect costs.It doesn't really matter how you phrase it,

  • 03:57

    so long as what you put together isclear and easy to understand by the person lookingat your budget.So I'm just going to put a few categories in.So our starting point is to thinkthrough what the unit cost for any one of his items would be.Now comes a little bit of the wizardry of Excel and numbers.So what we want to do is go to our first box.And we want to say that box is equal to the unit amount

  • 04:18

    times by how many times that unit willbe spent in quarter 1.Now if you're going to work with much larger budgets,you don't want to be sticking that formulain every single cell.What you want to be able to do isdrag the formula into a range of cellsand have been fill themselves in for you.And I'm going to quickly show you how to do that.You'll notice that the number in the cell now,is a function of what was in that cell there

  • 04:41

    and what was in the cell over here.If we just drag the formula as it is across and down,it's going to move not only the formula,but it's going to move the reference points to whichthe formula is pointing.So, as you move down, it's going to belooking at the cell underneath hereand the cell underneath there.As you move across, it's going to lookat the cell to the right here.

  • 05:01

    And it's going to look to the cell to the right here.But we don't want it to do that.As we move down and across, we'rehappy for this blue block to move down,but we don't want it to move across,because we don't want the reference point to startbeing blank cells.So what we're going to do is we'regoing to click on down here.And it says Preserve Column.Click on Preserve Column and say Yes.

  • 05:24

    Now, if we drag the formula down and across,the formulas being copied without any errors.If you're working in Microsoft Exceland you don't have the facility of a drop down menuwhere you say Preserve Column, all you need to dois you need to go into the formulaitself, find the column that you're notwanting to be shifted around, and put a dollar signin front of it.

  • 05:45

    And it will produce some totals.So what we're left with is a spreadsheetthat's essentially a budget.And it's telling us in each quarter what the total amountthat will be spent, and by each cost category or cost lineitem, what the total amounts will be for the entire project.So what we might want to do is havesome graphics that represent this informationso that it's easier to digest.And then we have a distribution of the spending by a quarter,

  • 06:07

    across the project from quarter one quarter four.And finally, there's something that wecan do quite interesting in terms of summarizingthis budget even further.We can ask numbers or Excel to summarize the totalsby the different categories of spending.Now to fill this in, we're going to use a functionwithin numbers.And it's exactly the same in Excel called SUMIF.If you've got a large budget, youneed to be able to use these sorts of functions.

  • 06:29

    So, let me just walk you through it.Essentially, what we're wanting the spreadsheet to do,is we want it to look at this columnand say, look for that word in this columnanywhere that it finds it.And where it finds it, to go along here and add upany of the numbers here that are associatedwith what are found over there.Firstly, start with equals.

  • 06:50

    SUMIF, that's the function, open brackets.So we're saying if it looks in thereand finds that it needs to add the associate numberfrom there.Now again, we want to just drag this formula downand we could just do the formula again and again,because we've only got to do it three times this time.But you may have a bigger spreadsheetwith a more complex budget.

  • 07:11

    So you need to be able to drag the formulaand have it done automatically.But if we're going to drag this formula,we don't mind if the A2, this orange thing gets dragged on.That's appropriate.But we want the boxes that it looks,in the blue box and the purple box, to stay where they are.So we want to preserve the start and end of that row.

  • 07:33

    And we want to preserve the start and end of that row.And in Excel, you would do by sticking a dollar sign in.And I would drag the formula down,and we've got the numbers in the appropriate boxes.Now we can create a little pie chart to represent this data,and we can stick it into our application form.So this is basically the first draft of my concept note.Let's quickly take a look at what it looks like.

  • 07:55

    We've got the heading at the top, background objectives,outputs, activities in the form of Gantt chart.Go to the next page, we've got our budget.The budget is represented in a little graph.And we got spending by category.And that's more or less enough to send as a concept note.You're basically saying this is what I'm going to do.This is what what I'm going to do will accomplish.And this is what it's going to cost.What do you think?

  • 08:15

    And just to let you know, this is a real concept note.My intention really, is to send this to the funder.And hopefully I'll get funding for it.The next step for me will be to take this concept noteand circulated to people that I knowand that I trust that can give me good feedback.They'll make some suggestions.I'll make a revision.And when I'm happy with the draftthat I can send to the funder.I'll send it in.It's a concept note.So off the back of this concept note,

  • 08:37

    they either will or will not ask me to submita more detailed application.So I hope you have found this video useful.Speak to you soon.Take care.

Video Info

Series Name: Gregory Martin

Episode: 10

Publisher: Gregory Martin

Publication Year: 2014

Video Type:Tutorial

Methods: Grant application, Cost analysis, Research design, Research proposals, Concept analysis, Planning research

Keywords: budget cost statements; cost analysis; grants (funding); public health; research design; research proposals ... Show More

Segment Info

Segment Num.: 1

Persons Discussed:

Events Discussed:



Greg Martin, Editor-in-Chief, Globalization and Health, uses a concept note to illustrate the process of writing a grant application for public health projects, with an emphasis on budget activities.

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How to Write a Grant Application for Public Health Projects

Greg Martin, Editor-in-Chief, Globalization and Health, uses a concept note to illustrate the process of writing a grant application for public health projects, with an emphasis on budget activities.

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