EIS Client Resources

Readiness to funded, in order

Free guides, templates, worksheets, and checklists arranged in the order the work actually happens. Follow the sequence from finding your lane through managing what you win.

17
Resources
2
Tracks
77
Glossary terms
I Am Pursuing
17 available

Grants & Funding

FOR NONPROFITS, BUSINESSES, FAITH-BASED ORGANIZATIONS, PUBLIC AGENCIES, AND FISCALLY SPONSORED PROJECTS

These resources follow the order grant work actually happens — from finding your lane through managing what you win. Use them as a sequence, not a menu.

1

Find Your Lane

Before you chase a dollar, know which funding your structure can actually reach.

GuidePDF

Funding Pathways by Organization Type

Which doors are open to you

Private charitable grants, government grants, and contracts have different front doors, and your legal structure decides which ones you can walk through. Covers nonprofits, for-profits, churches, faith-based organizations of every structure, fiscally sponsored projects, and brand-new ventures.

2

Confirm You Are Ready

The quiet, unglamorous work that makes you fundable before you submit.

GuidePDF

Are You Grant-Ready?

What it takes before your first dollar

An honest look at the three layers of readiness: whether you can legally receive the money, make a credible case, and compete and then deliver. Includes the truth about legal structure that most organizations learn too late.

ChecklistWord + PDF

Funding Readiness Checklist

Find your gaps, assign them, date them

Shared readiness checks first, then the pathway checks that match your applicant status — nonprofit, church, for-profit, fiscally sponsored, faith-based, or new. Ends with three priority actions, a named owner for each, and a due date.

GuidePDF

Understanding Fiscal Sponsorship

Pursuing funding before you have your own 501(c)(3)

How fiscal sponsorship actually works, when it makes sense, the two models you will hear about, and the questions to ask a sponsor before you sign. Includes what a sponsor is legally required to do that a pass-through arrangement is not.

3

Qualify the Opportunity

Separate the grants worth pursuing from the ones that waste your time.

WorksheetWord + PDF

Funder Fit Worksheet

Decline faster, and on evidence

Three gates in disqualifying order: can we enter, does it fit, can we deliver. Ten minutes here saves three weeks on an application you were never positioned to win. Includes a prompt to research what the funder actually funded, not what they say they fund.

4

Build the Application

The narrative, budget, and attachments that make a reviewer say yes.

GuidePDF

Writing a Needs Statement That Wins

Make the problem undeniable

How to make a reviewer believe the problem is real and you are the answer: leading with the community rather than your organization, using data without drowning in it, and describing barriers without describing people as broken. Includes a drafting sequence and a worked example.

TemplateWord + PDF

One-Page Organizational Overview

The document funders and partners ask for first

Fill it in once and paste from it into nearly every application, capability statement, and partnership request you send. Mission, who you serve, scale, leadership, and proof — with a timeframe required on every number.

TemplateWord + PDF

Logic Model Template

Inputs to impact on one page

The one-page map from what you invest to the change you create. Includes target population, program timeframe, a measurement method and date for every outcome, and the output-versus-outcome distinction that reviewers notice.

TemplateWord + PDF

Program Budget Template

Line-item, and it holds up under review

Categories that survive review, cash match tracked separately from in-kind, and a basis-of-calculation column for every figure. Includes current guidance on the federal de minimis indirect cost rate and what funders may and may not require. Totals are entered by hand, not calculated.

5

Manage What You Win

Compliance, reporting, and the discipline that earns the next award.

TemplateWord + PDF

Reporting & Deadline Calendar

Never miss an application, report, or renewal

Your opportunity pipeline, active-award reporting, and renewals in one place. Internal deadlines set ahead of funder deadlines, time zones recorded, a named owner on every date, and somewhere to paste the submission confirmation.

Proposals & Contracts

FOR BUSINESSES AND NONPROFITS BIDDING ON RFPs, RFQs, AND GOVERNMENT CONTRACTS

These resources follow the order proposal work happens — from confirming readiness through building the response. Use them to decide, organize, and submit with confidence.

1

Confirm You Are Ready

The registrations, past performance, and capacity that make you eligible to bid.

ChecklistWord + PDF

Proposal Readiness Checklist

Before you respond to an RFP, RFQ, or RFI

Contracts ask different questions than grants. Registrations and identifiers, insurance and bonding, financial capacity, pricing structure, past performance, teaming, and who holds signature authority — most of which has to exist before a solicitation drops.

2

Decide Whether to Bid

A disciplined go/no-go process so you chase the right opportunities.

WorksheetWord + PDF

Bid or No-Bid Worksheet

Decide fast, and protect the hours you have

Three gates and an honest competitive picture. Mark every line Known, Estimated, or Unknown so an assumption never quietly becomes a fact. Includes what pursuit will cost you and a place to record why you declined.

3

Organize Your Evidence

The past performance and documentation that prove you can deliver.

TemplateWord + PDF

Past Performance Reference

One sheet per project, built at closeout

Filled in while the work is fresh rather than the week a bid is due. Records scope, measurable results, whose experience it is, what your contract lets you disclose, and the problems you fixed alongside the wins.

TemplateWord + PDF

Capability Statement

Your one-page calling card for RFPs and subcontracts

What a prime contractor or procurement officer scans in fifteen seconds. Core competencies in the buyer's language, concrete differentiators, company past performance distinguished from the founder's, and your codes and certifications in one clean page.

4

Build the Response

The compliance, narrative, and pricing that win the contract.

WorksheetWord + PDF

RFP Compliance Matrix

Shred the solicitation before you write

Submission instructions, evaluation criteria, scope, attachments, and amendments — every requirement given a home, an owner, and a page number, plus a final verification pass before you submit.

WorksheetWord + PDF

Scope of Work & Pricing Worksheet

Price from your real cost floor

Define the scope, break out tasks and level of effort, and build pricing from what delivery actually costs you rather than from a competitor's number.

WorksheetWord + PDF

One-Page Offer & Pitch Builder

For the room, not the portal

Problem, solution, value, proof, price, ask. One page for a sponsor meeting, a client pitch, or a warm introduction that needs something to leave behind.

Grant & Fundraising Glossary

Your complete reference for 77 grant writing, fundraising, and advancement terms — searchable, categorized, and always available.

Open the glossary

Not sure which of these you need?

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