Partner | 1 Year
Ongoing momentum and improvement
Engagement terms for Plan services
We'll respond within 24 hours
What You Walk Away With
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Healthier grant pipeline with better success rates
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Faster, higher-quality proposal submissions
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Learning culture established across grant cycles
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Continuous program optimization
Provide continuous planning and refinement across programs and grant cycles: advisory, pipeline strategy, proposal feedback, and M&E optimization.
How It Works
(click to expand)- Duration: 1 Year
- Monthly retainer
- Defined monthly capacity (hours/points)
- Unused time rolls forward within quarter
- 30-day cancellation notice
- Your input: 5 items needed from you
- 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
- New full project builds (estimated separately)
- Primary data collection
- Direct grant writing/submission
- Work beyond defined monthly capacity
Monthly Planning Session
60–90 min
Strategic planning and priority alignment
Bi-weekly Check-ins
30 min
Progress updates and quick problem-solving
Quarterly Review
Half-day
Comprehensive review with actions for next cycle
- Monthly planning session (60–90 min)
- Bi-weekly check-ins (30 min)
- Quarterly strategic review (half-day)
- Ad-hoc consultation as needed
- Access to program and leadership teams
- Regular updates on grant pipeline
- Proposal drafts for feedback
- M&E data for optimization
- Strategic priorities and constraints
- 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
- New projects beyond scope require separate estimation
- Capacity limits may require prioritization
- Clear boundaries prevent scope creep