Tuesday, October 21, 2014

The Sequencing Table for the Grant Proposal Generator

The Content Table described in my last entry is the 'parts catalog' in the document configurator I want to build. The Sequencing Table will act as the assembly instructions.

The format of the Sequencing Table is similar to that of the content table, because they share a key field: the grant application questions.


Every row in the Content Table must have a corresponding row in the Sequencing Table for that content to be included in the grant proposal that is generated. There are a few headers added for organization purposes, like the "General Questions" text shown here, but they do not show up in the generated proposals.

A number in the column simply means that a given item is in that position in the proposal for that foundation. A blank means the information item is not required. In this way, the column of numbers shows both the subset of information required and the order it should be placed in to meet that foundation's needs.

This column of information needs to be filled out for each foundation that appears in the Grant Proposal Generator. My strategy for capturing this information is to prioritize foundations based on the needs of the charities that participate in our pilot program. I am working closely with the pilot program charities to help them find like-minded foundations that will have a higher probability of granting their requests. I will use the timelines generated from these prospecting lists to prioritize the foundations and schedule their addition to the system.

My goal is, eventually, to have foundations add themselves to the system by providing an intuitive, easy-to-use tool that helps them select the questions they want and arrange them in their preferred order. They will also be able to use the tool to modify their 'questionnaire' at any time. This will be the most efficient way to develop and maintain the Sequencing table, and will guarantee the Grant Proposal Generator is up-to-date with foundations' current requirements.

My next step is to work with my pilot charities to fill out the Content Table.

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