Submission date:

Project Title:

Project Leader:

Telephone:

Email:

Project Start Date:

Project End Date:

Brief Project Description:

(including how this project will further the Society’s goals)

BUDGET SUMMARY

total revenues:

total expenses:

net:

Brief Description of Space/Facilities Needs:

Brief Description of Equipment Needs:

Brief Description of Other Needs:

Names of Project Work Team:(including staff, volunteers and duties)

Submission date:

Date this proposal is submitted to the Board

Project Title:

Brief descriptive title of the proposed project. E.g., “The 2009 Museum Exhibition Project” or “2008 Holiday Book Sale Event Project” or “Old School House Back-in-Time Pathway Project”

Project Leader Name:

The Project Leader is the person with responsibility for the project. This person is the accountable “Go-To” person who will manage the project and the Project Work Team and communicate with the Board Liaison. The Project Leader is responsible for delivering a successful project on time, on budget, and within the parameters of the approved proposal.

Telephone:

Contact number for Project Leader

Email:

Contact email for Project Leader

Project Start Date:

Date the proposed project would begin.

Project End Date:

Date the proposed project would end. Enter projected end dates for projects that are cyclical or recurrent (e.g., Museum Exhibit Projects) or ad hoc (e.g., Francis Lifeboat Restoration Project).Some projects are ongoing (e.g., Family History) and as such have an open end date, in which case enter “Open.”

Brief Project Description:

(including how this project will further the Society’s goals)

Briefly describe the purpose, breadth, and scope of the project. Please be specific. Include a statement of how this project will further the Society’s mission and strategic goals. (I.e., How does this fit into the Society’s bigger picture and fulfill immediate needs? And/or how does this represent a timely opportunity? And/or how does this take the Society in a new direction and why should we go in this direction? Etc.)

BUDGET SUMMARY

total revenues:

Total  of all expected revenues, followed by brief statement of revenue sources/amounts.

total expenses:

Total of all expected expenses, followed by major cateories/amounts of expenses

net:

Total net profit (or loss) While it is desirable for projects to minimally break even, some may incur a loss. Relevance to mission fulfillment will be a key factor in the approval process for all projects.

Brief Description of Space/Facilities Needs:

Describe where the project will take place and what Society facilities will be occupied by the work.

Brief Description of Equipment Needs:

Describe what Society equipment the project will require, both currently owned and any that would need to be purchased to undertake the project. (Equipment purchases should be reflected in the budget above.)

Brief Description of Other Needs:

Describe other resources required for this project. (E.g., Describe any facilities, equipment, contract staff, consultation, materials, etc., OUTSIDE the Society. Describe any other KEY element of the project that is not covered in other categories of the proposal.)(Be sure any expenses are reflected in the budget)

Names of Project Work Team:

(including staff, volunteers and duties)

List the names of all Society volunteers, staff, and all outside contractors or consultants who will participate in this project (designate as “proposed” or “confirmed”). These constitute the proposed Project Work Team.

NOTE: Projects benefit from inclusion of the skill sets represented within the various Functional Groups (e.g., fundraising by the Development Group; publicity/marketing/ branding by the Communications Group, technology solutions by the Technology Group, etc. Therefore, successful proposals will demonstrate that Project Working Teams include members from the relevant Functional Groups.