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Free template · Work and research

Grant application plan: 12 steps from the call to submission

From reading the call to a submitted application, with time for partners, budget and two readers. Use it as a checklist, or let Clarity Board put every step in your Google Calendar.

12 steps to start fromEdit them to fitYour own datesNotes page: outcome, requirements, partners, budget
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clarity board
Free template · Work and research

Grant application plan

  1. 1Read the call, rules and deadlinesMon, Nov 2
  2. 2Write a one-page summary of the ideamm/dd/yyyy
  3. 3Confirm partners and support lettersFri, Nov 6
  4. 4Ask the grants office about budget rulesmm/dd/yyyy
  5. 5Draft the aims and work planmm/dd/yyyy
  6. 6A step of your ownmm/dd/yyyy
+ Add a step
Your notes page
Outcome · Requirements · Partners · Budget
clarity board

Grant application plan

  1. 1Read the call, rules and deadlinesMon, Nov 2
  2. 2Write a one-page summary of the ideamm/dd/yyyy
  3. 3Confirm partners and support lettersmm/dd/yyyy
Copy the checklistPrint
Grant application plan [ ] Read the call, rules and deadlines (~1 h. Note the internal deadline too.) [ ] Write a one-page summary of the idea (~2 h) [ ] Confirm partners and support letters (Ask early: letters take weeks.) …
Copied.
Mon 26Tue 27Wed 28Thu 29Fri 30
Team meetingPaper revision
AdminThesis chapter 3
Work blockWork block
RunSeminar
Paper revision
Clarity Board
PROJECTS +
DO TODAY
Paper revision (3)＋ ✎ ▤
SCHEDULE
Thesis chapter 3 (5)＋ ✎ ▤
Mon 26Tue 27Wed 28Thu 29Fri 30
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Start from a template
A ready-made project with its tasks, due dates and notes Doc. Or fill in your own below.
Project name 
UrgencyNot rated
ImportanceNot rated
Mon 26Tue 27Wed 28Thu 29Fri 30
← Start from a template
WORK AND RESEARCH
Grant application12 tasks
Research paper10 tasks
Thesis chapter9 tasks
BUSINESS
Product launch10 tasks
Client project8 tasks
Event or workshop11 tasks
PERSONAL
Moving home10 tasks
Mon 26Tue 27Wed 28Thu 29Fri 30
← Grant application
Project nameResearch foundation grant
Deadline (optional)Jan 15, 2027
Task due dates
Spread them for me
No dates: I'll set my own
TASKS
Read the call, rules and deadlines
Write a one-page summary of the idea
Confirm partners and support letters
… 9 more, all ticked
Create project
Mon 26Tue 27Wed 28Thu 29Fri 30
Team meetingPaper revision
AdminThesis chapter 3
Work blockWork block
RunSeminar
Paper revision
Clarity Board
PROJECTS +
DO TODAY
Paper revision (3)＋ ✎ ▤
DO SOON
Research foundation… (11)＋ ✎ ▤
Read the call, rules and deadlines~1 h. Note the internal deadline too.
Write a one-page summary of the idea~2 h
Ask the grants office about budget rules~30 min
Created Research foundation grant: 11 tasks and its notes Doc.
Google Docs · Clarity Board — Project Notes

Research foundation grant

Outcome
Funder and call
Amount and length
Deadline (and internal deadline)
Requirements
RequirementWhere it is coveredDone
Partners
NameOrganisationRoleLetter received
Mon 26Tue 27Wed 28Thu 29Fri 30
Read the call, rules and dea
← Edit tasks
TaskRead the call, rules and deadlines
Due date (optional)Mon, Nov 2
TaskWrite a one-page summary of the idea
Due date (optional)none
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The steps

In the order that saves the most trouble. Make it yours: click a step to reword it, remove one with ✕, add your own, and give any step a date. This page remembers your changes on this device.

    The notes page

    Everything bigger than a task, in one place. In Clarity Board this becomes a Google Doc linked to the project; here's what's in it.

    Outcome

    Funder and call
    Amount and length
    Deadline (and internal deadline)

    Requirements

    Everything the call asks for, and where the application covers it.

    RequirementWhere it is coveredDone

    Partners

    NameOrganisationRoleLetter received

    Budget

    ItemAmountJustification

    Decisions

    Newest first.

    DateDecision

    Notes

    Free text, for anything else.

    Why it's laid out this way

    Letters come early

    Partner and support letters depend on other people's calendars and often take weeks. Asking early is the cheapest insurance in the whole plan.

    The internal deadline

    Most institutions want the application days before the funder does, for sign-off. Step 1 is to find that date, and plan to it.

    Two readers before the end

    A fresh reader catches what you can't see any more. Send the draft early enough that they can read it properly and you still have time to revise.

    Put this plan in your calendar

    Clarity Board is a free panel beside Google Calendar for anyone juggling several projects at once. It creates this project with the steps you choose and its notes page, and helps you give it the time it needs, week by week.

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