Grant Funding Application Planner and Bid Template

A step-by-step planner for finding and applying for grants, a bid template covering need, project plan, outcomes, budget and sustainability, a supporting documents checklist and a grant monitoring and reporting tracker.

Editable Word document
6
10pages
Guidance notes included
aml consultancy solutions

Clubs, societies & community groups

Grant Funding Application Planner and Bid Template

About this document

What it’s for

Grants from councils, trusts, lotteries and businesses fund much of what community groups do. Funders want to see a clear need, a well-planned project, realistic costs and evidence of good governance. This planner helps you prepare strong applications, keep your answers consistent across funders, and meet the reporting conditions once you are funded.

When to use it

  • When planning a new project or looking for funding for running costs
  • When writing a funding application
  • After receiving a grant, to track spending and reporting

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Part 1 – Planner
  • Part 2 – Bid template
  • Part 3 – Supporting documents checklist
  • Part 4 – Grant monitoring and reporting tracker

How to complete it

  • Work through the planner in Part 1 before you start writing
  • Draft your answers in Part 2 and adapt them to each funder’s questions and word limits
  • Gather the supporting documents in Part 3 and use the tracker in Part 4 after you are funded

Key points to check

  • Read each funder’s criteria carefully – applying for things they do not fund wastes everyone’s time
  • Keep restricted grant money separate in your accounts and spend it only on the agreed purpose

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Clubs, societies & community groups

From £29

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Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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