Day 2 of 3 · 6 hours

Writing a proposal and a budget

Learning objectives for today
  • Write a convincing concept note.
  • Structure a full proposal.
  • Build a coherent, justified budget.

1The concept note

In 2 to 4 pages: the problem and the needs (with dated, sourced data), the target population and number of people, the objective and expected results, the main activities, your organisation's added value (presence, access, experience, partners), the estimated budget and the duration. The donor must understand within 5 minutes why you, why now and why this approach.

2The full proposal

  • Needs analysis: sources (multi-sector needs assessments, humanitarian response plan, cluster data), the most vulnerable groups, disaggregation by sex, age and disability.
  • Intervention logic: theory of change and logframe with indicators, baselines and targets (see the MEAL course).
  • Implementation methodology: timeline, targeting, partners, coordination with the cluster and the authorities.
  • Cross-cutting issues: protection, gender, accountability, environment, do no harm.
  • Risks and mitigation measures, including security and access.
  • Monitoring and evaluation and exit or sustainability strategy.

Strictly respect the format, page limit and deadline: a late proposal is not read.

3The budget

  • Direct costs: project staff, activities, equipment, transport, offices assigned to the project, monitoring and evaluation, visibility.
  • Indirect costs (overheads): a percentage set by the donor. For European Union humanitarian aid, it is capped at 7% of eligible direct costs.
  • Each line has a unit, quantity, unit cost and duration, and a charging percentage if the resource is shared between projects.
  • The budget narrative justifies each line: why this cost, how it was calculated.
  • Check consistency: every activity in the proposal has costs, and every cost serves an activity. Calculate the cost per beneficiary to assess cost-effectiveness.
Scenario

The budget that does not add up

Proposal for a European donor

Your role

You are finalising the proposal and budget for a €400,000 project over 12 months.

The project manager built the budget alone. The total exceeds the ceiling by 15% and staff costs are not broken down.

  1. Decision 1 of 3How do you reduce the budget?

  2. Decision 2 of 3How should staff costs be presented?

  3. Decision 3 of 3The budget narrative is used to:

Exercise: a one-page budget

For a 6-month project providing cash transfers to 500 households, build a simple budget: staff (with charging percentage), transfers, transfer fees, post-distribution monitoring, vehicles, indirect costs at 7%. Calculate the total cost per household and the share that goes directly to households.

Key points

  • Concept note: why you, why now, why this approach.
  • Every activity has costs; every cost serves an activity.
  • Indirect costs: ceiling set by the donor (7% for EU humanitarian aid).
  • A late proposal is not read.
Further reading: course references
  1. DG ECHO (2024). Donor rules and guidelines (example: European Commission, ECHO). civil-protection-humanitarian-aid.ec.europa.eu
  2. IASC (2016). The Grand Bargain: commitments. interagencystandingcommittee.org/grand-bargain
  3. CHS Alliance, Groupe URD, Sphere (2024). Core Humanitarian Standard on Quality and Accountability (CHS). www.corehumanitarianstandard.org
  4. FAO / partner NGOs (2017). Guide to writing project proposals. www.fao.org

Daily quiz

3 questions to check what you have learned. Answer them all to complete the day.

1The budget narrative is used to:
2The salary of a headquarters accountant shared between 10 projects is generally:
3For EU humanitarian aid, indirect costs are capped at:

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Other sites to visit

ScholarshipsScholarMapScholarships around the world, with deadlines and official links.Free PDF toolsPDF EasyMerge, compress, convert to Word or JPG: free, no sign-up.NGO fundingNGO FundsWho funds whom in every country, funding needs and calls for proposals.UN and NGO tendersHumanitarian TendersGoods, services, works and consultancy contracts, country by country, with deadlines.