ALTUS ALLIANCE 2016Building a bullet-proof proposal for technology funding.

Your Presenters

Nicola DickinsonPartner + VP of SalesCo-founded Altus in 2003

Diana BudreauClient Success DirectorJoined Altus in 2010

Our Customer Panel

What if you could gain access to

funding that helps get you the technology

improvements you need?

Find out what you need first.Take stock of what you need in technology enhancements in your organization.

Document the requirements.

Vision the benefits to your operations in the future.

Understand the costs.

1. Identify your funder options• Talk to existing funders.• Expand your search to commercial businesses.• Review standard ministry grant programs. • Talk to your peers.• Talk to your Partners.

2. Discover Your Project’s Funding EligibilityAnswer 3 top questions: 1. How much money does the funder usually reward for

each grant?2. Has the funder provided a grant for your organization

type in the past? 3. Has the funder provided a grant for the technology in

the past?

3. Shortlist your funders

Try to get a shortlist

Did you know there isn’t such a thing – Technology

Funder. Most funders are open to funding as long as they understand the benefits.

3. Build Your Case Internally First• Start with the funder’s grant priorities.• Do your research.• Align your business case to the grant objectives.• Get advice.• Work with your vendor. You would be surprised how

much they can help you with the ‘business case’.

Ask yourself the questions - 1. Have we planned all the major program components

in detail? 2. Have we built contingency plans should this funding

fall through? 3. Have we considered all the costs? 4. Have we determined how we want these costs to be

covered?

4. Cost-Benefit

Possible Cost BenefitList features Relate benefits Quantify the benefit Savings

Automated Scheduling Reduces manual schedules…

Saves 1 FTE $40,000

Consider all the benefits• Employee cost impacts.• Partner/supplier impacts.

5. Build out the investment to be funded.• Considerations in cost are: • Project Scope – timeline to implement and cost impact to your

staff.• Software licensing costs• Cloud costs• Hardware costs• Professional services costs• Other?

Some costs get missed.• Training costs – where staff are pulled out of their daily

responsibilities to be trained.• New hardware required.• New staff to hire.• Any transition periods where some legacy maintenance

agreements overlap?

Do the math and ensure it makes sense.

6. Prepare an easy to read document• Formatting• Context• Tone

7. Make the connection

8. Submit your proposal Method to submit Location to deliver Send it to the stakeholder Meet the timeline/deadline Ensure it follows the right format

8 Simple Steps

Discover Eligibility

Plan with Funders in

Mind

Shortlist

Map Technology to Benefit

Cost it out

Format Proposal

Build a Connection

Submit

Our Customer Panel

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Thanks for coming!@altusdynamics

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