How to use the Grant proposal outline template

Start a board from it
Use this template opens a new Freero board with the Grant proposal outline template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Grant proposal outline”.
Follow the instruction on the board
“Read the funder’s criteria first and write one note per criterion. Fill the need and outcomes before anyone drafts a paragraph.”
Fill in each part
- The need What problem, for whom, and the evidence that it is real.
- Our approach What you will do, and why it works.
- Who benefits Who you will reach, how many and how you find them.
- Outcomes we will measure The change you will be able to show at the end.
- Budget summary The total, the big lines and what others already fund.
- Why us Track record, partners and what makes you trusted to deliver.
- After the grant How the work continues when this funding ends.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Grant proposal outline board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Fundraising campaign plan
Plan an appeal from quiet early asks to the final push and the thank-yous, with targets for every phase.
OKR tree
A mission broken into objectives, measurable key results and the initiatives behind them.
OKR tracker
Key results with start, target and current values, confidence and owners, plus check-in notes.
Theory of change
Show how your work leads to the change you want: from resources and activities to outputs, outcomes and long-term impact.
Weekly cash flow forecast
Forecast the money coming in and going out week by week for the next quarter, so you see a cash crunch before it arrives.
Financial scenarios
Set a downside, base and upside case for next year’s numbers, and agree the early signs that tell you which one you are in.