Guidelines for Research Proposals

Advice to improve the chances to find support for new science & research initiatives

 

At a regular basis, some of us receive requests for advice on chances to find support for new research initiatives; partners or funding by highly motivated people. The idea is good but not directed at the right address but also….not competitive/strong enough. Yet you may try to guide such requests to the best of their ability to proper channels and proper contacts within your networks. But you like do something about the quality of the proposal too. It is so frustrating to see a such a good idea fail, simply because the proposal will not make it in competitive rounds for money and funding.

Perhaps these guidelines nay help to help out and help strengthen the proposal writing skills of the motivated and thus, to stand a better chance in competition for the funds. That is what these notes deal with:

1.        What happens with such requests?

2.        What to do to increase chances for success

These notes are not the 'stone of wisdom' or the 'alpha et omega', only an attempt to enhance the chances for success. However: without guarantee for success.

 

1. What happens with fundamental research / basic science requests?

Standard procedure. Within any country, the addressed Research Organisation does not generally involve itself directly with individual programmes or proposals at a one to one basis. Quality is usually their main criterion, there is always a committee making the selections. So: ask the Ministry what organisations organise the funding and selection round ups.

This is usually a rather general standard procedure, also other Ministries in other countries operate that way; there are only very few exceptions (if at all): Ministries do not operate resources themselves but involve another organisation or agency to do that for them. The same applies to supra national organisations. The EU-General Directorates for instance has a similar approach. The general idea is that only proposal quality, in competition, qualifies for resources.

 

So there is no offence intended when a proposal is turned down, it is a challenge to improve.

 

But what if .. the proposal is something short term, less fundamental or applied research, then what happens? Well, no doubt there is an organisation or agency for that type of research too. The rules of the game are the same, only the criteria are different; objected at applied science. Most likely it is an agency of another Ministry; such as Economical Affairs. For instance, in the Netherlands the (Dutch) Foreign Departments had a PBSx-arrangement (Programmes for Bilateral Co operation with country 'x'). It provided a yearly opportunity to acquire funding (in competition). There were forms and papers to fill out, background information from the tender could be requested. Other parts of the operations might be handled by an appointed agency (Senter in the example but the agency merged with others and was named EVD in the end.) Other specific chances in general to find forms, partners, contacts or funding are to be found on some website. (In the example; www.evd.nl).

 

Here also, there is no offence intended when a proposal is turned down; it is a challenge to improve. How? See below.

 

Résumé

·          Fundamental long term research initiatives are sent to the organisation appointed by the Ministry;

·          Other (research) initiatives are advised to turn to for instance, the Foreign Departments and/or a specific agency

·          Being turned down is no offence, it is a challenge to improve the proposal.

 

2.        What to do to increase chances for success?

What can be done to increase chances for success? Well that depends upon the quality of the proposal. So here is a step by step description starting with an idea being from person only.

 

The first step is to write down the idea on one sheet and find a excellent partner or team to turn the idea into a solid plan in clear words. And if the two agree on the outline of the idea, find a third excellent partner.

According to Mrs. Dr. Mei Li VOS, the successful bilateral research programmes and proposals are characterised by having teams (at both sides) in which 'the Skilled, the Motivated and the Bold' are joined. Of course if the team members are associated with excellent research organisations, it is more easy to find a suitable first team member in the other country, and a second and a third.

 

Step two -in the mean time-  is writing with the team a plan: try to find or use a standard form for the request of a grant; it usually demands that you answer in detail all obligatory and difficult questions. The questions are "always" the same:

-          what are the objectives;

-          who is involved and what are the qualifications of those involved;

-          what organisations are involved and what are the qualifications of those organisation;

-          what is the time table;

-          what are the go/nogo moments;

-          who is doing what at what costs;

-          what are the (intermediate) mile stones;

-          what will be the (lasting) and concrete result in the end;

-          what are the costs in total (related to time table and who is doing what);

-          who is willing to finance what part of the plan.

In short: make your proposal as 'SMART' as possible:

S=      Specific (goals)

M=     Measurable (goal achievement / distance to targets)

A=      Acceptable (to those who have to do the work)

R=      Realistic (planning & finances)

T=      Time scheduled (it always takes at least twice the time you thing and last phase four times as much time).

 

Where can you find such 'formats'; anywhere. For instance; in the Netherlands at www.egl.nl, www.kp6.nl, www.nwo.nl, etc. If joint team  plan or proposal is organised 'fiche wise' (that is: treating answers to all the standard questions of these forms as separate small documents) swift adaptation to any sort of format is easy.

 

Step three is made clear by the questions from step two: what organisations are involved and what are the qualifications of those organisations. Likewise, the question about the persons involved: who are involved and what are their qualifications of those involved. This means that the team that took the initiative, may have to "give away" their idea and proposal to a trusted other team (organisations or persons), in order to get its support and thus jointly increase the chances for success for the proposal. Or to give away 'the lead'. This might be necessary since the proposal/plan has to prove itself in fierce competition with other excellent proposals. If this happens, it is not a defeat or a disgrace. On the contrary, it is a victory and a show of character many do not equal.

 

Appropriate contacts can easily be found of course through personal networks of one self. For instance by contacting organisations and persons with the Step One result of the two of you (the idea at one page in clear words) and asking them directly for chances, advice and suggestions for further contacts.

A source of huge networks are alumni networks. For instance, the IKANED society of Indonesian alumni who studied in the Netherlands; (Website: www.ikaned.com). Or check out the international alumni networks of www.iss.org. Or the quick scans of research organisations at this website.

 

Step four. All this effort of course is not a guarantee for success. Success is always a matter of persistence and getting the right request or paper work delivered at the right person at the right time etc. Experience learns that most science policy advisers actively help to link and match "supply and demand".

In the meantime, initiatives are best served by improving its quality; talk about it with as much (relevant) people as possible, just don't stop and cherish your allies. Nobody is blamed for an active search for fund organisations and opportunities.

 

Also be aware of chances to join and team up with other excellent proposals; merging proposals in a broad (long term) programme can increase everybody's chances. Don't think of other proposals as 'competition' but as 'birds of one feather': brilliant and in search for 'food' (chances to compete with the best for grants and funding). Flocking together and by merging, one can cover more ground and guide each other to chances. Sooner or later there will be chances to get a step further (no matter how long the road ahead is).

 

Last but not least; it helps to help others to link and match "supply and demand". If that somebody comes across an opportunity to return the favour, it is important that he or she remembers and is motivated to return the favour !

 

Step five. Suppose that after ten days, weeks, months or years still nobody wants to give support or funding. What then. Well. There are a few examples and methods of autonomous best practice in a number of developing countries. It usually involves a small community bringing together finances and labour force to realise -the best-   project proposal of one member of the community; drilling a well for the community, building a village school or library or sometimes building a house if a member of the community is left homeless after a fire or a bolt of lightning. And after realisation of one project, the community takes the next project and the next. The general idea is: 'Together you stand, divided you fall'.

This type of approach will not work to organise long term fundamental research but for very short term applied research or concrete action  -combating rodents, cleaning the village's appearance-  it might bring some relief to the local community.

 

At the same time, there is no reason not to pursue funding or grants by second or third parties; often co-funding is a criterion (f.i. for EU-subsidies or IMF-grants). And it is wise to re-apply each year; being turned down one year does not automatically mean that one will be turned down every next year. Especially not when the year is used to improve the proposal and make it more 'SMART'. And also to ask for the reason for being turned down; the answer might provide clues for improving the proposal.

 

Finally. All effort has resulted in a superb initiative and has provided you with a host of important contacts on the sides of 'demand as well as supply'. A final effort to create and improve your chances for success, is to organise or to participate in (yearly) brokering events; nothing ventured means nothing gained. The costs can be very low; a website using an already existing account, some flyers using the Step One result mentioned above, a person motivated enough to spend some time maintaining the website or showing up at brokering events.

And showing results of ongoing or previous projects at such happenings do improve the credibility and feasibility of new plans and projects.

 

 

Résumé

.          take time for the necessary steps, the procedure described above, does not guarantee success;

.          research showed that successful bilateral research programmes and proposals are characterised by having teams (at both sides) in which 'the Skilled, the Motivated and the Bold' are joined.*)

 

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*)

The Motivated is needed to persist if the Skilled and the Bold believe to be out of options; there is always another option. However, the Skilled is needed to fine tune the presentation using his or her experience and wisdom concerning the subjects, organisations and persons involved. The Bold in turn is needed to bluntly present the proposal to important organisations and persons and ask -politely and persistent-  'why' when turned down. The answers provide new input and information that help the Motivated and the Skilled to adapt and improve the proposal.