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Proposal and Presentation Tips - Innovations for Poverty Action

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RESEARCH PROPOSAL<br />

CONSTRUCTION<br />

Aishwarya Lakshmi Ratan & Emily Cupito<br />

IPA - GFII<br />

13 September 2012


Session Outline<br />

• <strong>Presentation</strong> (15 Minutes)<br />

• Discussion & Group Work (45 minutes)


Taking Stock<br />

• Fundraising <strong>for</strong> research projects is arduous<br />

Often the binding constraint<br />

LESSON: Build extensive fundraising lag into your project<br />

timeline assumptions<br />

• YASPR Competitive Fund 2011<br />

Received 119 expressions of interest<br />

Funded 5 projects<br />

• What sets a proposal apart?


How to look <strong>for</strong> grants<br />

• General tips<br />

• Grant opportunities <strong>for</strong> savings <strong>and</strong> payments<br />

research:<br />

International Impact Evaluation Initiative (3ie)<br />

www.3ieimpact.org/<br />

Institute <strong>for</strong> Money, Technology <strong>and</strong> Financial Inclusion<br />

http://www.imtfi.uci.edu<br />

Development <strong>Innovations</strong> Venture (DIV)<br />

www.usaid.gov/div


<strong>Proposal</strong> Best Practices<br />

What sets a proposal apart?<br />

• The Simple Explanation<br />

Success leaves clues – Look at projects funded in past<br />

You hit the donor in<strong>for</strong>mation “requirements” (e.g. YASPR)<br />

Motivation <strong>and</strong> Academic Contribution<br />

Innovation <strong>and</strong> Novelty<br />

Research Design <strong>and</strong> Methodological Rigor<br />

Project Viability <strong>and</strong> Feasibility<br />

Researcher Experience


<strong>Proposal</strong> Best Practices -<br />

Ideation<br />

What sets a proposal apart?<br />

• The More Universal Explanation<br />

Foundation is clarity of ideation<br />

This in<strong>for</strong>ms all other aspects of proposal construction<br />

Ideation & Communication<br />

Strong Motivation (both academic <strong>and</strong> policy)<br />

Clear Theory of Change<br />

Clear “translation” of the conceptual into the practical<br />

• Research Design<br />

• Project Plan


<strong>Proposal</strong> Best Practices -<br />

Design<br />

• Translating Your Idea into a Project<br />

Is the data collection method appropriate <strong>for</strong> your<br />

idea & theory of change?<br />

Don’t survey <strong>for</strong> the sake of surveying<br />

Are your proposed survey instruments in correspondence<br />

with your theory of change <strong>and</strong> outcomes of interest?


<strong>Proposal</strong> Best Practices -<br />

Implementation<br />

Are your assumptions of your implementing<br />

partner reasonable?<br />

Who is the implementing agency?<br />

•How are you convinced of their quality of<br />

operations?<br />

•IPA has 14 core country offices (Bangladesh in S.<br />

Asia) <strong>and</strong> key partners (India, Pakistan) who<br />

implement RCTs<br />

Artificial compression of a project timeline is not<br />

good


<strong>Proposal</strong> Best Practices -<br />

Communication<br />

• Communicating Your Ideas<br />

Don’t make any assumptions about your readership<br />

Remind them of the counterfactual of not having your<br />

research conducted<br />

Style & Quality of Narrative<br />

Enumerating Threats to Validity is a Strength<br />

Make sure to enumerate how you will mitigate against said<br />

threats


<strong>Proposal</strong> Best Practices –<br />

Potential Problems<br />

• Anticipate your flaws<br />

Discuss possible solutions to address the flaws <strong>and</strong><br />

implications<br />

• Follow instructions!<br />

Templates<br />

Key questions <strong>and</strong> guidelines<br />

• Sound Budget<br />

Underst<strong>and</strong> what can be covered by the grant<br />

Look at the big picture (is the allocation reasonable –<br />

to research costs, to travel, to staff <strong>and</strong> management)


Your CV<br />

You’re awesome! How do you let others know it?


CV Do’s …<br />

Do:<br />

• Use good grammar<br />

• Use a template<br />

• Have a colleague proofread (<strong>and</strong> then another!)<br />

• Tailor to the particular organization<br />

• Keep it short – 1 to 2 pages<br />

• Think about structure


… <strong>and</strong> CV Don’ts<br />

Don’t:<br />

• Include pictures!<br />

• List personal details such as family or religion<br />

• Include date of birth<br />

• Include colors


CV Example<br />

Dean Karlan’s CV


<strong>Presentation</strong> <strong>Tips</strong><br />

Think of the last time you saw a good presentation.<br />

What did the speaker do to engage the audience?<br />

• What, there’s an audience?<br />

• Keep it simple – length matters!<br />

• Minimise ‘text <strong>for</strong> self’<br />

• Mode of communication – why so many PPTs?<br />

• Speak clearly


If you MUST…<br />

PowerPoint tips<br />

• Simplicity!<br />

• Colors<br />

• Minimal <strong>and</strong> key text<br />

• Tell a story<br />

• Keep it interesting


Group Exercise<br />

• Sample proposal<br />

• Read through it (15 minutes)<br />

• Evaluate its strengths <strong>and</strong> weaknesses (15 minutes)<br />

• Group Discussion (15 minutes)


Questions?<br />

www.poverty-action.org/financialinclusion<br />

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