Project Grant Report

Every grant is a learning opportunity, both for the grantee and for the Foundation. One of our greatest interests is in learning about the insight gained during your grant period. Few projects go exactly as planned, and your candor in reporting is appreciated. We also strongly encourage you to revisit your previous proposal when completing this report.

Please forward the completed Report via email only to Julie Hester, for Chesapeake and Atlantic Coastal Bay projects or Anna Lindgren, for Pacific Region projects.

Applicant Information

Organization Name / Date
Street
City, State Zip
Proposal Contact / Email
Telephone / Fax

Project

For purposes of this Report, project can also mean program, initiative, campaign, or department.

Project Name

Please describe any changes that have been made to the Project Description or Conservation Target/Scope. Why did those changes occur? (5-6 sentences maximum)

Examples: We expanded our scope to also conserve insects in Jones County in addition to Sumter County because we received a government grant; We focused our outreach to California, rather than at the national level, due to budget cuts.

Threats/Opportunities (5-10 sentences maximum)

Please describe how you took advantage of any threats (factors with a negative affect) or opportunities (factors with a positive effect) discussed in your proposal.

Examples: (Threat) By highlighting the exponential growth of fishing boats, we were able to create a campaign that reflected the urgency of the crisis, which led to a more stringent fisheries management policy; (Opportunity) We leveraged our longstanding relationship with the city council to enact a plastic bag ban.

Contributing Factors (5-10 sentences maximum)

Have there been any changes in the social, economic, or political factors that enable or add to the persistence of the threats you have identified?

Examples: There was an outbreak of disease in farmed shrimp, so demand for wild shrimp increased by 300%; A coalition of churches launched a campaign against fracking, so there was an increase in rural support

Objectives (5-10 sentences maximum)

Please list the one to three year objectives as discussed in your proposal. Describe any movement (forward or backward) towards achieving your objectives.

Examples: The Water Quality Control Board adopted an updated regulatory program, so we are now focusing on enforcing that program; A lead stakeholder pulled out of the negotiations, so they collapsed

Goals (5-10 sentences maximum)

Have you reevaluated the project’s three to five year goals? What lead to that change?

Examples: No, our project goals remain the same; Since the negotiations collapsed, we are no longer trying to develop a long-term solution for managing water in the Colorado River Basin, but rather, trying to assess how to re-engage the stakeholders

Strategies (5-10 sentences maximum)

Please list the strategies you discussed on your proposal. Have your strategies changed? If so, why?

Examples: All our volunteers retired, so we no longer do citizen water quality monitoring, and are instead filing a lawsuit against the city; The agency refused to adopt stricter standards, so rather than pursuing that, we are focusing our efforts on bringing public attention to the most egregious violators of the current standards

Lessons Learned (5-10 sentences maximum)

What disappointments or surprises did you experience during the grant period? Please describe some of the lessons learned as a result.

Examples: Our relationship with our corporate partner proved far more difficult than anticipated, so we learned that is important to have a formal written agreement that outlines expectations; We were taken aback that so many lawsuits were filed against the implementation of our plan, so we increased our budget legal support

Actions/Timeline

Please provide an updated version of the timeline that you provided with your proposal that indicates the actual timeline that occurred, explaining any significant variances.

Examples: The committee delayed its review of the conservation plan because funding was cut from the program; The defendant appealed the decision

Evaluation

You are welcome to include as an attachment any diagrams or tables you have developed that address the below questions, rather than providing a narrative.

Indicators

Please list how the levels of your indicators changed. Did they shift as expected? Why?

Examples: Five cities had plastic ban bags, and now, ten cities do because we were able to demonstrate to business owners that it did not reduce sales; We had projected that 250,000 square miles would be designated as a critical enforcement area, but only 75,000 square miles were approved. We attribute this to higher than expected pressure from shipping companies.

Audiences

Please provide examples of actions that were taken by your audience that supported your objectives.

Examples: California state officials held a hearing; Recreational fishermen supported the management plan; Mom bloggers organized a boycott of the product

People

Team & Board

Have there been any changes in your team and/or board, and if so why? How are you addressing the changes?

Examples: The team director resigned after they were offered a higher-paying position, so we promoted the assistant director; Three board members termed out, so we recruited three new ones

Partners

Please describe any changes in your partnerships.

Examples: Organization X no longer exists; Organization Y has changed their focus from advocacy to restoration

Leadership Relationships

Please describe how your relationships with leaders assisted you during the project period.

Examples: Because of our ties with Governor Smith, we were invited to serve on the committee; Because our board member is on the staff of the local paper, we were able to get free ad space every week

Organization

Please use the below questions to tell us more about your organization. Answers should focus on your organization as a whole, not just the project.

Planning (5-10 sentences maximum)

How successful (or not) were your planning efforts in addressing the organizational challenges and opportunities you faced?

Examples: Despite implementation of a fundraising plan, our overall funding decreased by 25%; Because we were able to recruit pro-bono web design, we increased traffic by 25%

Policies and Reports

Have you developed any of the following during the grant period? If so, please attach an electronic copy if it is available.

Annual Report

Strategic Plan

Green Certification/Environmental Policy

None of the above

Financials

Financial Statements and Budgets

·  For the previous fiscal year:

o  Statement of Activities/ Profit & Loss

o  Organizational budget[1] and actuals

o  Project budget[2] and actuals

o  Project funding sources[3]

o  Percentage of Board members making contributions, and total $ amount of contributions

Signature

I certify that the above information is true and accurate.

Signature of Authorized Board Member,
Executive Director or Project Officer / Date
Print Name and Title

Grant Report - The Campbell Foundation - $25k and up

Page 1 of 6

[1] Each budget should include both revenue and expense. We welcome you to submit documents in any format, but at a minimum, revenue should include a breakdown by funding type (in-kind, corporate, grants, etc), and the expense should include salaries, taxes, benefits, travel, supplies, contractor/professional fees, insurance, occupancy, printing/marketing/website

[2] Project budgets should also include all the above items

[3] Include name and amount for all gifts greater than $10,000