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English version — Alliance Capital SAS (ALCA), France.

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Free resources

These checklists are free to download, with no account and no payment. They cover what a funder examines first.

The 10 essentials of a project file

What a funder looks at first, and the order in which to build it.

  1. 1.A problem described with verifiable facts
  2. 2.Beneficiaries counted and identified
  3. 3.Objectives that follow from the problem
  4. 4.Activities linked to each objective
  5. 5.A realistic timeline over the funded period
  6. 6.A detailed budget backed by recent quotations
  7. 7.Co-funding and local contributions
  8. 8.Indicators with a baseline value
  9. 9.Governance and partner roles in writing
  10. 10.A credible plan for life after the grant
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Documents to prepare for a successful report

The evidence to collect during delivery, not after it.

  1. 1.Activity records: attendance lists, minutes, photographs
  2. 2.Indicator table updated with actual values
  3. 3.Expenditure reconciled with the approved budget
  4. 4.Compliant invoices and proofs of payment
  5. 5.Contracts, quotations and purchase comparisons
  6. 6.Explanation of every variance from plan
  7. 7.Proof of local and in-kind contributions
  8. 8.Beneficiary testimonies, with consent
  9. 9.Difficulties encountered and solutions applied
  10. 10.Next steps and sustainability measures
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Working tools

Accounting and monitoring tools are supplied as editable Excel files, other templates as editable Word documents, and invoices as PDF. Every document carries the ALCA logo and the line: “Thank you for your trust — ALCA, your strategic partner.”

See the toolkit and prices