Our approach
Evidence first. Funding route second. Proposal third.
Define the problem, check the financing options and build a workable project plan. These six steps keep the proposal connected to the information and decisions it needs.
Six steps
- Step 1
Mandate and boundary
Establish the project sponsor, the decision to be supported, the geographic scope, intended beneficiaries and time horizon. Confirm the authority to act and the partners whose participation is required.
- Step 2
Climate and development evidence
Establish the climate or emissions problem and the situation without the project. Record the sources, assumptions and uncertainty, and identify the further analysis needed for design decisions.
- Step 3
Funding and access fit
Compare funding options against the country, applicant, project purpose, scale and financing need. Confirm the access arrangements, partner roles and conditions that could exclude an option.
- Step 4
Project logic and finance
Link activities to expected results and indicators. Build an indicative cost and financing structure, explaining the sources, repayment assumptions and role of any concessional support.
- Step 5
Risk and delivery
Set out delivery responsibilities, participation, environmental and social risk management, procurement and monitoring. Check that the budget and institutions can support these arrangements.
- Step 6
Funding document
Draft from the agreed project plan. Resolve issues that prevent submission and record any remaining actions and responsibilities.
Principle
Every unresolved issue needs a next step and a responsible person.
Why the order matters
The strength of the proposal lies in the project.
Unresolved access, legal or rights issues can prevent a project from proceeding. The preparation process identifies these issues early and records what must be resolved before submission.
Preparation
The steps inform one another
Preparation is iterative. A financing condition may require a different design; a consultation may change activities or costs. Revisit earlier choices when evidence changes, and record why. Start with a Readiness Review if the next decision is unclear.
