Our Heritage or Young Roots?
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Developed skills
Learned about heritage
Changed their attitudes and/or behaviour
Had an enjoyable experience
• More people and a wider range of people will have
engaged with heritage
• Better interpreted and explained
• BUT, who is the heritage partner?
How we assess your application
• What is the Heritage?
• Why is the heritage important?
• Is the heritage focus clear?
• Which HLF outcomes will your project address?
• Is the project well planned? Will it be well managed?
• Is there a need and demand?
• Does your project represent good value for money?
• What is the benefit to the public?
• Risk
Need and demand for funding
Question 3b. Explain what need and opportunity your project will
address
• Who had the idea for your project?
• Have you run a pilot?
• Is your heritage at risk?
• Tell us if you have identified a gap, and ask heritage organisations to
tell us as well
• Provide letters of support from schools, youth or community groups
and heritage organisations with your application (up to 6)
• Can take any format:
• Films
• Letters
• Pictures
• Facebook discussions screen shots
What can weaken an application?
Try to avoid these common trip ups:
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Lack of heritage focus - activities which are too arts focused
Heritage topic too broad
Insufficient information in the application
Poor evidence of need, and a lack of supporting letters
Learning not addressed or no costs for learning activities
Project audience too narrowly focused
Project appears unmanageable
Budget does not represent good value for money
No project enquiry advice
Inconsistencies
Project plans
For applications under:
Our Heritage (grants of £10,000 to £100,000)
&
Young Roots (grants of £10,000 to £50,000)
Project Plans (Appendix)
This is where you tell us about the things that your
project will do and produce. When filled in, the table
should give you and your colleagues a realistic project
plan. Include:
• Description of all project activities
• Who will benefit?
• What will you produce?
• Will people gain new skills and experiences?
Project Plan Activity
What are your thoughts about this project plan?
What?
When?
Where? Who?
Organise and
deliver some
guided walks
throughout the
year
depending on
the number of
poeple
interested in
the project.
We start
the wks at
the
beginning
of the
project
and will
run 3 a
year.
Actvities Propkect
will take partycipant
place at
the
CHGT
Who is it
for?
What will
you
achieve?
General
public
especially
targeted
towards
local
elderly
people
The guid
walks will
help
people to
understan
d their
local
wildlife.
Is this one better?
Crawley Historic Gardens Trust (CHGT) research project
What?
When?
Where?
Who?
Set up
project
steering
group
Set up in
January
2014.
Meetings
held every 3
months
throughout
the project.
Project
Project
Office at manager
Gardens
Trust
Who is it for?
What will you
achieve?
5 Members of
Gardens Trust
organisation, 2
representatives
from the
volunteer
centre and 1
local teacher
Create a group
to help run the
project.
Representatives
from this group
will also sit on
interview
panels.
Your turn…
Your organisation is planning a project in which you will
record 20 oral histories. These interviews will be
undertaken by volunteers recruited to the project.
What do you need to put in the project plan?
What?
When?
Where?
Who?
Who is it for?
What will you
achieve?
Detail required in budget
For example;
VAT
you
canno
t
claim
back
Cost Heading
Description
Equipment and
Materials
Recording equipment for Oral
History recordings @ £500
500
100
600
Microphones 4 @ £40 each
160
30
190
1,050
0
1,050
You can
add in extra
lines to the
budget, for
more detail
Volunteer training. 3 days with Oral
History Society @ £350 per day
£
Total
£
Budgeting tips
Remember to include: Evaluation, contingency, VAT and inflation if
your project is over 2 years
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Stick to our headings
Fill in the description box, and include numbers
Make sure the budget adds up
Volunteer time / in kind costs goes in a separate table, not in the
budget
Partnership funding is helpful, but not essential for grants under
£100k. If you have it tell us if it is secured
Check everything in your project plan is in the budget
We assess value for money make sure it’s not too arty and that
your staff costs aren’t too high,
You must tender, post award for anything over £10K
How can the development team help?
Provide advice and support before you apply
Project enquiry form/ expression of interest forms available
on our website
HLF project enquiry service
• Initial heritage idea
• Read HLF’s guidance
notes,
case studies, ‘Thinking
About…’
• Submit a pre-application
form online at
www.hlf.org.uk
• Get a written response
within
10 working days
• Grant surgery
• Develop idea
• Apply
Contact Us
London
Michael Murray
020 7591 6183 michaelm@hlf.org.uk
Norma Pearson
020 7591 6190 normap@hlf.org.uk
Helen Bottomley
020 7591 6174 helenb@hlf.org.uk
Debbie Shipton
020 7591 6265 deborahs@hlf.org.uk