Resource Library
Tools pulled straight from real proposal cycles.
Every template and checklist here has been used on an actual federal submission. No generic downloads — just what's worked.
APMP-Aligned Compliance Matrix Checklist
A field-tested checklist for building a compliance matrix that catches Section L and M requirements before they catch you.
Proposal Kickoff Meeting Agenda
The exact agenda I use to run kickoff meetings that leave every team member clear on scope, schedule, and ownership.
Pink, Red & Gold Team Review Guide
A practical walkthrough of running structured color-team reviews, with reviewer instructions you can hand out as-is.
Go / No-Go Decision Worksheet
A scoring worksheet for deciding which funding opportunities are worth your institution's limited proposal capacity.
AI Proposal-Use Policy Starter Kit
A starting-point policy for research offices setting guardrails on AI-assisted proposal drafting and review.
Federal Budget Narrative Checklist
Line-by-line prompts for building a budget narrative that survives both program officer and grants-management review.
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