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Guides

Edit Right Advisors guides walk nonprofit and NGO teams through one task at a time, such as deciding whether to bid, building a theory of change, or writing a MEL plan. Each guide sets out the steps, the common mistakes, and the outputs, based on our own frameworks and recognized practice.

Guides and templates: covers of our five free resources

Free guides

  • G01 · 6 pages

    Guide to the Bid or No Bid Funding Opportunity Checklist

    How to run a fair, fast bid or no bid meeting: who to invite, a suggested agenda, how to score each criterion honestly, and how to turn a Go with conditions into a clear decision.

  • G02 · 6 pages

    Guide to the Pre-Proposal Planning Worksheet

    How to run a planning session that settles the problem, the people, the evidence, and the partners before writing starts. Shows where each answer belongs in the proposal.

  • G03 · 6 pages

    Guide to the Logic Model and Theory of Change

    A field-by-field walkthrough of the logic model, five quick tests for weak links, and the mistakes reviewers notice most.

  • G04 · 6 pages

    Guide to the MEL Starter Template

    How to choose, define, and cost indicators funders trust. Covers baselines, milestones, means of verification, disaggregation, reference sheets, and learning questions.

  • G05 · 6 pages

    Guide to the Budget Alignment Checklist

    How to check a budget against its narrative, section by section, with a plain-language comparison of US, EU, and UK cost rules and examples of strong budget notes.

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Response times: we reply to general inquiries within two business days, and to detailed or technical inquiries within five business days.

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