Planning

These are templates you can download. Each template has a clean version available that has instructional text/examples removed.

Planning a budget

It is important to plan ahead of time for what people will need to be part of the research team. A lot of times, you will need to pay for things people need, like supports, and materials. It is also important to pay people for their time!

Resource:

Budgeting for Engagement Template

Template How-To

Ways to Use this Resource:

  • The budgeting for worksheet will help your team make a budget that supports everyone on your team.
  • This worksheet will help you when you are applying for funding or a grant.
  • Project leaders might use this worksheet to find out what team members need. Then, the project leaders can do the math.
  • You can also use the budgeting for engagement excel sheet to help you build your budget.
  • The Budgeting for Engagement worksheet will help your team make a budget that supports everyone on your team.
  • This worksheet will help you when you are applying for funding or a grant.
  • Project leaders might use this worksheet to find out what team members need. Then, the project leaders can do the math.
  • You can also use the budgeting for engagement excel sheet to help you build your budget.

Foundational Expectations:

Dedicated Funds for Engagement and Partner Compensation

Build Capacity to Work as a Team

Section Title

Introduction paragraph

Resources:

Agreement template

Template How-To

Ways to Use this Resource:

  • The budgeting for worksheet will help your team make a budget that supports everyone on your team.
  • This worksheet will help you when you are applying for funding or a grant.
  • Project leaders might use this worksheet to find out what team members need. Then, the project leaders can do the math.
  • You can also use the budgeting for engagement excel sheet to help you build your budget.
  • The Budgeting for Engagement worksheet will help your team make a budget that supports everyone on your team.
  • This worksheet will help you when you are applying for funding or a grant.
  • Project leaders might use this worksheet to find out what team members need. Then, the project leaders can do the math.
  • You can also use the budgeting for engagement excel sheet to help you build your budget.

Foundational Expectations: 

" "

Dedicated Funds for Engagement and Partner Compensation

" "

Build Capacity to Work as a Team

Section Title

Introduction paragraph

Resources:

Meeting agenda template

Meeting planning tips

Ways to Use these Resources:

  • The budgeting for worksheet will help your team make a budget that supports everyone on your team.
  • This worksheet will help you when you are applying for funding or a grant.
  • Project leaders might use this worksheet to find out what team members need. Then, the project leaders can do the math.
  • You can also use the budgeting for engagement excel sheet to help you build your budget.
  • The Budgeting for Engagement worksheet will help your team make a budget that supports everyone on your team.
  • This worksheet will help you when you are applying for funding or a grant.
  • Project leaders might use this worksheet to find out what team members need. Then, the project leaders can do the math.
  • You can also use the budgeting for engagement excel sheet to help you build your budget.

Foundational Expectations: