This unit guides learners in using AI as a writing partner and virtual assistant to craft clear, compelling executive summaries and professional outreach to funders. Students will learn prompt design, draft polishing with writing-instruction principles, partner-building strategies, and how to assess AI limitations and reviewer expectations to prepare strong proposal components.
Learning Objectives
- Analyze funding opportunities, review-panel expectations, and partnership models to tailor executive summaries that position the organization as a collaborative partner rather than a transactional grantee
- Apply AI prompting strategies and virtual-assistant workflows to draft, revise, and polish executive summaries and key proposal sections using clear, concise language
- Evaluate AI-generated content for accuracy, bias, keyword overload, and alignment with funder requirements and writing-instruction (WI) best practices, and perform ethical edits to finalize drafts
- Demonstrate professional outreach and visual presentation skills by developing a funder contact plan and producing a one-page executive summary with an eye-catching visual identity
Curriculum
- 1 Section
- 25 Lessons
- 30 hours
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- Unit 2 — AI-Assisted Executive Summaries and Outreach25
- 1.1Understanding the Value of an Executive Summary20 mins
- 1.2Thinking of AI as Your Personal Agent20 mins
- 1.3Building Partners, Not Grantors20 mins
- 1.4Remembering That AI Can Help20 mins
- 1.5Shooting for Clarity20 mins
- 1.6Presenting a Deficient Executive Summary20 mins
- 1.7Learning of Direct Grant Opportunities20 mins
- 1.8Understanding the Synergy Between WI and AI20 mins
- 1.9Getting Started with AI20 mins
- 1.10Using Prompts to Write Stories20 mins
- 1.11Using AI as Your Virtual Assistant20 mins
- 1.12Understanding the Capabilities and Limitations of AI Tools20 mins
- 1.13Avoiding Keyword Overload20 mins
- 1.14Polishing the Draft by Pairing WI and AI20 mins
- 1.15Including the “Write” Stuff20 mins
- 1.16Crafting an Eye-Catching Visual Identity20 mins
- 1.17Writing your Executive Summary Post-Proposal20 mins
- 1.18Contacting Funders Beforehand20 mins
- 1.19Breaking Down the Sections of a Grant Proposal20 mins
- 1.20Assessing the Review Panel20 mins
- 1.21Expressing Passion20 mins
- 1.22Lacking Innovation and Impact20 mins
- 1.23Finding Pass-Through Grant Opportunities20 mins
- 1.24Pairing WI and AI from Outline to Finished Proposal20 mins
- 1.25Playing with the Pros20 mins
Instructor
Free
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