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How to Think Like a Funder: The Five Questions Behind Every Rubric

Every scoring rubric is a version of five questions: fit, capacity, approach, credibility and legacy. Here's how to test your draft against them.

You can follow every instruction in a funding notice and still lose. The application is complete, it's formatted correctly, and it answers each prompt, but a reviewer reads it and never quite feels sure. That uncertainty rarely shows up in a rubric line. It shows up as a middling score.

Behind the rubric, funders are asking five questions. This article walks through each one, shows where it hides inside typical scoring criteria and gives you a simple way to test a draft against all five before you submit.

The rubric is the funder's question list

Funders write criteria so they can compare applications fairly. For federal discretionary awards, the Uniform Guidance says the objective of merit review is to select recipients most likely to be successful in delivering results based on the program's objectives. A foundation's criteria serve the same purpose, even when the language is looser.

Federal notices also have to show their work. Under Appendix I to 2 CFR Part 200, a notice of funding opportunity must give a clear description of each review criterion and, where criteria differ in importance, the relative weights. Read that section first, because it tells you where the points are. If you want a method for doing that quickly, see how to read a funding notice in 20 minutes.

Then read underneath it. Nearly every criterion is a way of asking one of these five questions:

  1. Fit: does your project advance what we're trying to accomplish?
  2. Capacity: can your organization actually do it?
  3. Approach: will this design produce the results you promise?
  4. Credibility: can we trust your evidence, your partners and your numbers?
  5. Legacy: what remains when our money is gone?

Fit: does it advance the funder's purpose

Fit means the funder's purpose, in the funder's words. It isn't about how much your organization needs the money or how worthy the cause is. Most applicants have both.

Notices usually state the purpose in the program description and the priorities. Echo that language in your need statement and your goals, and make sure your project would still make sense if a reviewer read only your first page.

Fit is also the question to ask before you start writing. If you're still searching, finding grants that fit your mission covers how to narrow the field, and once you've chosen a notice, moving from notice to outline keeps each section tied to the funder's priorities.

A useful test is to swap your organization's name for another one in your opening paragraph. If the paragraph still works, it isn't about fit yet; it's about you. Fit paragraphs name the funder's goal and then show how your project moves it.

Capacity: can you deliver

Capacity covers people, systems, finances, partners and experience. Reviewers look for evidence that the staff named in the application exist, have done similar work and have time for this project.

Federal agencies look at this explicitly. Under 2 CFR 200.206, a risk assessment may consider an applicant's financial stability, the quality of its management systems, its history of performance on previous awards and its ability to implement the requirements that come with the award. A foundation isn't bound by that rule, but a program officer can still ask the same questions of your budget, your staff list and your past grants.

Approach: will the design work

Approach is the logic from problem to activities to outcomes. A reviewer should be able to trace a line from the need you described to what you'll do to what will change.

Reviewers rarely have time to rebuild a missing link for you. If the connection between an activity and an outcome isn't on the page, they score what they can see.

The usual weakness is a gap in that line: activities that don't connect to the stated outcomes, or outcomes nobody will measure. If you can't explain in one sentence why each activity should produce its outcome, a reviewer won't be able to either.

Credibility: can we trust it

Credibility is borrowed from evidence: your data, your results and the partners who stand with you. Adjectives such as "innovative," "proven" and "dedicated" borrow nothing. A number with a source does.

Check that every statistic has a source, every partner named has agreed to be named and every claim about past results matches your own records. Mismatches between sections are the fastest way to lose a reviewer's trust.

Legacy: what lasts

Legacy is the question applicants most often skip. Funders know grants end. They want to know whether the people served, the staff trained, the systems built or the policies changed will still be there afterward, and who will pay for what continues.

A line such as "we will seek other funding" reads as no plan at all, because it names no source, no date and no owner.

You don't need a promise to be self-sustaining. You need a believable plan: costs that decline, a partner who will absorb a function or a shift into the operating budget.

Test your draft against all five

Here's a quick exercise. Say a rural food bank has drafted an application for a cold-storage expansion. Score each question from 1 to 5, honestly, before looking at the rubric.

QuestionDraft evidenceScore
FitFunder priority is food access; the opening paragraph says "food access"5
CapacityLists the director's title but not her experience managing the last equipment grant3
ApproachActivities are listed but outcomes aren't tied to them2
CredibilityThree statistics have no source2
LegacySays "we will seek other funding"1

The total is 13 out of 25, and the food bank now knows where to spend its remaining time: legacy, approach and sourcing. A rubric-first read might have rated each section "present" and moved on.

Notice what the scores say about priorities. A high fit score doesn't rescue a legacy score of 1. The aim is an application that answers all five clearly, not one that answers four brilliantly and skips the fifth.

Do this with a colleague who hasn't read the draft. Ask them to mark the spot where they stopped believing something.

Your next step

Before you score your next draft against the rubric, score it against the five questions. Write one line of evidence for each. Wherever you can't, that's your next hour of work.

When you're ready to apply, SoliContraX can get you from the notice to a finished application, starting from a draft written from your own files. Start your next application.

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