
Grant Documentation and Preparation
What documents will I need to provide for a grant application?
- Business plan or project proposal
- Financial statements (P&L, balance sheet)
- SAM.gov & Grants.gov registration proof
- Project budget and timeline
- Letters of support or partnership agreements
This article contains information and a Grant Readiness Checklist that goes into more detail.
You can also take Lakeview’s Grant Readiness Quiz here to find out how grant ready you are and what your next steps should be on your grants journey.
Does Lakeview Consulting assist with creating required documentation (e.g., business plans, project budgets)?
Yes, we assist with business plans, project budgets, and grant application narratives to ensure compliance with funder requirements.
How should I prepare before starting the grant application process?
- Identify funding opportunities that align with your business goals
- Gather required financial and legal documents
- Develop a clear project plan, timeline, and budget
- Register with SAM.gov and Grants.gov (if applying for federal funding)
- Assess internal capacity or engage a grant consultant




