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The Grant Writing & Budget Planning Kit

For the researcher writing a grant on a deadline: find the right funder, build the budget and justification, and write a proposal reviewers can fund.

All 56 templates from the workbook, ready to type into: from funder match and Specific Aims to budgets, biosketches, mock review and resubmission.

  • 56 fillable templates
  • US Letter + A4
  • Instant download

$19

Secure checkout on Payhip. Download both PDFs straight after payment.

Save with the Plan Your Study Bundle: this kit plus Research Question Kit and Dissertation Planner Kit, $39 instead of $57. See the bundles

What you get

  • 56 fillable templates in one fillable PDF (148 pages in US Letter, 137 in A4, 2690 fillable fields)
  • US Letter and A4 versions, both included
  • Type into the boxes and save, or print and write by hand
  • A clickable template map with a Done box for every template, and bookmarks

See inside

All 56 templates

  • 1.1 Funder-Research Match Diagnostic Tool
  • 1.2 Preliminary Data Inventory Worksheet
  • 1.3 Grant Writing Master Timeline Planner
  • 1.4 Program Officer Pre-Submission Inquiry Template
  • 1.5 Funding Opportunity Announcement (FOA) Decoder
  • 2.1 The Hook Statement Builder
  • 2.2 The Gap-Objective-Hypothesis (GOH) Framework Template
  • 2.3 Specific Aims Drafting Worksheets (Aims 1–3)
  • 2.4 Impact & Payoff Statement Builder
  • 2.5 Specific Aims Page Assembly & Formatting Template
  • 3.1 Scientific Premise & Rigor Assessment Worksheet
  • 3.2 Significance Argument Builder
  • 3.3 Innovation Inventory & Articulation Worksheet
  • 3.4 Knowledge Gap Evidence Map
  • 4.1 Aim-by-Aim Research Strategy Planning Matrix
  • 4.2 Preliminary Data Presentation Planner
  • 4.3 Potential Pitfalls & Alternative Strategies Worksheet
  • 4.4 Gantt-Chart Timeline & Milestone Planner
  • 4.5 Rigor & Reproducibility Planning Worksheet
  • 5.1 Personnel Effort & Salary Calculator
  • 5.2 Non-Personnel Direct Costs Worksheets
  • 5.3 Consortium / Subcontract Budget Worksheet
  • 5.4 Facilities & Administrative (F&A) / Indirect Cost Calculator
  • 5.5 Modular vs. Detailed Budget Decision Tool
  • 5.6 Multi-Year Budget Projection Worksheet
  • 6.1 Personnel Justification Narrative Template
  • 6.2 Non-Personnel Justification Narrative Templates
  • 6.3 Cost Sharing & Matching Documentation Worksheet
  • 7.1 NIH Biosketch Builder (2024 Format)
  • 7.2 NSF Biographical Sketch & Current/Pending Builder
  • 7.3 Letter of Support Request Template & Tracker
  • 7.4 Multi-PI Leadership Plan Template
  • 7.5 Facilities & Other Resources / Equipment Documentation
  • 8.1 NIH Application Assembly Master Checklist
  • 8.2 R01 vs. R21 Mechanism Comparison & Decision Worksheet
  • 8.3 Project Summary & Narrative Templates
  • 8.4 Human Subjects & Inclusion Enrollment Planning Template
  • 9.1 NSF Project Summary Template (IM + BI)
  • 9.2 NSF Project Description Planning Framework
  • 9.3 Broader Impacts Planning & Documentation Worksheet
  • 9.4 CAREER Award Integrated Research-Education Plan
  • 9.5 NSF Data Management Plan Template
  • 10.1 Applicant Background & Career Goals Statement Builder
  • 10.2 Training Plan & Timeline Template
  • 10.3 Mentoring Plan & Team Assembly Worksheet
  • 10.4 Dissertation / Thesis Grant Application Adapter
  • 11.1 Funder-Specific Application Structure Comparison Matrix
  • 11.2 Wellcome Trust Application Builder
  • 11.3 WHO/TDR & Global Health Research Grant Template
  • 11.4 International Budget Adaptation Worksheet
  • 12.1 NIH Mock Review Score Sheet (Self-Assessment)
  • 12.2 NSF Merit Review Self-Assessment Worksheet
  • 12.3 Mock Review Panel Organization Guide
  • 12.4 Summary Statement Analysis Worksheet (Resubmissions)
  • 12.5 Resubmission Introduction Builder (One-Page)
  • 12.6 Post-Decision Action Planner

Every template page gives you

  • Its purpose and how long it takes
  • Short steps on how to fill it in
  • Fillable boxes sized for real answers
  • The output it produces
  • A supervisor sign-off line
  • Where to find the completed example in the workbook

How to use it

  • Open the PDF in a free PDF reader app that supports fillable forms (Adobe Acrobat Reader is free and works best). Some phone and browser viewers do not save typed answers.
  • Click a box and type. Save often: your answers stay in the file.

The kit and the workbook

The kit gives you the tools. The Grant Writing & Budget Planning Workbook teaches the method: it explains every template and shows a completed example of each one. If this is your first time, start with the workbook.

Questions

How do I get the files?

Checkout is on Payhip, our store. Straight after payment you can download both PDFs, and Payhip emails you the link too. You can download them again from the same link later.

Can I type into the pages?

Yes. Open the PDF in a free PDF reader app that supports fillable forms (Adobe Acrobat Reader is free and works best), type into the boxes and save. Some phone and browser viewers do not save typed answers.

US Letter or A4?

Both are included in every purchase.

Is this the same as the workbook?

No. The kit has every fill-in template from The Grant Writing & Budget Planning Workbook, ready to type into. The workbook adds the teaching and a completed example of every template.

What if a file does not open?

Digital files cannot be returned once downloaded, but if a file does not open or something is wrong with it, email [email protected] and we will fix it or refund you.

Can my class or research group use it?

Each purchase is for one person. For a class or research group, email [email protected] about a group licence.

The Grant Writing & Budget Planning Kit

56 fillable templates, US Letter and A4, $19.

Licence: For the buyer's own use. Every page is stamped with the buyer's email and the purchase date. Please do not share or resell the files. For a class or research group, ask about a group licence.

By Rafiq Muhammad, MD, MIHMEP, PhD. The templates were drafted with the help of AI tools and written, checked and laid out by the author.