Proposal and Budget Preparation

Intended Audience


Time to Complete

Time to Complete

4 hours

This course is part of Cardinal Curriculum Level II Certification. Take this course after completing the Cardinal Curriculum Level I Certification program.

This course is for administrators at all levels who want to improve their abilities to develop, prepare, route and process proposals and proposal budgets. It will help you develop an understanding of Stanford and sponsor requirements related to proposals.

Work at Your Own Pace

We divided the material into modules so you can fit the course into your life. You don’t have to read all the modules at once, although many people do. You can come and go in whatever way works for you. You can go back and review modules anytime before you take the final test to receive credit. You can audit the course material if you do not want to receive credit. It is an always available desktop reference.

Companion Workshops

After you complete this online course, you are required to attend the Proposal Preparation Companion Workshop ORA-1501 and the Budget Preparation Companion Workshop ORA-1502 to extend and reinforce your learning. You will build on the concepts you learned online with guidance from instructors who will answer your questions and flesh out some of the nuances in the topics.  Each zoom webinar workshop is offered on specific dates twice each quarter. When you complete the online course you will be prompted to register for the workshops.

How to Get The Most From This Course

To begin learning, read the Learning Objectives at the beginning of the course. Answer the self-assessment questions at the beginning of each module to find gaps in your knowledge of the topics covered in that module.

Read the information in each module at your own pace. Go back as many times as you like to review if you don't understand. Answer the questions in the sections titled Check for Understanding. Keep a list of questions to take to the workshop.


  1. Proposal and Budget Preparation: Introduction

  2. Proposal and Budget Preparation: Plan and Develop the Proposal

  3. Proposal and Budget Preparation: Develop the Budget

  4. Proposal and Budget Preparation: Department Review

  5. Proposal and Budget Preparation: Finalize and Submit the Proposal to the Sponsor

  6. Proposal and Budget Preparation: Submitting and Monitoring

  7. Proposal and Budget Preparation: Final Test