Streamline your grant management process with our intuitive spreadsheet template. From opportunity identification to project evaluation, it covers every phase.
1
Identify grant opportunities
2
Research grant requirements
3
Collect required data for the grant
4
Compile budget details for the grant
5
Draft grant proposal
6
Edit and refine grant proposal
7
Approval: Grant Proposal
8
Submit grant application
9
Monitor status of submitted grant
10
Collect supporting documents
11
Create grant management spreadsheet
12
Populate grant management spreadsheet with relevant information
13
Update grant management spreadsheet regularly
14
Approval: Spreadsheet Updates
15
Track grant spending
16
Prepare financial reports for the grant
17
Ensure compliance with grant terms and conditions
18
Prepare and submit progress reports
19
Prepare for audits or reviews, if required
20
Evaluate success of grant-funded project
Identify grant opportunities
This task involves conducting research and exploring various sources to identify potential grant opportunities. The goal is to gather information about available grants that align with the organization's objectives and mission. Research can be done through online databases, grant directories, or by reaching out to funding agencies. Are you familiar with any grant databases or directories? How can you effectively search for grant opportunities? What challenges might you face and how can you overcome them?
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Foundation Directory Online
2
Grants.gov
3
GlobalGiving
4
Google Ad Grants
5
Grants Plus
Research grant requirements
This task involves thoroughly researching the specific requirements for each identified grant opportunity. The objective is to understand the eligibility criteria, funding priorities, deadlines, and any other specific requirements. The research process can include reviewing grant guidelines, application instructions, and contacting program officers for clarification. How will you gather the necessary information about grant requirements? Do you have previous experience with any specific grant requirements? What steps will you take to ensure you fully understand the requirements?
Collect required data for the grant
This task involves collecting all the necessary data and information required for the grant application. The goal is to gather data that supports the proposal, such as demographics, statistics, research findings, and impact data. How will you collect the required data? Are there any specific tools or resources you will utilize? Will you need to collaborate with other team members or departments?
1
Microsoft Excel
2
Google Sheets
3
SurveyMonkey
4
CRM software
5
Database
Compile budget details for the grant
This task involves compiling all the necessary budget details for the grant proposal. The objective is to create a comprehensive budget plan that includes expenses, projected revenue, and cost allocation. What financial information do you need to gather? How will you determine projected revenue and expenses? Do you need to consult with the finance department or team?
Draft grant proposal
This task involves drafting the initial version of the grant proposal. The objective is to create a compelling proposal that effectively communicates the organization's mission, goals, and project details. How will you structure the proposal? What key elements or sections will you include? Will you utilize any templates or examples?
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Yes
2
No
Edit and refine grant proposal
This task involves reviewing and refining the draft grant proposal to ensure clarity, coherence, and alignment with the grant requirements. The objective is to enhance the overall quality and effectiveness of the proposal. How will you approach the editing and refinement process? Will you seek feedback from other team members or stakeholders?
1
Team members
2
Stakeholders
3
Subject matter experts
4
Peers
Approval: Grant Proposal
Will be submitted for approval:
Draft grant proposal
Will be submitted
Edit and refine grant proposal
Will be submitted
Submit grant application
This task involves the final preparation and submission of the grant application. The objective is to ensure all required documents, forms, and attachments are complete and submitted within the specified deadline. What steps will you take to prepare the application? Are there any specific submission requirements or procedures?
Monitor status of submitted grant
This task involves actively monitoring the status of the submitted grant application. The objective is to ensure timely follow-up and communication with the funding agency or organization. How will you track the status of the application? What actions will you take based on the status updates?
Collect supporting documents
This task involves collecting and organizing all the necessary supporting documents for the grant application. The objective is to ensure the availability of required documentation to support the proposal and comply with the application guidelines. What specific documents do you need to collect? How will you organize and store them?
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Financial statements
2
Board resolutions
3
Organizational chart
4
Letters of support
5
Program evaluations
Create grant management spreadsheet
This task involves creating a comprehensive grant management spreadsheet to track and manage the grant-related activities, milestones, and deadlines. The objective is to have a centralized tool for effective grant management. How will you structure the spreadsheet? What specific information will you include? Do you have any preferred spreadsheet software or templates?
1
Microsoft Excel
2
Google Sheets
3
Smartsheet
4
Airtable
Populate grant management spreadsheet with relevant information
This task involves entering and updating relevant information in the grant management spreadsheet. The objective is to maintain an accurate and up-to-date record of grant-related data, such as project milestones, expenditure details, and reporting deadlines. How will you ensure the accuracy and timeliness of data entry? Will you utilize any data import or integration tools?
1
Yes
2
No
Update grant management spreadsheet regularly
This task involves regularly updating the grant management spreadsheet with the latest information and progress updates. The objective is to ensure the spreadsheet reflects the current status of the grant-funded project and facilitates effective monitoring and reporting. How often will you update the spreadsheet? What steps will you take to ensure regular updates?
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Daily
2
Weekly
3
Monthly
4
Quarterly
Approval: Spreadsheet Updates
Will be submitted for approval:
Create grant management spreadsheet
Will be submitted
Populate grant management spreadsheet with relevant information
Will be submitted
Update grant management spreadsheet regularly
Will be submitted
Track grant spending
This task involves tracking and monitoring the grant spending to ensure compliance with the budget and financial guidelines. The objective is to have a clear overview of the project's expenditure and make necessary adjustments if needed. How will you track and categorize the grant spending? Will you utilize any financial management software or tools?
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QuickBooks
2
Xero
3
Zoho Books
4
Wave
5
FreeAgent
Prepare financial reports for the grant
This task involves preparing financial reports related to the grant-funded project. The objective is to provide accurate and comprehensive information about the project's financial performance and compliance with grant requirements. How will you ensure the accuracy and reliability of the financial reports? Do you have any preferred reporting formats or templates?
1
Microsoft Excel
2
Google Sheets
3
PDF
4
PowerPoint
5
Word
Ensure compliance with grant terms and conditions
This task involves regularly reviewing and ensuring compliance with the terms and conditions of the grant. The objective is to avoid any potential breaches and maintain a positive relationship with the funding agency. How will you stay updated on the grant's terms and conditions? What steps will you take to ensure compliance?
Prepare and submit progress reports
This task involves preparing and submitting progress reports as required by the grant. The objective is to provide detailed information about the project's progress, achievements, challenges, and future plans. How will you gather the necessary data for progress reports? Will you consult with project managers or team members?
Prepare for audits or reviews, if required
This task involves preparing for potential audits or reviews of the grant-funded project. The objective is to be prepared to provide accurate documentation and information in case of an audit or review. How will you ensure the availability of required documentation? Will you implement any internal audit processes or checks?
1
Yes
2
No
Evaluate success of grant-funded project
This task involves evaluating the success and impact of the grant-funded project. The objective is to measure and assess the achievement of project goals and desired outcomes. How will you determine the success metrics and evaluation criteria? Will you utilize any specific evaluation tools or methods?