Grants System Setup

If your grants work feels scattered, start here.

Grants are essential to your mission, but something isn't working:

You find yourself rewriting the same grant over and over
Details live in spreadsheets that haven't been updated in months
Documents are stored randomly across inboxes, folders, and desktops
You're the only person who knows how it all fits together

What's included:

Grants Calendar

A single calendar that tracks deadlines, submissions, and report dates, so you can easily see what’s coming up and what’s been done.

Narrative Library

A library of reusable language about your organization, programs, and impact, so you’re not starting from scratch with each application.

Organized Details

Key information like budgets, program data, attachments, organized and easy to access, so everything you need is ready when you need it.

STEP 1: Share your current state

You share what you're currently working with: existing documents and trackers, calendars, and any other tools you use to manage grants. You'll also fill out a discovery form so I can learn more about your processes and pain points.

> Timing: Plan for this work to take 2-4 hours.

STEP 2: We review the details

We go through your discovery form and files, and talk through options, together. This is your chance to tell me about your working style, your biggest challenges, and what you want your grants work to look like.

> Timing: 1-hour, via Zoom

STEP 3: I build your new system

Based on what you share, we set up your grants calendar, organize your funder information, and build out your narrative library--all within the tools you already use. No new software to learn, no extra accounts to manage.

> Timing: Delivered within two weeks.

STEP 4: We review it all together

We'll walk through your system together, so you know exactly how it works and how to keep it updated. You leave with a clear plan for managing your grants work, and the confidence to do it.

> Total time: 1 hour, via Zoom

* One round of adjustments is included. Once you've used the system for a bit, things may need a small tweak, like a calendar that doesn't quite fit how you work or a folder structure that needs reorganizing. I'll make 2-4 adjustments, totaling approximately two hours of work, within one month of your system training.