Grants System Setup
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
This is the space to introduce the Services section. Briefly describe the types of services offered and highlight any special benefits or features.
Narrative Library
This is the space to introduce the Services section. Briefly describe the types of services offered and highlight any special benefits or features.
Organized Details
This is the space to introduce the Services section. Briefly describe the types of services offered and highlight any special benefits or features.
STEP 1
You 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 everything 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.