Grant Lifecycle Management Project Template

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Streamline your grant management process from start to finish with our Grant Lifecycle Management template. This comprehensive guide helps you monitor the status of grants, ensuring funds are utilized as intended and promoting transparency and accountability.

With detailed tasks ranging from establishing application guidelines to evaluating project impact, this template is designed to enhance your efficiency and effectiveness as a Program Officer in the philanthropy industry.

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Grant Lifecycle Management Project for Priority Matrix

Grant Lifecycle Management Project in Priority Matrix

Efficiently manage and monitor grants from application to disbursement with transparency and accountability.

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Proposed Tasks

Application Processing

  • Task 15: Prepare for Next Grant Cycle - due in 1 year and 2 months
    ☐ Update application guidelines ☐ Improve application portal
  • Task 1: Establish Application Guidelines - due in 1 week
    ☐ Develop clear and comprehensive application guidelines ☐ Identify necessary documents for application ☐ Create application form
  • Task 2: Create Online Application Portal - due in 3 weeks
    ☐ Design user-friendly application portal ☐ Test for functionality and ease of use
  • Task 8: Launch Grant Application - due in 4 months
    ☐ Publish application guidelines ☐ Open application portal

Grant Review and Approval

  • Task 3: Set up Review Committee - due in 1 month
    ☐ Select committee members ☐ Define roles and responsibilities
  • Task 4: Develop Criteria for Grant Approval - due in 5 weeks
    ☐ Establish criteria based on organization's goals ☐ Communicate criteria to review committee
  • Task 9: Review Applications - due in 5 months
    ☐ Screen applications ☐ Conduct review meetings
  • Task 10: Announce Grant Recipients - due in 6 months
    ☐ Prepare announcement materials ☐ Publicize recipients

Funds Disbursement

  • Task 5: Establish Disbursement Process - due in 2 months
    ☐ Identify disbursement methods ☐ Set up disbursement schedule
  • Task 11: Disburse Funds - due in 6.5 months
    ☐ Prepare disbursement documents ☐ Transfer funds

Monitoring and Evaluation

  • Task 14: Improve Grant Management Process - due in 1 year and 1 month
    ☐ Identify areas for improvement ☐ Implement changes
  • Task 6: Develop Monitoring and Evaluation Plan - due in 3 months
    ☐ Define key performance indicators ☐ Set up data collection methods ☐ Create evaluation schedule
  • Task 7: Train Staff on Grant Management - due in 3.5 months
    ☐ Develop training materials ☐ Schedule and conduct training sessions
  • Task 12: Monitor Project Progress - due in 7 months
    ☐ Collect progress reports ☐ Analyze project outcomes
  • Task 13: Evaluate Project Impact - due in 1 year
    ☐ Conduct evaluation meetings ☐ Prepare evaluation report