Grants Management 103

Grants Management 103

Awarding the Best ApplicantsLearn How to Drastically Simplify Your Review Process

Hannah Cameron

Content Marketing Specialist

FluidReview

Shannon McCluskey

Marketing Specialist

FluidReview

@getfluidreview

#FluidProcess

● Creating a centralized review process online

● 5 key features of a great online review process

● A walk through of an online review process

● Q&A

Total Time: 30 mins and 10 mins for Q&A

#FluidProcess

Today’s Agenda

How can we get started?

#FluidProcess#FluidProcess

Centralize your application process online

BetterOutdated Ideal

Paper, mail & fax Online forms &

email

Online application

& review portal

#FluidProcess#FluidProcess

● Ensure an accessible online review experience

● Simplify the review process with the ability to automate reviewer

assignments, manage the review process and communicate with

reviewers through a single solution

Centralize your application process online

Grant Management 103

5 features of a great online review process

#FluidProcess#FluidProcess

1. Grant Review Workflow (Traditional)

Program

Closes

Program

OpensLOI Review

Starts

LOI Review

Ends

Full Review

Starts

Full Review

Ends

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1. Grant Review Workflow

Program

Closes

Program

OpensLOI Review

Ends

Full Review

Ends

#FluidProcess#FluidProcess

● Define automatic steps and rules, or “workflow,” just for the grants

review process.

● Create and assign tasks just to reviewers

● Quickly and easily show reviewers all tasks and what order to

complete them in

● Create a more structured/streamlined process

1. Grant Review Workflow

#FluidProcess#FluidProcess

2. Pre-screen applicants

Is the grantseeker eligible?

Example criteria:

● Funding Requested

● Thematic Areas

● Conflict of Interests

● Geographic Questions

If grantseeker meets

requirements, allow into

application round

If applicant does not

meet requirements,

decline application

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2. Pre-screen applicants

● Quickly disqualify grantseekers that don’t meet requirements

● Ensure that only eligible applications proceed to the next stage

● Easily narrow the list of reviewable applications and save

reviewers time

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3. Automated Reviewer Assignments

Application 1

Application 2

Application 3

Application 4

Application 5

Application 6

Reviewer 1

Reviewer 2

● Easier to coordinate

● Simpler for reviewers

● Keep everyone on track with automatic

notifications and reminders

● Ensure that nothing falls through the

cracks

#FluidProcess#FluidProcess

4. Dedicated Reviewer Portal

● Portal where reviewers can find and

manage submissions and evaluations

● Populates with organized submission

data automatically

● Reviewers can easily submit their

evaluations

#FluidProcess#FluidProcess

4. Dedicated Reviewer Portals

● Submissions and evaluation forms are

organized in one place

● Submissions are received immediately

when they are completed

● The portal is accessible

● Allows for collaboration among

reviewer teams

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5. Reviewer Teams

● Reviewers can focus on key areas of expertise

● Dedicated team leaders

● Less application overload for reviewers

● Different teams for different stages

● Easily collaborate between teams

Grant Management 103

Let’s start reviewing

#FluidProcess

Summary

Centralize your Process Online1

Creating Review Workflows2

Automate Reviewer Assignments3

Benefits of Comments and Notes4

An improved review process

=

Happy Reviewers

Less Reviewer Workload

Award Best Candidates

Best Practices for Streamlining the Review Process5

So what’s next?

Book a free 15 minute consultation call with our

experts to learn how to begin simplifying your

grants review process with FluidReview!

ymonkey.com

Q&A

Submit your questions in the chat box, or

reach out on Twitter with #FluidProcess