1 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

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The Certified Grants Management Specialist™ (CGMS®) CredentialDeveloped for Grants Managers by Grants Managers

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The Certified Grants Management Specialist™ (CGMS®) Credential

Torryn P. Brazell, CMP,GPC, ACA, CAEExecutive Director, Natl. Grants Management Association

February 27, 2008For more information: www.ngma.org

GENERAL What is the CGMS® Credential and the Program Objectives?

GOVERNANCE How will the CGMS® Program be administered?

KNOWLEDGE STANDARDS What is the Grants Management Body of Knowledge (GMBOK)?

TIMEFRAME What is the CGMS® development timeline?

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Non-Profit Made Up of 1,000+ Grants Management ProfessionalsNon-Profit Made Up of 1,000+ Grants Management Professionals

MISSION: To Enhance and Improve the Grants Delivery Process MISSION: To Enhance and Improve the Grants Delivery Process Through Education, Training & NetworkingThrough Education, Training & Networking

Headquarters: Reston, VirginiaHeadquarters: Reston, Virginia Established: 1991Established: 1991 Annual Conference: In Its 29Annual Conference: In Its 29thth Year Year

Annual Membership Dues: $95Annual Membership Dues: $95

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The CGMS® Program is … Participatory

The CGMS® Program is … Consultative

The CGMS® Program employs proven techniques and best practices

utilized by other rigorous and highly-regarded certification programs.

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To distinguish grants management as a

profession.

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To identify professional standards used throughout the grants

management profession, including best practice applications from Federal, state and local governments; universities/academic institutions; tribal entities & non-profit organizations.

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To recognize members of the grants management profession who have demonstrated a specified level of knowledge essential to the practice of grants management from both a grantee and grantor perspective.

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The CGMS Credential will be recognized.

Employers, peers, and others will recognize that you have attained a specific knowledge-level

of the grants management life-cycle by having passed a rigorous exam.

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The CGMS Credential will enhance individual performance.

Achieving the CGMS® designation will advance your knowledgeand help you achieve higher levels of excellence in grants

management. Obtaining the credential is not simply a one-time

effort, but an ongoing commitment to professional growth.

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The CGMS Credential will be portable.

The CGMS® Credential is independent of the type of organization

in which you are currently working and/or may be working for in the future.

The CGMS® Program will cover grants management tasks and practices used by all organizational types, thus providing a broad spectrum of

knowledge-based professional standards employed by the grants management industry as-a-whole.

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Governance of the CGMS® program will be executed by the National Grants Management Certification Council (NGMCC).

NGMCC’s MISSIONTo independently guide and operate the CGMS® Certification

Program.

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www.grantsmanagementcouncil.org

COUNCIL COMPOSITIONThe Council is made up of subcommittees by function type (i.e.,

Exam, GMBOK, Courseware) and comprised of:

•Industry leaders who have strong grants management backgrounds•From different organizational types•From different geographical areas

To continue Council work, members are required to earn the CGMS® Credential.

* Subsequent Council members will be individuals who are already certified and who have strong industry backgrounds.

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What are the Key Functions of the COUNCIL?

Development and Maintenance of the Grants Management Body of Knowledge (GMBOK)

Development & Maintenance of the Certification Exam

Certifying Training Materials and Courseware

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What is a “Body of Knowledge”? A term used to represent the sum total of all knowledge

in an area of expertise, most notably professional bodies.

Knowledge “exists” in two basic forms:1. Explicit knowledge – easily codified and shared asynchronously2. Tacit knowledge – experiential, intuitive, and communicated most

effectively in face-to-face encounter.

“Knowledge in Organizations – Definition, Creation and Harvesting” – Harvard Graduate School of Education

Some knowledge believed to be tacit can be transformed into explicit knowledge, producing a body of knowledge.


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BOKs are developed by professional organizations wanting to:

1) advance professional practice2) set standards, and 3) offer a “credential” related to BOK mastery

Some examples…

◦Project Management Institute (PMI) PMBOK (project management)

◦Institute of Electronics Engineering (IEEE) SWEBOK (software engineering)

◦Association for Investment Management and Research (AIMR)

CFABOK (financial analysis)


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The GMBOK covers all relevant methods, information, policies, regulations, and knowledge related to both grantee and grantor tasks and activities administration.

It covers best practices utilized in federal, state, local, university and non-profit grant administration and management.


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“By its nature, tacit knowledge is difficult to convert into explicit knowledge. Through conceptualization, elicitation, and ultimatelyarticulation, typically in collaboration with others, some proportion of a person's tacit knowledge may be captured in explicit form. Typical activities in which tacit knowledge is captured as the first step towards the conversion are in dialog among team members, in responding to interview questions or through the elicitation of stories.”

…article on Knowledge in Organizations published

by the Harvard Graduate School of Education


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SO FAR …

- Established the NGMCC

- Interviewed & Evaluated Certification Firms

- Obtained proposals from Certification Firms for GMBOK

- Chose Certification Firm for GMBOK Development

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SO FAR …

Held Strategic Planning Discussions

1.Scope of Certification

2.Stakeholder Perspectives Represented in Job Analysis Task Force (JATF)

3.Guiding Development Document Completed for the Job Analysis Task Force (JATF)

4.Identified Available Literature Describing Work of Grants Managers

TO DO…. Validate the Competency Areas and Practice Levels Using Qualitative Validation Methods


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Determined Ten (10) Subject Matter Experts in the Industry – PANEL #1

- Reviewed resumes

- From all phases of grants administration

- From all contexts (federal, state, local, university, non-profit;

and geographical)

- Completed in-depth phone interviews

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COMPOSITION: 3 Federal, 2 State, 2 Local1 University, 1 Tribal, 1 Non-Profit

Finalize draft of actual skills, tasks and areas of knowledge necessary to perform grants administration using a “job analysis” process

Determine Competency Areas

Determine Practice Levels/Groups under each Competency

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This is the “core” of the GMBOK development. It is time-consuming but critical and essential to the

success of the CGMS® credentialing program.

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Review Panel #1 draft of actual skills, tasks and areas of knowledge necessary to perform grants administration using a “job analysis” process

Review Panel #1 Competency Areas

Review Panel #1 Practice Levels/Groups under each Competency

COMPOSITION: 5 Federal, 4 State, 4 Local3 University, 3 Non-Profit, 1 Tribal

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1. PILOT TEST Web-based Validation Survey, disseminating URL link to key project leadership for review/comment.

2. Feedback used to revise final survey in preparation for pilot testing of survey instrument.

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COGNITIVE1) I do not use the knowledge2) I recognize/recall the knowledge3) I apply/integrate the knowledge

FREQUENCY

1) Never2) Annually / Semi-Annually / Quarterly3) Monthly or Almost Monthly4) Weekly or Almost Weekly5) Daily or Almost Daily

3. Request rating scales in connection with survey instrument through dissemination of FINAL Survey Link to 1,000+ grants management specialists:


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Evaluate the GMBOK Through Public Comment Process.


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EXAMINATION PROCESS Survey data is analyzed to determine PERCENTAGE OF EXAMINATION to cover each major topic area, plus Frequency of each specific knowledge base that is used and the Cognitive Level at which they are used.

** Survey ratings are also used to develop hypothetical test specifications, consisting of percentage weights for each topic area.

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Release of GMBOK in Publication Form.

Anticipate frequent updating of GMBOK due to the ever-changing

nature of the grants management industry.


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Fall 2008 – Available Courseware and Training Materials Scanned

April 2009 – Test of Examination @ Annual Conference

Fall 2008 – Application of Intent Form (to sit for examination) Available

Fall 2008 – Policies & Fees Announced

Fall 2008 – Code of Conduct & Ethics Statement Available

Winter 2009 – Best Test of Exams

June 2009 – FIRST GROUP OF CGMS PROFESSIONALS ANNOUNCED!

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Certifying Training Materials and CoursewareEncourage creation (or modification) of GMBOK courseware and exam prep materials; officially certify the training materials and courseware that meet stated criteria based on the current version of the GMBOK.

Development & Maintenance of the Certification Exam Exam designed by exam creation professionals (psychometricians*), who

also direct the Council in determining the passing exam grade based on analysis of exam answers.


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** Exam based on the GMBOK **

Please send your questions [email protected]

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Documents

1 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________