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Learn how you can save time, money, and increase your funding success with Gail Vertz, CEO of Grant Professionals Association. In this webcast she will show you how to use business intelligence and key performance indicators to strengthen grant applications and renewals. Register to watch a recording here http://ow.ly/7DrrC
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1 #GMGT11
Collaborate, Leverage, Build!
Managing the Grant Pipeline
Featured Presenter:
Gail Vertz, CEO
Grant Professionals Association
2 #GMGT11
What Will be Covered
• Why grant management is important
• Benefits of grants management
• Performance based measurements
• Benefits of a team approach
3 #GMGT11
Why is Grants Management
Important?
• To meet funder’s requirements
• To better utilize organization’s resources
• To assure proper accounting
4 #GMGT11
Benefits of Grants
Management
• Better usage of staff time
• Proper allocation of resources
• Accountability
• Ensure future funding
5 #GMGT11
What Should a Grants
Management System Include?
• Accounting practices
• Spreadsheet capabilities
• Units of service tracking
• Financial tracking
• Forecasting capabilities
6 #GMGT11
Results-Based Framework for
Grants Programs
• Develop a results-based accountability framework
– includes performance measures, expected results and outcomes
and evaluation criteria to be use in assessing effectiveness.
• Understand vital characteristics of successful grant
programs.
7 #GMGT11
Criteria to Include
• Measures should be specific and results oriented
• Measures should be meaningful and understandable
• Data should be adequate to support measure
• Measures should be valid, reliable and responsive
8 #GMGT11
Measure Criteria
• Measures should be specific and results oriented
• Measures should be meaningful and understandable
• Data should be adequate to support measure
• Measures should be valid, reliable and responsive
9 #GMGT11
How to Measure Results
• Establish what measures are desired
• Include performance-based questions
• Clearly establish criteria
• Use as indicators of project success
• Relates to budget
• Relates to evaluation
10 #GMGT11
Performance Based Outcomes
• What is Outcome Measurement?
“The regular, systematic tracking of the extent to which
program participants experience the benefits or
changes intended.”
– United Way of America
11 #GMGT11
Why Measure Outcomes?
• To increase effectiveness
• Communicate value
• To see if programs really make a difference in
people’s lives
• To help programs improve services
12
Uses of Program Outcome
Findings
Internal External
• Provide direction
for staff
• Identify training needs
• Improve programs
• Guide budgets
• Support long range
• Retain and increase
funding
• Identify partners for
collaboration
• Promote program
13 #GMGT11
Why Review and Monitor?
• Not just a formal evaluation
– Internal assessment of the project team
– Internal assessment of the measures and monitoring
tools
• Measurement to inform management and future project
development
• Share Lessons Learned with Others
14 #GMGT11
Planning to Measure
• Work closely with the evaluator and project team from
beginning to establish and design:
– Data Collection Process/System
– Measurement Tools
– Validity and Verification of Measurement Data
15 #GMGT11
Determine if Positive Changes
Demonstrated
• Starts with Good Planning
– Define success/positive change
– Clearly-articulate expectations of outcomes
– Establish indicators/measures of change
• Carefully evaluate outcomes against original goals
• Identify unanticipated outcomes
16 #GMGT11
Devise Clear Measures of
Performance
• It all starts with the planning
• Should include a quality improvement/feedback loop
• Not only at the end of a grant
17 #GMGT11
Close the Loop
• Share what was learned
• Use results to build future projects and programs
• Support on-going dialogue
• Expand and continue a quality improvement/
feedback loop.
18 #GMGT11
Benefits of a Team Approach
• Benefits-higher level of accountability
• Specialists-can set and evaluate performance measures
• Cohesiveness, collaboration
• Synergy
19 #GMGT11
Challenges of a Team Approach
• Dissention
• Conflict
• Lack of leadership
20 #GMGT11
To be Successful
• Identify stakeholders
• Develop a good team
• Carefully select right participants
• Include all specialties
• Orientate them to the project
21 #GMGT11
Stakeholders
• Clients to be served
• Community at large
• Organizations
• Funding sources
22
Selecting the Right Team
• Financial Expertise
• Program Content
• Evaluator
• Administration
• Stakeholders
• Target Population
• Legal Expertise
• Contractual Expert
• Public Affairs
• Legislative
• Communications
23 #GMGT11
Components of a Good Team
• Common vision and goals
• Clearly defined roles and responsibilities
• Delineated authority and accountability
• Agreed upon timeframes
• Effective leadership
• Process to resolve conflict
• Established decision-making process
24 #GMGT11
Aligning Responsibilities
• Responsibilities and activities should flow from the
ultimate goals and objectives of program.
• Don’t do busy work.
25 #GMGT11
Benefits of Aligning Priorities
• Helps to set and maintain priorities
• Reduce “busy work”
• Reduces friction in team members
• Increases job satisfaction
• Increases cohesion and unity
26 #GMGT11
How to Align Responsibilities
• Start with strategic vision of initiative
• Identify core components necessary to achieve this
– Financial
– Administration
– Program Content
– Evaluation
27 #GMGT11
Bonnie McLain
Sage Nonprofit Solutions
28 #GMGT11
Q&A
Contact Gail Vertz:
CEO, Grant Professionals Association (GPA)
913-788-3000
Learn more about Sage Grant Management:
www.sagegrantmanagement.com
Contact Sage: 800-811-0961
Register for a live webcast:
http://ow.ly/7uwmH