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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 &
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
#FluidProcess#FluidProcess
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
#FluidProcess#FluidProcess
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
#FluidProcess#FluidProcess
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
#FluidProcess#FluidProcess
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
