Collaborate, Leverage, Build! Managing the Grant Pipeline Featured Presenter: Gail Vertz, CEO Grant Professionals Associat...
What Will be Covered   •   Why grant management is important   •   Benefits of grants management   •   Performance based m...
Why is Grants Management Important?   • To meet funder’s requirements   • To better utilize organization’s resources   • T...
Benefits of Grants Management   •   Better usage of staff time   •   Proper allocation of resources   •   Accountability  ...
What Should a Grants Management System Include?   •   Accounting practices   •   Spreadsheet capabilities   •   Units of s...
Results-Based Framework for Grants Programs   • Develop a results-based accountability framework      – includes performan...
Criteria to Include   •   Measures should be specific and results oriented   •   Measures should be meaningful and underst...
Measure Criteria   •   Measures should be specific and results oriented   •   Measures should be meaningful and understand...
How to Measure Results   •   Establish what measures are desired   •   Include performance-based questions   •   Clearly e...
Performance Based Outcomes   • What is Outcome Measurement?      “The regular, systematic tracking of the extent to which ...
Why Measure Outcomes?   • To increase effectiveness   • Communicate value   • To see if programs really make a difference ...
Uses of Program OutcomeFindingsInternal                    External• Provide direction         • Retain and increase  for ...
Why Review and Monitor?   • Not just a formal evaluation      – Internal assessment of the project team      – Internal as...
Planning to Measure   • Work closely with the evaluator and project team from     beginning to establish and design:      ...
Determine if Positive Changes Demonstrated   • Starts with Good Planning      – Define success/positive change      – Clea...
Devise Clear Measures of Performance   • It all starts with the planning   • Should include a quality improvement/feedback...
Close the Loop   •   Share what was learned   •   Use results to build future projects and programs   •   Support on-going...
Benefits of a Team Approach   •   Benefits-higher level of accountability   •   Specialists-can set and evaluate performan...
Challenges of a Team Approach   • Dissention   • Conflict   • Lack of leadership#GMGT11                   19
To be Successful   •   Identify stakeholders   •   Develop a good team   •   Carefully select right participants   •   Inc...
Stakeholders   •   Clients to be served   •   Community at large   •   Organizations   •   Funding sources#GMGT11         ...
Selecting the Right Team •   Financial Expertise        •   Legal Expertise •   Program Content            •   Contractual...
Components of a Good Team   •   Common vision and goals   •   Clearly defined roles and responsibilities   •   Delineated ...
Aligning Responsibilities   • Responsibilities and activities should flow from the     ultimate goals and objectives of pr...
Benefits of Aligning Priorities   •   Helps to set and maintain priorities   •   Reduce “busy work”   •   Reduces friction...
How to Align Responsibilities   • Start with strategic vision of initiative   • Identify core components necessary to achi...
Bonnie McLain Sage Nonprofit Solutions#GMGT11                27
Q&A                     Contact Gail Vertz:          CEO, Grant Professionals Association (GPA)                        913...
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Sage Grant Management Webinar

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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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Sage Grant Management Webinar

  1. 1. Collaborate, Leverage, Build! Managing the Grant Pipeline Featured Presenter: Gail Vertz, CEO Grant Professionals Association#GMGT11 1
  2. 2. What Will be Covered • Why grant management is important • Benefits of grants management • Performance based measurements • Benefits of a team approach#GMGT11 2
  3. 3. Why is Grants Management Important? • To meet funder’s requirements • To better utilize organization’s resources • To assure proper accounting#GMGT11 3
  4. 4. Benefits of Grants Management • Better usage of staff time • Proper allocation of resources • Accountability • Ensure future funding#GMGT11 4
  5. 5. What Should a Grants Management System Include? • Accounting practices • Spreadsheet capabilities • Units of service tracking • Financial tracking • Forecasting capabilities#GMGT11 5
  6. 6. 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.#GMGT11 6
  7. 7. 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#GMGT11 7
  8. 8. 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#GMGT11 8
  9. 9. 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#GMGT11 9
  10. 10. 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#GMGT11 10
  11. 11. 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#GMGT11 11
  12. 12. Uses of Program OutcomeFindingsInternal External• Provide direction • Retain and increase for staff funding• Identify training needs • Identify partners for collaboration• Improve programs • Promote program• Guide budgets• Support long range 12
  13. 13. 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#GMGT11 13
  14. 14. 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#GMGT11 14
  15. 15. 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#GMGT11 15
  16. 16. 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#GMGT11 16
  17. 17. 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.#GMGT11 17
  18. 18. Benefits of a Team Approach • Benefits-higher level of accountability • Specialists-can set and evaluate performance measures • Cohesiveness, collaboration • Synergy#GMGT11 18
  19. 19. Challenges of a Team Approach • Dissention • Conflict • Lack of leadership#GMGT11 19
  20. 20. To be Successful • Identify stakeholders • Develop a good team • Carefully select right participants • Include all specialties • Orientate them to the project#GMGT11 20
  21. 21. Stakeholders • Clients to be served • Community at large • Organizations • Funding sources#GMGT11 21
  22. 22. Selecting the Right Team • Financial Expertise • Legal Expertise • Program Content • Contractual Expert • Evaluator • Public Affairs • Administration • Legislative • Stakeholders • Communications • Target Population 22
  23. 23. 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#GMGT11 23
  24. 24. Aligning Responsibilities • Responsibilities and activities should flow from the ultimate goals and objectives of program. • Don’t do busy work.#GMGT11 24
  25. 25. 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#GMGT11 25
  26. 26. How to Align Responsibilities • Start with strategic vision of initiative • Identify core components necessary to achieve this – Financial – Administration – Program Content – Evaluation#GMGT11 26
  27. 27. Bonnie McLain Sage Nonprofit Solutions#GMGT11 27
  28. 28. Q&A Contact Gail Vertz: CEO, Grant Professionals Association (GPA) 913-788-3000 CEO@GrantProfessionals.org Learn more about Sage Grant Management: www.sagegrantmanagement.com Contact Sage: 800-811-0961 Register for a live webcast: http://ow.ly/7uwmH#GMGT11 28
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