Sage Grant Management Webinar

Collaborate, Leverage, Build! Managing the Grant Pipeline Featured Presenter: Gail Vertz, CEO Grant Professionals Association#GMGT11 1

What Will be Covered • Why grant management is important • Benefits of grants management • Performance based measurements • Benefits of a team approach#GMGT11 2

Why is Grants Management Important? • To meet funder’s requirements • To better utilize organization’s resources • To assure proper accounting#GMGT11 3

Benefits of Grants Management • Better usage of staff time • Proper allocation of resources • Accountability • Ensure future funding#GMGT11 4

What Should a Grants Management System Include? • Accounting practices • Spreadsheet capabilities • Units of service tracking • Financial tracking • Forecasting capabilities#GMGT11 5

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

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

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

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

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

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

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

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

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

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

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

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

Benefits of a Team Approach • Benefits-higher level of accountability • Specialists-can set and evaluate performance measures • Cohesiveness, collaboration • Synergy#GMGT11 18

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 • Include all specialties • Orientate them to the project#GMGT11 20

Stakeholders • Clients to be served • Community at large • Organizations • Funding sources#GMGT11 21

Selecting the Right Team • Financial Expertise • Legal Expertise • Program Content • Contractual Expert • Evaluator • Public Affairs • Administration • Legislative • Stakeholders • Communications • Target Population 22

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

Aligning Responsibilities • Responsibilities and activities should flow from the ultimate goals and objectives of program. • Don’t do busy work.#GMGT11 24

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

How to Align Responsibilities • Start with strategic vision of initiative • Identify core components necessary to achieve this – Financial – Administration – Program Content – Evaluation#GMGT11 26

Bonnie McLain Sage Nonprofit Solutions#GMGT11 27

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

Sage Grant Management Webinar

by Sage Nonprofit Solutions on Nov 16, 2011

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Sage Grant Management Webinar — Presentation Transcript