The document discusses the key phases of grant management for NGOs: 1) Contract Review, 2) Implementation, 3) Reporting and Monitoring, and 4) Closing Off the Grant. It emphasizes the importance of being organized and following the proper procedures around each phase to successfully manage grants and keep donors happy. This includes maintaining regular communication, meeting targets and deadlines, respecting contract dates, writing good reports, keeping proper documentation, and avoiding surprises.

1. Financial management
for NGOs
Successful grant management
... or how to keep your donors happy
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Successful grant
management is all about
getting organised

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There are 4 key phases in the
Grant Management
Cycle

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what you think are the
4 phases of grant
management...
Go on
when
ready

5. 1. Contract Review

6. 1. Contract Review
 Assess the terms & conditions
BEFORE you sign the contact:
 Are the rules reasonable?
 Can you comply?
 What is your legal liability?
 What is negotiable?

7. 1. Contract Review
2. Implementation

8. 1. Contract Review
2. Implementation
 Set up or adapt systems to
manage funds as per contract,
eg:
 Accounting & coding structures
 Procurement procedure
 Donor reporting routines
 Grant management meetings.

9. 1. Contract Review
2. Implementation
3. Reporting & monitoring

10. 1. Contract Review
2. Implementation
3. Reporting & monitoring
 Account for and report on project progress:
 Maintain project accounts
 Provide financial and narrative donor reports
 Request budget revisions
 Keep donors informed of variations to the plan

11. 1. Contract Review
2. Implementation
3. Reporting & monitoring
4. Closing off
the grant

12. 1. Contract Review
 Tie up the loose ends:
2. Implementation
 Use up budget within agreed timeframe
 Finalise accounts and files for donor audit
3. Reporting
 Prepare final finance and narrative reports
& monitoring
 ...Celebrate the success of the project!
4. Closing off
the grant

13. 1. Contract Review
2. Implementation
3. Reporting
& monitoring
4. Closing off
the grant

14. 1. Contract Review
2. Implementation
Get properly organised around each of
3. Reporting
these 4 key stages of grant management
& monitoring
and you will already be on your way to
successful grant management.
4. Closing off
the grant

15. Top tips on how
to keep your
donors happy
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1. Build trust
 Maintain regular communication with
the donor contact person
 Meet reporting deadlines
 Follow the grant rules!

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2. Meet project
targets
 Deliver project activities as
described in the proposal
 Implement the project within the
agreed budget and timeframes

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3. Respect
contract dates
 Don’t spend money before or
after the agree contract dates
 Make sure invoices and receipts
are all dated within the contract
dates

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4. Write good
reports
 Prepare accurate and complete
financial reports
 Explain variations from budget
 Be honest in the project report –
share challenges as well as
successes

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5. Keep grant files
 Keep a file with grant contracts
and correspondence
 Get everything in writing especially
if negotiating a variation in the
contract or budget

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6. Avoid surprises!
 Keep donors informed if targets or
deadlines will be missed
 It is often possible to negotiate for
more time or money.

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Find out more about grant
management for NGOs on
Mango’s FREE online Guide to
financial management

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Want to learn more?
Join us on one of our
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courses
http://www.mango.org.uk/training
training@mango.org.uk