This document discusses indicators that an organization needs a grant management solution and best practices for grant management. It summarizes seven indicators that it is time for a grant management solution, including when grant funding has been mishandled, an organization lacks a review process for grants, or an organization wants to use a web-based solution. It also outlines best practices for grant management, such as having clarity of mission, integrating accounting and fundraising teams, and tracking grant progress with metrics.

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Top 7 Indicators It’s Time For a Grant Management
Solution
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Solutions - Overview
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Grant Management Best Practices
• Clarity of Mission
• Supplant / Supplement
• Integration
• Specificity
• Early Preparation
• Education
• Tracking Progress
Successful Grant
Process
Education
& Tracking
Integration &
Preparation
Clarity of
Mission
Supplant,
Supplement
& Specificity

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Grant Management Best Practices
Clarity of Mission
• Ideally, target a grantor that focuses squarely on the
program or service you need to fund.
• Try to resist “mission creep”
Supplant vs Supplement
• You cannot Supplant State/Local funding by using
Federal funds
• Supplement: to build on or add
• Supplant: replace or “take the place of”

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Grant Management Best Practices
Integration
• Build strong ties between your Accounting, Fundraising,
Program and Stewardship teams
• Clarify each person’s role and responsibilities
Specificity
• Defining specific initiatives to fund
• Adhering to strategic decisions and avoiding mission
creep

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Grant Management Best Practices
Early Preparation
• Grantors typically have a very rigid process and timeline
for prospective grantees to follow.
• Provide the comprehensive documentation and
reporting typically required.
• Without a solid GMS in place,
the process can be daunting and
deadlines can be missed. Random
Controlled
Process

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Grant Management Best Practices
Education
• Many individuals involved in grant writing have no formal
training and learn as they go.
• Continual education is critical though to becoming more
effective and win more grants.
• AFP: http://www.afpnet.org/
• Grant Professionals Association:
http://grantprofessionals.org/
• When applying for a particular grant, it can be helpful to
examine information on previous awards.

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Grant Management Best Practices
Tracking Progress- “What gets measured gets accomplished”
• Initially, the grants process can be daunting; try to
incorporate success metrics to gauge your progress.
• What to measure?
• Number and Type of Grant Applications
• Win Rate
• Funding Awarded
• Utilization Rate
• You will notice over time, that some of your projects will be
better suited for grant funding.

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Indicators You Need A GMS
1. Grant funding has been mishandled or under-utilized
2. You have trouble answering basic grant-related questions
3. Using Excel requires too much time to manage
4. Your organization is decentralized
5. Your organization lacks a go/no go process
6. You’re juggling more than a handful of grants per year
7. You want to use web-based GMS

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Indicators You Need A GMS
Bonus #8:
Retain Institutional Knowledge

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Abila Grant Management
Growing nonprofits can track and manage a
grant’s lifecycle from a centralized location, plus:
• Collaborate as a team
• Stay organized - Roles and responsibilities can be assigned to team members
• Build relationships and add credibility with grantors
• Measure grant impact - program and grant scoreboards provide instant
performance visibility
• Integrate with budgets
• Promote a secure environment
• Web based solution accessible anytime, anywhere

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The Complete Solution
FINANCE FUNDRAISING
Abila Fundraising
Online
Abila MIP Fund
Accounting
Abila Fundraising
50
Abila Grant
Management

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