Date post: | 01-Sep-2014 |
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Self Improvement |
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1 #GMGT11
Collaborate, Leverage, Build!
Managing the Grant Pipeline
Featured Presenter:
Gail Vertz, CEO
Grant Professionals Association
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What Will be Covered
• Why grant management is important
• Benefits of grants management
• Performance based measurements
• Benefits of a team approach
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Why is Grants Management
Important?
• To meet funder’s requirements
• To better utilize organization’s resources
• To assure proper accounting
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Benefits of Grants
Management
• Better usage of staff time
• Proper allocation of resources
• Accountability
• Ensure future funding
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What Should a Grants
Management System Include?
• Accounting practices
• Spreadsheet capabilities
• Units of service tracking
• Financial tracking
• Forecasting capabilities
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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.
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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
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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
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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
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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
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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
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Uses of Program Outcome
Findings
Internal External
• Provide direction
for staff
• Identify training needs
• Improve programs
• Guide budgets
• Support long range
• Retain and increase
funding
• Identify partners for
collaboration
• Promote program
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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
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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
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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
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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
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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.
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Benefits of a Team Approach
• Benefits-higher level of accountability
• Specialists-can set and evaluate performance measures
• Cohesiveness, collaboration
• Synergy
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Challenges of a Team Approach
• Dissention
• Conflict
• Lack of leadership
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To be Successful
• Identify stakeholders
• Develop a good team
• Carefully select right participants
• Include all specialties
• Orientate them to the project
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Stakeholders
• Clients to be served
• Community at large
• Organizations
• Funding sources
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Selecting the Right Team
• Financial Expertise
• Program Content
• Evaluator
• Administration
• Stakeholders
• Target Population
• Legal Expertise
• Contractual Expert
• Public Affairs
• Legislative
• Communications
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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
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Aligning Responsibilities
• Responsibilities and activities should flow from the
ultimate goals and objectives of program.
• Don’t do busy work.
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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
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How to Align Responsibilities
• Start with strategic vision of initiative
• Identify core components necessary to achieve this
– Financial
– Administration
– Program Content
– Evaluation
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Bonnie McLain
Sage Nonprofit Solutions
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Q&A
Contact Gail Vertz:
CEO, Grant Professionals Association (GPA)
913-788-3000
Learn more about Sage Grant Management:
www.sagegrantmanagement.com
Contact Sage: 800-811-0961
Register for a live webcast:
http://ow.ly/7uwmH