Take these actions to document, preserve, and distribute grantmaking knowledge throughout your organization.
As a funder, you serve as the link between program funding and meaningful outcomes. You have built effective processes for designing opportunities, selecting awardees, and tracking program performance. However, organizing and retaining all that information, especially around application criteria, review workflows, and monitoring expectations, can be challenging.
Download this checklist to discover how to safeguard and share institutional knowledge in essential areas, including:
Day-to-day operational management
Pre-award procedures and requirements
Post-award oversight and closeout activities
Record retention policies
Staff training and communication
Ongoing maintenance and review practices
Next, use our practical implementation timeline to integrate these strategies into your organization.
With a strong approach to knowledge retention, your team can build more effective programs, offer better support to recipients, and increase the impact of every dollar you award.