Outgrowing Spreadsheets Workbook

While spreadsheets and email have been useful for basic organization, they weren’t built to handle the complexities of managing grants with multiple stakeholders, strict compliance rules, and diverse funding streams.

If your team wastes valuable time recreating reports or searching for the most up-to-date spreadsheet version, this guide is designed for you.

Download the Outgrowing Spreadsheets Workbook to:

  • Pinpoint where spreadsheets may be creating inefficiencies or risks

  • Assess your organization’s readiness to adopt a centralized grant management solution

  • Begin mapping out a transition plan aligned with your objectives and timeline

This workbook offers a clear framework for evaluation, strategy, and actionable next steps. Whether you’re actively researching modern solutions or simply gathering evidence to make the case for change.

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