Skip to content
textured background
Resources

Checklists, Articles, Guides, & More

Checklist

Checklist: Retaining Institutional Knowledge for Grant Recipients

Grant Recipients Retaining Knowledge Checklist for grant seekers

Take these steps to capture, maintain, and share critical funding knowledge across your organization.

Managing institutional knowledge is necessary for grant recipients, but keeping track of everything from program requirements to financial data can be overwhelming. When staff transitions occur or grant portfolios grow, having strong knowledge retention processes becomes even more important to program success.

Download the checklist to establish knowledge retention practices in these key areas:

  • Daily operations management
  • Knowledge organization
  • Retention policies
  • Training and communication
  • Maintenance and review processes

Then, follow our practical implementation timeline to put these practices into action within your organization.

With the right knowledge retention approach, your team can maintain continuity, work more efficiently, and focus on achieving your program objectives.

Fill out the form below to download your checklist.