Take these steps to capture, maintain, and share grant-making knowledge across your organization.
As a funder, you’re the bridge between program dollars and impact. You’ve developed solid processes for creating opportunities, selecting recipients, and monitoring program success. But keeping track of all that knowledge is no easy feat, especially when it comes to application requirements, review procedures, and monitoring protocols.
Download this checklist to learn how to protect and share institutional knowledge in key areas:
- Daily operations management
- Pre-Award practices and procedures
- Post-Award monitoring and closeout
- Retention policies
- Team training and communication
- Maintenance and review processes
Then, follow our practical timeline to put these practices into action within your organization.
With the right knowledge retention approach, your team can develop stronger programs, support recipients more effectively, and maximize the impact of every dollar you distribute.
Fill out the form below to download your checklist.
