Never miss out on a funding opportunity again Simply explained, a grant calendar is a tool that helps you track prospective grants of interest, actual grants you are applying and the stage in the process as well as tracking the success of those applications.
Make sure to listen to the interview video below for more of a background on what the tool is and why you would use it.What is a shelf project?
See the shelf project interview here. (LINK)
The grants calendar also helps you to gain a really valuable oversight into the workload of your team and keeps everyone on track during the process and is a good prompt to use during meetings to identify potential funding.
Whilst the tool I’ve provided to you is focused on Grants I encourage you to use it for Sponsorships and Tenders as well. The instructions for use guide tab in the spreadsheet provides suggestions on how you can modify/use the tool.
Some grant calendars also have columns to track the reporting progress of that successful grant to take it right through to acquittal stage.
My tool doesn’t do that and here’s why:
Once a grant has been secured it becomes a contractual arrangement between you and the funder and this arrangement should be monitored through a separate tool I refer to as the ‘contracts table’ because that actually explores the true relationship and performance indicators that contract has, not just the reporting process.
So how do you create a grants calendar?
1. Make sure you have a list of projects/programs you want to deliver in the next 18-24 months
2. Download the GRANTS CALENDAR TEMPLATE
3. Research available grants – you can use a variety of sources for that personally I love using the EasyGrants from Our Community and I suggest going back 12 months to identify suitable grants. If you don’t have access to 12 months of past information on grants use Google ;www.grants.gov.au or state websites like www.communitybuilders.nsw.gov.au.
4. Document those grants that you feel align with your organisations purpose or fund similar projects and programs with your purpose.
5. Sort the data in the table to show it by month (see here for instructions)
6. Track progress on your activity by selecting the right status type in the status column.
7. Discuss at every meeting and continue to update and add funders as you go.
As a speaker, trainer and community development consultant I assists non-profits and small businesses to establish better governance practices and operational procedures, identifying new revenue and leveraging existing opportunities, community engagement, brand management and stakeholder communications.