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Tuck Consulting GroupClickUp for Grant Management
How To Use ClickUp For Grant Management
Grant management is not a simple task for nonprofits. It requires writing head turning proposals, complying with oversight requirements, and regular grant reports and management of grant allocation. Nonprofits need a tool to support this work with timesaving automations.
With a tool like ClickUp, there are thousands of existing templates for your exact use case that require a one click import to your ClickUp environment.
We gathered the direct links for you to browse so you don’t have to scour the internet:
- Grant Proposal Template
- Grants Management KPI Tracking Template
- Grant Application Project Plan Template
Create public facing forms.
Utilize ClickUp to create custom, public-facing forms that allow grant applicants to easily submit their data. These forms can be tailored to capture all necessary information, such as project descriptions, budgets, and applicant details, ensuring a seamless intake process. The submissions are automatically organized within ClickUp for efficient tracking, review, and management, streamlining the grant application process from start to finish.
Automated Deadline Reminders.
Leverage ClickUp’s powerful reminder system to stay on top of both internal and external deadlines. Set automated alerts for key milestones in the grant management process, such as internal review dates and final submission deadlines.
This ensures that grant applications and reports are reviewed by external legal counsel in a timely manner, giving ample time for revisions.
Guarantee all materials are accurately prepared and submitted to funders on time, every time, minimizing the risk of missed deadlines and ensuring compliance with funding requirements.
Track via a multi-month process.
Use ClickUp to track and manage every step of the grant application and management process over the course of several months.
With ClickUp’s robust task management features, you can break down complex grant workflows into manageable tasks, assign responsibilities, and set deadlines for each phase—from drafting the initial proposal to final reporting.
Visualize progress with timelines, Gantt charts, or Kanban boards to ensure that every milestone is met. This level of tracking provides a clear, organized view of the entire grant lifecycle, helping you stay on top of priorities and ensuring nothing falls through the cracks.
Scale volume of grants.
With ClickUp, you can efficiently scale your grant volume as your client base expands by utilizing custom templates tailored for common grant management tasks.
Create standardized templates for various types of grant applications, reporting formats, and approval workflows to streamline the process. This ensures consistency and efficiency across multiple projects, allowing your team to replicate successful strategies and minimize repetitive setup work.
As your organization grows, these templates can easily be adapted and modified to accommodate new requirements or client specifications, enabling you to handle an increasing volume of grants without sacrificing quality or oversight.
Better Grants Management for Nonprofits with ClickUp
Senior Project Manager Berlynsea Tyler is one of our ClickUp-certified consultants. In this blog post, she’s going to show you how she created a bespoke grant management system for the Partnership Project. As a fiscal sponsor, the Partnership Project wins and manages grants for a portfolio of 18 (and growing) environmental nonprofits. Off-the-shelf grant management solutions were not an option for them. Berlynsea’s grant management solution streamlines the process of grant application, disbursement, and grant oversight. Her work touches 40 employees, 2 separate outside counsels, and a host of external program teams.
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