Build your grant reporting calendar.

How to build your grant reporting calendar

1. 1

   Describe the job

   Keep funder reporting requirements, periods and deadlines assigned to clear owners.

2. 2

   Review the first version

   Choose how the grant coordinator records the award and how the programme owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your grant reporting calendar

• Keep the award in context

  Keep award, report period, funder requirement, due date, owner and submission evidence together so the next person can understand the request or record.

• When the next step needs a decision

  A report is prepared for the wrong award period. Keep its submission pending until the owner reconciles the stated requirement and document version.

• Keep submission evidence visible

  Record submission evidence separately from preparing the report.

• Choose what each person needs

  Give the grant coordinator a working view and the programme owner a review view. Keep award and report period attached to the decision as the work moves between them.