Hello, Does anyone have a guide or framework set up in excel(or another format) that they use for their grants management process... i.e. a flow chart that shows leads, grants proposals, grants awarded..etc.. Any help would be appreciated. Thanks! Leigh Wintrode Development Associate Hanover Hospital [Email Removed]

We just use an Excel spreadsheet listing dates, grant amount asked for, who we want it from & have columns for when it's received & how much. It also lists if there is a follow up report required.

Leigh, I use Raiser's Edge to manage my grant proposals! Within the funder's record on the Action Tab I set up an action and click on "mailing." I added the type of mailing as "grant proposal submitted" and the status as one of: "funded, pending, or declined." (These were added in Configuration, Action Status.) Then on the Attributes Tab I record the Amount of Request, Anticipated Notification and, if funded, the Grant Amount and Date. (These are added within Configuration, Attibutes, Action.) I can then track them on the Dashboard as a Constituent Action List. This also allows me to print Action Reports based on the status and date range. Hope this helps! J. Anita Ray, CFRE Director of Development Ruth Lilly Health Education Center [Email Removed]

I currently use the excel spreadsheet method, but since we have just purchased RE and RE:Search, I would be most grateful to know more about how you do this!  We are in the planning stages now for conversion of data and I know that if I can have this process set up in advance, it will make the implementation SO much easier!  Anything that you could share would be most appreciated.  Thanks a bunch, Kara