Assess Your Grant Process and Build a Smarter Strategy

Between broken formulas, missed deadlines, and siloed updates, spreadsheets can quietly erode your grant team’s capacity and credibility. This interactive workbook is designed for grant managers in state, local, and tribal governments who need a practical way to evaluate their current process and plan a shift toward centralized tools.

Inside, you'll find:

• A risk self-assessment to identify common bottlenecks in version control, compliance, and reporting.
• A readiness checklist to determine whether your team has the time, buy-in, and budget to support a system shift.
• A planning template to build a compelling internal case for change, based on your own data and pain points.