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Program, Research & Evaluation, Grants Management

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Program, Research & Evaluation, Grants Management

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Program officers, grants administration and finance

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Program officers, grants administration and finance

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Everyone!

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Programs team, Leadership, and Finance Team

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Leadership, Board, Grants Manager

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Donors, Marketing, Volunteer Engagement, Impact Team

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Boards/leadership

Evaluation team

Grants team

Compliance/audit team

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I do disaster philanthropy, so program staff, executive leadership, governing bodies, grantees.

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Legislature, council that governs our office

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Legislature, council that governs our office

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Mostly everyone except finance. Our reporting informs our learning and evaluation and grant decisions, which rolls up to materials shared with our board.

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Grants Management, Program Officers + ED

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Grants Management, Program Officers + ED

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Grants Management, Executive Leadership, stakeholders

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Grant Program teams & leadership

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Needs to be relevant, accessible, and well communicated...especially their role in the process or future work.

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Needs to be relevant, accessible, and well communicated...especially their role in the process or future work.

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benefits of change: efficiency, still getting data we need for transparency

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As grants manager, educating in equitable practices is key!

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They need to have meaningful data that they can use. A usecase would be helpful.

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They need to have meaningful data that they can use. A usecase would be helpful.

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MEL team, Program staff

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Showing what is done with the learning and results.

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Showing what is done with the learning and results.

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Data on what's working/what's not in relation to goals

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Find other funders that have good results from changing their reporting outcomes

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internal and external audience

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communicate to them how better reporting helps sharpen work, build grantee capacity, increase impact

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Build a case for how streamlining could save time for us and grantees.

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Research from others' experience, reducing the workload, reduces the burden on partners

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Research from others' experience, reducing the workload, reduces the burden on partners

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WIIFM - What's in it for me? Explain how good reporting can be beneficial for them.

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Grantee engagement and feedback; staff who will interact and use it as informing data

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Everyone should care, and a lot do. But it's hard to make a decision about how to approach it.

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Everyone should care, and a lot do. But it's hard to make a decision about how to approach it.

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The change would have to make it easier to get the info needed at the end of a grant.

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The change would have to make it easier to get the info needed at the end of a grant.

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Invite them to a meeting comparing current reporting with potential new reporting ideas; back it up with data/examples to begin the discussion

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Invite them to a meeting comparing current reporting with potential new reporting ideas; back it up with data/examples to begin the discussion

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Explain how burdensome it is for grantees

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I think they would be open to change as long as it provides information to show the impact of our grants.

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Those in leadership roles at my organization is onboard with more robust reporting options and in support of change

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Going back to our values and how our practices need to align.

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Going back to our values and how our practices need to align.

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Both our grants department and fundraising departments. The reporting helps us tell the story to our donors to encourage continued giving. It also provides reporting success to our board of directors.

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Being able to use the data to show how funding has played out in the past. Can compare that data to the strategic plan of the foundation.

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How will the narrative data that is gathered from the grantees be reported/analyzed/summarized for the foundation staff, board, etc.? For example, how can we as the foundation tell our impact story based on the narrative info we are getting from grantees?

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Continuing to ask variations on "Do we need this? Who is this for? Do we have a specific purpose for this? Is there a way to make this easier/simpler for grantees?" where Grants Management, Research & Learning, and Program intersect.

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Continuing to ask variations on "Do we need this? Who is this for? Do we have a specific purpose for this? Is there a way to make this easier/simpler for grantees?" where Grants Management, Research & Learning, and Program intersect.

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how did you evaluate not only user experience but whether the reporting process (documented conversations) met the various needs identified at the start of the project -- relational, grant specific, strategic, transformational, etc?

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thinking about the balance between getting the information we need to refine our grantmaking without adding too much to grantees' already-full plates

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Revise our grant reporting and include oral/conversational reporting as part of the process.

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Revise our grant reporting and include oral/conversational reporting as part of the process.

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I appreciated the methodology behind rolling out a change like this! Very intentional. Also love compensating grantees for their participation.

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Being sure to incorporate intentional learning about new processes - for both grantees and staff.