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Streamline Your Grant Planning Process: 8 Expert Tips

Writer's picture: MaryCatherine JonesMaryCatherine Jones


Identify your funding needs.

Review your strategic plan.

What projects will help to move you toward the objectives?

What personnel are available or needed for new projects or expansion of existing projects?

What partners are committed to your plan that could collaborate on a grant application and/or provide letters of support?

Create a calendar of grant deadlines.

Assemble key documents in a shared drive.

Summarize key patient data annually and maintain this in a readily accessible folder.

Maintain up-to-date data for your needs statements.

Use local and national data that describe the demographics of your community and the health problems they face to provide context for your clinic's proposed work.

Summarize the organization's history in 500 words or less.

Review your organization's evaluation plan and key metrics that are tracked annually.

Identify at least one alternate staff or volunteer that has access to your grant folders and knows how they are organized.



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