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- Identify vision and alignment with organization initiatives
- Detail information needed to communicate Goals and Objectives
- Build work plan
- Work with business functions (accounting, procurement, legal, etc) to validate budget narrative and allowable expenses
- Draft budget
- Research and identify indirect expenses and any match needs
- Build skeleton application
- Identify and insert carryover language if applicable
- Draft narrative
- Request any additional data needed
- Draft budget
- Draft budget narrative
- Draft letters of commitment
- Secure letters of commitment
- Begin supplementary docs (ie bio sketches)
- Contact potential evaluators
- Review first draft of narrative, work plan, and budget
- Send out narrative, work plan, and budget to team and evaluator edits
- Revise draft narrative, work plan, and budget
- Write Evaluation Plan with identified evaluator
- Send out final draft for team review
- Secure signatures
- Submit all documents to grantor
- Send out notification of submission
- Monitor Notification of award status
- If applicable (NSF, USDA) begin project negotiations
- If awarded, advise meeting to begin implementation and secondary workflows
Awarded
- Receive Notification of Intent to Award
- Notify team
- Receive FaceSheet or other form of budget confirmation
- Provide programmatic/budgetary training to PI or PD
- Hiring Process begins, expenditures begin
- Build-out reporting timelines
- Build-out objective tracking
- Build-out expenditure tracking
Build sustainability/institutionalization plan
Not Awarded
- Receive declination letter
- Review panel comments
- Debrief with team
- Use notes from panel and Admin conversations to re-write grant or identify another grant
Reporting (adding more)
- Write and vet quarterly reports
- PI/PD completes narrative reports
- Accountant completes fiscal reports
- Submit reports through approval process
- Implement sustainability procedures
- Closeout expenditures
- Write and vet final (yearend) reports
- Completes narrative reports
- Complete fiscal reports
- Submit final reportsĀ
<List the Actors who have a supporting role in helping the Primary Actor achieve his or her goal.
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