Grants Management 103 Awarding the Best Applicants Learn How to Drastically Simplify Your Review Process Hannah Cameron Content Marketing Specialist FluidReview Shannon McCluskey Marketing Specialist FluidReview
Grants Management 103
Awarding the Best ApplicantsLearn How to Drastically Simplify Your Review Process
Hannah Cameron
Content Marketing Specialist
FluidReview
Shannon McCluskey
Marketing Specialist
FluidReview
● Creating a centralized review process online
● 5 key features of a great online review process
● A walk through of an online review process
● Q&A
Total Time: 30 mins and 10 mins for Q&A
#FluidProcess
Today’s Agenda
#FluidProcess#FluidProcess
Centralize your application process online
BetterOutdated Ideal
Paper, mail & fax Online forms &
Online application
& review portal
#FluidProcess#FluidProcess
● Ensure an accessible online review experience
● Simplify the review process with the ability to automate reviewer
assignments, manage the review process and communicate with
reviewers through a single solution
Centralize your application process online
#FluidProcess#FluidProcess
1. Grant Review Workflow (Traditional)
Program
Closes
Program
OpensLOI Review
Starts
LOI Review
Ends
Full Review
Starts
Full Review
Ends
#FluidProcess#FluidProcess
1. Grant Review Workflow
Program
Closes
Program
OpensLOI Review
Ends
Full Review
Ends
#FluidProcess#FluidProcess
● Define automatic steps and rules, or “workflow,” just for the grants
review process.
● Create and assign tasks just to reviewers
● Quickly and easily show reviewers all tasks and what order to
complete them in
● Create a more structured/streamlined process
1. Grant Review Workflow
#FluidProcess#FluidProcess
2. Pre-screen applicants
Is the grantseeker eligible?
Example criteria:
● Funding Requested
● Thematic Areas
● Conflict of Interests
● Geographic Questions
If grantseeker meets
requirements, allow into
application round
If applicant does not
meet requirements,
decline application
#FluidProcess#FluidProcess
2. Pre-screen applicants
● Quickly disqualify grantseekers that don’t meet requirements
● Ensure that only eligible applications proceed to the next stage
● Easily narrow the list of reviewable applications and save
reviewers time
#FluidProcess#FluidProcess
3. Automated Reviewer Assignments
Application 1
Application 2
Application 3
Application 4
Application 5
Application 6
Reviewer 1
Reviewer 2
● Easier to coordinate
● Simpler for reviewers
● Keep everyone on track with automatic
notifications and reminders
● Ensure that nothing falls through the
cracks
#FluidProcess#FluidProcess
4. Dedicated Reviewer Portal
● Portal where reviewers can find and
manage submissions and evaluations
● Populates with organized submission
data automatically
● Reviewers can easily submit their
evaluations
#FluidProcess#FluidProcess
4. Dedicated Reviewer Portals
● Submissions and evaluation forms are
organized in one place
● Submissions are received immediately
when they are completed
● The portal is accessible
● Allows for collaboration among
reviewer teams
#FluidProcess#FluidProcess
5. Reviewer Teams
● Reviewers can focus on key areas of expertise
● Dedicated team leaders
● Less application overload for reviewers
● Different teams for different stages
● Easily collaborate between teams
#FluidProcess
Summary
Centralize your Process Online1
Creating Review Workflows2
Automate Reviewer Assignments3
Benefits of Comments and Notes4
An improved review process
=
Happy Reviewers
Less Reviewer Workload
Award Best Candidates
Best Practices for Streamlining the Review Process5
Book a free 15 minute consultation call with our
experts to learn how to begin simplifying your
grants review process with FluidReview!
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