Top Banner
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
21

Grants Management 103

Jan 23, 2018

Download

Technology

Hannah Cameron
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Grants Management 103

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

Page 2: Grants Management 103

@getfluidreview

#FluidProcess

Page 3: Grants Management 103

● 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

Page 4: Grants Management 103

How can we get started?

Page 5: Grants Management 103

#FluidProcess#FluidProcess

Centralize your application process online

BetterOutdated Ideal

Paper, mail & fax Online forms &

email

Online application

& review portal

Page 6: Grants Management 103

#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

Page 7: Grants Management 103

Grant Management 103

5 features of a great online review process

Page 8: Grants Management 103

#FluidProcess#FluidProcess

1. Grant Review Workflow (Traditional)

Program

Closes

Program

OpensLOI Review

Starts

LOI Review

Ends

Full Review

Starts

Full Review

Ends

Page 9: Grants Management 103

#FluidProcess#FluidProcess

1. Grant Review Workflow

Program

Closes

Program

OpensLOI Review

Ends

Full Review

Ends

Page 10: Grants Management 103

#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

Page 11: Grants Management 103

#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

Page 12: Grants Management 103

#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

Page 13: Grants Management 103

#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

Page 14: Grants Management 103

#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

Page 15: Grants Management 103

#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

Page 16: Grants Management 103

#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

Page 17: Grants Management 103

Grant Management 103

Let’s start reviewing

Page 18: Grants Management 103

#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

Page 19: Grants Management 103

So what’s next?

Page 20: Grants Management 103

Book a free 15 minute consultation call with our

experts to learn how to begin simplifying your

grants review process with FluidReview!

ymonkey.com

Page 21: Grants Management 103

Q&A

Submit your questions in the chat box, or

reach out on Twitter with #FluidProcess