Sample Collection: Grant Reporting
These samples provide insight on streamlining and simplifying the grant reporting process for grantee partners.
Thousand Currents’ Grant Reporting Guidelines
This sample contains the guidelines for Thousand Currents' annual grantee partner report. Thousand Currents grantee partners are grassroots organizations around the globe, and they are invited to share whatever lessons and insights they feel are most relevant, in whatever format suits them best. As Thousand Currents is an intermediary funder that has to submit its own funder reports, its development team takes on the role of inputting grantees' stories into the more traditional reports that Thousand Currents must send.
General Service Foundation’s 3 Questions for Verbal Reporting
General Service Foundation uses three big picture questions in lieu of a formal reporting process. These questions foster a much more expansive opportunity for learning and dialogue, while helping foster deeper relationships. The questions are asked verbally via phone or in-person conversations. Program staff take notes during the discussion and then add those notes to the organizational database as a way to keep track of grantees’ progress.
1) What do you want us to know about your work over this last period?
2) What are the strategic questions you are grappling with?
3) How can we help?
Robert Sterling Clark Foundation’s Check-in Analysis Tool
In place of a narrative report or formal visit, the Robert Sterling Clark Foundation uses the Check-In Analysis Tool, or CHAT, to learn about and support grantees in their work while also assessing the foundation’s own grantmaking effectiveness. The Check-In Analysis Tool, or CHAT, is shared ahead of the meeting for transparency and with a clear message: please don’t prepare anything.