Grant Management Support

Reaching Communities25 September 2012Richard Drape & Michelle DrummondFunding Officers

Grant Management Support

Purpose of presentation

• To take you through the grant management lifecycle

• Identify key monitoring requirements of our terms and conditions of grant

• Provide support on how to measure and evaluate the impact of your project to enable longer-term sustainability

Grant Management LifecycleGrant set-up stage

Telephone introduction

•Grant offer letter

• Setting up your grant form

• Bank or Building society account details form

• Starting your grant form

• Bank details verification

• Agree a formal start date

• Arrange Induction call

Grant Management LifecycleInduction Call

Duration – 15 to 60 minutes

• Additional funding

• Awards pack – Terms and conditions, additional, grant offer pack CD and URN.

• Review targets – activities, indicators and outcomes

• Monitoring – Risk level, grant management process – telephone monitoring, end of year/grant reports and accounts, recruitment requirements.

• Payments – Lead in, start date, payment schedule, revenue/capital

• Publicity – Embargo, logo and materials

Activities/indicators/outcomes

Targets based on need and demand from initial consultation at application stage.

• Current success rate – 96%

Measuring targets:

•Simple but effectively linked to targets

•See example

Variations:

•Reporting changes and approval

Continuation funding

Introduced last year and has a success rate approximately 10%

•Timelines – Application process takes 11 months.

Mandatory evaluation report:

•Evidence how the existing project is making a difference

•Demonstrate that there is still a need for it to provide evidence of changing needs

•Show what worked well and what could be done better with further funding

Benefits of Evaluation

•Evaluation can:

-help you to make strong relationships with your beneficiaries

-ensure you know where improvements to your service or activities can be made

- provide evidence about the effectiveness of your work for current funders and future funding applications

- provide you with information that my help you to promote your service

- let you know if you have reached your goals

- help you to develop new partnerships

How will you MEASURE and EVALUATE your activities?Decide on the data you will collect and how you will collect it

Example

• The number of people taking part using sign-up sheets

• The feedback from beneficiaries on their experience of the session, after they have participated

• Feedback from people who didn’t take part to find out why

• Feedback from partners/external agencies on how the activity was delivered, what worked well and any issues that arose.

Monitoring Methods

Advantages Disadvantages

Informal chats Allows people to open up

Can be difficult to capture information

Questionnaires Easy way to collect lots of data

Response rate may be poor

Comments cards Quick and easy to organise

May only get a low level of response

Interviews Can reveal honest feedback

Very time consuming to organise

Discussion groups

Good for insight, especially at the beginning of a project

One person may dominate/lead the discussion

Evaluation Checklist

Checklist

What is your goal? Outcomes

How will you measure your success?

Monitoring methods

What were the outcomes? Results

Were the aims and objectives achieved?

Analysis

Were there any unexpected outcomes?

Evolution of project to meet changing needs

Making a difference

Longer-lasting Impact

Any questions?

Who? What? Why? Where? When?