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Creating a One-Stop Resource for Your Business or Organization: A Grant Writing Reference Tool

When you’re applying for grants, having a centralized resource to keep all your essential information in one place can save you time, stress, and energy. A one-stop reference tool isn’t just practical—it’s a game-changer for streamlining your grant writing process. Let’s dive into how you can create an internal resource that works for you and your team.

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Why You Need a One-Stop Resource

Grant applications often require the same types of information, like your mission statement, budget breakdowns, and past project details. Instead of hunting for these pieces every time, a one-stop resource allows you to:

  • Stay Organized: Keep key details in one easily accessible place.

  • Save Time: Reduce repetitive work by reusing templates and data.

  • Improve Consistency: Ensure your messaging aligns across applications.



What to Include in Your Resource

Here’s what your grant writing reference tool should include:

  1. Organizational Overview:

    • Mission and vision statements.

    • A brief history of your organization.

    • Key accomplishments and milestones.

    • Who your key people are, their pictures & bios 

    • Fast facts: phone number, email, contact person, mailing address, etc.

  2. Team Bios:

    • Short biographies for leadership and key staff.

    • Highlight relevant skills, experience, and awards.

  3. Financial Information:

    • Annual budget and recent financial statements.

    • A breakdown of current funding sources.

    • Sample project budgets.

  4. Program and Project Details:

    • Descriptions of ongoing programs or services.

    • Impact metrics (e.g., how many people served, testimonials).

    • Case studies of successful projects.

  5. Templates:

    • Grant application templates (e.g., project descriptions, budgets).

    • Letter of support templates.

  6. Supporting Documents:

    • Organizational chart.

    • Proof of nonprofit status (if applicable).

    • Recent press coverage or media kits.

  7. Grant Tracker:

    • A log of past and current grant applications.

    • Deadlines for upcoming opportunities.

    • Contact information for funders.



How to Organize Your Resource

  1. Choose a Format:

    • Digital: Use cloud-based tools like Google Drive, Notion, or Dropbox for easy access and collaboration.

    • Physical: For those who prefer hard copies, create a binder with clearly labeled sections.

  2. Create Clear Sections:

    • Use folders or tabs to separate categories (e.g., finances, templates, team bios).

  3. Keep It Updated:

    • Assign someone to regularly update the resource with new data, accomplishments, and deadlines.

  4. Make It Accessible:

    • Ensure your team knows where the resource is and how to use it.



Tips for Maintaining Your Resource

  • Regular Reviews: Schedule quarterly check-ins to update information and archive outdated materials.

  • Assign a Point Person: Designate someone to oversee the resource and ensure it stays organized.

  • Gather Feedback: Ask your team if the resource is meeting their needs and adjust accordingly.



Wrapping It Up

A one-stop resource for grant writing is like a toolbox for your organization: it ensures you’re always ready to tackle the next application efficiently and effectively. By centralizing your key information, you’ll save time, stay consistent, and reduce the stress of last-minute scrambling.


Need help creating or organizing your grant writing reference tool? Book a power hour with Sketgo, and let’s build a resource that works for you and your team.


Together, we’ll make grant writing easier than ever!


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