Many organizations lack the qualified staff to conduct a program evaluation. While some organizations do have the capacity and expertise, many need to contract with an external evaluator for one or several reasons. For instance, using an external evaluator can be more economical and efficient, can provide a more credible report due to objectivity, and is sometimes a grant requirement.

If you have ever flinched at the mention of policies and procedures, conflict of interest, or grant reporting, we may be able to help take the fear out of grant management. Too often, grant management is seen as scary and messy, with staff hesitant to learn because they may uncover more than they know how to handle. In the nonprofit field, it’s common for staff to be put in a role where they manage grants but might not have the knowledge or resources to understand what that entails. With this grant management series, we aim to outline some of the commonly seen issues and provide resources to learn more. Check out the previous post on conflict of interest policies and procedures! Now, we are diving into time and effort reporting and staff allocation.

Too often, grant management is seen as a scary, messy aspect of grant funding, and we have a vague understanding of the requirements or components. In the nonprofit field, it’s common for staff to be put in a role where they manage grants but might not have the knowledge or resources to understand what that entails. These are common scenarios, and while they may be new or unknown, taking steps to understand how grant funds should be managed is critical to the nonprofit’s success.

When the email from the Grant Professionals Association (GPA) came at the beginning of 2024 congratulating me on twenty years of membership, I called one of my fellow Gen-X colleagues and joked, “I don't know whether to feel exuberant about a career milestone or join the AARP.” In many ways, 2004 doesn’t feel so very long ago. In other ways, twenty years feels like two hundred. Since 2004, I’ve experienced learning to balance marriage, motherhood, graduate school (twice, because I’m a glutton for punishment), and countless career ups and downs. I’ve been part of creative teams, navigated ever-changing technology, learned valuable leadership skills, and taken professional paths that “2004 me” would never have imagined. I’ve witnessed civic unrest, a new age of social activism, and survived a global pandemic. And I’ve seen the nonprofit sector and philanthropy step up and evolve to continue to meet the community's needs.

Over the past year, you may have overheard grant professionals discussing potential OMB Uniform Guidance updates. If you are wondering what that means and what may apply to you or your organization, here is a quick look at what changes occurred and what you should know. What is Uniform Guidance? Office of Management and Budget (OMB), an agency within the Executive Office of the President, issues government-wide grants-related guidance for federal departments and agencies and is responsible for the maintenance of this document. Before 2013, federal grant requirements were located in multiple OMB circulars. OMB developed a comprehensive guide for the Federal government’s Administrative Requirements, Cost Principles, and Audit Requirements for federal awards that became effective in 2014. In essence, this updated, reorganized, and consolidated federal grant management requirements into a single document.

Ethics are moral principles that govern an individual’s or group’s behavior or activities. Within the grant profession, the Grant Professionals Association (GPA) has defined a clear code of ethics for members to abide by and establish boundaries within practice that uphold the integrity of the industry. Members of GPA or a professional association with defined codes of ethics need to understand and agree (or accept) the ethical boundaries the organization upholds. Members found to be in violation of the association’s ethics can be sanctioned with temporary or permanent suspension of membership or revocation of their credentials. While some ethical responses are intuitive, others are unclear. Below are three not-so-obvious ethical quandaries commonly encountered by organizations.

    As a grant professional, are you asked to identify performance measurements for your organization or clients? Evaluating the performance of a grant department or grant professional is a nuanced task. Yet data helps leadership and the board of directors quantify the year-to-year success and progress toward department goals. All too often, an organization will set unrealistic goals without adequate resources or available opportunities or set unreasonable expectations for the number of applications an individual needs to submit. Looking at a “success rate” can fail to consider the organization's readiness, quality of program design, or ability to identify strong opportunities and stewardship. So, how can an organization effectively evaluate the performance of a grant department and set realistic goals? How can grant professionals articulate their skills and achievements to those who are data-minded?

Have you ever stopped to consider the reasons why you sign up for webinars, attain or continue to maintain your grant professional certification (GPC), or set out to learn an entirely new skill set (like project management)? For some, an employer prioritizes professional development and encourages developing a training plan. Perhaps your certification or licensure requires continuing education. Do you ever feel like you are taking action (e.g., attending workshops or reading professional articles) but it’s not adding up? Are you missing a sense of accomplishment? Actions without a bigger picture may seem productive in the short term, but they may not connect with your larger goals or leave you feeling like you haven’t made progress. Identifying your “why” may be the missing piece.