Lately, I have been thinking a lot about relationships. Perhaps it is all the talk of social distancing, self-quarantine, and isolation. As a seasoned grant professional working at my home office for more than ten years, I can honestly say this is the first time I have ever felt “alone.” One might wonder how I could feel lonely with my new “co-workers”; my once-quiet office is now interrupted by two kids, markers, paint, notepads, and maybe even yesterday’s fruit snacks stuck to my desk (don’t judge)! But I desperately miss face-to-face meetings with clients, board and committee meetings, and live trainings that provide valuable in-person adult time to connect and build or strengthen relationships.

With summer in full swing, vacation planning is or has been on everyone’s mind, including mine! As I booked reservations for a family road trip with my husband and three kids along with five other families, it got me thinking – this vacation planning is a lot like grants management planning. There are some key strategies used in vacation planning that can and should be used in grants management to answer the dreadful question, “Are we there yet?” with a confident “yes.”   Whether you are a grants professional working with a university managing lots of complex federal grants or a small nonprofit agency managing several foundation grants, there are some simple strategies we all can employ to alleviate bumps in the road.

When you say you are going to “partner,” what exactly does that mean?  In today’s grant-seeking world, it’s not necessarily enough simply to say you will “partner” with XYZ organization to achieve your objectives. HOW exactly will you partner? Agreeing to put another organization’s flyers on your front desk is not the same as allocating time and effort for full-time staff to participate in a stakeholder coalition, in order to develop a charter for collaboration that conducts joint fundraising and has a mission extending beyond that of any of the individual agency partners.

As grant writers, we help secure much-needed funding so projects or programs can fulfill their objectives. As our society evolves, more and more funders are including cultural competency questions in their grant applications. Funders want to know that investing in your organization’s project or program helps a vast array of people and that your organization is cognizant of serving people in a way that is inclusive, respectful of diversity, and equitable. However, much like the for-profit world, the non-profit sector is not always diverse or culturally competent.

During my years as the staff grant writer/developer/manager at a small liberal arts university, I had the privilege of working with exceptionally talented faculty members who were passionate about developing their programs with grant funding. I also had the privilege of working with executive level administrators skilled at driving the strategic plan and maintaining the daily operations of the university. Neither stakeholder group had the time or inclination to wade through the minutia of funder requirements. That was my job. Described below are some of the strategies I found effective for educating key personnel and organization administrators about the “shall” and “shall not” of funder requirements.