What to Expect When You’re Prospecting Or: What to Know About Working with a Consultant A scenario: your small nonprofit organization has been in operation for several years now, thanks to the generosity and trust of individual donors and supporters. You have generated some promising outcome data from your programs, have a clear direction, and are making a positive impact on your target population. You feel you’re ready to move on to the next step in your organization’s growth: diversifying funding streams by adding in some grant dollars. But you’re busy running programs, your board is stretched thin, and you’re just not sure where to start. Choosing to seek outside assistance from a grant professional is a big step for an organization. The combination of a very small staff (or perhaps even a one-person shop), a small pool of invested donors and volunteers, and the amount of time, energy, and resources spent in getting a nonprofit off the ground can make this a deeply personal decision. An outsider consultant who suddenly asks lots of specific questions about your policies, competitors, and finances might feel a little intrusive (at best) or downright offensive (at worst). But wait! That consultant means well. They’re likely trying to gauge your organization’s grant-readiness and capacity for managing different types of funding opportunities to determine the most effective and efficient next steps. Here’s what to expect as you enter this new relationship.

You are knee deep in a large government grant proposal and… The executive director calls you on the way to another meeting and quickly ambles off a new strategy the agency will be embarking on that must be included in the proposal. The finance person sends you an email with three new expenses to include in the budget. As you are leaving a meeting with the evaluation team, you are told about a new assessment tool the agency will be implementing…

I will never forget the day I took a grant approval form to the vice president of programs I worked with at the time. She took one look at it and said, “We are back to using this thing again?” The form required the team’s signatures on a statement of whether we decided to pursue a grant. At the time, I was fairly new to the position and while I thought what she said was cynical, a part of me agreed and questioned how a piece of paper could serve as full consensus and buy-in. I went with it and started using the form.

Part 1- Accessing existing information The big question: What do you do when you identify a grant opportunity that requires discussion of how the project fits into the agency’s larger mission and/or existing needs assessments? This may initially cause concern and prevent an organization from pursuing the opportunity. The truth is there are likely existing documents within your organization and the community that may provide you with what you need.

There are lots of activities that can help a nonprofit organization become grant ready, and one of them is their internal roadmap of tasks that define their grants program. The purpose of these practices is to help ensure staff have a documented process that covers the A to Zs of a comprehensive grant program.

FindingYourBestMatch.com Determining if a funder is right for your program If you happen to be in the dating “scene” in this highly digital age, it can be hard to determine from just an online profile whether you and a potential mate are going to be compatible. Or perhaps a friend or acquaintance has someone they want you to meet and claims they’d be perfect for you. As a grant writer, you might find yourself in a similar situation when you’ve found a funder online who seems to be a perfect match for the services at your nonprofit organization.

Several years ago I attended a webinar through the Grant Professionals Association entitled “Pet Peeves of Funders.” The trainer had conducted extensive surveys with grant-making entity officers in her area to assess their biggest pet peeves with the organizations they fund. One program officer surveyed...