At AGS we have hundreds of years of collective experience working with clients of all sizes and types.
Using this experience, we have developed templates that support a variety of situations we commonly encounter as grant professionals. We will be adding more over time, so we encourage you to bookmark this page to check back, and sign up to receive our newsletter for updates and discounts.
In addition, we are sharing our experience through individual consultations. Please see options below.
Note: When you have completed your purchase you will be redirected to a page with a link to download your template. You will also receive an emailed receipt with the download link. Emails from new contacts or contacts outside your network or email provider can be caught in filters and redirected to Junk folders. If you do not receive your email receipt or have any technical issues with our download products, please contact us!
Time & Effort Templates
These templates and examples are designed to help small and large organizations track and plan for grant-funded staff positions. Get all eight templates in a bundle or individually.
Spending Plan Templates
This spending plan template and example support the monitoring of grant spend down.
Time and Effort Templates
Centralize and standardize your organization’s time and effort tracking with this bundle of editable, fully functional worksheets. The time and effort tracking bundle is compliant to the federal code of regulations (CFR) and may be used by grantee organizations of all sizes. Even if your organization primarily manages foundation grants, it is considered a best practice to adopt rigorous time and effort tracking for personnel funded with grants. The time and effort bundle includes the following:
Staffing and Grants (Excel) – This tool enables organizations to forecast revenue from grant-funded personnel in alignment with the organization’s fiscal year budget.
Grant Staffing Projections (Excel) – This tool enables organizations to track pending grants against program budgets.
Desk Audit (Excel) – When personnel are allocated to multiple programs, this tool can be used to check the accuracy of these allocations. This is recommended annually for budgeting purposes and during the year for internal auditing purposes.
Pay Period Time and Effort Logs (Excel) – Once a grant is awarded, this tool will provide each dedicated individual a standard, compliant template for tracking 100% of their time and effort across all sponsored projects and non-grant funded organization activities. (4 related templates)
HR Sponsored Personnel Log (Excel) – This tool provides a big picture overview of all personnel with time allocated across all sponsored projects and grants, regardless of the funding source. The HR Sponsored Personnel Log takes the guess work out of determining available capacity for individuals to be assigned to grants and other projects.
Working on a grant and have a question about a particular element in the RFP or proposal? Wondering how to plan ahead to monitor funding requirements? Questions about how to use any of the templates AGS has available? Schedule a 30, 45, or 60-minute call with an AGS grant expert!
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