Streamlining for Equity: Your first two steps to take
Streamlining is a critical component of our Principle to Steward Responsively––the imperative to “manage all entrusted resources with care to balance stewardship with an agile approach to risk.”
Streamlining is a critical component of our Principle to Steward Responsively––the imperative to “manage all entrusted resources with care to balance stewardship with an agile approach to risk.”
In this blog of our Essential series, I want to introduce you to – or perhaps remind you about – Making Streamlining Stick – PEAK Grantmaking’s guide to designing and implementing a streamlining process at your organization.
In reporting, almost all funders require a financial accounting that shows how dollars were spent in relation to what had been proposed. We want to introduce or remind you of PEAK’s Project Streamline recommendations for budget and financial requirements.
The basic idea is solid – that if you clearly demonstrate need for change, build a sense of urgency, share a compelling vision, involve a team of stakeholders, and get input and feedback across the board, you’ll get the buy in and support that the effort needs to succeed.
Before you advocate for what is “best” for community organizations, check those gut assumptions by asking: Do I think the same is true for foundations?
Dear Tightrope,
In last week’s blog, we tackled two parts of your question. This week, I want to address the third big question…
I don’t know of any foundation that has a really great application process. I think the process is inherently a bit tedious. Here’s my list of what good enough application process elements look like.
Project Streamline’s Guide to Online Systems was initially developed back when online grantmaking and grants management systems were new enough that it was not uncommon to encounter funders who still required hard-copies of applications, reports, or both.
It’s been beautiful to see how some foundations are stepping up to simpler, more rapid grantmaking in response to urgent needs.
Here are six critical questions that grantmakers can (and should) use as a filter when designing or refining our application and reporting processes – something that we recommend you do regularly.