CHECKLIST: You Just Got A Grant! Now What?

Time to celebrate! Your nonprofit just received a grant. Refer to this grants checklist to outline steps you should take once you have a grant agreement in hand.


□ Review the reporting requirements outlined in the grant agreement and share them with any colleagues that will be spending or reporting on funds.

□ Mark the grant expenditure period and all report due dates on your calendar. Share these dates with any colleagues that will be spending or reporting on funds.

□ Discuss record maintenance with your accounting team to ensure that all grant records are maintained and readily available should your grantor need to review them.

□ Review your original grant budget. A template to track expenditures according to each line item may be helpful in tracking your grant’s progress, and it will help you submit clear financial reports to your grantor.

□ Review activities and/or expenditures that may be prohibited by the grant agreement to ensure that your grant activities nor internal policies conflict and ensure all grant implementers understand these terms, too.

□ Ensure that everyone in your organization who is involved in the grant has access to necessary grant information, including reporting deadlines and grant agreement details.

□ Request that the appropriate person, typically the executive director, review and sign the grant agreement by the date indicated by your grantor.

□ Start collecting materials that will help you show the impact of the grant, including photos, videos, testimonials, case studies, copies of presentations, survey results, etc.

□ If you expect a shift in grant activity—including changes in timeline, budget, scope—immediately communicate such changes to your grants manager. At times, an amendment to your grant agreement may be necessary to adjust the budget, scope or timeline.

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