\u25a1 Review the reporting requirements outlined in the grant agreement and share them with any colleagues that will be spending or reporting on funds.<\/p>\n
\u25a1 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.<\/p>\n
\u25a1 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.<\/p>\n
\u25a1 Review your original grant budget. A template to track expenditures according to each line item may be helpful in tracking your grant\u2019s progress, and it will help you submit clear financial reports to your grantor.<\/p>\n
\u25a1 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.<\/p>\n
\u25a1 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.<\/p>\n
\u25a1 Request that the appropriate person, typically the executive director, review and sign the grant agreement by the date indicated by your grantor.<\/p>\n
\u25a1 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.<\/p>\n
\u25a1 If you expect a shift in grant activity\u2014including changes in timeline, budget, scope\u2014immediately 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.<\/p>\n