A note

Grants and strategy: don’t chase money off-mission

A familiar board meeting: someone says, “There’s a $40,000 grant open. We should apply.” Nobody asks what it would be for, whether it matches what you said you’d focus on this year, or who will write the acquittal at 11pm in November.

By the end of the night a new program has been invented to fit the guidelines, and your strategy document, if you have one, has been politely ignored. Good associations can be pulled off course one successful grant at a time.

Grants are tools. Strategy is the map.

If you don’t know what you’re trying to achieve over the next two or three years, every funding round looks like destiny. A simple strategy, even one page, gives you a filter: we do these things, for these people, in this way. Everything else is a polite no.

Without that filter your program mix becomes a collage of whatever funders happened to fund.

Five questions before you apply

Pin these where the grant-writer can see them:

  1. Does this advance a goal we already have, rather than one we invented twenty minutes ago?
  2. Can we deliver it well with the people we have? Enthusiasm isn’t a staffing plan.
  3. What does it cost us beyond the grant? Think admin, supervision, evaluation, insurance and extra demand.
  4. What happens when the money ends? Will we create an expectation we can’t sustain?
  5. Would we still do a version of this if the grant didn’t exist? If the answer is no, be careful.

If you can’t get clear answers, don’t apply.

“But we need the money”

Sometimes you do. Rent and wages are real. Even then, prefer funding that strengthens your core work over funding that starts a side project. A grant that pays for coordination, core program delivery or systems you’ll still need next year is better than a pilot that ends in eighteen months and leaves your reputation to carry the gap.

Be honest about the odds and the writing time too. A one-in-ten chance that takes forty volunteer hours has a cost, even if the application is free.

Let the board say no

Staff and grant-writers often feel pressure to keep bringing opportunities. The board’s job is to protect focus. Minute the decisions to decline, for example: “We declined to apply for X because it sits outside our priorities for this year and would need more staff time than we have.” That record makes the next decision easier.

If saying no feels impossible, your strategy probably isn’t clear enough, or your culture treats busyness as a virtue.

Plan for the reporting

If you win the grant, assign an owner on day one, put the reporting dates in the shared calendar, and keep evidence as you go. The acquittal won’t write itself.

Strategy first, funding second

If your strategy is last year’s successful applications stuck together, stop and reset. A usable plan doesn’t have to be elaborate, but it does need choices: what you’ll grow, what you’ll maintain, and what you’ll stop. Funding should follow those choices.

A quarterly check

Once a quarter, put “funding pipeline against strategy” on the agenda. List live and upcoming grants in one column and your priorities for the year in the other. Draw a line only where they connect. Anything without a line needs a good reason, or a no. It takes about ten minutes.

Next step

Before the next funding round opens, run your current grant list against the five questions above and minute the ones you decide not to chase. If you’d like help building a short plan your board will use, see our strategic planning service or book a free 30-minute call.

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