If you want a good handle on what makes a great grantmaker, you’re exactly where you need to be.

To boost recognition of this profession and the value of its contribution, here’s a diverse skill set that an excellent grantmaker should attain:

  • Be skilled strategic planners
  • Ensure strong governance
  • Know what grant programs are out there, and educate people about opportunities
  • Be great communicators and collaborators
  • Have effective customer service skills
  • Have expertise in financial and budget management
  • Show sound judgment and risk management practices
  • Ensure good systems management

This combination of attributes is the route to transparency, equity, and accountability in grantmaking, as well as better outcomes.

And so how should one approach these aims? Here are some points worth looking at:

Strategic planning

Consider what you are trying to achieve and what strategies and grant mechanisms will help achieve that aim. Understand your stakeholder groups, their agenda and needs, the level of funding, the timeframe for delivery, and available resourcing, and establish a risk register. This needs to happen well before a grant program is established.

Good governance

Procedures, processes, templates, and governance structures that are fair and transparent and ensure accountability are essential. Good governance and probity require:

  • Guidelines with unambiguous eligibility criteria, and unambiguous, measurable assessment criteria
  • Forms that ask the right questions
  • Assessment and decision-making frameworks that ensure good decisions
  • Disclosure of conflicts of interest
  • Sound documentation of decisions and record-keeping
  • Robust funding agreements to clarify conditions and responsibilities
  • A process to consider variation, monitoring, and evaluation
  • A culture of continual improvement

Communications, program promotion, and customer service

A sound communications strategy that ensures all potential applicants receive the relevant information during program promotion – in a format that meets their needs – is essential to ensure program equity.

Communicating the right information to applicants in a way they understand during a project can help that project succeed while helping applicants overcome problems.

Grantmakers should also make sure they get the right information from grantees when it comes to monitoring, evaluation, and acquittals.

Strong financial management and reporting

Financial management skills are essential. You need to understand your grantees’ cashflow requirements and adjust milestones to meet project needs while ensuring your organization’s budget needs are met, and financial delegations are adhered to.

This requires an understanding of tax implications, financial management systems, and appropriate recording of financial information, to meet reporting requirements and budget management.

Operational policy

Analyzing anomalies, finding appropriate solutions to problems that arise, and communicating the outcome to those affected will help to maintain accountability and consistency.

Reporting on and promoting outcomes

Limitations on resources often mean grantmaking outcomes aren’t appropriately acknowledged. Taking time to report on and promote outcomes will help ensure that the hard work of grantees and grantmakers alike is noticed and celebrated.

Audits and evaluation

Truly reflective evaluations have the greatest value for improving grantmaking. They require skills in developing evaluation and audit briefs, providing input to these processes, and reviewing survey questions and the results.

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