Award letter to reporting plan
Send the signed award letter and any later changes. Grantkeeper separates payment dates, reporting dates and the period the award covers. Each row points back to the page that supplied it.
Fictional example.
Start with the source records
Send the signed award letter and any later changes. Grantkeeper separates payment dates, reporting dates and the period the award covers. Each row points back to the page that supplied it.
Name the program lead and finance reviewer. Ask for a draft two weeks before each confirmed deadline. A date taken from last year is labelled unconfirmed. The plan lists questions to send the funder instead of guessing the answer.
Check before using the draft
The award letter sets the terms. A missing date stays unknown; the assistant does not submit a report.
Use Google Drive, TickTick. Read the grant calendar guide.
Sources: TickTick documentation, Google Drive documentation
What you send
Make a report plan from this award letter. Mark dates with no time zone.
What Grantkeeper prepares
A draft plan with each deliverable, source page, due date, owner blank and internal review date.
What to keep in mind
The award letter sets the terms. A missing date stays unknown; the assistant does not submit a report.