Grant Readiness
A funder-facing readiness review across six categories. Mark each item honestly — the gaps become the work plan below.
Overall readiness
72%
Weighted evenly across all items
Items complete
16 of 27
Documented with evidence
Open gaps
11
Items needing work or review
Weakest category
38%
Organizational Capacity
Category scores
Where you stand by area
5 items reviewed
5 items reviewed
4 items reviewed
5 items reviewed
4 items reviewed
4 items reviewed
Readiness work plan
Every open gap with an owner and target date
Approve the renewal quote and file the new certificate.
Needs reviewPriya Raman · target Jan 22, 1970 · Policy expires in under six weeks.
Obtain the signed FY2026 audit from the auditor.
Needs reviewPriya Raman · target Jan 19, 1970 · FY2026 fieldwork complete; final statements pending.
Complete the unified data and finance system mapping.
Needs reviewPriya Raman · target Mar 17, 1970 · Possible today but requires manual reconciliation across systems.
Update the roster and re-upload to the vault.
Not in placeDana Whitfield · target Jan 8, 1970 · Two new members seated last month are missing.
Collect the remaining disclosure.
Needs reviewDana Whitfield · target Jan 11, 1970 · One disclosure outstanding from Monique Prince.
Draft the Family Stability logic model.
Needs reviewDr. Elaine Cordero · target Jan 31, 1970 · Rise is complete; Family Stability Navigation needs one.
Rewrite the plan and attach to the Hartwell request.
Not in placeDr. Elaine Cordero · target Jan 9, 1970 · Still on last year's template.
Model the finance workload for a state award.
Needs reviewPriya Raman · target Jan 26, 1970 · Quarterly state reporting would stretch the finance function.
Hold the planning retreat and adopt a refreshed plan.
Not in placeDana Whitfield · target Mar 2, 1970 · Expires this year.
Complete the unified data system implementation.
Not in placeDr. Elaine Cordero · target May 31, 1970 · Three disconnected systems; a report takes eleven staff hours.
Set a standing 48-hour approval window before every deadline.
Needs reviewDana Whitfield · target Jan 15, 1970 · Process exists but executive approval timing is inconsistent.
Legal and Compliance
4 of 5 complete
Is your 501(c)(3) determination letter on file and accessible?
Stored in the document vault and the shared drive.
Is your state charitable solicitation registration current?
Renewed this fiscal year.
Are your annual Form 990 filings current and publicly available?
Posted on the website and GuideStar.
Do you carry current general liability and directors and officers insurance?
Policy expires in under six weeks.
Do you have a written nondiscrimination policy?
Financial Readiness
3 of 5 complete
Do you have audited financial statements from the most recent fiscal year?
FY2026 fieldwork complete; final statements pending.
Can you produce an organizational budget and program budgets on request?
Program budgets maintained for all four programs.
Do you have a documented indirect cost rate or cost allocation plan?
Negotiated 18% rate documented and board approved.
Do you have written fiscal policies and internal controls?
Reviewed by the finance committee last year.
Can you track and report restricted fund balances by grant?
Possible today but requires manual reconciliation across systems.
Governance
2 of 4 complete
Is your board roster current with terms and roles documented?
Two new members seated last month are missing.
Do all board members sign an annual conflict of interest disclosure?
One disclosure outstanding from Monique Prince.
Does the board review and approve the annual budget?
Approved at the June meeting.
Do you have current bylaws reviewed within the past five years?
Program and Impact
3 of 5 complete
Do you have a written logic model or theory of change for each program?
Rise is complete; Family Stability Navigation needs one.
Do you collect outcome data, not only service counts?
Eight indicators tracked across four programs.
Can you produce two years of outcome trend data on request?
Do you have documented participant success stories with releases on file?
Six stories with signed releases.
Is your evaluation plan current and referenced in proposals?
Still on last year's template.
Organizational Capacity
1 of 4 complete
Do you have staffing capacity to manage additional grant requirements?
Quarterly state reporting would stretch the finance function.
Do you have a strategic plan covering the current year?
Expires this year.
Do you have a data system that supports funder reporting?
Three disconnected systems; a report takes eleven staff hours.
Do you have documented partnerships or MOUs where required?
Grant Management
3 of 4 complete
Do you have a written grants calendar with deadlines and reporting dates?
Maintained in this system.
Do you track grant reporting deadlines separately from application deadlines?
Do you have a reusable answer library for common proposal questions?
Sixteen approved answers on file.
Is there a defined internal review and approval process before submission?
Process exists but executive approval timing is inconsistent.