Our Process
Customized Support for Your Unique Needs
Set Goals. Streamline Processes. Maximize Impact.
Running an organization takes an incredible amount of work. From managing daily operations to securing funding and building relationships with stakeholders, the responsibilities can feel overwhelming. That’s why having streamlined processes and a clear strategy is essential for your organization to run effectively and make a lasting impact.
To help you get there, we begin every project with a consultation and needs assessment. This allows us to create a strategy tailored to your unique goals and challenges. Our process will vary depending on the services you need. Grant writing is one of our most popular services, so we’ve provided a sample grant writing process below to give you an idea of how we can bring your vision to life.
Our process is tailored to your specific needs so that you
receive the right combination of services to drive your success.
Sample Process for Grant Writing Clients:
We begin by learning about your organization during an introductory call. This is where we discuss your mission, goals, and needs to determine if we’re the right fit. Based on this conversation, you will receive a services menu to provide a clear understanding of how we can work together.
1. Initial Consultation
After you’ve reviewed the services menu, we collaborate with you to assess your organization’s priorities, projects, and objectives based on your existing materials. This helps us identify any gaps and pinpoint the type of grant opportunities that best fit your mission and needs. From here, we work together to decide on the best approach, then provide you with a contract and price estimate.
2. Needs Assessment
3. Grant Research, Analysis, & Strategy
Once the contract is signed, we conduct research using either your existing funder prospect list, or we create a customized list using our extensive funder databases. After determining the best grant opportunities for you, we work with you to develop a customized strategy for your grant application. Our strategy includes identifying and analyzing criteria such as eligibility of grants, mission alignment, average funding amount, level of competitiveness, and more.
4. Application Preparation & Stewardship
Next, we take the lead in preparing, managing, and completing the grant application on your behalf. This includes compiling required documentation, assisting in the construction of a budget proposal, and making sure all grant requirements are met.
Our expert writers craft a persuasive, data-driven grant proposal that tells your organization’s story, highlights its unique impact, and effectively communicates how the funding will support your mission.
5. Grant Writing
Before submission, we thoroughly review the application and proposal for accuracy, compliance with guidelines, and overall quality. Once the draft is complete, we share all materials with you for review and feedback.
6. Review and Revisions
After we incorporate your feedback, we send the revised versions for your final approval. When you give the green light, we proceed with submitting all documents and components, making sure everything is properly taken care of.
7. Final Approval & Submission
After submission, we provide you with an electronic copy of all documents created throughout the process. If needed, we offer additional support to help with post-award and adjacent activities, including grant reporting, CRM maintenance, and more.
8. Post-Submission Actions
Partnering with us means you get more than exceptional services and high-quality work— you also get access to additional support to ensure your success, including:
Biweekly Check-In Meetings
We hold regular touchpoints
to ensure consistent progress and alignment with your goals.
Work Plans with Deadlines
Each project has a clear timeline,
whether it’s based on external deadlines or ones we create together.
Scalable Support
Adjustable support levels to
match your changing needs.
Annual Review for Retainer Clients
We hold an annual session for evaluating the year’s progress, upcoming priorities, and potential adjustments to our service contract.
End-of-Project Reports
For short-term projects, we provide a summary of progress, results, and next steps for moving forward independently.