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Use case

Foundations and NGOs

From the letter of intent through the board decision to impact measurement: a grant-making process that guides applicants and gives the board reliable papers to decide on.

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The starting point

Where it gets difficult in practice

Foundations and NGOs rarely start with the full application: a short letter of intent is common, and only then follows the detailed request. Add to that expert commissions, conflicts of interest on the board, and meeting papers assembled by hand before every session.

After the approval the longer part begins: conditions, tranches, interim reports and accountability towards supervisory bodies and donors. Without a structured data base all that remains is a collection of individual documents.

The process

What the procedure looks like

A typical sequence for this type of programme. Every phase is tailored to your organisation during setup.

  1. 01 Letter of intent
  2. 02 Full application
  3. 03 Pre-assessment
  4. 04 Board decision
  5. 05 Approval and conditions
  6. 06 Reports and impact

Particularly relevant

Modules that make the difference here

  • Access control

    Tiered rights for board, commissions and office — including recusal.

  • Messaging

    Approvals and rejections with prepared, adjustable text modules.

  • Dashboards

    Indicators and impact evaluated across all projects.

More use cases

Other programme types

Your grant-making process, cleanly mapped

We set up a test environment with your letter of intent, your application form and your committees.

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