Stress-Free Strategic Grant READINESS, Planning, & Mgmt
3.8 (3 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
76 students enrolled

Stress-Free Strategic Grant READINESS, Planning, & Mgmt

A complete system for optimizing a stress-free grant application strategy and submitting award-winning applications
3.8 (3 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
76 students enrolled
Last updated 4/2016
English [Auto]
Current price: $77.99 Original price: $129.99 Discount: 40% off
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This course includes
  • 4 hours on-demand video
  • 2 articles
  • 11 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Develop a strategic plan for funding all of your projects and programs for the foreseeable future, (five or ten years ahead
  • Choose the right funder, for the right program, at the right time, and in the right sequence,
  • Implement a stress-free system for writing and submitting grant proposals and award reports, error free with no crisis management
  • Track the status of all proposals during the writing/submission cycle
  • Track all of the information requested by funders to justify your need and appropriateness for each RFP
  • Ensure that your NPO or NP clients are grant ready at all times
  • Develop a quality improvement plan to use to develop measurable criteria; track outcomes; troubleshoot; find root causes; develop improvements; test improvements; and even develop new programs
  • Included in the cost of this course are my full Grant Readiness and Quality Improvement courses, so that you have all the tools you need for an all-inclusive grant management program
  • You will have enough experience in grant writing, identifying RFPs that are closely matched to your NPO’s programs, and reviewing or approving content, to know all that is involved in submitting a grant proposal
  • You would benefit from gaining one or more of the following: • an organized, smooth-flowing grant management system • a method for organizing your grant management teams • a system for choosing the right grant, for the right project, at the right time, and in the right sequence • A need to become grant ready • and Grant makers can use this content to establish Grant-Ready standards for your applicant
  • You will have basic knowledge of Excel and an elementary understanding of the "IF" and "SUM" formulas to grasp the formulas used in the funder calculators.
  • Grant professionals who are new to grant writing may find the strategic planning sections challenging, but all other aspects of the system taught here will improve organization, management and planning at any level of experience
  • This is a beginner/intermediate level course, but still may be useful to experts who still have a few organizational improvements to make.
  • This course provides software templates needed in PDF, Word Doc, Excel and Filemaker Pro formats. You will need a PDF reader, a text or word.doc reading program, and software that reads Excel spreadsheets (OpenOffice will do this for Word and Excel files.) If you don’t have FileMaker Pro, there are equivalent forms in the Excel Workbook to hold this database information.

Welcome to Stress-Free Strategic Grant Readiness, Planning & Management. This unique course is based on a system I used for my employers and clients since 1989, and continues to be improved. It is unique in that it gives you proprietary tools for managing your readiness:

  • to win grants
  • to receive grant awards
  • to report outcomes
  • to track every aspect of the proposal preparation and submission process
  • to organize and keep current every piece of data that you might need to use in any proposal
  • to plan funding for several years in advance
  • to choose the right funder, for the right program, at the right time, and in the right sequence

If you've ever applied for Funder A's grant for your healthcare program costs only to find that Funder A was the only one who would fund your construction or administration costs, while Funder B would gladly have funded your healthcare program costs, you can appreciate how important it is to plan carefully, especially when future funding will be affected.

If you've ever wished you had a way to choose which funder, for which program, in which order and at what time, this is the course for you.


As you know, more and more funders are requiring their non-profit applicants be be “GRANT READY." When you and your beneficiaries are depending on these funders to keep your programs running, becoming GRANT READY is one of the most important actions you can take. This course includes the full Win More Grants by Becoming Grant Ready course, including the full text and checklist download.

The Strategic Planning section of this course is unique and available only as part of THIS video course. As a grant writer, nonprofit, or consultant, you will find this course gives you a complete solution for developing a system of grants management and strategic planning. It includes a series of data management and tracking forms, three funder-selector calculators, and a system to tie them all together into stress-free, grant planning and management system. You'll be so organized you, and your teammates, will actually be able to take your lunch breaks.

The full course, CQI/TQM for the Rest of Us is also included along with the downloadable textbook and the PowerPoint slide set to use in training your staff or clients. Along with the quality improvement tools you need to develop specific, measurable criteria and to evaluate the progress of your programs and projects, you'll get a detailed presentation of why CQI is so valuable, how it can improve your entire nonprofit operations, and how to get people to cooperate with any changes you want to implement.

GRANT MAKERS, you'll find the tools and systems presented in this course useful for evaluating the readiness of your applicants to make the best use of your funds in achieving your goals.


Stress-Free Strategic Grant Planning and Readiness will provide you a truly stress-free planning and management system, including:

  • the forms and a database, to manage your entire grant funding system
  • funding opportunity calculators that you will use to weigh the fit between your programs' goals and each funder's goals and to help you choose the right funder, for the right program, at the right time, and in the right sequence. This is especially valuable for organizations that have a large number of grant applications and multiple projects going on at any given time.
  • included is my 1-hour "Win More Grants by Becoming Grant Ready" course with its detailed checklist, that you can use, as is or modify, to ensure and maintain your GRANT READY status.
  • included is my 2-hour quality improvement course, "CQI/TQM for the Rest of Us" along with the forms and the presentation slides that you can use to train your staff or clients in developing useful measurable criteria for each of your programs, or for your entire organization, as well. You'll see how we used it to get every employee to participate, and in every aspect of running our hospital district.

What you'll learn in this program is how to develop a strategy for funding all of your projects and programs for the foreseeable future, say five or ten years ahead:

  • How to MAKE YOUR non-profit Grant-Ready - A vitally important aspect of NPO management. Grant Readiness is often overlooked, causing NPOs to lose grant funding
  • How to IMPLEMENT this proven proposal-writing management process
  • WHO BELONGS ON YOUR proposal-writing and management teams
  • What to INCLUDE IN YOUR proposal writing and management policies and procedures
  • How to manage each phase of YOUR proposal-management process
  • How to ESTABLISH CRITERIA for choosing your funding sources
  • How to DECIDE WHICH RFP to apply for each program or project
  • How to DETERMINE WHEN to apply for each grant you have identified
  • How the tools in the Strategic Planning Toolkit (included) are used to create a system that flows SMOOTHLY AND STRESS-FREE.

And to wrap all of this together, the grant management system provides a sample written procedure for a smooth-flowing process from the moment you begin to choose a funder to the moment you submit the proposal to the funder. I show you, also, how to select members for your grant management team, and for your strategic grant planning team.

The system ensures that your grant applications will be error free, thoroughly reviewed, checked for accuracy and completeness and submitted error free and with essentially no stress or last minute crises (conditions most likely to cause errors.)

I've successfully implemented this system in small and large organizations. It's flexible enough to accommodate the many unique aspects of different nonprofits' management practices.

It starts with a review of our robust "GRANT READY" checklist. This review will take you section by section through the list of preparations that will set you up to spend you efforts and time on processing your applications and not on constantly checking to be sure you have the minutia in order.

Once you know how to make your nonprofit "GRANT READY" you'll learn how to use the strategic planning and management tools. These tools provide storage for your most current data, to grab and insert in your proposals and budgets. They also provide the tracking records needed to keep your proposal moving through the writing, review and editing stages. In addition you'll have three different methods of evaluating your programs against funders and RFAs to identify the best fits.

At any point you can jump into the CQI/TQM for the Rest of Us course and learn the secrets of developing effective "specific and measurable criteria" by which to measure your programs' effectiveness. Or maybe you just want to do an audit with measured outcomes, assess needs, or develop improvement plans for your programs, to find out exactly how well your program is being managed.

And finally, I'll show you how to put them all together in a streamlined system that you'll love for its utter simplicity.

What isn't covered is that it won't teach you how to write a grant proposal.

Funding, as you know, is not just the result of submitting a qualifying proposal, but of developing relationships and credibility. When your organization is able to show a funder that you've covered all the essentials and are operating at the highest standards, in other words, that you are Grant Ready, you improve your credibility in the eyes of funders. With this system, you can organize your nonprofit in ways that will make your competition wonder what you've got that they don't have.

Not a bad spot to be in.

Who this course is for:
  • Grant writers, consultants, development officers and other grant professionals who need an organized system for processing grant applications, tracking data for one or more proposals, and for planning their applications to optimize future funding
  • New grant writers will certainly gain much insight from this course, as it is three courses in one, but some aspects of this course may not be immediately useful. Most of this course content is useful at any level of experience.
Course content
Expand all 45 lectures 04:03:28
+ Stress-Free Strategic Grant Planning, Management & Readiness: Complete Course
1 lecture 04:26

This course combines three excellent courses to give your NPO an edge in winning grant funds. This lecture describes the three, and who should take this course.

Preview 04:26
10 lectures 45:32
Lecture 2 contains your course download, the Grant Ready checklist, that you can copy, and change to suit your needs.

Preview 01:37

You'll learn the importance of grant readiness, what grant readiness is, why you need to be grant ready at all times.

Make Your NPO Grant Ready

Lecture 4 covers the importance of your NPO's internal behaviors; how to make your NPO stand out; why grant writers screen NPOs; & how being Grant Ready saves money

Competing for Funding
What funders look for defines Grant Ready. This lecture gives you some insight from the funders' point of view
Preview 03:26
Profile of a grant ready NPO. Five categories of current information needed
Profile of a Grant Ready NPO

Detailed review of the first checklist. Some documents are listed under multiple headings doing double or triple duty.

Checklist #1-Your Organization
These two lists are covered together as they do overlap. These describe your scope of service and the service area you serve
Checklists #s 2 & 3-Your Scope of Service & Service Area
The fourth list is specific to your program(s) and how you will use grant funds
Checklist #4-Purpose of Funds
The fourth list is specific to your program(s) and how you will use grant funds
Checklist #5-Your Grants Management System
Lecture 11 is a course review, summary and assignment(s) and an invitation to share in the discussion section to get help from me or from other students, and benefit from our vast, combined pool of knowledge
Grant Readiness Course Review and Assignment(s)
+ Stress Free Strategic Grant Planning, & Management
12 lectures 01:12:04

A short story about how our NPOs crisis-management problems provided the framework for this very successful stress-free strategic planning and management system

Preview 05:16

Here you'll download the entire Stress-Free Strategic Grant Planning, Management & Readiness Toolkit

Download the Toolkit for Stress Free Strategic Grant Planning, & Management

This lecture will discuss the two teams you will need, and their very specific roles. If the same people in your NPO make up both teams, you may end up with one team, and two distinct purposes.

Overview: Grant Writing, Review & Management; and Strategic Planning Teams

I'll discuss your GRANT WRITING Team in specific detail

Your Grant Writing Team

I'll discuss your STRATEGIC GRANT PLANNING Team in specific detail

Strategic Grant Planning and Management Team

In this lecture I go over the Excel Workbook and the first four forms in detail.

Strategic Grant Planning Toolkit Forms Part 1

This lecture explains the next five forms in your workbook.

Excel Workbook: Strategic Grant Planning Toolkit Forms Part 2

The first calculator is the easiest to use, but the most manual of all three. It doesn't measure the priority quite as accurately as the other two calculators, but is useful if you don't have many programs or funders to sort.

The Who-Funds-What Calculator

The second of the funding planner calculators involves more careful weighting, and some simple formulas. If the first calculator just doesn't give you enough detail to sort your funders and programs, this one might be just right.

The Strategic Planning Calculator

And finally, if you have many dozens of funders and quite a few programs to evaluate, this calculator might be what you need. The formulas are a bit more complex than the previous one, and will give you the most finite feedback to evaluate.

The Advanced Strategic Planning Calculator

I'll review the high points of the Strategic Planning part of the course, and then send you on your way to the CQI/TQM for the Rest of Us course where you'll learn how to create those specific and measurable criteria so necessary for evaluating how well your program is reaching its goals.

Course Summary
+ CQI/TQM for the Rest of Us
22 lectures 02:01:26

Introduction to quality management; My qualifications; what this system is capable of helping you do; Why include philosophy and preparations; A system so simple you'll have it up an running in a couple days; And one so effective, you'll make improvements within weeks.

Welcome and Introduction to Continuous Quality Management

This lecture directs you to the textbook for this course.

CQI Textbook

This gives an idea of how you could use the system for planning your business goals, illustrated by the story of a CEO who started with a market analysis (needs assessment) of services provided, duplicated, and needed, and developed her plan, a Continuum of Care using this system.

Analyze Your Market or Other Potential
This lecture describes what you will learn about this CQI system, and what you will be able to do when you complete the course.
CQI Course Objectives
You will learn some of the immediate results to expect after implementing this system, as well as: What CQI is and is not; What it accomplishes; That it is a management system not a task; and That quality is an illusion.
Foundation of an effective CQI system
This system relies on establishing sound foundations based on the philosophy of a successful quality management program. You will learn what these are in this lecture.
Preview 03:10
The specific features, and the benefits to expect, that make this CQI system successful. I include real life examples of how the system was applied to creating new programs and services, and what the outcomes were.
Features and Benefits of CQI

It's all about perception. Success follows an objective non-blaming approach to solutions. You'll learn how to see through your customers' eyes and solve problems without blaming other people.

The Customer is Always Right

Empowered employees excel and create growth. Learn how to empower your employees while creating a coordinated and harmonious work environment.

CQI Empowers Employees

Changing organizational relationships changes the perception of what an employee is permitted to accomplish, and how they go about doing it. This organization chart illustrates how that works.

The Hub of Quality Service
CQI is synergistic. That is, each feature not only has it's own benefit, but enhances the benefits of the other features. The result is greater than the sum of individual benefits, yet each is so simple.
More Benefits of CQI

This section discusses the specific preparations and changes Board Members and managers must make for this CQI system to succeed

Initial Steps to Set Up a CQI Management System
More steps to consider; 5 reasons things go wrong.
More Initial Steps; Wrap-Up

People are often resistant to change. Here are some typical arguments I've had to deal with defending employees' resistance to change, and how to respond to these arguments.

Overcoming Resistance to Change

Three divisions of your business. How to identify where the problem is. Knowing the relationship between these three groupings will help you find your root cause AND your solution. Learn about the core piece of documentation that spells your problem out, precisely. Have copies of your worksheets available. You'll be using these for the rest of this course. Again, you'll find these in your Toolkit.

Preview 06:47
The first of the three forms used in this system, the CQI Worksheet is explained in detail.
CQI Worksheet
The second form(s) are the variations of the data collection form. You'll learn how to set up forms for collecting one, or multiple, data types, and how to do this with consistency.
Data Collection Forms
The third form is the audit summary form which you use to summarize your analysis of your data.
Audit Summary Form
Keep reports simple: How and when to report your quality improvement.
In less than 7 minutes you'll learn how to write specific and measurable criteria that will pass anyone's scrutiny. ~ IN LESS THAN 7 MINUTES ~ I promise! Oh, and you'll also learn how to calculate that threshold met.
How to Write Specific and Measurable Criteria

A review of the process for implementing a quality improvement action plan, when to do an audit, and how to follow through on the complete cycle.

CQI/TQM for the Rest of Us ~ Course Review
Where to find information for further reading and procedures for implementing and running your CQI system in this course.
Further Reading and Next Steps to Implementation