Strategic Grant Planning & Management, the Stress Free Way
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Strategic Grant Planning & Management, the Stress Free Way

A simple, smooth-flowing system for a stress-free, award-winning, strategic grant application & submission process
4.0 (1 rating)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
11 students enrolled
Last updated 4/2016
Current price: $10 Original price: $50 Discount: 80% off
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  • 1.5 hours on-demand video
  • 1 Article
  • 1 Supplemental Resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Implement a stress-free system for writing and submitting grant proposals and award reports, error free with no crisis management
  • 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
  • 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
View Curriculum
  • You should have enough experience in grant writing, identifying RFPs that are closely matched to your NPO’s programs, and reviewing or approving content, to know what is involved in submitting a grant proposal
  • Your NPO 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 calculators 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

Welcome to Strategic Grant Planning & Management, the Stress Free Way


This unique course is based on a system I used and adapted for my employers and clients since 1989. It is unique in that it gives you proprietary grant management tools to:

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

FOR EXAMPLE: If you've ever applied to Funder A for program expenses only to find out, too late, that Funder A was the ONLY ONE who would fund your construction or administration costs, while Funder B would gladly have funded your program expenses, 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 sequence
  • and when


This Strategic Planning course was developed for and adapted to many different types of NPOs over 25 years. You won't find this system anywhere else.

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 sequence of data management and tracking forms, three funder-selection calculators, and a system to tie them all together into stress-free, grant planning and management system. You'll be so organized that you and your teammates will actually be able to take your lunch breaks. And, never again will you have to spend frantic hours in crisis-mode, trying to get your proposal submitted by the deadline.


If you've ever run into delays getting data, budget, signatures, reviews or approvals with a fast approaching deadline...

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.

  • 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 & 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, 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 sample (editable) written procedures for smooth-flowing processes from the moment you begin to choose a funder to the moment you submit the proposal to the funder.

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.

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, editing, and submission stages. In addition you'll have three different methods of evaluating your programs to match RFAs and identify the best fits.

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, you improve your credibility in the eyes of funders. Relationships, on the other hand, you'll have to build yourself. Begin with this system. 

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 is the target audience?
  • 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.
Compare to Other Management Skills Courses
Curriculum For This Course
17 Lectures
Welcome to Stress-Free Strategic Grant Planning & Management
3 Lectures 11:10

An introduction and overview of what you'll get from this course

Preview 05:31

Ever solve a complex problem on the first try? Me neither. This course is the solution resulting from refining years of errors and partial solutions to multiple intersecting problems. It is a flexible system that can be adapted to most needs.

Preview 04:56

All the tools you need to implement this system are included in this download. It included Excel forms, Forms in Word and PDF, instructions, and a database in FileMaker Pro. If you decide not to purchase Filemaker Pro, there is an Excel form with all the fields so you can still track this data.

03 Strategic Planning & Management Toolkit
2: Grant Management Structure
3 Lectures 17:41

Grant writers have enough to do, without chasing everyone down for reviews, proof reading, signatures, approvals to apply for a grant, and future planning without a consensus about the NPO's future direction. Teams will help keep your NPO moving in the same direction. You may need one or two teams depending upon the size or structure of your NPO.

04 Overview of Teams

Your first team should be your grant writing team. This isn't a large team, but it also isn't just a team in name only. It's made up of people critical to getting your proposals done right and submitted flawlessly.

05 Your Grant Writing Team

Your Strategic Grant Planning Team isn't just another set of duties for your Grant Writing Team. It's another team entirely made up of people who are adept at strategic planning. 

06 Your Strategic Grant Planning Team
Putting System Structure In Place
3 Lectures 16:20

Developing your grant funding resource files will be a lot easier if you have a plan before you start. This lecture points out what to plan for so you don't waste time redoing your files each time you want to add something new. 

S3L07 Develop Funding Resource Files

Begin phasing in your new procedures wherever you are in the cycle. Or start with your most complete proposal and apply the cycle to each at their point of completion

08 Phasing In New Procedures

Prepare to implement the proposal writing and management team by determining your teams function, choosing team members, writing policies and procedures, and establishing the process and flow of activities. Use of the forms to carry out the processes begin in the next lecture.

S3L09 How to Implement the Proposal Writing & Management Process
4: What's in the Toolkit
3 Lectures 25:07

Here you'll get a quick overview of all the forms in the workbook and a brief description of what they are used for . 

10 Overview of Worksheet Forms

You'll get a detailed description of the first half of the forms. At this point you can follow along with either the example forms or a new copy of the blank forms, entering some actual data of your own to get some experience using them.

11 Strategic Grant Planning Toolkit forms Part 1

You'll get detailed descriptions and instructions for each form in the second half of the workbook. The funding calculators are next, each covered separately.

12 Strategic Grant Planning Toolkit forms Part 2
5: Choose the Right Funders, the Right Grant, the Right Time, the Right Sequence
4 Lectures 29:06

The following three lectures are increasingly more complicated, but the preparation for using each is very similar. This lecture goes over some of the preparations that the calculators have in common.

S5L13 Get Ready to Choose FundersHB

As I developed these calculators I started with a rather simple, straight-forward one. This may, in fact be all some of you need. It serves well to explain the structure of the form as several features are consistent from one level to the next. 

14 "Who Funds What" Calculator

This is the calculator I used for several years, until it just wasn't enough for one of my larger NPO clients. Give this one a try and see if it does all you need it to do.

15 Strategic Planning Calculator

You may one day have an NPO client (or be that NPO) that has a number of projects, all long term or ongoing, and dozens of grant makers who support all that you do. Sorting out which one to ask support for which program, when and in what sequence can be critical. If you need to sort out several conflicting funding opportunities, this calculator will help you prioritize them quickly.

16 Advanced Strategic Planning Calculator
6: Course Summary
1 Lecture 03:06

A few last comments and summary of what you've learned.

18 Course Summary
About the Instructor
Michele Boyer, RRT
4.1 Average rating
8 Reviews
162 Students
4 Courses
Grant Professional ~ Writing, planning, managing since 1989

While working as a respiratory therapist, I was given an opportunity to write a grant proposal for a co-worker, which was funded. This opened many doors for me, including the opportunity to become a professional grant writer, CQI Coordinator, Risk Manager, and to develop patient programs for a rural hospital district. 

Over the next ten years I learned enough from our mistakes to begin developing a strategic grant planning and management system. This eventually became one that was, also, STRESS-FREE

Our original book, CQI/TQM for the Rest of Us, was published and sold in the US, Canada, and Australia. We also presented as a workshop to health organizations in four states. 

I then began writing ebooks on a regular basis, the next one on becoming a grant writer, followed by others on starting businesses on a shoestring. And now, I'm turning my 30+ years experience into classroom and home study courses on working from home or from a mobile office (full time travelers.) My video courses here are based on those courses.