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Manage the grants you win.

You won the grant, and now it is quietly running your life, or slipping out of compliance, or heading toward a funder who will not fund you again.

Winning is the loud part. Keeping is where grants are actually made or lost: the reports that pile up, the deliverables you promised, the money that has to be spent and tracked exactly, the rules that carry real penalties, and the funder who is deciding, based on how you handle all of it, whether to trust you with the next one. This guide manages the award: you set it up on a calendar, track what you promised, manage the money and the drawdowns, meet the reporting and the compliance, and steward the funder toward renewal. It is the least celebrated and most consequential grant work there is, because a mismanaged grant does not just end, it can trigger repayment, an audit finding, and a funder who warns their peers.

What it will take: administrative discipline sustained across the whole grant period, honest tracking even when the news is bad, and the finance and program people who actually do the work at the table. What must be true first: you have a grant to manage. This guide is for after the yes.

Step 1

Set the grant up the day you win it

The first week after a win is when the whole grant gets organized or lost, and most trouble later traces to a setup that never happened. Read the grant agreement in full, then lay every obligation on a calendar: report due dates, deliverable deadlines, payment or drawdown dates, and any check-ins. Note the rules that carry penalties, and put a name on each obligation so none is nobody's job.

Who: you or grants staff, with finance and program whose deadlines this holds. Produces: a grant set up on a calendar, with every obligation dated and owned, from the week you won it.

Open the Grant Management Calendar →
Step 2

Track deliverables and outcomes against what you promised

You will be held to exactly what the proposal promised, and the time to discover you are behind is not the day the report is due. Put the deliverables and outcomes you promised on a tracker, check real progress on a regular rhythm, and if you are going to fall short, tell the funder early and honestly, because most funders will work with you if you do and will drop you if they learn it at the final report.

Who: you or program staff, with whoever holds your program data. Produces: a live view of promised versus delivered, and the habit of telling the funder the truth early.

The deeper measurement of outcomes is its own work and lives in impact measurement and evaluation.

Open the Deliverable and Outcome Tracker →
Step 3

Manage the money and the drawdowns

Grant money is not your money to spend freely; it is restricted to the grant purpose and tracked to the dollar, and mismanaging it is the fastest way to a clawback or an audit finding. Track spending against the approved grant budget, keep restricted grant funds separate from general funds, keep spending within allowable categories, and for grants that reimburse or pay in installments, request drawdowns correctly and on time.

Who: the finance lead, with you as co-owner and program staff who spend against it. Produces: grant money spent within its rules, tracked to budget, kept separate, and drawn down correctly.

The deeper cash-flow and restricted-fund accounting live in financial health and management, and a serious cash-timing gap may need a banker.

Open the Grant Finance and Drawdown Tracker →
Step 4

Meet the reporting and the compliance

Reports are how a funder learns whether to trust you again, and compliance is how you keep the money you were given. Write the programmatic and financial reports the funder requires, drawing on your trackers, honest about wins and shortfalls, on time every time. Know which compliance rules apply to each grant, because foundation grants are usually light and government grants can be heavy, with strict rules and, above a spending threshold, a required independent audit.

Who: you or grants staff, with the finance lead for the financial reports. Produces: reports that are on time and true, and compliance that is met or professionally handled.

The compliance edge, the strongest in this work

If you find yourself facing a real compliance problem, money spent outside the rules, a report you cannot support, a government requirement you did not meet, an audit finding, do not paper over it. Stop and get a nonprofit accountant or attorney, and the heavier compliance work lives in compliance, legal and risk. Telling the funder and fixing it beats hiding it every time: a disclosed and fixed problem is survivable and a hidden one, discovered, usually is not.

Open the Grant Reporting and Compliance Guide →
Step 5

Steward the funder toward the next grant

A funder who has funded you once and watched you deliver and account cleanly is your single best prospect for the next grant, and renewal is lost by going silent after the check clears. Keep the funder warm across the grant, share a good result, thank them, invite them to see the work, report before you are asked, and before the grant closes, plan the next ask built on the trust you earned.

Who: you or grants staff, with any board member who holds the relationship. Produces: a funder relationship that deepens into a partnership and renews.

Open the Funder Stewardship and Renewal Plan →

When to call a real person

This work carries the strongest edge in the grants work. Government grant compliance is genuinely technical, the allowable-cost rules, the required single audit above a spending threshold, sub-recipient monitoring, indirect-cost treatment, and getting it wrong can mean repaying the money. A nonprofit accountant who knows government grants is not optional at that level. Any grant agreement term that binds the organization legally belongs to an attorney. And if a compliance problem has already happened, do not manage it alone and do not hide it: get the professional and tell the funder.

How you will know it worked

Your reports go out on time and match your trackers. Your grant money is spent within its rules and would survive an audit. And funders you have delivered for are renewing or funding you again.

This can complete the grants work, and here is the circle back

If your plan named other guides, return to your Prioritized Grants Plan for the next one. If your plan is complete, your grant work now has readiness and fit, warm and aligned funders, proposals that win, and awards you keep clean and renew, which is the whole engine this work was built to give you.

And if you came to Elementum in a crisis, grants that dried up, a rejection you could not explain, a budget with a hole where a grant used to be, and you worked your way here to build the engine so it would not happen again, then this is the moment the door that was wrong when you arrived is finally right. You are steady now. When you are ready, the check-up looks across the whole organization and shows you what deserves attention next. That is not an offer and it is not a sale. It is the next honest thing to look at. The whole-organization check-up →

You can always go back to the diagnostic, the overview, or the welcome page.