Grant Tracker Template
Once you are running more than two applications, the thing that fails is not the writing but the calendar. A tracker exists so you always know what is due, what is pending and what has to be reported on, and so a decision made in March is still findable in November when the same funder opens again.
See the coursesEverything on this page is yours to copy and adapt. The courses cover the decisions behind it: what to charge, what to promise, and what to put in writing.
What yours needs to cover
- ✓ Funder, program and opportunity reference, so you can find the announcement again
- ✓ Deadline, submission date and the internal approval date that precedes it
- ✓ Amount requested, amount awarded, and the period the award covers
- ✓ Status, from prospect through submitted to decided, with the decision date
- ✓ Reporting dates and renewal windows, which is the half most trackers leave out
How to use it
- Add a funder the day you first consider them, with the reason you did.
- Record the internal approval deadline, not just the funder's, since that is the one that bites.
- Enter the decision and any feedback the day it arrives, while you still have the context.
- Review the sheet weekly, and use the reporting column to plan the months with no deadlines in them.
Grant Tracker Template FAQs
Do I need software for this?
Not at first. A single spreadsheet handles a considerable volume, and dedicated grant management software becomes worth it when several people need the same view or when reporting obligations get complex.
What should I track about rejections?
The date, the reason if you were given one, and any score sheet. Reviewer feedback is the cheapest improvement available to a grant writer, and almost nobody files it where they will read it again.
How far ahead should the tracker run?
At least twelve months, because most funders operate on annual cycles. Knowing that a program opens each September is what turns a rushed application into a planned one.
More grant writing templates
Get every template, plus the training
Ten documents, one course that covers the thinking behind all of them, from the first quote to the contract you hand a commercial client.
Choose your course