A little preparation.
A clearer next step.

Practical checklists to help you organize your materials, prepare for reporting, or start a conversation with Ruth.

When you need support

First Conversation Checklist

You do not need to have everything figured out. Start with what you know.

Your immediate priorities and upcoming deadlinesCurrent funders, renewals, and prospective opportunitiesYour team’s available time and existing systemsResponsibilities that need additional supportWhat you would like Ruth’s help to make possible

Before you start a proposal

Grant Application Checklist

Gather the materials your team will need to prepare a clear, complete application.

Program description and organizational historyLeadership biographiesProgram budget and available outcome dataFunder eligibility and application requirementsSubmission deadline and internal approval process

After an award

Grant Reporting Checklist

Organize the information that will help your team report on progress and spending.

Award documents and reporting deadlinesRequired measures and deliverablesProgram updates and outcome informationSpending records and finance team inputContributors for interim and final reports

During a leadership change

Development Transition Checklist

Clarify what needs continuity when your organization is between development leaders or needs interim support.

Immediate deadlines and active proposalsFunder relationships and upcoming renewalsExisting systems and key documentsResponsibilities needing interim coverageStaff capacity and leadership support needs

Use the checkboxes as you prepare, or print all four checklists.
Your selections stay on this page until you reload it.

Ready to talk it through?

Bring your questions and the information you have. We can start there.