We know that Grants Management Systems (GMS) help grantmakers accelerate their impact, improve relationships with grantees, and unlock the power of data for reporting and decision making.

We also know that many organizations are stuck in outdated systems—or are manually tracking everything through an ad hoc process using email and spreadsheets—which means that too many grants professionals are spending countless hours tracking down information, searching through disparate documents, and manually moving the work forward.

To help grants administrators and grants managers advocate for new technology, we teamed up with our friends at Grantbook to build a simple guide.

You might be frustrated by the limitations of your current technology systems and intimidated by the prospect of asking your leadership for more resources (it is nerve-racking for everyone).

This guide will show you the process to build support for change within your organization and ultimately have a decision made on a new GMS.

So how do you make the case for a new system and convince your team to invest in improved technology? In essence, you will build a pitch for your decision makers that effectively outlines what you need, why you and the organization will benefit from it, and what it will take to get there. Let’s get through those steps.

  1. Lay out your why
  2. Identify your stakeholders
  3. Outline the value
  4. Identify the true cost

Read the full article about new grantmaking systems from Fluxx at PEAK Grantmaking.