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Grants & Applications

Grant Management

Turn an award agreement into a register of obligations, run a kickoff meeting, control restricted spending, reconcile budget and cash, collect performance evidence, handle changes before they become violations, prepare funder reports and close out with the right records.

Grants & Applications
Grant ManagementPlaybook
FundLuma
Format
PDF, 13 pages
Price
$29 one-time

What you will be able to do

  • Extract every obligation from an award agreement
  • Run a kickoff meeting with owners and dates
  • Track restricted spending against budget and cash
  • Request approval for changes before acting
  • Prepare reports and retain records for closeout

Best for: Staff and volunteers responsible for awarded grants.

What’s inside

  1. Translate the award into obligations
  2. Run a kickoff meeting
  3. Control restricted spending
  4. Reconcile budget and cash
  5. Collect performance evidence
  6. Manage changes before they become violations
  7. Prepare funder reports
  8. Close out and retain records

Version 1.

Sample page

Lesson 01

Translate the award into obligations

An award agreement defines what can be spent, what must be delivered, and when reporting is due.

How to put this into practice

Extract scope, period, budget, conditions, reporting deadlines, record retention, payment method, and approval requirements into one register.

Worked example A fictional $50,000 award permits $30,000 personnel, $12,000 program supplies, and $8,000 transport over 12 months.

A mistake to avoid

The submitted proposal is not a substitute for the signed award terms.

Your application Build an obligation register with owner, evidence, and due date.

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Licence: one purchase licenses the playbook to your organization for its own internal use. Please do not resell or redistribute it.

Playbooks are educational guides with illustrative examples. For legal, tax or accounting decisions, a qualified professional can review your specific situation.