How do you keep track of complicated deadlines?
April 26, 2010 7:35 PM Subscribe
Grantwriters and Anyone Else who manages complex deadlines and reporting: I am a newly hired grantwriter for a nonprofit. Help me develop processes to keep track of what has been submitted and when things are due.
posted by fieldtrip to work & money (11 answers total) 13 users marked this as a favorite
I am a newly hired grantwriter for a small nonprofit organization. This organization has never had a grantwriter in-house before. Please help me devise a way to keep track of proposals as they are submitted and reporting requirements or other deliverables or benefits that have been promised (Examples: A corporate foundation may have been promised a sign at a youth tutoring center that they funded by January 2011. A report may be due at midpoint through the year in July 2010 and another report due at the end of the year in December 2010).
Tools: I have Outlook, Excel and Raiser’s Edge (a fundraising database). Our Outlook and Raiser’s Edge (RE) are currently not linked but our IT person is looking into linking them. We use PCs if it matters.
Solutions: I have considered using an Outlook calendar with deadlines and using RE to record the details as Actions (past, present and future). Would this work? I would like to avoid the nightmare of many Excel spreadsheets – but, I don’t know Excel very well, perhaps I’m missing something.
Questions: What works for you? When RE and Outlook are linked do they communicate well? Do Actions in RE appear on the Outlook calendar? What am I not thinking of? Can RE send me reminders to my Outlook email? (If RE does work with Outlook nicely does this carry over to when it gets synced with my Google calendar – which is what I check on my phone) Am I even in the right ballpark of how to do this?