Funding case preparation

Step by step

1. Donor context Funding Officer

   Funding Officer records the donor name, segment, contact details, organization and relationship status. The donor record identifies who is involved in the request.

   • Establishes donor relationship and organization reference.
   • Updates Donors, Organizations

2. Project context Program Lead

   Program Lead confirms the project belongs to the intended program and that its budget and dates describe the work needing support.

   • Establishes the project to be funded.
   • Updates Programs, Projects

3. Funding case draft Funding Officer

   Funding Officer links the donor and project, enters the case title and requested amount, and chooses the appropriate restriction.

   • Connects donor, project, amount and restriction in a draft request.
   • Updates Funding cases, Donors, Projects

4. Funding submission Funding Officer

   Funding Officer checks those details and moves the case from draft to submitted. Submission places it in Funding Review Queue for a person to decide later.

   • Makes a submitted case available for review.
   • Updates Funding cases

5. Case follow-up Funding Officer

   Funding Officer uses the case status and review history to determine whether a returned or rejected request needs more work.

   • Uses case state and decision history to plan the next action.
   • Updates Funding cases, Review decisions

Funding Officer

Prepares and submits the request.

Program Lead

Verifies project context.

Funding Reviewer

Receives submitted cases.

Finance Lead

Reads the funding position after events are recorded.