Funding approval and program kickoff

Approve a program award, activate its funded work and inspect the standard kickoff assignments.

Step by step

Prepare the program Program Manager or Admin

Program Manager establishes the owner, operating dates and budget. Admin resolves the staff identity used for ownership before work is assigned.
- Establish operating ownership
- Updates Programs, People, Users
Review the award Funding Reviewer

Funding Reviewer checks the funder, award amount, linked program and restrictions. Approve eligible Proposed work under the organization's funding authority.
- Proposed to Approved
- Updates Funding awards, Programs
ApprovalA person approves before the work moves on.
Activate funded work Program Manager

The award's Approved state triggers validation of the program and amount, sets the program Active and creates standard kickoff activities and milestones. Program Manager inspects the resulting work.
- Activate program and create standard work
- Updates Programs, Activities, Milestones
Accept the kickoff handoff Program Manager

Program Manager checks the intended names, activity owner and milestone context. Repeated processing must recognize the existing standard work under the program rather than creating another copy.
- Inspect ownership and existing kickoff records
- Updates Activities, Milestones, Programs

And how to keep it from happening.

Unclear restrictions. The reviewer needs to understand the funded scope before approval. Resolve ambiguous award conditions with the responsible funding contact.
Unassigned kickoff work. Inspect the created activity's owner so the program has an accountable next action.
Repeated standard names handled incorrectly. Check the same program's existing work and keep another program's similarly named records distinct.

Start free, then use Proto to change fields, steps and approvals before your team goes live.