4 Frequent Pitfalls with Grant Evaluations (and How you can Keep away from Them)


Even when your grant overview course of includes inner workers or individuals who have reviewed functions earlier than, it will probably nonetheless be a bumpy course of. Processes and expertise change. Life occurs.

However when deadlines get missed and evaluations take longer than anticipated, that delays getting funds to your grantees. Making a streamlined and environment friendly grant overview course of can be sure to make data-driven and well timed selections so you may award your grants, and your grantees can drive impression.

Listed here are 4 frequent pitfalls that may get in the best way of an environment friendly grant overview course of, and how one can keep away from them.

1. Unclear Assessment Necessities

When your overview necessities are unclear, reviewers could interpret the factors in another way, resulting in inconsistent assessments.

What This Seems Like

When you’ve gotten unclear overview necessities, you’ll see inconsistent overview suggestions or scoring. You’ll possible additionally area loads of questions from confused reviewers who aren’t certain methods to apply the necessities. And even if you happen to aren’t getting questions, you is likely to be seeing procrastination due to the confusion. Your reviewers aren’t certain methods to transfer ahead and don’t have the time to succeed in out to get clarification.

How you can Keep away from It

Avoiding the confusion round standards begins with clear documentation. Set up, doc, and implement analysis standards that mirror your mission and funding program tips. This features a formal grading rubric that aligns the questions in your software to particular metrics. Present your reviewers with entry to the rubric earlier than they get into the overview course of, in order that they know what they’re on the lookout for earlier than they start.

Require reviewers to take part in coaching so that you create a constant understanding of the necessities and rubric. Your coaching must also present them methods to apply the necessities primarily based on the objectives of this system. Use examples to showcase what makes a solution obtain a sure rating, together with incomplete, not a match, and a powerful match.

One other method to take away confusion is to spell out acronyms and outline terminology reviewers could encounter to ensure everybody has the identical understanding. You additionally need to present an apparent level of contact and encourage reviewers to succeed in out with questions as an alternative of creating assumptions.

2. Know-how Limitations

Whether or not your reviewers aren’t comfy together with your methods or your expertise creates extra roadblocks than workflows, software program limitations can decelerate your decision-making course of.

What This Seems Like

If there are points together with your expertise, your reviewers can be more likely to miss deadlines as a result of they don’t really feel comfy within the system or attempt to circumvent the required processes. In excessive instances, you may need reviewers drop out mid-cycle as a consequence of time constraints or frustration.

How you can Keep away from It

To handle and keep away from expertise points, first perceive what you’re asking your reviewers to do. Observe your present course of to see how lengthy it takes and determine potential bottlenecks or confusion. When you acknowledge these points, present sources and coaching on the methods you employ, together with asynchronous choices that reviewers can consult with whereas going by way of functions.

Hold your reviewers from getting overwhelmed by scheduling and staggering overview timelines so not all evaluations are due on the similar time. For instance, open the primary 5 one week and the subsequent 5 the next week and so forth, as an alternative of getting all 20 evaluations due on the finish of the month. You can too create a rotating crew of reviewers with particular experience, so analysis scientists are solely known as in to overview functions on your science-related grants.

An intuitive grant administration system with a devoted reviewer portal may also deal with lots of the expertise points your reviewers may need. Your GMS gives a single place for all the data reviewers have to be profitable.

Additionally, present a survey after every cycle to grasp methods to enhance for the subsequent cycle.

3. Reviewer Bias in Resolution-Making

Bias within the overview course of is never intentional, however a scarcity of objectivity can have an effect on what ought to be neutral selections. It may additionally hold you from attracting and funding nice initiatives.

What This Seems Like

You would possibly discover that reviewers make unintentional assumptions about an software primarily based on elements not pertinent to the overview course of. For instance, the applicant could also be a small group, and the reviewer could assume they don’t have the expertise to handle the venture. Be sure to ask follow-up questions or have the reviewer help their determination with knowledge.

Bias isn’t simply concerning the software or the group making use of. It may be so simple as preferring the primary software reviewed, whether or not it was a video or written software, or as a result of the group is predicated within the reviewer’s hometown.

How you can Keep away from It

Unintentional bias is difficult to acknowledge individually, so it’s necessary on your grant managers to bear in mind. Present info in your mission, the aim of this system, and what makes a great match for the grant program (and what doesn’t) in your reviewer coaching.

Make individuals conscious of the potential for unconscious bias—if you already know individuals are inclined to grade extra harshly for the primary software they overview, encourage them to return to the primary one and ensure it aligns with the identical scoring because the final one they did.

One other method to deal with any potential bias is to supply blind functions. Strip any figuring out info not required for decision-making, such because the title of the group and the names of management, from the overview course of.

Lastly, present a transparent battle of curiosity coverage with examples so individuals know what conflicts would possibly appear to be they usually can disclose them. Do you donate or volunteer for organizations that is likely to be making use of for this funding alternative? Have you learnt the one that wrote the appliance? These conditions can insert bias—or the looks of bias—into the decision-making course of.

4. Inadequate or Inconsistent Suggestions to Candidates

With out constructive suggestions out of your reviewers, declined candidates don’t have a possibility to enhance future submissions.

What This Seems Like

It’s tough to supply useful suggestions to candidates when there are solely choices for quantitative measurements within the rubric or reviewer portal. You may additionally discover that some reviewers present paragraphs of suggestions whereas different reviewers solely go away just a few phrases. Should you haven’t been clear about what occurs together with your feedback, you would possibly discover reviewers go away unhelpful or problematic feedback.

How you can Keep away from It

To be sure to can present particulars on the decision-making whereas nonetheless offering privateness on your reviewers, be clear in your coaching who will see what a part of the overview. Develop templates with examples for reviewers to seize the strengths and areas of enchancment for every software, so reviewers know what is anticipated.

As an alternative of offering verbatim overview response, create a course of to synthesize reviewer feedback for the applicant. This could possibly be a great use case for a generative AI device (simply be sure to have a great AI coverage in place first).

You can too embody an workplace hours session for candidates after selections have been made and embody reviewers if they’re .

Foster Constructive Experiences in Your Grantmaking Assessment Processes

Making certain an environment friendly, honest, and constructive grant overview course of is crucial for the success of your grant applications and the grantees who depend on these funds. By addressing these frequent pitfalls and implementing the recommended methods, you may improve the effectiveness of your grantmaking and foster a optimistic expertise for all events concerned. 

Are you prepared for a grant administration system that may provide help to streamline your grantmaking processes, from software to disbursement? Try our on-demand product tour of Blackbaud Grantmaking™.

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