Grants Strategy Reports
Flat Rate
Build infrastructure, improve efficiency, and set smart goals with our signature Strategy Reports. These multi-faceted tools leverage the proven processes, templates, and workflows that we have developed over our years of experience. All reports include custom analyses in our easy to use format as well as written recommendations to support improved organizational decision-making.
Report Menu:
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Custom Prospects Report
Starts at $4,000
We work closely with you to understand your targeted fundraising priority area and define the criteria for an ideal prospect. We then use multiple grant and funder search tools to curate a list of targeted grantmakers aligned with your funding needs and strategy, along with a brief analysis and recommendations based on any trends observed in the prospect data. Ideal for organizations needing to add a one-time batch of new prospects to their calendar for the year.
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Funding Landscape Analysis
Starts at $5,000
We analyze your program or organization’s grants and revenue mix, benchmarking it against that of peer organizations, identifying strengths and opportunities to leverage, evaluating future grant fundraising potential in the area of focus, and providing recommendations to chart your course. Ideal for organizations undertaking strategic planning, evaluating or re-evaluating the potential for increased grant funding, and/or exploring new business models.
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Grants Process Audit
Starts at $5,000
We review your past results, current internal processes, and future goals to provide actionable recommendations to streamline your workflows for improved efficiency to meet your specific objectives. Ideal for organizations looking to increase productivity and output within their existing structure, or for those that are experiencing roadblocks to scaling their grants results.
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Grants Strategic Plan
Starts at $10,000
We compile a 1–5 year grants strategy and detailed action plan aligned with your organizational goals. We will engage in a deep-dive with you using a combination of the above tools tailored to your situation, to chart a course for your grant fundraising plans. Ideal for growth-oriented organizations who plan to scale their grants fundraising in the coming years and want to ensure that their planning and processes will support the agency’s grants goals.
Investing in a Strategy Report Provides:
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Focused, actionable insights from subject matter experts into issues of top priority for your organization
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Access to E&K’s proven templates, systems, and processes, applied to your specific needs and paired with tailored guidance to meet your specific goals
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A clear roadmap and framework for your next steps in a focused area of your grants function
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Resources and tools for Boards, Executive Teams, staff, and other decision-makers to use for years to come
What to Expect
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Kickoff Meeting
At the beginning of each project, we hold a Kickoff Meeting to review the details of our project scope and align on process components, timeline, roles, deliverable format, and information needed to get started.
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Discovery
We next gather the necessary information and documents from you via an efficient digital intake form and document upload portal. Examples of the types of documents we analyze include financial reports and forecasts, organizational charts, job descriptions, budget projections, strategic plan documentation, and more. We may also conduct interviews as needed with key stakeholders.
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Analysis
We undertake a detailed analysis of the data gathered, conduct additional research as necessary, and prepare a first draft of our findings and recommendations.
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Discussion of Findings
We meet with you again to review our findings, discuss any areas of particular interest, and receive any additional information to inform our final deliverable.
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Presentation of Final Deliverables
Incorporating the discussion from our final meeting, the report is finalized and made available for your use.