
Map your real process
Good stages mirror how a grant actually moves, from spotting it to submitting to hearing back. Match the board to reality.
Stages that do not fit your work go unused.
Common stages
Many teams use prospect, drafting, submitted, and decided as a simple backbone. It captures the journey without overcomplicating.
You can add stages only where they earn their place.
Post-award tracking
A pipeline should not end at awarded, since reporting obligations follow. Add stages for reporting to keep funders satisfied.
The work continues after the check arrives.
Keep it visible
A shared board where everyone sees each grant stage keeps the team aligned. Status is never a mystery.
Visibility turns the pipeline into a living plan.
- Design stages that mirror your real process
- Prospect, drafting, submitted, and decided form a backbone
- Add post-award stages for reporting obligations
- Keep the board visible so status is never a mystery
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