Nonprofit Grant Pipeline and Prospect Research Management
A robust grant pipeline ensures revenue sustainability and prevents funding cliffs. This monthly review tracks all grant prospects from identification through award, ensures deadlines are met, and analyzes pipeline health against revenue goals.
- Industry: Nonprofit
- Frequency: Monthly
- Estimated Time: 2-3 hours
- Role: Grants Manager / Development Director
- Total Items: 29
Pipeline Review
Review all grant pipeline stages.
- All pipeline stages reviewed (prospect, cultivation, application, pending, awarded, renewal)?
- All LOI and proposal deadlines in next 90 days identified?
- Any overdue tasks in pipeline addressed?
- Stalled prospects reviewed and next action determined?
- Pipeline database updated with current status and notes?
Prospect Research
Verify prospect research activities.
- New grant prospects identified this month through research?
- Foundation Directory, GuideStar, or other research tools used for prospect identification?
- Funding guidelines reviewed for all new prospects before adding to pipeline?
- Federal grant opportunities tracked through Grants.gov?
- Board member connections to prospective funders identified?
Relationship Cultivation
Track funder relationship cultivation.
- Program officer contacts and relationship notes current?
- Site visits or introductory meetings requested with priority prospects?
- Reporting to current funders on track to maintain relationships?
- Feedback from declined applications sought for learning?
- Acknowledgments and thank-you notes sent for all recent grant awards?
Revenue Analysis and Forecasting
Analyze grant revenue against goals.
- 12-month grant revenue forecast prepared from pipeline?
- Confirmed, pending, and speculative revenues clearly categorized?
- Gap between pipeline and revenue goal identified and strategies developed?
- Funder concentration risk reviewed (no single funder over 30% of budget)?
Grant Strategy
Review and update grant strategy.
- Grant applications aligned with organizational strategic priorities?
- Grant writing capacity adequate for upcoming deadlines?
- Federal and state government grant opportunities assessed?
- Multi-year grant opportunities prioritized for stability?
- Board members engaged in grant cultivation as appropriate?
Pipeline Documentation
Maintain pipeline documentation.
- Master grants calendar with all deadlines current?
- Organizational boilerplate (mission, history, financials, staff) updated?
- Standard attachments (990, audit, board list, IRS letter) readily available?
- Past applications filed and accessible for reference?
- Funder meeting notes and relationship history documented?
Related Nonprofit Checklists
- Nonprofit Grant Reporting Calendar and Deadline Management
- Nonprofit Federal Grant Subrecipient Monitoring
- Nonprofit Grant Application Readiness Review
- Nonprofit Grant Compliance Monitoring and Reporting
- Nonprofit Tax-Exempt Status Protection Annual Review
- Nonprofit Youth Program Safety and Child Protection Audit
- Nonprofit Youth Program Field Trip Safety and Compliance
- Nonprofit After-School Program Daily Operations
Related Grant Management Checklists
- Nonprofit Grant Application Readiness Review - FREE Download
- Nonprofit Grant Compliance Monitoring and Reporting - FREE Download
- Nonprofit Grant Closeout and Final Reporting - FREE Download
- Nonprofit Grant Reporting Calendar and Deadline Management - FREE Download
- Nonprofit Federal Grant Subrecipient Monitoring - FREE Download
Why Use This Nonprofit Grant Pipeline and Prospect Research Management?
This nonprofit grant pipeline and prospect research management helps nonprofit teams maintain compliance and operational excellence. Designed for grants manager / development director professionals, this checklist covers 29 critical inspection points across 6 sections. Recommended frequency: monthly.
Frequently Asked Questions
What does the Nonprofit Grant Pipeline and Prospect Research Management cover?
This checklist covers 29 inspection items across 6 sections: Pipeline Review, Prospect Research, Relationship Cultivation, Revenue Analysis and Forecasting, Grant Strategy, Pipeline Documentation. It is designed for nonprofit operations and compliance.
How often should this checklist be completed?
This checklist should be completed monthly. Each completion takes approximately 2-3 hours.
Who should use this Nonprofit Grant Pipeline and Prospect Research Management?
This checklist is designed for Grants Manager / Development Director professionals in the nonprofit industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.