Guide

Grant Tracker Template

Once you are running more than two applications, the thing that fails is not the writing but the calendar. A tracker exists so you always know what is due, what is pending and what has to be reported on, and so a decision made in March is still findable in November when the same funder opens again.

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Everything on this page is yours to copy and adapt. The courses cover the decisions behind it: what to charge, what to promise, and what to put in writing.

What yours needs to cover

  • ✓ Funder, program and opportunity reference, so you can find the announcement again
  • ✓ Deadline, submission date and the internal approval date that precedes it
  • ✓ Amount requested, amount awarded, and the period the award covers
  • ✓ Status, from prospect through submitted to decided, with the decision date
  • ✓ Reporting dates and renewal windows, which is the half most trackers leave out

How to use it

  1. Add a funder the day you first consider them, with the reason you did.
  2. Record the internal approval deadline, not just the funder's, since that is the one that bites.
  3. Enter the decision and any feedback the day it arrives, while you still have the context.
  4. Review the sheet weekly, and use the reporting column to plan the months with no deadlines in them.

Why grant work fails at the calendar

A grant writer rarely misses a deadline because they wrote too slowly. They miss it because a board signature needed a meeting that was two weeks away, a partner letter arrived late, or a portal registration expired unnoticed. The tracker is the tool that sees those problems coming. It is also the organization's memory, which matters when staff change and nobody can remember why a funder was dropped two years ago.

The columns, and what each one is for

Identify each row by funder, program name and a link to the announcement or guidelines. Add a fit score or a one-line reason for pursuing it, since that reason is what you will want in six months. Record the amount you plan to request and the typical award range, so you can see whether the pipeline adds up to the money the organization needs this year.

The date columns do most of the work. List the funder deadline, then your internal deadline for a complete draft, the date sign-off is needed from leadership, and the date any attachments or letters are due from partners. Once an application is submitted, add the date sent, the expected decision date, the decision, the amount awarded and any feedback.

For funded grants, extend the row with reporting due dates, the grant period end date and the next application window. That turns the sheet from a list of applications into a calendar of the whole relationship, which is where renewals come from.

Running it as a weekly habit

Sort the sheet by the nearest internal deadline and review it at the same time every week. Anything due in the next 30 days gets a named task, and anything with no owner is flagged. Freelance writers often keep one tracker per client and a summary view across them, which is also how you spot two big deadlines colliding in the same week. The Advanced course covers managing several deadlines at once in its unit on building a grant writing career.

Keep the tracker simple enough that you actually update it. A spreadsheet with a dozen well-chosen columns, one row per opportunity and a status filter will outperform an elaborate system that nobody opens. Add columns only when you find yourself looking for information that is not there.

A filled-in example

One row of a tracker kept by a freelance grant writer for a fictional client, Maple Hollow Reading Partners. Dates are illustrative.
Funder and programA county community foundation, education grants round
Reason to applyFunds early literacy in the county, and our request sits mid-range
Request$25,000 for one year
Funder deadlineMarch 15
Internal deadlinesFull draft March 1, executive director sign-off March 8
Status and decisionSubmitted March 12, decision expected in June
If fundedInterim report due in December, final report within 60 days of year end

Mistakes to avoid

  • Tracking only the funder deadline. The deadline that actually bites is the internal one for sign-off or partner letters. Record those dates and work to them.
  • Stopping at the decision. A tracker that ends at awarded or declined loses the reporting dates and renewal windows. Keep the row alive for the life of the grant.
  • Letting declines disappear. Feedback from a declined application is valuable. Record it in the row so the next attempt to the same funder starts from it.

Grant Tracker Template FAQs

Do I need software for this?

Not at first. A single spreadsheet handles a considerable volume, and dedicated grant management software becomes worth it when several people need the same view or when reporting obligations get complex.

What should I track about rejections?

The date, the reason if you were given one, and any score sheet. Reviewer feedback is the cheapest improvement available to a grant writer, and almost nobody files it where they will read it again.

How far ahead should the tracker run?

At least twelve months, because most funders operate on annual cycles. Knowing that a program opens each September is what turns a rushed application into a planned one.

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