Budget Tools as Aids in Strategic Planning

Session materials from PEAK2019.

As grantmakers, we’re in the business of giving away money. As nonprofits, we have a mandate to fulfill our mission. One of the most critical constraints to both is our grantmaking budgets. Engage in a discussion about grant budget constraints and using tools for addressing those constraints to support strategic planning, right-size initiatives, and manage staff and grantee expectations.

Participants will learn about:

Budget scenario planning and using it to support organizational planning

Applying budget planning methods shared in the session to their own work

The effect of multi-year grants on projected grant budgets

Tamika Holman-Ricks

Grants Management Associate

William Penn Foundation

Barbara Scace

Director of Grants Management

William Penn Foundation

Samantha Shain

Database Administrator

William Penn Foundation

Based in Philadelphia, I am passionate about harnessing the power of technology and automation for social impact. I have 2 Salesforce certifications and serve on the board of Amplify, an organization dedicated to uplifting underrepresented voices to become fearless technology leaders in the Salesforce ecosystem. When I'm not automating core business processes at the William Penn Foundation, you can find me blogging about spreadsheets for social justice (www.TheDataAreAlright.blog), creating fiber arts projects, and volunteering.

Grants Management Professional Competency Model

Cross-Cutting Competencies

  • Financial Management: Implement financial policies and controls to ensure effective and efficient deployment of financial resources for grantmaking.
  • Process and Change Management: Plan and monitor processes efficiently and effectively and manage change as needed to contribute to grantmaker's strategic goals and grantee's success.