GM101 Introduction to Grants Management
This GM101 online course provides a basic overview of the grants management role, and the scope of the grantmaking process, in funder organizations.
The course is designed for professionals who are new to grants management. This includes professionals with backgrounds in accounting, technology systems, program management, and other relevant areas.
Grants management is often the department where program, finance, communications, application, approval, and administrative functions overlap. Grants managers perform a diverse set of tasks and maintain a wide range of professional relationships to ensure high-quality grants administration across programs. This course builds a basic understanding of the grants manager’s role, the grantmaking process, and the philanthropic context in which grantmaking takes place.
GM101 Online is self-paced, and can be completed over multiple sessions. The course includes narration of select content by grantmaking experts, an extensive array of resources, learner activities, and a certificate of completion to add to your professional development portfolio. Members will receive a badge for their CONNECT profile.
Course access: 1 year from time of enrollment
Course time commitment: 3 to 4 hours
Learn more about the course features and tech requirements
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GM101 Online features five learning modules:
- Module 1: An Overview of Grants Management
- Module 2: Nonprofit Organizations
- Module 3: The Grantmaking Process
- Module 4: View from the Field
- Module 5: Courage in Practice: Principles for Peak Grantmaking
After completing the course, learners will be able to:
- Explain the philanthropic context in which grantmaking takes place, including types of grantmakers and grantees
- Describe and apply best practices for grants management
- Articulate grantmaking’s legal and regulatory landscape
- Assess the health and financial sustainability of prospective grantees
- Employ internal administrative and tracking processes that support a grantmaking cycle
- Promote grants management as a profession
- Identify the Principles for Peak Grantmaking and gain access to tools to help you bring these strategies to action
Michelle Greanias
Former Executive Director
PEAK Grantmaking
Melissa Sines
Programs and Knowledge Director
PEAK Grantmaking
Melissa leads PEAK Grantmaking’s work to identify effective, efficient, and equitable philanthropic practices and advocate for their adoption by grantmakers.
Prior to joining PEAK Grantmaking, Melissa was the education and accreditation director at Maryland Nonprofits and the Standards for Excellence Institute, where she oversaw nonprofit accreditation and the association’s learning community.
Melissa is currently a board member at the Maryland Center for Economic Policy. She also serves as co-chair for the United Philanthropy Forum's Program Committee and on the Funder's Planning Committee for the Frederick County Nonprofit Summit. She has served on committees for Independent Sector, the Association of Baltimore Area Grantmakers, the Frederick Giving Project, and numerous other nonprofits in her local community.
Melissa is a self-professed nonprofit dork and accidental techie. She is passionate about organizing people and projects to promote social justice.
Rikard Treiber
Director, Grants
Peter G. Peterson Foundation
Rik Treiber is director, grants, at the Peter G. Peterson Foundation, where he oversees grant operations and compliance. He collaborates on the development of grant initiatives that support the foundation’s mission to increase public awareness of the nature and urgency of key fiscal challenges threatening America’s future and to accelerate action on them.
Rik is also chairman of philanthropic initiatives and a member of the advisory board for Horizon Client Access, Inc., which provides political, economic, and security risk analyses to businesses seeking to enter markets in Eurasia, Africa, and South America.
Rik is active in the philanthropic sector and speaks frequently on topics related to foundations and nonprofits. He holds a BA from Wesleyan University; an MA with high honors in sociology from the University of California, Santa Barbara; and an MA in American studies from New York University, where he was a Henry Mitchell McCracken Fellow.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Communications: Listen to others and communicate effectively.
- Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.
- Financial Management: Implement financial policies and controls to ensure effective and efficient deployment of financial resources for grantmaking.
Staff and Volunteer Development: Build the capacity of staff and volunteers to be successful in their grantmaking role.
Technology Management: Apply technology solutions to grantmaking to support grantmaker applicant, and grantee success.
Lifecycle of a Grant Competencies
- Planning and Pre-Grant: Apply the grantmaker values, mission, and goals to ensure alignment of application process and guidelines.
Planning and Pre-Grant: Design and implement the review process to support an informed grant decision. - Award and Monitoring: Establish mutual expectations between the grantmaker and grantee to support success.
Award and Monitoring: Monitor grantee activity to support grantee success and determine compliance with grant agreement.
Post-Grant: Review grantmaking to determine success in meeting goals and objectives.
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