FUNDING TOOLS / APPLICATION TO ACCOUNTABILITY

Grant Manager

Keep applications, grant awards, spending and reporting responsibilities in one organised workflow.

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One shared view of what is happening and who is responsible.

Teams managing several applications or keeping track of awarded grants and reporting obligations.

Downloadable funding bundleNZ$149One-off price in New Zealand dollars.
Download sample PDF

Included in the bundle

  • Six-page HumanScope visual guide
  • Editable Excel workbook with status lists and review flags
  • Two editable documents with local editing, save-copy and print controls
  • Clearly labelled fictional examples in CSV format
  • Start-here instructions

Each workbook table provides 100 entry rows. Formulas cover those rows; expanding the workbook requires updating its formulas and ranges.

A practical workflow.

01

Set up your grants

02

Record decisions and spending

03

Review deadlines and conditions

Your workbook

  • Applications: deadlines, owners, status and next actions
  • Awards: approved amounts, cash received and reporting dates
  • Spending: grant allocations and evidence references
  • Conditions: restrictions, approvals and responsibilities

Blue fields are editable inputs. Formula cells and colour flags help with checking; your team reviews the records and decisions.

Your editable documents

  • Weekly grant review
  • Grant handover and change request

Open the HTML documents locally, edit the response boxes and save your copy. They send no data to HumanScope.

Preview the approach. The worked example separates an award balance from cash received, so the two are not confused. All example figures and organisation names are fictional.

Made to fit the actual grant.

Adapt the templates to your funder’s current requirements and signed agreement. They do not replace its reporting forms or required financial statements. The workbook is not a funder directory and does not submit applications or send deadline reminders.

Use a consistent currency and GST basis. Keep identifiable client information and signed permissions in your organisation’s approved secure storage; use coded references in these files. Shared invoice allocations must be reconciled to the original invoice.

HumanScope does not award grants or guarantee funding. These are original administration templates, without funder endorsement.

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Need help using your information?

We can separately scope customisation, evidence checks, analysis or report preparation. Tell us your priority and we will outline the approach in a proposal.

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Photo: Hillary Ungson / Unsplash · Photo: cottonbro studio / Pexels