Using the Grant Program Setup Playbook in Grants Management
Summarize
Summary of Using the Grant Program Setup Playbook in Grants Management
The Grant Program Setup Playbook in ServiceNow Grants Management guides agencies through designing and configuring grant programs before accepting applications. This setup process enables agencies to define key program elements such as milestones, budgets, eligibility criteria, internal teams, and performance metrics. It supports comprehensive grant program management through a structured workflow divided into four stages, ensuring a consistent and transparent grant program launch.
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Key Features
- Define Program: Establish internal timelines, budgets, milestones, merit review frameworks, review teams, and letter templates. This stage supports customization, allowing implementors to tailor activities to specific organizational needs.
- Program Announcement: Configure the public-facing announcement page by entering program details, points of contact, and resources. This information is visible to applicants via the grant catalog, promoting clarity and transparency.
- Configure Application: Set up application steps including applicant forms, eligibility screening, budget requirements, proposal narratives, compliance mandates, and terms and conditions. These configurations should align with each grant program’s unique objectives and regulations.
- Publish Opportunity: Review and validate all setup elements, preview the program announcement, and request approval from the Grant Program Director. Upon approval, the program is published according to the defined schedule.
Key Outcomes
Once the grant program is published, Grant Program Managers can manage and monitor all aspects of the program—including submitted proposals, milestones, and merit reviews—through the dedicated case record page. This centralized view facilitates efficient program oversight and ongoing management.
Design and configure a grant program before accepting applications from applicants or their liaisons. With Grants Management Program Setup, agencies can establish milestones, internal program team members, eligibility criteria, budgets, and key performance metrics, and grants program managers et up and manage grant programs with guided steps, defining merit review due dates, review framework, scoring rubric, and internal review teams.
Grants Management is a packaged application, with playbooks and workflows built in to support an agency's grant portfolio at multiple levels. The grants workflow is split into two parts: Grants Management Program Set Up, and Grants Management Application Intake and Screening.
The Grant Program Set-Up workflow is designed to support the comprehensive process of establishing a Grant Program. This workflow is divided into four distinct stages, each intended to guide the Grant Program Manager through both internal and external program configuration requirements.
Define Program
The initial stage, Define Program, enables multiple activities to be conducted simultaneously, streamlining the process of establishing program parameters. Key tasks during this phase include setting internal timelines, determining the program budget, identifying milestones, selecting merit review frameworks, forming teams, and preparing letter templates. Implementors may also have additional steps unique to their organization’s needs and can freely add, modify, or remove activities to ensure their Grant Programs are fully configured according to specific requirements.
Program Announcement
During the Program Announcement stage, all necessary configurations for the announcement page on the portal are completed. This involves entering essential details about the program, specifying points of contact, and providing relevant resources. The information configured in this step becomes accessible to applicants when they view the catalog item for the Grant Program, ensuring transparency and clarity about the opportunity.
Configure Application
The Configure Application stage addresses the setup of application steps. Application requirements may vary depending on the individual Grant Program, so it is important to carefully define and configure elements such as the applicant information form, eligibility screening criteria, budget requirements, proposal narrative format and requirements, compliance mandates, and the terms and conditions to be presented for signature. Each Grant Program should tailor these configurations to align with its specific objectives and regulatory needs.
Publish Opportunity
The final stage, Publish Opportunity, involves a thorough review of all preceding setup steps. At this point, a preview of the program announcement is presented to the Grant Program Manager for verification. Following the review, approval is requested from the Grant Program Director. Once approval is granted and all steps have been validated, the program can be published in accordance with the established timelines.