Managing a grantmaking program can be a very tricky thing.
On the one hand, you’re expected to run your shop like a profit center. (Or as much like one as possible, when you consider that you’re giving money away!)
On the other hand, your team’s headcount is small (and perhaps getting smaller?) Your teammates have many other responsibilities and are spread thin. Part of the solution could be a killer technology platform, but you find yourself asking, “Who’s going to lead the charge? Who has the time to manage that kind of start-up process?”
Pretty tricky, indeed.
As you evaluate potential online grantmaking partners, it’s important to understand that platform software is only part of the equation. That’s true even for CyberGrants, and we have the most advanced grantmaking software in the world.
The real key is to understand the level of client service you can expect once you begin working together.
Before you sign on with any grantmaking partner, take a moment to talk through some of these important questions.
Please do the same when you talk to us here at CyberGrants. Challenge us and be direct. We want you to ask us the tough questions, so that you can feel confident in your final choice.
Make sure to ask any potential grantmaking partner these 10 Key Questions:
- What are you prepared to do for us every day and all throughout the year?
- Is there a limit to the amount of time you’ll spend with us on a monthly basis?
- How many other client deployments have you managed? Which best practices have you discovered through these deployments?
- After we launch, how will our account coordinator’s role change? Or will it not change?
- What happens if we call and our account coordinator isn’t available? What happens then?
- When you release new features, who is held responsible for our proper adoption of them?
- What is your position on regularly scheduled account reviews? How often would your team be willing to brainstorm with us to improve our processes?
- What about one-off requests? How do you handle those? Will you actually log in to our account to help us find a solution?
- What are the responsibilities of the account coordinator just a point of contact? How much does this person really know about our account?
- Finally, where do you draw the line between service that’s “part of doing business” and service that’s “over and above”? And, getting right to the point, exactly how is that “over and above” service priced?