Grant Team Foundations
This course trains new teammates on the Ascendtials grant lifecycle, Salesforce NPSP workflows, cross-team collaboration, reporting and compliance, dashboard usage, and monthly and quarterly rhythms.
Module 1 – Welcome to the Grant Team
Introduction to Ascendtials’ Grant Ecosystem
How Grants Fuel Our Mission
Team Roles & Collaboration Map
Module 2 – Understanding the Grant Lifecycle
The 5 Stages of a Grant
What Happens at Each Stage
Required Documents & Naming Conventions
Module 3 – Salesforce NPSP Training
Creating a New Grant Oppurtunity
Updating Stages
Uploading Documents
Assigning Tasks
Using Notes & Files
Module 4 – Reporting & Compliance
Understanding Reporting Requirements
How Reporting Tasks are Created
Working with Programs & Finance
Uploading Final Reports
Module 5 – Dashboards & Decision-Making Lessons
Navigating the Grant Pipeline Dashboard
Understanding Compliance Metrics
Using Dashboards for Monthly Review
Leadership Reporting
Module 6 – Monthly & Quarterly Workflows
Monthly Grant Manager Checklist
Quarterly Leadership Review
Year-end Closeout
Module 7 – Practice Scenarios
New Grant Identified
Application Submitted
Grant Awarded
Report Due
Module 8 – Certification
Final Quiz
