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The Three Phases Of Proposals

Consider this. Upon a successful marriage proposal, there are three common phases that follow: approval, in which the partner accepts the offer, giving, in which the partner gives their hand in a wedding ceremony, and follow-up, in which the wedding is complete (and possibly thank you notes are written). I propose that GIFTS Online uses the same three phases upon processing grant requests. The first phase is approval, in which the organization says yes to a grantee suitor. The giving phase is where the gift changes hands from the organization to the grantee. And the follow-up is where the grantee provides feedback and the organization ensures the successful completion of the proposal.

Are you hearing wedding bells? Want to learn more? Sign-up for our newest eLearning course, GIFTS Online: Basics of Proposals. Learn how to: create review packets, update status and disposition, correspond with grantees, process payments, create requirements, set up to-do activities, and design customized dashboards. If you accept this proposal, you’ll be able to quickly move requests through the workflow, both individually as well as in batch, thereby streamlining your grant process. Say “I do” and sign up today!

Posted by Emily Steinbauer on Nov 16, 2017 11:59 AM America/New_York