This guide outlines seven key phases for conducting a thoughtful and effective Grants Management System (GMS) evaluation – from defining goals and aligning stakeholders, to selecting the right solution and preparing for a smooth implementation.
Our goal is to help you approach this decision with confidence and a long-term perspective.
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Foundations rely on a variety of technology to carry out their mission - but none is more central than its Grants Management System (GMS). Much like an operating system powers your laptop, a GMS is the operating system of your organization, facilitating every aspect of the grantmaking cycle – from strategy and planning, to awarding grants, to reporting and impact tracking.
Yet many foundations struggle with systems that no longer serve their evolving needs – systems that are too rigid, lack transparency, or don’t support shifts toward grantmaking models that are more relational and trust-based. Many organizations find themselves implementing workarounds, misusing system fields and stitching together disconnected and disparate tools, which creates confusion and compromises data quality and integrity.