Using the Grant Program Setup Playbook in Grants Management
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Summary of Using the Grant Program Setup Playbook in Grants Management
The Grant Program Setup Playbook in ServiceNow Grants Management enables agencies to design and configure grant programs before accepting applications. This structured workflow supports grant program managers in establishing key program elements such as milestones, budgets, eligibility criteria, review frameworks, and internal teams. As a packaged application, Grants Management includes built-in playbooks and workflows to manage an agency’s grant portfolio efficiently.
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The grant workflow is divided into two main parts: Grant Program Setup and Application Intake and Screening. The setup workflow guides managers through a comprehensive four-stage process to configure both internal and external program requirements.
Key Features
- Define Program: Allows simultaneous setup of program parameters including internal timelines, budget, milestones, merit review framework, team formation, and letter templates. The workflow is adaptable to accommodate organizational-specific steps.
- Program Announcement: Configures the public-facing announcement page with essential program details, points of contact, and resources, ensuring applicants have clear and transparent information about the grant opportunity.
- Configure Application: Tailors application steps such as applicant forms, eligibility screening, budget requirements, proposal formats, compliance rules, and terms and conditions to meet the specific objectives and regulatory requirements of each grant program.
- Publish Opportunity: Provides a final review and approval step where the grant program manager verifies all configurations. After approval from the Grant Program Director, the program is published according to the planned timeline.
Key Outcomes
Once configured and published, Grant Program Managers can easily access and manage all program details, including submitted proposals, milestones, and merit reviews, through the 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.