Grant Readiness Checklist — Perry Advisory Group

Assess eligibility, financial documentation, program evidence, and delivery capacity before committing to a grant application.

Organization & Program

Funder, Opportunity & Deadline

Review Owner & Date

Eligibility & Strategic Fit

Confirm the published requirements for this specific opportunity; eligibility varies by funder.

Our legal status, service area, population, and proposed activities meet the funder's eligibility rules.We have current registration and governing documents; tax-exempt documentation is available if required.The program aligns with both our strategy and the funder's stated priorities.Requested funding, duration, and allowable activities match the opportunity; any required match is feasible.

Notes, Gaps & Next Actions

Financial Readiness

A review or audit is necessary only where the funder requires it; mark non-applicable items in the action notes.

Current organizational budget and recent financial statements are available and reconciled.A program budget includes realistic staffing, delivery, indirect costs, and any matching contributions.We can document financial review or audit findings and our response, if required.Cash-flow planning covers reimbursement delays, restrictions, and costs not paid by the grant.

Notes, Gaps & Next Actions

Program Design & Evidence

Example outcome: participants improve reading proficiency, supported by a baseline and an agreed measurement method.

The need is supported by current data and input from the community or intended participants.The program has defined activities, participant criteria, delivery milestones, and responsible staff.Outputs and outcomes are distinct, measurable, and supported by baseline data where available.An evaluation plan specifies the data source, collection frequency, owner, and success measure.

Notes, Gaps & Next Actions

Governance & Delivery Capacity

Review whether the team can deliver and report on the award, not just submit the application.

Roles for proposal approval, delivery, financial oversight, and reporting are assigned.Relevant staff or partner capacity is documented; gaps have an achievable plan.Conflict-of-interest, purchasing, and payment controls are documented and appropriate.Partner commitments, permissions, and letters of support are confirmed where required.

Notes, Gaps & Next Actions

Submission & Award Management

Decision rule: do not submit with unresolved eligibility, program feasibility, or budget gaps. A completed checklist does not guarantee funding.

All required attachments and portal registrations are ready before the deadline.Narrative, budget, outcomes, and attachments tell a consistent story and have been reviewed.We can track restricted expenditure separately and retain supporting records.Reporting dates, deliverables, and compliance requirements have an assigned owner.

Notes, Gaps & Next Actions