Resources
Practical tools for better grant decisions and stronger grant operations.
Download working templates for opportunity selection, requirements, human review, award obligations, renewal, and Enterprise value assessment. Use them independently or see how AutoGrant™ turns the same disciplines into a connected operating system.
Downloadable templates
Useful now. Designed around the work AutoGrant governs.
These templates contain no customer data and make no product-performance claims. They are practical starting points your team can adapt to its own policies and funding environment.
Grant Go/No-Go Scorecard
Evaluate eligibility, mission fit, capacity, competition, strategic value, evidence confidence, and readiness conditions before drafting.
Solicitation Requirements Matrix
Turn a funding notice into questions, attachments, limits, owners, dependencies, reviewers, deadlines, and status.
Human + AI Review Checklist
Define the human owner, AI-supported work, required verification, and approval at every critical gate.
Award-Obligation Register
Track reporting, deliverables, financial obligations, evidence, owners, due dates, and escalation points after an award.
Renewal-Readiness Checklist
Prepare performance, financial, relationship, evidence, strategy, and next-cycle decisions before the renewal deadline.
Enterprise Value Assessment
Build a conservative value case using capability, capacity, avoided cost, rework, continuity, and measurable operating risk.
Decision framework
The Grant Go/No-Go Scorecard
A disciplined pursuit decision examines six dimensions before the organization commits its largest investment of time.
Eligibility
Applicant type, geography, registration, size rules, partnership, match, exclusions, deadlines, and other threshold requirements.
Mission alignment
The relationship between the funder’s intent and the organization’s actual programs, populations, outcomes, geography, and priorities.
Capacity fit
Staffing, partnerships, data, delivery model, financial administration, reporting, timeline, systems, and leadership attention.
Competitive position
Differentiators, track record, geography, partnerships, evidence quality, prior awards, incumbents, and visible field conditions.
Strategic value
Mission advancement, relationship value, evidence-building potential, opportunity cost, restrictions, and long-term funding path.
Evidence confidence
What is known, inferred, missing, stale, or dependent on human confirmation.
Every scorecard ends with a documented verdict.
A no-go is a valuable outcome. Every weak pursuit consumes capacity that could have strengthened a better one.
The result is not a guarantee. It is a transparent decision the team can inspect, challenge, and improve.
Download the scorecardPursue
The evidence supports committing capacity to a full application now.
Pursue with conditions
Worth pursuing once named conditions are resolved and documented.
Hold for readiness
A promising opportunity the organization is not yet positioned to pursue well.
Do not pursue
The capacity is better invested in a stronger opportunity.
Ineligible
A threshold requirement rules it out before writing begins.
Illustrative product artifact
See how AI Judge presents the pursuit decision.
This clearly labeled sample shows the structure of a transparent recommendation. It is illustrative data, not a customer result or a claim about a live award outcome.
Regional Youth Workforce Innovation Initiative
Eligibility: Confirmed Applicant type and geography meet the published criteria.
- Mission alignment
- 91/100
- Capacity fit
- 72/100
- Competitive position
- 58/100
- Strategic value
- 86/100
The funder's youth-workforce priority maps directly to the organization's core program and outcomes.
Delivery is credible, but quarterly reporting needs a named data owner.
Strong local partnerships, with a field likely to include larger prior grantees.
A win would establish evidence and funder history for a larger multi-year opportunity.
Evidence confidence: Moderate Two claims need a source before drafting.
Verdict: Pursue with conditions
Proceed after confirming the data owner, strengthening the employer partnership, and documenting the required match.
What the artifact keeps visible
- Final verdict and eligibility status
- Dimension scores and rationale
- Sources and assumptions
- Missing information
- Risks and disqualifiers
- Conditions required before pursuit
- Human decision and decision owner
A team member can challenge the analysis, add relationship context, correct facts, and record a different final decision with rationale.
Templates versus an operating system
A template helps once. Connected context improves every cycle.
AutoGrant applies these same disciplines to approved organizational context, live opportunities, assignments, reviews, submission readiness, award obligations, and renewal history. The value is not another spreadsheet; it is keeping the decisions and work connected.
Apply the framework to a real opportunity.
Bring a public solicitation and see how AutoGrant turns the same decision discipline into a connected grant workflow.