August 7, 2026 · 6 min read
Grant Tracking Spreadsheet With Defined Stages and Owners
One tracker, eight stages with entry criteria, 18 columns that earn their place. Get the CSV and see why spreadsheets beat CRMs under 30 applications a year.
Topic hub · 1 article
A grant pipeline without defined stages produces the same conversation every week: what is actually in progress, what is waiting on whom, and which deadline is about to be missed. Tracking is not administration for its own sake. It is how a small team makes commitments it can keep, to funders and to itself.
This cluster covers that operating layer. The tracking spreadsheet defines the stages an application actually moves through, gives every row an owner and a next action, and is a free download built to be adopted in an afternoon. The discipline it encodes is the point: statuses that mean exactly one thing, dates that are real, and one named owner per row, so the weekly answer comes from the sheet rather than from memory.
Tracking ends where stewardship begins. The day an award notice arrives, the obligations, reporting deadlines and evidence duties start, and that period has its own instruments: the Post-award Grant Management Kit carries the workbook and funder letters for it. For the work before the pipeline, funder research covers screening and proposal development covers the documents.
August 7, 2026 · 6 min read
One tracker, eight stages with entry criteria, 18 columns that earn their place. Get the CSV and see why spreadsheets beat CRMs under 30 applications a year.
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