Non-profit organization

Track grants and initiatives from discovery to close — with a clear pipeline and quick status markers for deadlines and submissions.

About this template

This template gives nonprofits a simple stage-based view of grants and initiative work. It covers the lifecycle: identify opportunities, prioritize, engage stakeholders, prepare proposals/applications, manage contracts, and track ongoing work through closure.

Status types act as at-a-glance markers — so your team can see what's urgent, submitted, in progress, or ready for review without opening every item.

It's built for grants, but the structure works for any multi-stage initiative with stakeholders and deadlines.

What's inside

Columns included

IdentificationPrioritizationEngagementProposalApplicationsPre-awardContractOngoingClosed

Task types

In progressUrgentCompleted actionFinal review phaseSubmitted

Key features

Full grant/initiative lifecycle in clear stages
Quick status markers (incl. urgent + submitted)
Works with due dates for deadline management
Contract + ongoing tracking included
Flexible for grants, programs, or internal initiatives

Who is this template for?

NGOs and nonprofits
Grant managers and program managers
Foundations tracking applications
Social enterprises
Teams managing multiple funding streams

How to use this template

Use this board to move grants and initiatives from first opportunity scan to ongoing delivery, while keeping urgency and submission status visible at a glance.

Step 1

Identify and prioritize opportunities

Capture potential grants or initiatives in Identification, then move the strongest ones into Prioritization and Engagement. This gives the team a clear place to separate raw opportunities from work that is actually worth pursuing.

Step 2

Manage applications and approvals

Run active work through Proposal, Applications, Pre-award, and Contract so the pipeline reflects where each initiative really stands. Use status types like Urgent, Submitted, In progress, and Final review phase to surface what needs action without opening every card.

Step 3

Track delivery through closure

Once funding or approval is secured, keep work moving in Ongoing until reporting, delivery, and follow-up are complete, then close it cleanly in Closed. This makes it easier to review which initiatives are active, which are done, and which ones need renewed attention.

Ready to get started?

Learn how to create a board from this template in just a few steps.

Read the step-by-step guide

Frequently asked questions

What stages are included?

Stages cover opportunity discovery, prioritization, engagement, proposal/application work, pre-award, contract, ongoing delivery, and closure.

Can I track deadlines?

Yes! Use due dates plus the Urgent status to surface time-sensitive work.

Is this only for grants?

No — it also fits initiatives, partnerships, and programs with multiple phases.

How do I track stakeholders and partners?

Add a "Stakeholders" field and link to a doc that keeps contacts, agreements, and meeting notes.

How do I avoid missing reporting requirements?

Add a "Reporting cadence" field and create recurring tasks/checkpoints in the Ongoing stage.