Free Grant Tracking and Grant Management Templates

By Andy Marker | June 26, 2024

We’ve compiled the most effective grant tracking and management templates in Excel, Microsoft Word, Adobe PDF, Google Docs, and Google Sheets formats.

Included in this article, you’ll find the following:

Nonprofit Grant Tracking Spreadsheet Template

Nonprofit grant tracking spreadsheet template

Download a Nonprofit Grant Tracking Spreadsheet for
Excel  | Google Sheets

When to Use This Template: Use this nonprofit grant tracking spreadsheet to manage multiple grants simultaneously. Monitor grant application statuses, fund disbursements, and view reporting deadlines to ensure you submit all required documentation on schedule.

Notable Template Features: This template includes columns for essential information –– such as the funding organization offering each grant, its purpose, the amount requested, and the acceptance status –– for a clear overview of your grant portfolio. It enables you to track deadlines for interim reports and other critical deliverables so that you can maintain compliance with grant requirements. 

Grant Management Pipeline Template with Dashboard

Grant management pipeline template

Download a Grant Management Pipeline Template with Dashboard for
Excel | Google Sheets 

When to Use This Template: Use this grant management pipeline template to track and visualize the progression of grant applications, from the proposal and application stages to acceptance and closure. A centralized, dashboard view of activities and performance metrics helps you monitor grant statuses, deadlines, and financial outcomes.

Notable Template Features: This template prompts you to organize grant applications into six pipeline stages: prospects, active, submitted, awarded, funded, and closed. It includes columns for tracking details such as grant type, current status, submission deadlines, amounts requested, and funds received. The dashboard showcases vital key performance indicators (KPIs), including the ratio of total funds granted to amounts targeted, submission success rates, and funds received by grant type.

Find more resources to improve your application processes in our comprehensive guide to succeeding in grant management.

Grant Tracking Calendar Template

Grant tracking calendar template

Download a Blank Grant Tracking Calendar Template for
Excel  | Google Sheets

Download a Sample Grant Tracking Calendar Template for
Excel  | Google Sheets 

When to Use This Template: Use this grant tracking calendar template to visualize the timeline of grant-related activities from proposals to closing reports and to ensure all tasks are completed on schedule. The calendar is available with or without sample data to enhance your project management capabilities and resource allocation efficiency.

Notable Template Features: This template’s Gantt chart layout allows you to quickly identify busy periods and potential scheduling conflicts. The clear visual format enables you to track the progression of tasks, with a month-by-month overview of key dates and milestones. Use the template for a single grant project or to manage several grants simultaneously.

Grant Expenses Budget Tracker Template

Sample Grant Expenses Budget Tracker Template

Download a Blank Grant Expenses Budget Tracker Template for
Excel  | Google Sheets

Download a Sample Grant Expenses Budget Tracker Template for
Excel  | Google Sheets 

When to Use This Template: Use this template to monitor grant-related expenditures, align spending with your approved budget, and make informed decisions about resource allocation. Download the version with sample copy for tips on preparing the data for financial reporting, which helps ensure compliance and transparency.

Notable Template Features: This template includes sections for approved budgets, actual expenditures, and remaining balances for each grant category. The color-coded bars at the top show the total budget amount versus actual expenses for a quick visual assessment of overall spending.
 

For more grant budget templates, see our collection of grant proposal, application, and reporting templates.

Simple Grant Project Tracking Template

Grant project tracking template

Download a Simple Grant Project Tracking Template for
Microsoft Word  |  Adobe PDF  | Google Docs 

When to Use This Template: Use this tracking template to manage activities and deliverables throughout the grant lifecycle. This straightforward template is ideal for project managers, grant coordinators, and team members who need to keep track of tasks, assignments, deadlines, and progress.

Notable Template Features: This template provides a thorough overview of project activities, including task names, statuses, assigned personnel, start and end dates, and durations. You can track which tasks are at risk, add comments for deeper context, and easily print or distribute the template to stakeholders.

Easily Track All the Steps in Grant Process in Smartsheet

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When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

 

 

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