GEOList Summary: Documenting Grantee Interactions
At the Global Fund for Children, we are trying to get better at documenting interactions with our grantee partners. We would like to support our Program Officers to document phone calls, site visits, introductions made, and other important interactions using our current system, GIFTS Online, so that we may better track our inputs and relationships over time. As we offer capacity development services with our funding, we believe that better tracking will enable to us to keep clear records of how we engage with partners and improve institutional memory. We would love to know if anyone has any resources or strategies to help reinforce the importance of this practice for staff so it becomes a regular part of partner engagement and not an admin burden. Any practices in general that colleagues have found helpful around documentation would also be welcome.
Log in to continue readingLog In
Stay informed of the emerging trends and promising practices from the field of philanthropy through GEO’s publications and research.
Sign up for a preview
A limited selection of GEO publications are available to the public. You can access these resources by filling out the form below.
GEO members can save time and access all GEO publications plus hundreds of philanthropy related resources by logging in to their member accounts. If this is your first time visiting the GEO site, you will need to register for your member access account.