GEOList Summary: Documenting Grantee Interactions

  • Rylan Kepner, January 24, 2019

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 reading

Log In

Stay informed of the emerging trends and promising practices from the field of philanthropy through GEO’s publications and research.