Grant Management Readiness Bootcamp

New Client Application - Grant Management Readiness Bootcamp
The Grant Management Readiness Bootcamp equips first-time grant recipients with essential skills for managing awarded funds. Offered as general training or tailored to a specific grant, it includes hands-on guidance, a suite of basic templates, compliance insights, and setup for reporting and tracking. Topics: management fundamentals, compliance, and records to ensure readiness from award through project closeout.

Please answer the questions below to help Boyd Grants learn about your organization. The information you provide here will help Boyd Grants evaluate whether we can help your organization at this time.
Organization Information
Organization Name*
Primary Contact Name*

First NameLast Name
Email Address*
example@example.com
Organization Physical Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Organization Type (e.g., Nonprofit, Municipality, Higher Education, etc.)*
Briefly describe your organization’s mission and key focus areas:*
Current Grant Management Processes
Does your organization currently have active grant funding?*

YesNo
If yes, how many active grants do you manage?
What type(s) of grants are you managing? *
(e.g., federal, state, private foundation, etc.)
Have you recently received your first grant award?*

YesNo
If yes, please specify the grant source and amount (optional):
Do you currently have a designated grant manager or similar role?*

YesNo
If yes, please provide the title of the person responsible.
Briefly describe your current grant management processes (if any):*
Needs and Goals for Grant Management
What challenges are you currently facing in managing your awarded funds?*
(e.g., name, funding source):
What specific goals do you hope to achieve through the Readiness Bootcamp?*
Are there any particular aspects of grant management you want to focus on? *
(e.g., reporting, compliance, training, records management):
Engagement Readiness
Can your organization commit to assigning a Project Director/Primary Contact to act as the liaison for this engagement?*

YesNo
Are you prepared to allocate key personnel to attend scheduled training and meetings?*

YesNo
Will your organization be able to provide Boyd Grants with access to the following documents as applicable before the kickoff meeting? (Select all that apply)*

RFPsGrant ProposalsAward ContractsBudget Documents
Scheduling and Commitment
Are you able to commit to the four-week engagement plan outlined in the Readiness Bootcamp?*

YesNo
- Week 1: Initiation Call (1 hour)
- Week 2: Planning Meeting (1.5 hours)
- Week 3: Kickoff Meeting (2 hours)
- Week 4: Final Handoff Meeting (1.5 hours)
Do you have any scheduling constraints or conflicts for the proposed meeting schedule??*

YesNo
If yes, please explain:
Additional Information
Are you seeking a general readiness bootcamp or training tailored to a specific grant?*

YesNo
If tailored, please provide details about the grant (source, purpose, specific requirements):
Is there anything else we should know about your organization or grant management needs before we begin?
Working with Boyd Grants
Boyd Grants complies with the ethical standards set forth by the Grant Professionals Association and will not accept a percentage of a grant award as compensation for grant writing. Payment for grant services must be made from other revenue sources your organization has secured. Will this payment structure work for your organization?*

YesNo
GPA Code of Ethics
What questions do you have for us?*
How did you hear about us?*
Acknowledgment
By submitting this intake form, I confirm that my organization understands the scope and requirements of the Grants Management Readiness Bootcamp and is ready to proceed with the engagement as outlined.
What Happens Next
Boyd Grants will review your application and be in touch with you within a few days to discuss next steps.
Please verify that you are human*
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New Client Application - Grant Management Readiness Bootcamp

Organization Information

Current Grant Management Processes

Needs and Goals for Grant Management

Engagement Readiness

Scheduling and Commitment

Additional Information

Working with Boyd Grants

Acknowledgment

What Happens Next