Understanding the typical grant workflow

Most grants in Backed follow the same path. Each step has its own part of the portal and its own guides. The words below are the defaults; the screens show your organisation's own term if you've renamed it.

1. Set-up

Set up your organisation, your templates and the grant round itself: its dates, its application form, its eligibility questions and its landing page. Then publish it.

• Organisation settings
• Create a grant round

2. Application

Applicants register, read the landing page, answer any eligibility questions and fill in the application form. You follow them on All Applications.

• Applications list

3. Assessment

An assessment round assigns applications to assessors, who declare any conflicts of interest and score them.

• Assessment rounds
• Assignments

4. Decision

A funding decision records which applications are approved or declined, and sends the letters.

• Funding decisions

5. Contract and milestones

A contract sets out the terms of the grant, and milestones track the funded work and its deliverables.

• Create and send a contract
• Milestones and batches

6. Payment (coming)

Paying grants from Backed is coming. Until it lands, record payments in your finance system.

7. Reporting

Report on the portfolio, and, where your organisation uses quarterly reporting, collect returns from your partners.

• Portfolio
• Quarterly cycles and returns