AI capability portfolio · Funder & grant reporting
Write your organisation's facts once. We help you turn them into every funder report and grant application you need, on every funder's own cycle — plus a simple tracker so you always know what's due, and when.
WHAT'S DUE, AND WHEN
The problem
Every funder wants the same underlying story about your organisation — told in a different format, on a different cycle. Some run by financial year, some by calendar year. The facts barely change between reports. The formatting is what eats the time.
Different data, different formats, different cycles — reporting becomes a job of its own, separate from the work it describes.
Your mission, your outcomes, your key figures — retyped into a new shape for every application and report.
Every hand-typed figure needs a person to check it, which means every report needs time before it can go out.
Knowing what each funder needs, and when, often lives in someone's memory rather than anywhere written down.
What's included
PART ONE — THE MASTER FACTS DOCUMENT
Mission, programmes, outcomes, key figures and history — captured once, kept current, and used as the source for every report and application.
Whether a funder runs by financial year or calendar year, both draw from the same underlying data — no separate version to maintain.
PART TWO — THE FUNDER TOOLKIT
Draft reports and grant applications built from your master facts, ready to adapt for each funder's own format.
One view of every funder relationship — what it funds, what it requires, and when it's due — so nothing depends on memory.
How it works
A working session pulling together what's scattered across old reports, spreadsheets and inboxes.
Everything consolidated into one clear, current source of truth.
Starting with your highest-stakes funder, then extending to the rest of your funder base.
Every contract and deadline in one place, so nothing depends on any one person remembering.
Hands-on practice so the toolkit is actually used once we've stepped back, and survives staff turnover.
What's inside
One current, trustworthy source for your mission, programmes, outcomes and figures.
e.g. no more hunting through last year's report for a figure.
A draft ready to adapt for each funder's own format, financial year or calendar year.
e.g. two funders, two formats, one starting point.
What each contract funds, what it needs, and when it's due — all in one place.
e.g. no deadline missed because it slipped someone's mind.
Every report draws from the same source, so different documents never quietly say different things.
e.g. one number, the same in the board paper and the funder report.
Direct help turning your master facts into a specific report or application, not just a blank template.
e.g. a first draft ready well before the deadline.
Hands-on training so the toolkit doesn't depend on any one person remembering how it works.
e.g. a new starter can pick it straight up.
Who it's for
This isn't built around any one mission area — it's built around a pattern almost every small not-for-profit shares.
Organisations juggling council contracts, trust grants and Lottery funding on different cycles.
Galleries, theatres and heritage groups reporting to Creative NZ, community trusts and local council.
Community-led projects reporting outcomes, not just activity, to an increasingly demanding funder base.
Providers reporting to philanthropic trusts and health-sector funders alongside client-facing work.
Boards of Trustees managing grant applications and funder reporting alongside everything else on the calendar.
Volunteer-run committees reporting to funders with a fraction of a paid organisation's capacity.
Real impact
1
source of truth
Not a different version in every funder's folder.
→
hours back each cycle
Time once spent formatting goes back into the work itself.
✓
nothing missed
Every deadline tracked, not held in one person's memory.
+
more grants pursued
Faster turnaround means fewer opportunities skipped for lack of time.
Let's talk
We'll look at your current funders and where a master document would save the most time first.