Understanding the Typical Grant Workflow

A typical grant round in Tahua flows through seven distinct phases, each building on the previous one.

The Setup phase is where everything begins. As an Administrator, you set up your organisation's permissions in the backend, create applicant registration forms, create grant rounds, define eligibility criteria, build the application forms, and set up assessment templates. This groundwork ensures your grant round runs smoothly once it goes live.

Next comes the Application phase, where applicants register, and submit their applications through your grant portal. You can monitor applications in real-time and assist applicants who have questions.

During the Assessment phase, you assign applications to assessors who score them against your criteria. You can review all assessments in one place and see how applications compare against each other.

The Decision phase is where you review assessment results, make funding decisions, and communicate outcomes to applicants via email. This is often one of the most critical moments in the grant cycle.

For successful applicants, the Contract & Milestone phase begins. They accept their grant contracts, based on pre-determined deliverables, and you set up milestones they need to complete to receive funding. These milestones might include project reports, financial statements, or evidence of completed activities.

As applicants complete milestones, the Payment phase kicks in. You review their evidence and when you approve milestones, process payments are made accordingly, ensuring funding is released when obligations are met.

Finally, the Reporting phase allows you to generate comprehensive reports on applications, assessments, decisions, and payments for your stakeholders, board members, or funders.