Nonprofit & NGO

Programme delivery, grant reporting and donor comms on one repeatable cycle.

For small charities, community organisations and grant-funded programs.

What this fixes

• Grant reporting is assembled at the last minute → A grant report generator you run from existing data
• Donor comms are inconsistent, so updates get ignored → A donor update template people actually read
• Programme records live in spreadsheets with different formats → Programme monitoring with consistent definitions
• Compliance deadlines are tracked by whoever remembers → A compliance calendar with reminders

The flow it implements

1. Enquiry — SOP, checklist and templates included
2. Proposal — SOP, checklist and templates included
3. Funding — SOP, checklist and templates included
4. Agreement — SOP, checklist and templates included
5. Programme delivery — SOP, checklist and templates included
6. Monitoring — SOP, checklist and templates included
7. Reporting — SOP, checklist and templates included
8. Renewal — SOP, checklist and templates included

The numbers you track

Metric	Definition	Formula
Output achievement %	Delivered activities vs planned	activities_delivered / activities_planned
Outcome achievement %	Outcome indicators met vs target	outcomes_achieved / outcomes_targeted
Budget variance %	Spend vs approved budget	(actual - budget) / budget
On-time reporting %	Reports submitted by the deadline	reports_on_time / reports_due

What's in the download

Setup takes 15 minutes

1. Import pipeline-tracker.csv into Google Sheets and delete the example rows.
2. Copy the three documents you send most often and replace the {{placeholders}}.
3. Import tasks.csv as your checklist, then add your first real client.

Questions