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Grant-Ready Data Checklist

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Not sure where your data stands before your next grant deadline?


This free checklist walks you through 24 simple yes/no checks across 7 key areas — source of truth, data quality, reporting readiness, intake, automations, permissions, and grant-specific readiness.


Score yourself and see where you land:


Fragile (0–6) — Reporting will likely require significant cleanup under deadlines

Workable (7–12) — Functional, but gaps may show up when it matters most

Solid (13–18) — A few focused fixes away from consistent reliability

Strong (19–24) — Clear, reliable, funder-ready data


Takes less than 5 minutes to complete.


→ Once you have your score, you can move into the Data Readiness Assessment — a full review of your systems, ranked issues, and a fix-first roadmap so you know exactly what to clean up and in what order.

You will get a PDF (197KB) file