GRANT CONTROL REVIEW · PERSONALISED ACTION PACK

Your next grant report, under better control.

Fictional example, not a client result. This illustration uses a report due in five days. Your own pack uses your answers, date and concern.

Prepared for Illustrative organisation · Fictional example · 8 November 2026

33/100 · Critical

Indicative operational score based on your answers. The three areas below are starting points to investigate, not verified findings. The score uses 11 self-reported control answers, each scored 0–3, converted to a percentage. Portfolio size is context only and does not affect the score. Bands: Critical below 45%, Exposed 45–74%, Controlled 75–100%. This is an operational indicator, not independently verified evidence.

Start with your next report

Reporting date: 2026-11-13. Main concern: Evidence and outputs.

Your report is due within seven days. Start today, confirm what can be completed before submission, and escalate material gaps immediately.

First useful step: Map every required output to an evidence item, location, owner and quality check. Mark missing items explicitly. Suggested owner: Delivery lead.

1. Your three priority actions

1. Obligation control · 0/3

Record each reporting date, internal preparation date, owner and escalation route in one shared register.

Suggested owner: Grant lead. Confirm the actual owner with your team.

Done when: Every upcoming report has an owner and an internal deadline.

2. Evidence readiness · 0/3

Map every required output to an evidence item, location, owner and quality check. Mark missing items explicitly.

Suggested owner: Delivery lead. Confirm the actual owner with your team.

Done when: A colleague can find the evidence for the next report without asking its creator.

3. Grant terms control · 1/3

Translate the actual award agreement into obligations, eligible-cost rules and approval steps. Link each entry to its source clause.

Suggested owner: Grant lead with finance. Confirm the actual owner with your team.

Done when: The team can find the source and owner of each material requirement.

2. Your deadline-based action plan

When	Action	Evidence of progress
8 Nov 2026	Choose the grant with the nearest report. Confirm the agreement, report date, accountable owner and deputy.	One named grant and confirmed reporting date.
8 Nov 2026	Record each reporting date, internal preparation date, owner and escalation route in one shared register. Suggested owner: Grant lead	Every upcoming report has an owner and an internal deadline.
9 Nov 2026	Map every required output to an evidence item, location, owner and quality check. Mark missing items explicitly. Suggested owner: Delivery lead	A colleague can find the evidence for the next report without asking its creator.
10 Nov 2026	Translate the actual award agreement into obligations, eligible-cost rules and approval steps. Link each entry to its source clause. Suggested owner: Grant lead with finance	The team can find the source and owner of each material requirement.
11 Nov 2026	Rehearse the next report with finance and delivery, escalate unresolved gaps and agree a repeatable review rhythm.	Agreed figures, traceable evidence and a dated action log.

Dates are suggested working targets, not a guarantee that reporting gaps can be resolved in time. Confirm any actual deadline and approval requirements with the funder.

If your report is due sooner: compress this sequence around that deadline. Confirm the funder’s requirements and escalate material gaps now; do not wait 30 days.

3. Your branded Excel control workbook

Download the Grant Control Workbook (.xlsx). Includes instructions and a fictional worked example, plus editable tabs for obligations and deadlines, evidence and exceptions. The workbook starts blank; use your personalised priorities above to fill it.

Quick editable register

Replace the example row. Cells are editable in the downloaded HTML file. Use your spreadsheet for a larger portfolio. Do not put sensitive beneficiary information in this register.

Grant / funder	Source clause / obligation	Report date / internal deadline	Owner / deputy	Budget / actual / committed / cut-off	Evidence link / gap	Status / next action / escalation
EXAMPLE: Grant A	Agreement clause: [confirm]	Funder: [date]; internal: [date]	[Name] / [deputy]	Budget £[ ]; actual £[ ]; committed £[ ]; as at [date]	[Folder link]; missing [item]	Unverified; confirm requirements; escalate to [name] by [date]
[Add your details]	[Add your details]	[Add your details]	[Add your details]	[Add your details]	[Add your details]	[Add your details]

4. Trustee / leadership briefing

Subject: Grant control priorities and decisions

Current indicator: 33/100 (Critical), based on a self-assessment rather than an independent examination.

Priority areas: Obligation control; Evidence readiness; Grant terms control.

Next report: [Grant / funder / date]. Accountable owner: [name].

What we will do: Record each reporting date, internal preparation date, owner and escalation route in one shared register. Map every required output to an evidence item, location, owner and quality check. Mark missing items explicitly. Translate the actual award agreement into obligations, eligible-cost rules and approval steps. Link each entry to its source clause.

Decisions requested: Confirm action owners, agree time for finance and delivery to reconcile the position, and identify any issue requiring funder clarification or specialist advice.

Next review: [date]. Unresolved exceptions: [insert verified facts and decisions needed].

5. Next-report readiness checklist

☐ Confirm the current award agreement and approved variations.
☐ Check the reporting period, deadline, format and submission route.
☐ Confirm eligible costs, budget, actuals and commitments with finance.
☐ Reconcile the financial figures with delivery progress and narrative.
☐ Map required outputs to accessible evidence; record missing items.
☐ Assign report preparation, review, approval and submission owners.
☐ Resolve or escalate exceptions and requests for clarification.
☐ Record approval, retain the submitted version and submission receipt.

Want help completing this for one real grant?

The £495 fixed-fee Grant Control Diagnostic includes a 90-minute working session, a populated register for one active grant, an obligations and evidence-gap map, a 30-day action plan, a management briefing, an owner walkthrough and a 20-minute follow-up within 30 days. We agree a delivery date for one usable register populated from the information supplied, with unresolved gaps clearly marked. Any applicable tax is shown at checkout. The full £495 fee is credited towards a Grant Control Setup commissioned within 30 days of the diagnostic.

Check fit on a free 30-minute call. Leave with one agreed priority, its suggested owner and the next action, whether or not you buy.

This pack provides operational guidance based on your answers. Confirm requirements against your actual funding agreement. It is not audit, accounting, tax or legal advice and does not certify compliance or guarantee funding outcomes. Antony Draper Advisory · Ex Military Mentor Ltd · antony@antonydraper.com