A groundswell of funders are putting their application and reporting processes online for the first time or moving to a second generation of online systems, both custom-built and off-the-shelf. This is a wonderful thing, but it needs to be done right. This guide offers a set of recommended practices and principles to improve and streamline the process of online grantmaking.
This report responds to Project Streamline's Principle 3: Relieve the burden on grantees. Although online systems should make applying and reporting processes easier for everyone, they are often poorly designed and implemented, wasting time and frustrating grantseekers. The recommendations of this guide identify the essential and gold-standard features and practices of online systems to help your grantmaking organization select and implement -- or retrofit, if needed -- a system that is user-friendly and designed to help grantseekers succeed.