8 Steps to Streamline Your Technology for the Good of Your Grantmaking and Operations

Setting Your Technology Priorities Quiz

Is your grantmaking technology boosting your team’s efficiency and impact—or holding you back? And how can you tell?

After talking with veteran grantmakers about their grantmaking technology, philanthropic consultant Elaine Gast Fawcett designed this quiz and worksheet to help you set realistic priorities for streamlining your operations. By working through these questions, you’ll:

  • Understand the importance of keeping your technology inventory up to date, and how often you should review the apps and software you use

  • Know where you are in documenting your grantmaking life cycle and operations workflow to understand where technology does—and should—fit in

  • Create a regular cadence for examining your application and reporting requirements to make sure every step has a defined purpose

Download this technology priorities quiz today to help you streamline your grantmaking technology and create more efficient processes.