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How Grants Management Teams Can Advocate for Equity and Themselves

by Melissa Sines

At PEAK Grantmaking, we focus on the “operations” side of the house in philanthropy, supporting the individuals and teams that are responsible for crafting the processes and procedures that uphold and enforce the values and policies of their organizations.

PEAK Grantmaking is a network of more than 5,000 grants management professionals and 400 contributing organizations. These grants management professionals occupy a unique space inside of philanthropy and inside the philanthropic workspace. Yet, the position is often perceived as low-power and not invited to the decision-making table. In some organizations, the attitude of “We’ll decide; you implement” prevails.

It’s time for that to change, and here are three key resources that PEAK has developed for grants management professionals and others to use in advancing the conversation.

Grants Management Professional Competency Model

A competency model is a guideline used to define the specific skills, knowledge, and behavioral proficiencies that enable an employee to perform their job successfully. While grantmakers vary differently across mission, size, and type of organization, the competencies that build what it takes to be a successful grants management professional are common across all. A competency model for professions inside the field of philanthropy can help to standardize practices like job descriptions, recruitment, talent management, and performance appraisals.

PEAK Grantmaking’s Grants Management Professional Competency Model, released in 2018, made clear that not only do grant professionals command administrative and process-oriented skills, they also embrace the role of change leaders within their organizations.

As the role of data and technology has grown in importance in relation to strategic decision-making, grants professionals are mastering cross-functional competencies like operations, technology, finance and compliance, program and mission-based work, knowledge management and evaluation, and strategic management.

This increased breadth of skill has led grants managers to be more focused on the human side of their work as well: change management, collaboration and partnerships, power dynamics, community engagement, and racial equity, diversity, and inclusion.

Since its release, our members regularly use the competency model to help update their job descriptions to more accurately reflect their day-to-day skills and knowledge. It also provides a platform from which they can advocate for themselves for promotions, increased authority, and (combined with our salary report) pay raises. Most importantly, the kinds of skills, knowledge, and behaviors at the center of the model make it clear that grants professionals are making critical contributions to their organization’s success and impact.

Grants Management Salary Report

PEAK’s 2020 Grants Management Salary Report provides further insights about the profession, finding that

  • Grants management is heavily populated by women, accounting for 80% of respondents. Yet, even with the dominance of women across the field, there remains a troubling difference between men’s and women’s salaries that echoes overall U.S. statistics.
  • They are also more diverse than the rest of philanthropy, with 39% of respondents reporting they are non-white.
  • However, diversity goes down as decision-making authority goes up: Only 16% of those in executive positions are non-white, according to our survey.

It is likely that the historic roots of oppression for these two groups — women and Black, Indigenous, and other people of color (BIPOC) — has cloned itself inside of philanthropy. The result: This incredibly important function — literally the engine that runs philanthropy — is often sidelined in strategic decisions because of the traditional power structures that exist within our society and within our organizations.

Principles for Peak Grantmaking

I’ve got this saying when I’m coaching people about how to approach change management strategically: “She who writes it down makes the rules.” I usually get a few half-hearted chuckles in response, but I believe it to be true.

This is the inherent power of process, and the people who do it.

Back in 2017, PEAK Grantmaking began exploring the concept of values-based grantmaking and what that might look like if it were operationalized. As we talked with our members and other sector leaders, we began to coalesce around five key principles for implementing a more equitable framework for grantmaking practice — those nitty-gritty details around things like database fields, application and eligibility requirements, compliance and due diligence checklists, decision-making workflows, grant agreements, and reporting requirements.

Each of our five Principles for Peak Grantmaking highlights the critical role of the grants management team in defining and implementing the processes and policies that advance equitable, effective grantmaking practices:

  1. Grants professionals can do the tough work of helping their organizations put a mirror up to themselves, to reflect, and to ask questions about how these practices align with their values: Tie Practices to Values.
  2. Grant professionals can make strategic efforts around streamlining application and reporting processes, implementing more flexible (and trusting) procedures in due diligence and grant structure, and using feedback from grantees and their community to inform a process that leads to stronger partnerships: Narrow the Power Gap.
  3. Grant professionals can examine their processes across the grantmaking lifecycle to determine the ways unconscious bias could be impacting decisions, manage diverse and inclusive external review committees, and use their data collection and analysis acumen to collect and use demographic data to inform their organization’s impact in communities of color: Drive Equity.
  4. Grant professionals can open and support conversations around risk management and apply an equity lens to legal and financial compliance and due diligence “traditions” that have traditionally meant organizations that are led by people of color are chronically under-resourced and over-monitored: Steward Responsively.
  5. Grant professionals can harness the power of grant reports to find the information that matters most, partnering with grantees and communities to learn together, amplify what works and ask for help with challenges that can be tackled collectively, and to use what is learned to fuel even greater and deeper impact: Learn, Share, Evolve.

Starting in 2019, we’ve been releasing robust sets of resources and recommendations that deliver practical, in-depth guidance to help put each Principle into practice — including action planners, webinars, and member-exclusive case stories and how-to guides, along with partner workshop opportunities and a roundup of insights from the field.

What’s next: A new grantmaking playbook

With a pandemic as the backdrop to everything we do and every decision we make right now, we sit in a transitional space: the time in between what we were pre-pandemic, and who we will become post-pandemic.

Things that felt impossible to change, just last year, have changed three times since. Over the past five months, grants management professionals have played a critical role in rapidly adapting grantmaking practice in response to the pandemic, proving their critical and increasingly strategic role. The playbook on how to make grants has been up-ended, and we now have an opportunity to write a new playbook — one that supports a more just, inclusive, and equitable world.

In this moment of opportunity, what is the risk that we will take if we return to “normal” without having examined and broken down each of the ways in which we wield our money and power through policies and processes that direct, restrict, monitor, or exclude? Now that we so clearly see the racial, social, and economic disparities laid bare, how could we even consider returning to a place when we did not see?

Our community is organizing. We are building a network of changemakers in all the spaces of philanthropy: large private foundations, small family foundations, corporate grantmakers, community foundations, donor-advised funds, impact investors. Even some government grantmakers and contractors are joining the conversation.

Grants management professionals are ready to re-write the rules, and we have the skills and knowledge to do it. Now, we just need to claim our power, and a seat at the table.

Practice meets purpose at PEAK Grantmaking, a member-led national association of 5,000 professionals who specialize in grants management for funding organizations. Their members form a vibrant community that leads the way in advancing equitable, effective grantmaking practices. By cultivating resources, learning opportunities, and collaborations across the philanthropic spectrum, PEAK champions grantmaking practices designed to help funders of every size and type maximize their mission-driven work through living their values. Learn more at peakgrantmaking.org and follow them on Twitter @PEAKgrantmaking.
Photo: Melissa Sines
Melissa Sines is the programs and knowledge director at PEAK Grantmaking and leads the organization’s work to identify effective, efficient, and equitable philanthropic practices and advocate for their adoption by grantmakers. Her role combines two important functions: Developing strong strategies and partnerships in order to raise awareness of our practice work and increase our impact in the sector and to develop our knowledge base of the current and changing state of practice in the field. Learn more about Melissa.

 

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