1 of 29

Align, Don’t Redesign:Developing a Master Grant Template

State Budget Department�Grants Management Office

Mark Gordon, Governor | Kevin Hibbard, Director

Dru Palmer, Grants Integration Manager

Christine Emminger, Administrator for the Grants Management Office

Diana Cabriales, Deputy Administrator for the Grants Management Office

June 23, 2026

2 of 29

Session Objectives

Identify the core components of a master grant template that streamline future applications

Assess existing grant materials to identify where grant application content current exists and where gaps remain

Analyze recurring themes across grant opportunities to identify common template topics and content areas to suit your funders

Develop a Master Grant Template customized to the organization

3 of 29

Discussion Question

How do you currently keep track of the information you need to prepare a grant application?

By show of hands, who has heard of or created a Master Grant Template?

4 of 29

What is a Master Grant Template?

A Master Grant Template is a central reference document for grant development that captures key narrative content, identifies where information is stored, tracks updates, and evolves over time as organizations refine and strengthen their grant applications.

Definition:

5 of 29

GMO’s Master Grant Template

The GMO created a Master Grant Template to help organizations develop and maintain the narrative content most commonly required in grant applications.

6 of 29

Why Use a Master Grant Template?

Allows you to react quickly to competitive and time-sensitive grants 

Reduces time spent searching for the information you need

Creates consistency across narratives and reduces version control challenges

Retains institutional knowledge

Eliminates re-writing the same narrative text multiple times

7 of 29

Building a Master Grant Template

8 of 29

GMO’s Approach

Step 1:

Identified Federal Funding Agencies

Step 2:

Gathered and Reviewed NOFOs

Step 3:

Analyzed Recurring Narrative Topics

9 of 29

Federal Agencies Reviewed

10 of 29

Recurring Narrative Themes

1

Organizational Overview

Statement of Need

2

Project Description

3

4

Project Budget & Timeline

5

Partnerships

6

Organizational Capacity

7

Anticipated Outcomes & Evaluation

8

Financial Sustainability

11 of 29

GMO’s Master Grant Template

12 of 29

Core Components

Organizational Credentials

Core Organization Information

Program or Project-Specific Information

Organization's Grant Readiness

Partnerships and Stakeholders

Grant Application Files

13 of 29

Organizational Credentials

Narrative Content

Other organizational identifiers:

  • Contact information (physical address, website, point person phone/email)
  • 501(c)(3) determination letter
  • State nonprofit or business registration numbers
  • Financial statements (audited or not)

Employer Identification Number (EIN)

System for Award Management (SAM.gov) registration status and expiration date

Unique Entity Identifier (UEI)

14 of 29

Core Organization Information

Narrative Content

Mission statement

Core programs and services

Populations served

Geographic areas served

Short- and long-term strategic priorities

Key leaders and staff

These are the topics you would share about your organization during an “elevator pitch”

15 of 29

Program or Project-Specific Information

Narrative Content

Project description

Need justification

Scope of work and budget

Anticipated project outcomes

Evaluation and engagement process

Project barriers or risks

Sustainability considerations

Project staff

16 of 29

Grant Readiness

Narrative Content

Previous grant awards

Active grants and funding sources

Internal control system

Written policies and procedures

Funders are not just funding your project – they are betting on your ability to manage the grant correctly.

17 of 29

Assessing Your �Grant Readiness

The GMO developed a Grant Readiness Rubric that communities and organizations can use as a starting point for assessing its level of preparedness for applying for, securing, and managing grant funding​.

Scan Here!

18 of 29

Partnerships and Stakeholders

Narrative Content

Partners

Project Implementers & Service Delivery Partners

Collaborators

Coordinating Organizations &

Strategic Allies

Stakeholders

Affected Groups & Invested partners

Community Members

Target Population &

Residents

19 of 29

Where Might Existing Content Live?

Previous Grant Applications

Executive/ Admin Teams

Budget/Finance Teams

Program Team

The tool includes a place to capture where to

find previous grant applications.

  • Project descriptions
  • Timelines
  • Partners
  • Evaluation language
  • SAM.gov registration
  • EIN
  • UEI
  • Organizational credentials
  • Project budgets
  • Financial statements
  • Program descriptions
  • Outcomes
  • Service data

20 of 29

Where Might Existing Content Live?

Strategic Plans or Annual Reports

Program Evaluations or Impact Reports

Communications Team

Human Resources Team

  • Mission
  • Priorities
  • Organization goals
  • Data
  • Outcomes
  • Performance metrics
  • Organization descriptions
  • Success stories
  • Testimonials
  • Staff bios
  • Organizational charts

21 of 29

Master Grant Template Activity

22 of 29

Activity

Activity: Individually or in collaboration with colleagues from your organization:

  1. Read through the Master Grant Template
  2. For each “Narrative Content” topic, use the blank space to the left of each content area to:
    • Put a ✔ if the information exists
    • Put an X if that content does not exist and needs to be developed
    • Write N/A if that content is not applicable to your organization

23 of 29

Discussion Question

When you looked at the amount of information that already exists and what you’d need to develop, what was most surprising or unexpected?

24 of 29

Building Your Master Grant Template

25 of 29

Building a Tailored Master Template

Organizations can refine and adapt GMO’s template to align with the narrative requirements you most commonly encounter. To do so, organizations are encouraged to perform their own analysis by:

Reviewing your funders’ NOFOs

Identifying the additional components that should be captured in your master grant template

Customize the GMO’s template to fit your grant writing and application needs

26 of 29

Customizing the GMO’s Template

  • Add rows to integrate additional topics
    • Organizational Vision and Values
    • Non-Profit History Statement
    • Board of Directors Information
    • Benefit Cost Analysis
    • Letters of Support
  • Remove rows if that content is not regularly requested by your funders
  • Edit the language to capture more specific information
  • Duplicate the “Program or Project-Specific Information” section to capture information for more than one project

27 of 29

Activity

Activity: Individually or in collaboration with colleagues from your organization, return to your master grant template and:

  1. Choose one section of the tool that you will focus on developing during this activity block.
  2. For each row with an X,
    • Draft a brief narrative to get started
    • Enter today’s date
  3. For each row with a ✔, enter:
    • Description or Link/Location
    • Enter today’s date
  4. Leave notes for topics that should be added in additional rows

28 of 29

Discussion Question

As you continue to build your master grant template, which parts of your template will be hardest to build, and which will be most helpful to have on hand?

29 of 29

State Budget DepartmentGrants Management Office

Email: sbd-grants@wyo.gov 

Website: https://sbd.wyo.gov/grants

Kevin Hibbard, Director, Wyoming State Budget Department

Christine Emminger, Administrator for the Grants Management Office

Diana Cabriales, Deputy Administrator for the Grants Management Office

Email: dru.palmer@wyo.gov

Dru Palmer, Grants Integration Manager

Governor’s Office�Grants Management Initiative

Hagerty Consulting, Inc