Grant reporting, learning visits and sharing feedback for funded organisations
In common with most funders, we collect impact and learning reports from every organisation and project we fund, and visit every organisation at least once in person during assessment.
The information we gather through reports, visits, phone calls and via email is crucial for us to understand and improve our impact and to guide our future policies and programmes, but we have worked hard to streamline these processes to reduce the burden our reporting places on organisations.
We require every organisation we fund to complete an Impact and Learning Report on an annual basis.
A member of our team will contact your organisation to ask you to fill the report in. We can help you to complete these forms on a phone call if that’s easier for you.
A report completed by a funded organisation at the end of each year of their grant except for the final year.
A report completed by a funded organisation at the end of their grant.
These reports are used for all grants across all funding streams and including Stepping Stones, Small Grants, Capital Grants and Strategic initiatives, except for Eco audits and Access audits.
The report is an opportunity to set down the key progress and setbacks of the project or service we’ve funded your organisation to deliver, by enabling you to:
Crucially, for us these reports help us to check each grant has been used for its approved purpose. They are also designed to help us to respond to changing needs and to champion good practice in London by:
The reports are completed by your organisation online. It may also be completed on a phone/teams call with your Funding Manager if that is easier for you. Please contact your Funding Manager if you would like to do this.
These forms are for reference only, grantees can access the live reports from the application portal.
We regularly arrange learning visits: meeting funded organisations to find out how things are going, extend any additional support we might be able to give and to learn more about their work. We aim for these conversations to be open, honest and reflective, and to provide a space for grant-holders to give us feedback on our work on an informal, face-to-face basis. We allocate learning visits annually and prioritise those organisations that may not have had the opportunity. We aim for a minimum of 50 visits a year.
As well as collecting information about our funded organisations’ activities, we actively seek feedback from them on the quality and effectiveness of our funding offer, interactions and processes so we can continually improve. We analyse and act on the insights about our work that we gather through:
feedback, case studies and learning visits
the free, anonymised review service GrantAdvisor UK
contact through our funding managers
You can learn more about measures to make impact and learning processes more proportionate, transparent and helpful for funded organisations at the IVAR Better Reporting Initiative, of which we are a signatory.
