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Measuring Success: Developing Performance Metrics for Grant Professional Evaluation

Some of the most common measures used to evaluate grant professional performance: win rates, proposal volume, and grant dollars secured and expended, fail to capture the total contributions of grant professionals to their employers.  In the spring of 2018, Presenters Amanda Neese and Julie Boll conducted the only research study of its kind exploring grant professional performance metrics. The goal of their research was to develop a set of metrics that all grant professionals, regardless of their field of practice, can use to comprehensively track and measure their performance. 

Their study affirmed that grant professionals are responsible for a wide range of functions that stretch far beyond proposal development. Grant Professionals are significant resources to their employers; however, their performance evaluations don't always reflect this. 

In this session, Neese and Boll will share the results of their study and describe metrics grant professionals can use to more accurately assess their scope of work. Specifically, participants will 1) Discover how practicing grant professionals are currently evaluating their performance; 2) Explore a variety of metrics that can be used to show grant professional value beyond funds raised; 3) Identify 3-5 metrics to add to their own performance evaluation tools; and 4) Identify strategies for enhancing their own performance evaluation and critical next steps for implementation.

GPC Competencies Addressed:
Practices and services that raise the level of professionalism of grant developers 

Julie Boll, M.Ed. is the founder of Julie Boll Consulting, which provides grant writing and strategic planning support to nonprofits. Over the course of her career, Julie has secured more than $9.4 M in competitive grants from foundation, state, and federal funders. From 2011 to 2017, she secured more than $6.2 M in competitive grants for Quincy University including the university's first NSF grant in over 25 years and a $2.25 million US Dept of Education grant.  Julie is a GPA Approved Trainer.

Ms. Neese has over 15 years of experience writing and developing grants, managing sponsored projects, developing research programs, and leading others through the research process. Neese was responsible for helping Jefferson College of Health Sciences secure more than $15M in grants, including a 46% increase in its federal grants portfolio and the largest single grant award in the College's history, a $1.36M grant from the Health Resources and Services Administration (HRSA).