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From Tidy to Terrific: Optimizing SmartyGrants for the New Year

By Kate Caldecott

SmartyGrants New Year
The end of the year, and the beginning of another is a great time to make a new start. Doing a few housekeeping tasks can set your grantmaking on the right track for the year to come.  Tidying UpClose Out GrantsStart by having Program Managers check for outstanding grants. Follow up on any missing acquittal reports…

Smarter Grants: WISER Forms

By Kate Caldecott

WISER Form Design
Why Form Design MattersYou already know that your forms determine the information you will have for assessing applications, and determining program success. Well-designed forms do more than that though. Well-designed forms:Promote better use of your funds – Are you granting to most impactful projects or to the organization that are best at navigating your forms…

SmartyGrants Scheduled Reports: Keep Everyone in the Loop

By Kate Caldecott

SmartyGrants’ reporting tool is both powerful and flexible. You can grab a canned Round Snapshot or task list to see what needs to be done. You can create your own templates, award letters, contract acceptance letters, etc. With the newly added scheduling option, SmartyGrants now allows you to “set it and forget it,” creating useful reports…

Three Steps Towards Evidence-Based Practices

By Kate Caldecott

Kate Caldecott & Associates
We all went to spend our money on strategies and interventions that actually work. Technology has made it easier than ever to gather and evaluate evidence, so how can you incorporate that into your grantmaking? Step 1: Identifying your Evidence BaseThe first step is to identify your evidence base. This starts by comprehensively knowing your target…

Creating a Grantmaker, Grantee, Participant Feedback Loop

By Kate Caldecott

Kate Caldecott & Associates – Grants Management
A lot of individual pieces have to come together for successful grantmaking. You have to design a solid program that addresses a specific need in your target community. Then you have to get the applications you want. You have to select the right applications for funding. Then you have to evaluate the results and use…


Learn the 7 steps to build a stronger and better program evaluation. In this special Guide Kate Caldecott takes you step-by-step through the process to ensure that your Program Evaluation hits the mark.



  • Kate Caldecott worked with me on Australia Post’s Our Neighbourhood Community Grants program. She assisted with the grant process design and SmartyGrants grant management implementation.

    In working with Kate, I would describe her as being: passionate, knowledgeable, dedicated to community with a willingness to going the extra mile, above and beyond. It is always a pleasure to work with Kate.

    - Erin McKenzie, Community Events and Partnerships Advisor, Community Relations Australia Post
  • This is the perfect opportunity for me to thank you, in particular, ….. for the outstanding customer service you have all provided. You have not only helped us use SG effectively, but kept the panic at bay. There is lots more to learn about what SG can do and I’m sure we will be in regular contact …….

    Thanks to you all – you are fabulous!

    - Debra Slater-Lee, Programs Manager State NRM Office (WA)
  • Being a complete newbie on all aspects of Smartygrants I was daunted by the task of being completely responsible for the outcome of a major grant funding round at the Shire. I did the training and it still did not make much sense to me until I had my first session with Kate. The way in which Kate was able to clarify, explain and help me understand the rationale and functions of the system was brilliant, her manner always patient and professional, and her willingness to transfer knowledge and information commendable. Thanks to Kate I am now a confident user of Smartygrants

    - Marilyn A Gippsland VIC
  • Kate’s involvement in the final stages of the major review of two of Sunshine Coast Council’s funding programs added significant value to our work. As well as identifying additional sources of information for analysis, and suggesting enhancements to data presentation, Kate provided a professional critique of the review, validating our analysis of the review findings and the options identified in our report to Council.

    - Margaret Cattanach Team Leader Community Connections Community Services Sunshine Coast Council