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Taking the Plunge: Selecting an Electronic Grants Management System

By Kate Caldecott

Time to update your systems. Whether you’re replacing an online system that you’ve outgrown, or making the transition from paper to electronic for the first time, selecting an electronic grants management system is a big decision which will have ongoing impact on your organisation. The first decision you need to make is whether you want to…

Making Program Acquittals Work for You

By Kate Caldecott

As published by AIGM 03 Feb 2016Closing out a grant program should not just be a matter of financial housekeeping. Done correctly, the acquittal process lets you know whether or not a program is working, and what changes should be made in the future. If you want to understand how well your grant program is working,…

Using SmartyGrants to Take the Politics of Assessments

By Kate Caldecott

Using SmartyGrants to Take the Politics of Assessments In a recent survey of grant maker’s needs several respondents talked about the difficulty of ensuring a fair assessment process with certain funding bodies. There is concern that not everyone’s input is being weighted equally. Staff feel frustrated that the process becomes skewed where leaders want to provide…

Making Evaluation Easier – Seven Steps to Better Program Evaluations

By Kate Caldecott

As published by AIGM 26 Aug 2015 Want to make grants evaluation easier? I talk with a lot of grantmakers and evaluation is one of the most pressing issues.I’m often asked how to put a better evaluation program in place when one is short on time. How to align the pieces together? How to support…

5 Warning signs that you may not be getting the most out of your SmartyGrants subscription:

By Kate Caldecott

Warning Sign 1: You hardly touch the reporting template feature. You’re always using the download spreadsheet to access data and the reporting templates are ad-hoc and uncoordinated. Tip: Plan what reports you need in advance – develop templates so that you can speed up your reporting and sorting through your data multiple times. Warning Sign 2: There is too much…


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