Staged!
In this stage, the PO notifies the Grantee of the award approval via phone call and/or email (dealer's choice).
What is GM Review?
The PO is responsible for moving a grant to this stage once it is ready to go to the Trustees.
What is Trustee Review?
Without filling out this, applicants will be wondering why they don't have project types.
What is Project Type?
(Primary, secondary, or tertiary — we’re flexible, not heartless.)
When you’re desperately searching OWL for coding guidance, it’s hiding right here.
What is the Coding tab on the Request?
(Judges accept: “the coding section.")
This action by Grants Management moves a Request to the Active stage.
What is Completing the Grant Agreement/Award Letter?
All Unsolicited LOIs start in this stage.
What is Initial Consideration?
This person is primarily responsible for creating payments on the Request.
Who is the PO?
These two categories quietly decide how an applicant’s organization is measured, judged, and mildly stressed.
What are Portfolio and Priority?
This button quietly exempts a request from organization metrics — no fanfare, just consequences.
What is the “Exclude From Metrics” dropdown?
Grantees can find guidance for each application type on this tab of the grantee portal.
What is the Resources tab?
Checking off one or both of these boxes moves the Request to GM Review stage.
What are "Grantee Notified by Phone" and "Grantee Notified via Email"?
This section surfaces key information related to the Trustee Meetings.
What is the Guidance for Success?
All metrics and application‑stage prompts live in this document that everyone swears they’ve reviewed.
What is the Coding Guidance document?
Final reports should be scheduled at this exact moment in the project lifecycle — not earlier, not vibes‑based.
What is when the project is completed and the metrics can actually be measured?
OWL Office Hours are held on this date/time.
What are Wednesdays at 11am?
These two stages retired in 2025.
What are Program Handoff and Award Letter?
These two stages were born in 2025.
What are Preproposal and Trustee Review?
This document is thoughtfully linked to grantees so they don’t immediately email you asking what any of this means.
What is the Applicant Metrics Guidance?
(Judges accept: Supplemental Metrics Form Guidance.)
For large organizations like MGH, Harvard, or an Intermediary, organization metrics should be tracked in this scenario.
What is when we’re tracking long‑term organizational health?
This group makes up the OWL Governance Committee.
What is the Leadership Team?
List every Request Stage in order.
What are Initial Consideration, Preproposal, Proposal Invited, Proposal Review, Trustee Review, GM Review, Active, and Closed?
Name three members of the Grant Stages Working Group.
Who are Jack, Alex, Lisa Charles, Kate, Camilla, Maggi, and/or Ally?
These metrics skip the application stage entirely and only appear during interim and final reports, like a plot twist no one asked for.
What are reporting / closeout / planning metrics?
(Nobody loves this question. Nobody understands it. That’s why it’s worth $500.)
Organization metrics are required in these scenarios, which somehow always apply when you least expect them.
What is when there are fiscal sponsors?
What is when there are affiliated organizations?
(Yes, both. No, you can’t argue your way out of it.)
This person is responsible for uploading approvals to packages after a Board Meeting, which moves the Request to GM Review Stage.
Who is the Grants Associate?