Support for Conducting a Grantee Experience Assessment

Learn how grantees actually experience the foundation's processes and relationships, and use that information to improve.

About This Consultation

A partnership engagement where the foundation commissions a structured assessment of how grantees experience its processes, communication, and relationships. This is not a satisfaction survey. It is a conditions-level assessment that examines how the foundation's practices affect grantee capacity, trust, and ability to deliver on their mission.

This typically includes:

• Design of an assessment process tailored to the foundation's context and grantee portfolio
• Confidential interviews with a representative sample of grantees
• Analysis of patterns across grantee experiences, focusing on where foundation practices strengthen or strain grantee conditions
• A clear report with findings and specific recommendations
• A facilitated session with foundation staff to discuss findings and plan response

Designed for: Foundations that want an honest picture of how their practices land on the organizations they fund. This engagement requires commitment to hearing the results and acting on them.