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  1. Board Member Access to Follow Up Reports

    51 votes

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    Proposed Idea  ·  25 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    Sara Raab McInerny commented  · 

    Just adding another ping to this thread - wish my trustees could easily view follow ups. My workaround has been to 'print packet' for each and then upload each PDF to Shared Documents, but there's got to be a better way. Thanks.

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    Sara Raab McInerny commented  · 

    Suggestion to Add Follow Ups to Board Member Dashboard:

    I have informed my board members of the process of searching Requests and Decisions to review completed follow ups. Because this process is so cumbersome, they don't do it, and are missing an important piece of the grantmaking puzzle - the results. Why not provide a link from the Board Member dashboard to Completed Follow ups? Thanks for considering.

  2. LOI decline vs application decline

    8 votes

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    Feedback Needed  ·  7 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Admin →
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    Sara Raab McInerny commented  · 

    Hi Chris, I'd like to add a vote for this as well - it would be useful to see 'at a glance' if the denial was at the LOI stage vs. application stage.

    Sara Raab McInerny

    Norman Raab Foundation