Clear, optimized flowcharts and procedures that are build to support efficiency and accountability for your critical business processes.
Internal Process Workflows
Where clarity meets compliance.
What It Is
Every task in grants administration, from issuing a subaward to approving an expense, should follow a consistent, transparent process. Internal workflows document how work gets done, who’s responsible, and what’s needed to ensure compliance at every step.
We help design visual workflows that reflect your organization’s actual practices, required controls, and federal expectations. These are more than just flowcharts — they’re actionable maps for grant success.
Why It Matters
Staff turnover, unclear roles, and undocumented processes create confusion and compliance risk. When systems rely on a few key people to "know how things work," one absence or audit request can cause major setbacks.
Clear internal workflows:
Reduce the learning curve for new hires
Create alignment across departments
Build institutional memory
Prevent gaps in compliance and performance
Most importantly, they empower teams to work more confidently and independently – a core principle of capacity building.
How We Help
We co-create internal workflows with your team, not for them. Through process mapping sessions, interviews, and review of current procedures, we help document the real way work gets done and refine it where needed.
We’ve built process workflows for:
Pre-award planning and application development
Subrecipient onboarding and monitoring
Procurement and contract management
Reimbursement and financial reporting
Closeout and record retention
Our experience spans city and county governments, nonprofits, and regional agencies –and we bring that insight to every workflow we develop.
What’s Included
Custom Visual Workflows for selected grant processes
Step-by-step Process Documentation with roles and dependencies
Embedded Compliance Checkpoints linked to federal requirements
Built-in Recommendations for efficiency or risk mitigation
Training Session Outline to onboard staff to new workflows
All workflows are designed for easy integration into manuals, onboarding guides, and grant policy documents.
Takeaway
Well-documented processes aren’t just nice to have, they’re essential to compliance, performance, and staff empowerment. Our internal workflow support gives your organization the clarity and consistency needed to do the work right – every time.