01Human Services / Nonprofit
Federally Funded Program Compliance
Building the tracking and reporting backbone for a federally funded human services program.
Role
Program Manager
Duration
14 months
Sector
Human Services / Nonprofit
The Problem
A federally funded program was meeting service goals but struggling with the documentation, evaluation, and reporting requirements tied to its grant. Compliance gaps risked future funding and obscured the program's real impact.
Approach & Methodology
- 01Mapped every grant requirement to an internal workflow, owner, and reporting cadence
- 02Designed a centralized tracking system covering participants, services, outcomes, and expenditures
- 03Built monthly and quarterly reporting templates aligned to funder expectations
- 04Trained frontline staff on documentation standards and created job aids for sustainability
Stakeholders
- ✦Federal program officers
- ✦Executive leadership and finance
- ✦Frontline case managers and supervisors
- ✦Evaluation and data partners
Risks Managed
- !Documentation fatigue at the frontline
- !Inconsistent data definitions across teams
- !Late discovery of compliance gaps before audit
Measurable Outcomes
100%
Reporting compliance
↓ 45%
Reduction in reporting prep time
0
Audit findings
Yes
Grant renewed
Tools & Systems
MS ProjectExcelSmartSheetPowerBISharePoint