Guide / coordination
A pursuit workflow that survives handoffs.
Make each stage legible to the next person, from first decision to final submission.
Assign before drafting
A shared record works only when the next action has an owner.
- Name the pursuit owner and submission lead.
- List narrative, budget, attachment, and executive review responsibilities.
- Set internal dates before the funder’s deadline.
Review defined versions
A sign-off should apply to content someone actually saw.
- Bring the application into a reviewable version.
- Resolve comments and identify the final approver.
- If content changes after approval, review the new version again.
File the receipt
The team still controls submission in the funder’s process.
- Follow the live funder instructions.
- Save confirmation details and the submitted version.
- Hand any award and reporting obligations to the next owner.