Activity Guides: Steering You Down the Right Path for Grant Closeouts

By Beth Pease posted 03-12-2015 02:52 PM


So what’s an Activity Guide? 

You are probably making a To-Do List leading up to the Alliance Conference. That’s similar to an Activity Guide except for it to become and Activity Guide, you would need to then copy your To-Do List, hand it out to everyone else who is coming to Alliance 2015, and have them adopt. All of a sudden, everyone coming to the conference would prepare for Alliance in exactly the same way that you do. No task would be forgotten…because I know your To-Do List is absolutely complete and thorough. That would be a wonderful world, right?

Now, let’s imagine making a To-Do List for closing a grant and somehow stuffing it into PeopleSoft.  That’s an Activity Guide. When a grant is ready to close, employees pull up and follow the Activity Guide, which contains the same list of steps for each closure. That way all areas are reviewed and all questions are asked before the grant is retired from service.

Come to the session I am co-leading with Christine White from the University of Delaware, and we’ll go through the step-by-step process for creating your own Grant Closing Activity Guide.  You might want to put that on your To-Do List so you don’t forget. J

Alliance Session #34481, Tuesday, March 17, 8:00-9:00 a.m. Presented by Christine White, University of Delaware, and Beth Pease, Sierra-Cedar.