Grant Knowledge Base Taxonomy 2025

Fast drafting relies on a tidy knowledge base. Build a taxonomy that mirrors your grant lifecycle so teams find the right content every time.

TL;DR

Organise content around lifecycle stages: Discover, Design, Deliver.
Tag assets with metadata for funder, sector, evidence status, and consent (link to consent workflow).
Sync taxonomy with Crafty prompts so AI pulls from the freshest content.

Core taxonomy structure

Discover: Prospect research, risk appetite outputs, scoring rubrics, stakeholder maps.
Design: Storyboards, evidence summaries, budget scenarios, sustainability plans.
Deliver: Reporting templates, change control records, evaluator contracts.

Metadata standards

Apply metadata fields to every asset:

Funder/family (e.g., National Lottery, UKRI, ACE).
Programme sector, geography, beneficiary group.
Evidence status (draft, approved, expired).
Consent level (internal, funder-only, public) aligned with the consent workflow.
Last review date and owner.

Integrate with Crafty

Upload taxonomy categories as Crafty folders, tags, and prompt groups. Connect assets to the pipeline board, reporting calendar, and evidence bank automation to maintain a single source of truth.

Next steps and downloads

Download the taxonomy template, metadata guide, and governance checklist. Store them in Crafty so new staff and volunteers follow the same system.

Action plan

Run an audit and migrate content into the new structure within 30 days.
Assign taxonomy stewards for each lifecycle stage.
Keep taxonomy documentation in Crafty for onboarding and audits.

Key takeaways

Lifecycle-based taxonomies make content easier to find and maintain.
Metadata ensures compliance, consent, and applicability are always clear.
Crafty integration keeps AI-generated drafts accurate and current.

Summary and next steps

A disciplined knowledge base saves hours and reduces risk. Build the taxonomy, govern it, and let Crafty handle the rest.

Complete the migration within 30 days and log progress in your pipeline review.
Review taxonomy health quarterly with the oversight pack.
Incorporate updates into the onboarding sprint to keep new staff aligned.