RAG Grant Pipeline Review Meeting Template

A fortnightly RAG (red/amber/green) pipeline review keeps grant prospects moving. This template covers prep, agenda, and follow-up so your team tackles risks before deadlines bite.

TL;DR

Prepare a Crafty-linked pipeline snapshot with latest statuses and blockers.
Timebox reds (high risk) first, then ambers, greens last to protect focus.
Share a 24-hour playback with actions, due dates, and connections to the reporting calendar.

Why RAG reviews work

The Charity Commission’s sustainable funding guidance (2024) encourages trustees to maintain visibility of pipeline health. RAG reviews surface risks early, align teams, and support faster decisions on go/no-go choices.

Prep checklist

Export updated pipeline view from the Notion Kanban.
Refresh data in the reporting calendar.
Gather change requests from the change control register.
Pre-read summary circulated 24 hours before the meeting.

45-minute agenda

0–5 mins: Confirm objectives, review overall pipeline numbers.
5–20 mins: Reds—underlying blocker, required support, owner, deadline.
20–35 mins: Ambers—risk mitigation steps, upcoming deadlines.
35–40 mins: Greens—key wins, prepare for next stage (e.g., trustee pack).
40–45 mins: Summarise actions, confirm comms, set next meeting.

Follow-up and Crafty integration

Log actions directly in Crafty question notes or tasks so bid writers see the latest guidance. Update risk statuses in the delivery handover checklist for awarded bids.

Next steps and template downloads

Download the RAG meeting agenda, pipeline export template, and action log. Add them to your Crafty workspace so every review follows the same pattern.

Action plan

Schedule the next RAG review and circulate the pre-read.
Nominate a facilitator, scribe, and timekeeper.
Link pipeline records to Crafty so AI-generated drafts reflect the latest status.

Key takeaways

Use RAG status to focus meetings on the highest risk bids.
Prepare data in advance so the meeting drives decisions, not catch-up.
Feed actions into Crafty, change control, and reporting calendars to maintain alignment.

Summary and next steps

A disciplined RAG meeting stops pipeline surprises. Combine this agenda with Crafty workflows and your team will spot bottlenecks before funders do.

Adopt the RAG agenda and run it at least fortnightly.
Update Crafty, calendars, and evidence banks immediately after meetings.
Share learnings with trustees via the oversight pack.