Complete Funding & Project Toolkit

OPEN GOAL CONSULTING COMPLETE TOOLKIT SERIES

Complete Funding & Project Toolkit

A complete self-help system for getting funding-ready, developing stronger projects, preparing better applications and managing successful grants from award through to reporting and close-out.

£399one-off digital toolkit
REFINED CUSTOMER EDITION
✓ 16-tab Excel control dashboard✓ 17 editable funding templates✓ 10 completed worked examples
OPEN GOAL CONSULTING | Funding & Project Dashboard
Funding & Project Dashboard
Funding Target£50,000
Live Opportunities6
Active Projects3
ProjectStatusValue
Youth ProgrammeSubmitted£12,500
Facility UpgradePreparing£25,000
Equipment FundSuccessful£8,000
GUIDED SELF-HELP TOOLKITPrepare → Develop → Apply → DeliverPlain-English guidance and worked examples included
Important: this toolkit helps you become funding-ready, assess opportunities, develop bids and manage funded projects. It does not search the internet or automatically find grants for you.
More than a funding tracker

Strong applications start long before the form is opened.

For many organisations, the hardest part is not finding a form to complete. It is turning an idea into a clear, evidence-based, costed project and then managing the award properly if it is successful.

This toolkit guides you through that full process in plain English, with prompts, examples, checklists and worked examples so you know what to put in each document rather than being left with blank templates.

A complete funding lifecycle

From funding readiness to final report

01PrepareGet your organisation, evidence and core information funding-ready.
02DevelopTurn ideas into clear projects with need, outcomes, costs and delivery plans.
03AssessResearch funders and make better go / no-go decisions before investing time.
04ApplyBuild stronger answers, budgets and supporting evidence for applications.
05DeliverManage awards, milestones, spend, monitoring and funder requirements.
06ReportPrepare claims, evidence impact, report progress and close projects properly.
What you receive

A refined 32-file funding system, built around real tasks.

Every part is designed to help an end user understand what to do, what information to include and what a strong answer can look like.

01

Enhanced Funding & Project Dashboard

Manage your funding pipeline, projects, deadlines, budgets, monitoring, claims and reporting in one structured Excel system.

02

Start Here Guide & 30-Day Reset

A polished PDF onboarding guide explains the funding journey, which tool to use when and how to set up the dashboard, alongside a practical 30-Day Funding Readiness Reset.

03

Funding Strategy & Annual Plan

Set funding priorities, targets, project needs and responsibilities instead of reacting to every opportunity that appears.

04

Project Development & Evidence of Need

Turn an idea into a fundable project with a clear problem, beneficiary group, evidence base, delivery plan and rationale.

05

Outcomes & Logic Model Builder

Work through activities, outputs, outcomes, indicators and evidence with guidance that explains the terminology as you go.

06

Funder Research & Go / No-Go Tools

Check eligibility, assess fit and decide whether an opportunity is worth pursuing before committing valuable bid-writing time.

07

Application Builder & Funding Answer Bank

Build stronger responses using prompts, writing tips and reusable organisational information rather than starting from scratch each time.

08

Award, Monitoring, Claims & Reporting

Carry successful grants through handover, monitoring, progress reporting, claims and final project closure.

09

Full Worked Example Library

See a fictional project completed through the toolkit, including the dashboard and ten worked documents showing what good can look like.

Built for self-help

You are not expected to already know the funding terminology.

The editable documents include guidance directly beside the fields you need to complete. Technical areas are explained in plain English, with practical tips and examples where they are most useful.

Grassroots clubsSports clubsCharitiesCICsCommunity groupsNot-for-profits
GUIDED TEMPLATE EXAMPLE

Evidence of Need Builder

WHAT TO PUT HERE

Explain the problem your project is responding to and who is affected. Use facts, local evidence and feedback rather than relying only on general statements.

HELPFUL TIP

Combine more than one type of evidence where possible – for example local statistics, waiting lists, consultation and partner feedback.

EXAMPLE

“Our weekly youth sessions reached capacity within six weeks, with 38 young people currently on the waiting list.”

Complete Funding & Project Toolkit

A complete funding system you can personalise and use within your organisation.

Enhanced Excel dashboard & fully worked example17 customer-ready editable funding templates10 completed worked examplesPDF Start Here Guide & 30-Day ResetSingle-organisation licence
ONE-OFF PRICE £399

No subscription.

Buy now — £399 → Secure checkout. Your download is provided automatically after successful payment.
Before you buy

Frequently asked questions

Do I need to be an experienced bid writer?

No. The toolkit is designed as a self-help system. The editable documents explain what each section is asking for, provide practical hints and include examples where seeing a completed answer is useful.

Does the toolkit find funding opportunities for me?

No. It helps you become funding-ready, assess opportunities you identify, build stronger applications and manage successful awards. It does not automatically search for grants.

Is it only for sports clubs?

No. It is designed for sports clubs, charities, CICs, community groups and other not-for-profit organisations that apply for and manage grant funding.

How is this different from the Facility & Capital Project Toolkit?

This toolkit focuses on funding readiness, project development, grant applications, award management, monitoring, claims and reporting. The Facility & Capital Project Toolkit will focus on developing and delivering physical capital projects.

Not sure where to start?

Take the free Funding Readiness Assessment, use the toolkit yourself, or ask Open Goal Consulting to help with a specific funding project.