Reporting

Rationale

When the MSE Charity makes a grant it is because we are genuinely interested in your organisation and we want to make a difference. As part of your grant terms & conditions, all grant holders are required to report back on the delivery and expenditure of their grant. This is not only to monitor progress but to help us to determine how effective our grant making programme is, and to refine if necessary. Each year in July we hold an annual Grant Feedback Meeting where the GAP and Trustees formally review Project Feedback reports.

UPDATE - July 2019 - The GAP and Trustees have made the decision to include a short Interim Progress Report, to be completed half way through a one year funding period. This will come into effect from grants agreed from September 2019 onwards.

UPDATE - July 2020 - The GAP and Trustees have made the decision not to make it mandatory for the Managing Your Money Beneficiary Surveys to be used by grantees. This will come into effect from grants agreed from September 2020 onwards.

1) Interim Progress Report

This online report needs to be completed half way through the funding period which typically will be around six months from when you received your grant payment. A reminder email with an online link to your bespoke report will be sent to you around month 4 of the funding period. If you would like to receive access to it sooner, please get in touch.

You are able to review a template copy of the online Interim Progress Report form here.

2) Managing Your Money Beneficiary Survey

We have been piloting the Beneficiary Survey approach for over three years, aiming to help smaller organisations with a simple resource that is effective in providing a journey of change, easy to use, and beneficial to all. For us as a funder, it allows us to monitor in a consistent way and evaluate across all grants that we give.

The survey needs to be completed by beneficiaries twice, once before activities start, and then repeated at the end of the activities. It is a generic 8 question, 4 minute survey which can be completed either online or as printed paper version (answers will need to be submitted electronically later). The After Survey includes one extra open ended question.

Update July 2020 - We will no longer require projects to use the Surveys from grants agreed from September 2020 onwards. However if a grantee would like to use the surveys or need further support in creating a survey, please get in touch and our Operations Manager will be happy to support and assist.

3) End of Project Grant Report Form

This online report needs to be completed within one calendar month after the end of your project. A reminder email with an online link to your bespoke report will be sent one month before the end of your project. If you would like to receive access to it sooner, please get in touch.

You are able to review a template copy of the online report form here.

It should be noted that the final 10% of any grant agreed, is witheld until satisfactory completion of all reporting has been received. Future applications will not be considered if the reports have not been returned.