Grant Performance Office
Grant PerformanceOffice
A printable operating template for consolidating donor obligations, deadlines, evidence sources, and next actions.
Resource
Donor Obligation Matrix Template
Format
Print-ready operating template
Donor Obligation Matrix Template
Use this as a master reference for agreements, annexes, reporting frequency, evidence ownership, and escalation thresholds.
How to use this template
- Create one row per obligation rather than one row per grant when obligations differ in format or frequency.
- Name both the internal owner and the reviewer so handoffs remain visible before deadline pressure rises.
- Use the status and next action columns to drive review meetings, not only archive requirements.
Template layout
| Grant name | Donor | Agreement reference | Obligation type | Frequency | Due date |
|---|---|---|---|---|---|
| Health Systems Grant | Foundation | AGR-001 | Quarterly narrative and financial report | Quarterly | 30 Jun 2026 |
| Education Reform Grant | Bilateral | AGR-014 | Indicator update and budget burn review | Quarterly | 15 Jul 2026 |
| Nutrition Compliance Annex | UN Agency | AGR-021 | Compliance annex submission | Semiannual | 01 Aug 2026 |
| Required format | Evidence source | Internal owner | Reviewer | Risk level | Next action |
|---|---|---|---|---|---|
| Template + annex | Programme tracker and finance workbook | Grants Manager | Finance Director | High | Complete variance note by 20 Jun |
| Portal entry | M&E dashboard | M&E Lead | Programme Director | Medium | Validate source files before review |
| Annex PDF | Compliance register | Compliance Lead | Country Director | High | Clarify annex language and evidence requirement |
This printable template is designed to become the operating truth-set behind reporting readiness and donor control review.