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SVP Model Step-by-Step Grant Process

11/28/2022

All SVPs may refine and put their own spin on grantmaking, but this document lays out the general grantmaking process that most SVPs undertake.

SVP Portland Partnership Proposal Template

11/28/2022

A template that SVP Portland uses to co-create an investment with a prospective investee.

SVP Chicago Site Visit Guidelines and Rubric

11/28/2022

SVP Chicago’s guidelines for potential investee site visits and rubric for scoring site visits.

Site Visit How To

11/28/2022

A presentation documenting the steps for preparing and conducting a site visit. This document can help investment committee members prepare to lead or participate in a successful site visit.

Example Site Visit Agenda and Questions

11/28/2022

A draft agenda and list of questions for the prospective investee to prepare for an SVP investment committee site visit.

Grant Process Evaluation

11/28/2022

An evaluation for grant committee members to complete, in order to assess how much they learned from their participation on the committee.

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