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Understanding how Hypha integrates into your organization's workflow

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Granting organizations' workflow:

  1. 1.
    Determine kind of project to be funded (e.g. grantmaking categories or thematic areas)
  2. 2.
    Outline expected steps in application process (e.g. # of stages)
  3. 3.
    Decide on timeline for application process (e.g., due dates vs. rolling)
  4. 4.
    Generate questions for/information needed from the applicant
  5. 5.
    Disseminate request for proposals
  6. 6.
    Specify review criteria
  7. 7.
    Assign reviewers to received applications
  8. 8.
    Review applications & make decisions about which projects to fund

Workflow in Hypha:

  • First, you create "Forms" for:
    • applicants (application forms) [4]
    • reviewers (review criteria) [6]
    • and determinations (decisions) [8]
  • Then, you create a "Fund" in which you:
    • Specify expected steps [2] & reviewers [7]
    • Attach the applicant [4], reviewer [6], and determination [8] Forms
  • Next, you create a "Round" that associates a Fund with the timeline [3] for accepting applications
  • Finally, you can generate a "Page" that hosts:
    • information about the kind of project to be funded [1]
    • the request for proposals [5] (this may be incorporated with [1])
    • a link to apply (this links to the Round)
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Last modified 7d ago