How to Close Out Grants Smoothly

Closing well confirms outcomes, ensures conditions were met and captures learning for future rounds.

• Final reports focused on outcomes and spend.
• Evidence checks proportionate to risk and value.
• Clear decisions on renewal or follow‑up.

Prepare early

Avoid last‑minute scrambles.

• Share the final template at grant start.
• Keep progress notes during delivery.
• Book a short wrap‑up conversation.

Key takeaway: preparation makes close‑out routine.

Confirm compliance and impact

Check conditions and record results.

• Outcomes achieved and reasons for change.
• Spend vs budget and supporting evidence.
• Case study to share learning.

Key takeaway: Plinth turns updates into a final summary automatically.

Feed learning into strategy

Make close‑out useful beyond the file.

• Compare results across cohorts.
• Adjust criteria and guidance.
• Share learning with grantees and peers.

Key takeaway: closure is the first step of the next round.

FAQs

Do all grants need a final report?

Yes, but keep it proportionate to size and risk.

Should we request receipts?

For higher‑risk grants, yes; keep evidence reasonable.

Can we close grants early?

Yes with a clear rationale and agreed steps.