Training and Development

Training materials and resources from OGM and partners are organized by topic below.

UPDATE April 2025: While all training sessions are currently full, OGM will offer more training in the future and after the close of the legislative session. This is to ensure that training content is current. The schedule of future training dates will be shared on the website and via the Grants Governance Committee (GGC) when available. Thank you for your interest.

Diversity and Inclusion
Upcoming Trainings
Risk Assessment
Monitoring
Financial Review
Additional Training
Grantee Evaluation

Diversity and Inclusion
- Diversity and Inclusion in Competitive Grant Making Resources
  - Community Grant Reviewer Tip Sheet (May 2022)
- Diversity and Inclusion in Grants Panel SFY18 (PPT)
- Presentation from event held in FY18. Please reference the Diversity and Inclusion tab for supporting documents.
- FY22 DEED Presentation on Diversity, Equity, and Inclusion in Grant-Making
Supporting documents from the Diversity and Inclusion in Grants Panel November 2017
- Coordinated Grantmaking Overview DHS and MHFA
- MICH Equity Team Grantmaking Practices Checklist
- Please reference this resource from the Government Alliance on Race and Equity
- Advancing Racial Equity and Transforming Government GARE Racial Equity Toolkit
Upcoming Trainings

March, April & May 2025

NOTE: Please submit accommodation requests via registration form or email to sarah.kate.erickson@state.mn.us at least 2 weeks before training date. Thank you.

Grant Monitoring (Policy 08-10)
Dive into the Policy 08-10 monitoring requirements and explore agencies' options for compliance. Increase your familiarity with the aspects and activities of grant monitoring. This training will help strengthen staff skills needed to develop and implement a monitoring plan.

Dates: March 12, April 9, May 7 (same training – multiple dates to choose from)
Time: 9:30-12
Location: Virtual Teams Meeting

Register for Grant Monitoring Training on March 12 - FULL

Register for Grant Monitoring Training on April 9 - FULL

Additional session scheduled for waitlisted participants May 7 - FULL

Financial Reconciliation for Grant Management (Policy 08-10)
This training will orient enterprise staff to the financial reconciliation requirements and compliance options in Policy 08-10. Participants will develop a common understanding of the purpose and practices associated with financial reconciliation. The training will include skill practice with real world examples.

Dates: March 19, April 16, April 23 (same training – multiple dates to choose from)
Time: 9:30-12
Location: Virtual Teams Meeting

Register for Financial Reconciliation Training on March 19 - FULL

Register for Financial Reconciliation Training on April 16 - FULL

Additional session scheduled for waitlisted participants April 23 - FULL

Grantee Evaluation (Policy 08-13)
This presentation and learning opportunity will include: a brief overview of Policy 08-13 revisions made in 2024; a demonstration of the related on-line system and associated resources on OGM website; and time to ask questions, share ideas, and connect with colleagues.

Dates: March 26 and April 30 (same training – two dates to choose from)
Time: 9:30-11
Location: Virtual Teams Meeting

Register for Grantee Evaluation Training on March 26 - FULL

Register for Grantee Evaluation Training on April 30 - FULL
Risk Assessment
Please reference this location on OGM's website: https://mn.gov/admin/government/grants/policies-statutes-forms/ and click on the 16B.981 Toolkit tab for comprehensive information on Preaward Risk Assessment
- Agency Grant Risk Assessment Example updated April 2024 (PPT)
Monitoring
Please reference these tools and templates to review, analyze, select, complete, and implement monitoring activities:
Financial Review
Grant administration involves financial review before issuing a grant (pre-award financial review) and during the course of the grant (financial reconciliation).

Pre-Award Financial Review

Please reference these external resources to assist with nonprofit pre-award financial review.
- Analyzing Financial Information Using Ratios This page from Propel Nonprofits contains both a guide to understanding ratios as well as worksheet for calculating them.
- Financial Health Analysis
- Nonprofit Financial Analysis (PPT) Updated January 2024
Please reference this location on OGM's website: https://mn.gov/admin/government/grants/policies-statutes-forms/ and click on the 16B.981 Toolkit tab for comprehensive information on Preaward Risk Assessment.

Financial Reconciliation

Please reference these tools and templates to assist with financial reconciliation:
- Financial Reconciliation Template (March 2025)
- Sample Financial Reconciliation Summary
- Sample Notice for Grant Reimbursement Financial Reconciliation
- Grant Financial Reconciliation and Record Retention FAQ's This tip sheet provides answers to FAQ's on reconciliation and record retention.
- Sample Template for grantee on Grant Financial Recordkeeping
- FY23 Recording of Grant Reimbursement Financial Reconciliation Training: Webex - *Please note that Slides 3,5,9,10,11, and 15 from this recording have not been updated to reflect the most recent edits in the Financial Reconciliation PowerPoint: Updated April 2024
Additional Training
The following resources focus on grant administration and grant management:

State Grantmaking Resources
- State Grant Information
  An overview of Minnesota state grants management.
- Overview of Grant Administration: Updated October 2024
  
  Competitive Grant Process Resources
- FY22 COI State Grant-Making Policy Broad Overview
- Grant Award Notice Process Overview updated April 2024
- Rating Criteria for Competitive Grant Review SFY22 (PPT)
  Please reference the Diversity and Inclusion tab for supporting documents.
- FY22 Recording of Rating Criteria for Competitive Grant Review (YouTube)
- Writing and Publicizing Grants Notices and Requests for Proposal (PPT)
  Please reference the Diversity and Inclusion tab for supporting documents.
  
  Agency Case Studies and Examples
- FY22 Cross Agency Early Childhood Equity in Grant Making Case Studies January 2022
- FY22 MDH Presentation on Safe Harbor Grant April 2022 (PPT)
Federal Resources
National Resources
- National Grants Management Association
  A professional organization of grant managers representing a variety of entities.
- American Association of Grants Professionals
  A professional organization of grant managers representing a variety of entities.
- The Association of Government Accountants
  AGA offers free online tools and guides to help financial professionals working at all levels of government do their jobs better.
- The Maryland Governor's Grants Office
  Includes a robust library of workshop and conference presentations by grants subject.
State Resources
- Minnesota Council of Nonprofits Resources
- Propel Nonprofits
- Financial Management Resources. A variety of good information on nonprofit finance issues.
  - See also: Propel Nonprofits Resource Library
- Homeland Security and Emergency Management (HSEM) Grant Manual
  Clear, concise overview of all federal, state, and HSEM-specific grant management requirements.
- Recommendations on improving collaborative activities between the state, not-for-profit organizations and the private sector (PDF)
  A report to the Minnesota Legislature from the Minnesota Office of Grants Management.
Grantee Evaluation
- Training Materials for OGM Policy 08-13 – Grantee Evaluation (Word) (PDF)
  - This document contains guidance for agencies in complying with OGM Policy 08-13 as well as step-by-step instructions for grantee evaluation uploaders.
- Sample Grantee Evaluation Post Award Template Updated 2024 - This can assist a granting agency with completing a post grant award evaluation per OGM Policy 08-13.