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Data + Dollars: Using Report Data for Grant Writing Webinar Recap


If you're running a nonprofit organization, you've probably dedicated a significant amount of time and effort to searching for and applying to grants. Grant writing can be challenging, but don't worry - our recent webinar with Dr. Bev Browning is here to help! Dr. Browning shares invaluable tips on leveraging data to craft successful grant proposals. So, whether you're a seasoned grant writer or just starting out, this webinar replay is a must-watch for you.

Below you will find links to the Theory of Change Grant Project Planning Worksheet Dr. Browning mentions during the webinar and a list of grant opportunities for California nonprofits we’ve put together for you.

Additionally, make sure to explore the Q&A section located at the bottom of this blog post. It contains additional answers to inquiries that we were unable to address during the webinar because we ran out of time.

Enjoy the replay!

Grant Writing Class Webinar Video


Grant Writing Planning Worksheet

In the grant writing webinar Dr. Browning refers to the Theory of Change Grant Project Planning Worksheet. We've included this worksheet below so you may make a copy or print it out for your own use.

Dr. Beverly Browning | Theory of Change Grant Project Planning Worksheet

Grant Opportunities for California Nonprofits

At Exym, we try to make life easier for our customers, and support the important work they do every day. We've created a list of nonprofit grant opportunities for CA agencies to save you time. Click on the link below to take a look at our grant writing resource page:

Exym | California Mental Health Grants 

Q & A with Dr. Beverly Browning

Q: Could you please recommend some of the best data collection tools that you use?

A: For health care organizations, I recommend the EHR system provided by Exym.

Q: Which data collection tools align with collecting aggregate data on participants and/or a target audience?

A: Again, I am recommending Exym for all health care providers. As you could see from the shared web pages today, the data for grants can be reported quickly and efficiently via the Exym system.

Q: Do you see the grants trending more towards unrestricted funding?

A: Only until COVID is no longer the #1 threat to our world.

Q: By training, I am a strategic planner and data visualization specialist. What advice do you have as I seek to move into nonprofit?

A: Focus on a rigorous data tracking system that provides critical statistics to support your statement of need, program design, and evaluation plan narratives in grant proposals. One of the largest weakness that I see in all nonprofits is the lack of urgency on knowing what data to collect, how to collect it, how to interpret it in order to understand if they are offering the most needed services, and what to do if the data shows red flags.

Q: Hi Dr. Bev, how do encourage a potential client to utilize real data beforehand? I had a recent client, whose data was very old, and they would not budge. Would you expound on the importance of real-time data?

A: Yes, the Saturday morning, 16-week virtual Coaching/Mentoring Course for grant writers, new nonprofit executive directors, and others seeking to learn about grant funding and grant writing has been flying below the social media radar until this week. There is so much to learn, and the takeaways are phenomenal!

Exym Has the Data and Finance Solutions You Need

Exym is a comprehensive EHR software solution designed specifically for behavioral health agencies. Trusted for 20+ years, our intuitive and customizable software empowers providers to improve client outcomes, manage revenue cycles, and increase agency efficiency. Exym allows you to spend more time on what matters most- the clients in your care.

Our Exym Analytics module is specifically designed to empower your agency with essential information and data. By utilizing data analytics, you can make informed decisions that drive the success of your agency's programs and financial planning. Click on the Exym Analytics link to learn more about our data and reporting capabilities and see for yourself how much easier grant writing can be when you have the right data at your fingertips.

If you are also interested more efficient mental health billing software, visit our Finance Page to discover the ways Exym can help you maximize claims and get reimbursed faster. Exym EHR software was built with California agencies in mind, and can help you aasily manage insurance claims and eligibility, multiple payers, and county regulations with our best-in-class EDI connection.

Jessica Carey
Post by Jessica Carey
May 30, 2023