You Got the Grant. Now What? Managing Ocean Projects with Melissa Weber
Winning the grant is the easy part. What you do in the months after determines whether that funder ever gives you money again.
On this episode, Andrew sits down with Melissa Weber, co-CEO of Pisces Oceans, to talk about the part of grant work nobody teaches: managing the project once the money lands. Melissa built her research administration expertise through a PhD at the University of Ottawa, years working with Inuit communities on fieldwork funding, and her time since joining Pisces during the pandemic. She and Andrew break down what happens between the congratulations email and the final report, from finalizing the contribution agreement to tracking every dollar against a budget that funders will eventually question.
Melissa walks through the systems she relies on: a separate tracking spreadsheet with a committed and obligations column, notes logged in real time so nothing depends on memory two years later, and a running list of highly qualified personnel kept in whatever format the funder asks for. She also covers the harder parts, like why year one of a multi year grant almost never gets the full runway you planned for, how equipment lead times and research vessel scheduling quietly eat into your timeline, and why flagging a problem to your funder early, with a proposed solution attached, is what actually protects the relationship.
The throughline is that managing a grant well is what builds the kind of funder relationship that gets you funded again. For ocean leaders running their first project or their fiftieth, this episode is the playbook for that shift from grant writer to grant manager.
Takeaways:
- Set up your tracking system on day one: a dedicated spreadsheet with committed and obligations columns, and notes logged as decisions happen so you're never reconstructing history from memory.
- When something slips, tell your funder early and bring a proposed solution with you, not just the problem.
- Track highly qualified personnel (HQP) and collaborator details in the exact format your funder reports in, from the start of the project.
- Build in slack for delays. Vessel time, equipment lead times, and slow contribution agreements routinely eat into a "solid" year one.
- Treat reporting and transparency as relationship building, not paperwork. It's what gets you funded again.
Website: https://www.piscesoceans.ca/
Set up a meeting to discuss your ocean project: https://www.piscesoceans.ca/contact
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One of the things as an ocean leader you
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have to do is you have to
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have projects. You have to do
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something, whether you are starting a
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business, whether you are managing a
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student from a graduate
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perspective, or whether you're a
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nonprofit program manager and you got to
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manage a bunch of projects,
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you got to get that project, right?
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You've got to write that grant. You got
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to put all the time and
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all the effort and the blood, sweat and
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tears to get that grant. We
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all know what it's like to put
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together a proposal. It takes days,
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weeks, months, maybe even years,
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depending on what you're going
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for, gathering all the partners. It's a
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huge task. Then you hand it
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in, you cross your fingers,
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hope for the best, and then you get that
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beautiful email to say, "Hey, we're
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giving you this grant.
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Congratulations." And then you're like,
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"That's wonderful.
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Let's close this laptop.
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Let's go celebrate." And then three days
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later you come back and you're like,
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"What do I need to do to manage this
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project?" That's going to be
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the focus of today's episode,
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is managing a project once you receive
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that grant. It's
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something that's not talked about
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a lot with Ocean Projects and within the
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Ocean Leader community. We
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love talking about receiving
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grants. We love talking about applying
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for grants and then receiving those
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grants. Or sometimes we
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talk about not receiving a grant, why we
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didn't receive it. But we
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never really talk about the
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management of a project, which is like
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the foundation of how to
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not only manage one project
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and make sure it's successful, but also
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to build the relationship with that
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funder so that you can
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help your chances of getting more grants
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with that funder. So
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today on the podcast, we have
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Melissa Weber, who is the co-CEO of
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Pisces, the Pisces Oceans. This is who I
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work for as the Ocean
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Manager. My name is Andrew Lewin and we
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are here to talk about what
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it's like to manage a project
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as an Ocean Leader. Melissa gives us her
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best advice and it's
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amazing. You're going to love it.
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So here is that interview. Enjoy and I'll
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talk to you after. Hey,
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Melissa, welcome back to the
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Ocean Leaders podcast, a Pisces podcast
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as you being one of the co-CEO's of
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Pisces. This is where
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we discuss some of the things that we go
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through on a regular basis. We help
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clients through. One
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of the big things that we talk about is
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grants and after you receive
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the grant. And I think we're
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going to talk about this and we'll talk
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about what the steps are after you get a
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grant and what people
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may be missing. Before we get into that
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though, Melissa, just remind
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us who you are, what you do,
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and then some of the work that you've
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done in the past with Pisces. Yeah, for
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sure. Thanks, Andrew,
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and thanks for having me. I'm really
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happy to be here and excited to talk
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about one of my favorite
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topics, research administration. So who I
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am, my name is Melissa
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Weber. I have my PhD from the
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University of Ottawa. I spent 10 years in
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academia as a student, a
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researcher, research assistant,
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all those fun things. And then I've spent
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my professional career
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at Pisces. So I joined
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during the pandemic and have been with
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the company through all
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sorts of changes and really
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sort of niched myself in the research
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administration space. So I
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have lots of experience with
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not only administering grants, but also
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proposal writing the
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full project life cycle.
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I really think that's interesting because
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that's something we're
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not necessarily taught
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as an undergrad, right? You go through
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undergrad as a social
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scientist or as a marine scientist or
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whatever you're doing in science or even
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any really aspect. I
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don't feel like there were
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courses to handle the project management
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unless you took like a
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PMP outside. Where did this
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interest come from for you in terms of
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just looking at how to manage projects?
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Yeah, it's interesting. I think it's just
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something that's kind
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of falls within my unique
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abilities and skills, like just how I
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think very logical, organized, very also
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curious. And I would
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say like, it's really interesting in the
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university system because as an
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undergrad, you don't really
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understand how it works. You're just kind
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of one of the ants
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marching through. And even at the
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master's level, you don't fully get it.
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But then once you're at
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the PhD level, you start to,
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the layers of the onion start to unpeel
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and you're like, "Oh wow, this is how
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this works. This is how
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being a professor works. This is how
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professors get money. This is how the
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grant system works and all
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things." And so I was exposed to it
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during my PhD in different
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ways. Always hearing about
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reporting that was due and all sorts of
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things. But it was really
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working with Cass and under
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her leadership and mentorship where I
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really started to like peel back the
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onion quite quickly.
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Like, "Wow, there's a lot to learn and a
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lot to understand in this
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space." And you're right,
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it's something that's taught because in
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the university space, it
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falls under the realm of
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the professor, the academic holding the
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grant. And in the
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nonprofit space, it's just part of
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running a nonprofit. So it kind of just
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gets overlooked a lot of times.
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Before we go on, because I have some
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questions around that,
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especially in the graduate work that
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you did. Just to remind you, Cass was our
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CEO before and she moved
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on. You and Natalie took
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over. So she was here at Pisces when you
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joined. So she taught you a
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lot about it because that was
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her specialty. You guys both have that
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unique ability to kind of
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look, Christy as well, to
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kind of look in that logical fashion to
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do that. But when you
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were in graduate school,
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and you had to do a little bit of that,
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you had to start looking
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at reporting for grants.
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Did you even think that was a thing?
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Because for me, when I did my
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master's, I never had to do any
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reporting. So I was given the grant by my
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professor, he had the money,
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I went in, I did my work. So
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from then I was like, "Grants are just
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free money. You do your work,
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you produce your paper, your
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PhD or whatever, and then you just move
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on." But that's not the
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case. Somebody has to, there's no
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money that is just given and just be
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like, "Do whatever you want
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with." There are certain things
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you have to do back. Can you just kind of
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talk a little bit about
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that and then your journey,
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as well as some of your classmates who
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went through it, did they
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struggle with it at all in
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terms of managing that? Yeah, that's a
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good question. I can't
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pinpoint the moment when I
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figured it all out. But there was little
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things during my PhD,
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managing my field work and all
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those stuff. Of course, it was covered
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under grants that my
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supervisor had, but just making
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sure, having a budget, what will the
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university... I mean, there's different
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layers to it because
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it's like, what will the university
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cover? Then what will the grant cover?
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And fortunately, I was
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with a very world-renowned researcher who
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had lots of money, so
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it was a little less
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stringent, I guess, because things kind
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of moved in different places.
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But yeah, it's kind of a lot to figure
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out. When you're a student,
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you don't fully understand
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either. So you're just like, "Okay,
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sure." You're just kind of
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going through whatever people ask
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you. You're like, "Absolutely." But I
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think actually working...
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Because during my PhD, I worked in
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Nunavut with different Inuit communities
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and my PhD research was in
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Joe Haven. I kind of learned
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some of these nuances, I think earlier
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than most. One of the big ones that
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really kind of opened my
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eyes to how complex the system can be is
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that when I was in Joe
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Haven doing my field work,
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I wanted to extend it to provide
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honoraria. At this time, the
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university, there was a lot of
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changes and it was challenging. We're
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trying to balance this, "Well, we can't
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just hand out cash."
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But then it's like, "Well, okay, then
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what do I do?" And so trying
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to work with them to find a
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solution that works for everyone because
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it is such a unique
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situation and doing research there
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is a different context than other parts
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of the country or even the
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world. So I think that was
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a major barrier to it. And then really, I
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jumped in head first when I started
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working here at Pisces.
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I joined as the ocean allies intern on a
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My Tax internship and that
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in and of itself was a whole
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learning curve. And I think that's really
259
01:09:33,666 --> 01:09:36,041
where I was like, "Wow,
260
01:09:37,500 --> 01:09:39,875
having grants is a lot more than
261
01:09:39,916 --> 01:09:43,208
just money. There's a lot of strings
262
01:09:43,208 --> 01:09:46,250
attached and a lot of moving pieces." I
263
01:09:46,250 --> 01:09:48,291
mean, again, especially
264
01:09:48,791 --> 01:09:51,125
within the university context, the amount
265
01:09:51,125 --> 01:09:52,583
of people involved in
266
01:09:52,875 --> 01:09:55,291
administering a grant and
267
01:09:55,333 --> 01:09:58,083
getting the money from in the situation
268
01:09:58,833 --> 01:10:02,375
of My Tax, from My Tax to the student,
269
01:10:02,791 --> 01:10:05,125
there's a lot of people
270
01:10:05,166 --> 01:10:09,000
that need different things and it's not
271
01:10:10,416 --> 01:10:12,125
as simple as it all
272
01:10:12,125 --> 01:10:13,833
sounds when you think about it.
273
01:10:14,041 --> 01:10:16,208
And a lot of the times, and you can
274
01:10:16,208 --> 01:10:18,291
correct me if I'm wrong, but all these
275
01:10:18,291 --> 01:10:21,458
layers, they've been
276
01:10:21,458 --> 01:10:23,291
installed as checks and balances to
277
01:10:23,291 --> 01:10:24,375
ensure that the money is
278
01:10:24,375 --> 01:10:26,791
being used for the project that it
279
01:10:26,791 --> 01:10:29,416
was assigned to and that people are
280
01:10:29,416 --> 01:10:31,333
following the rules. So although a lot of
281
01:10:31,333 --> 01:10:32,416
the times someone like
282
01:10:32,458 --> 01:10:34,000
myself would be like, "Man, this is a
283
01:10:34,000 --> 01:10:35,958
pain in the butt. This takes up a lot of
284
01:10:35,958 --> 01:10:37,125
time," which it takes
285
01:10:37,125 --> 01:10:40,291
up a lot of time. You should view it more
286
01:10:40,291 --> 01:10:42,500
as change that, flip that
287
01:10:42,500 --> 01:10:44,333
narrative as like, "This
288
01:10:44,333 --> 01:10:48,000
is the foundation of managing this grant.
289
01:10:48,500 --> 01:10:49,625
It's not just money. I want
290
01:10:49,625 --> 01:10:51,875
to make sure that the agency
291
01:10:51,916 --> 01:10:54,916
that granted me this money knows that I'm
292
01:10:54,916 --> 01:10:57,500
using it properly and putting
293
01:10:57,500 --> 01:10:59,833
all that by doing everything
294
01:10:59,875 --> 01:11:01,875
that's necessary and giving them the
295
01:11:01,875 --> 01:11:04,125
reports and talking to the right people
296
01:11:04,125 --> 01:11:05,625
and making sure that
297
01:11:05,625 --> 01:11:07,125
I have spreadsheets upon spreadsheets
298
01:11:07,125 --> 01:11:09,333
upon spreadsheets to make sure I'm
299
01:11:09,333 --> 01:11:10,208
tracking everything so
300
01:11:10,208 --> 01:11:12,583
that when they question it, they can just
301
01:11:12,583 --> 01:11:13,875
look at it and be like, "Okay, cool.
302
01:11:14,208 --> 01:11:15,125
Melissa's doing really
303
01:11:15,125 --> 01:11:17,208
well. Andrew's doing really well. We know
304
01:11:17,208 --> 01:11:18,666
that the next time funding
305
01:11:18,666 --> 01:11:20,083
comes around, if they apply,
306
01:11:20,625 --> 01:11:22,666
we might want to go for them because we
307
01:11:22,666 --> 01:11:24,041
know that they followed the
308
01:11:24,041 --> 01:11:25,000
rules and they follow this
309
01:11:25,000 --> 01:11:26,708
foundation." But I think a lot of people
310
01:11:26,708 --> 01:11:28,250
think of it in a different way of just
311
01:11:28,250 --> 01:11:29,083
like, "Oh, this kind
312
01:11:29,083 --> 01:11:30,416
of gets in the way of the research that
313
01:11:30,416 --> 01:11:32,750
I'm doing," which is very important too,
314
01:11:32,750 --> 01:11:33,583
but it's kind of like,
315
01:11:33,583 --> 01:11:35,708
"Oh, okay." But I kind of want to take it
316
01:11:35,708 --> 01:11:36,708
back a little bit because
317
01:11:36,875 --> 01:11:39,083
you've done your PhD, you've
318
01:11:39,083 --> 01:11:40,541
done the managing, you've worked with
319
01:11:40,541 --> 01:11:43,458
Pisces and you work with clients. We work
320
01:11:43,458 --> 01:11:44,250
with clients to make
321
01:11:44,250 --> 01:11:46,291
sure that they are able to put in the
322
01:11:46,291 --> 01:11:47,958
right reports, make sure those checks and
323
01:11:47,958 --> 01:11:48,833
balances are done so
324
01:11:48,833 --> 01:11:51,666
that they can focus on the research.
325
01:11:51,666 --> 01:11:53,083
Because a lot of the times it's like
326
01:11:53,291 --> 01:11:54,666
these teams are small
327
01:11:54,750 --> 01:11:56,416
or they're busy doing the research and
328
01:11:56,416 --> 01:11:57,875
they can't do both because
329
01:11:57,875 --> 01:11:59,541
it's a lot of work. I mean,
330
01:11:59,833 --> 01:12:01,000
we were just talking about it earlier,
331
01:12:01,291 --> 01:12:01,875
there are major
332
01:12:01,875 --> 01:12:03,625
organizations out there that employ
333
01:12:03,625 --> 01:12:06,083
specific people to just do the reporting
334
01:12:06,083 --> 01:12:07,041
back to the granting
335
01:12:07,041 --> 01:12:08,500
agencies, which I think is important.
336
01:12:09,250 --> 01:12:11,083
But I think what a lot of people think is
337
01:12:11,083 --> 01:12:12,208
like when you apply for a
338
01:12:12,208 --> 01:12:13,875
grant, there's so much to go
339
01:12:13,875 --> 01:12:16,458
into applying for a grant. There's making
340
01:12:16,458 --> 01:12:17,458
sure you got your team in
341
01:12:17,458 --> 01:12:19,541
place, making sure that you've
342
01:12:19,583 --> 01:12:24,250
got the right budget and make sure that
343
01:12:24,250 --> 01:12:25,583
you have everything that you
344
01:12:26,208 --> 01:12:27,625
said you've done, you could do,
345
01:12:27,708 --> 01:12:29,000
all that kind of stuff. It could take
346
01:12:29,375 --> 01:12:30,458
months, it could take
347
01:12:30,458 --> 01:12:33,083
weeks, you never know how long it
348
01:12:33,083 --> 01:12:35,333
takes to put together. And then you apply
349
01:12:35,333 --> 01:12:36,541
and you just sit back and
350
01:12:36,541 --> 01:12:37,625
cross your fingers, hopefully
351
01:12:37,625 --> 01:12:39,916
that you beat out anybody else that comes
352
01:12:39,916 --> 01:12:40,875
in and then you get it.
353
01:12:41,416 --> 01:12:42,625
And the chances of getting it
354
01:12:42,625 --> 01:12:45,541
depending, the odds are not in your favor
355
01:12:45,541 --> 01:12:46,375
a lot of the times if you
356
01:12:46,375 --> 01:12:48,041
don't know the agency and things
357
01:12:48,041 --> 01:12:49,791
like that. But then you get it and you're
358
01:12:49,791 --> 01:12:50,875
like, "Woo-hoo, this is
359
01:12:50,875 --> 01:12:52,125
awesome." We get to do the work
360
01:12:52,125 --> 01:12:53,583
that we've always wanted to do, we get to
361
01:12:53,583 --> 01:12:54,625
help a community out, we
362
01:12:54,625 --> 01:12:55,875
get to do all this beautiful
363
01:12:55,875 --> 01:12:58,833
stuff and understand the earth a little
364
01:12:58,833 --> 01:12:59,958
bit better, especially in our
365
01:12:59,958 --> 01:13:00,791
case where we're in the ocean.
366
01:13:02,291 --> 01:13:04,958
But then it's like, we talk about all
367
01:13:04,958 --> 01:13:06,166
this stuff to put the application
368
01:13:06,166 --> 01:13:07,250
together, but then we never
369
01:13:07,250 --> 01:13:09,250
really talk about, you never see it at
370
01:13:09,250 --> 01:13:10,333
conferences. You see
371
01:13:10,333 --> 01:13:11,541
grant writing is important,
372
01:13:11,958 --> 01:13:13,333
you never see it at conferences, like how
373
01:13:13,333 --> 01:13:16,000
to manage everything. Why
374
01:13:16,000 --> 01:13:17,208
do you think there's not
375
01:13:17,458 --> 01:13:20,708
focus in how to manage a grant? I've
376
01:13:20,708 --> 01:13:22,000
never seen a workshop at a
377
01:13:22,125 --> 01:13:23,541
conference, I've never really
378
01:13:23,958 --> 01:13:26,166
hear people talking about it because
379
01:13:26,166 --> 01:13:27,583
there's so much to go into it. And if
380
01:13:27,583 --> 01:13:28,416
you're not used to it,
381
01:13:28,416 --> 01:13:30,041
like as a student or a young
382
01:13:30,041 --> 01:13:32,000
professional, you may not know what to
383
01:13:32,000 --> 01:13:34,458
do. Yeah, that's a really
384
01:13:34,458 --> 01:13:36,791
good question. I never thought about why
385
01:13:37,583 --> 01:13:39,041
it's not talked about. And I think it's
386
01:13:39,041 --> 01:13:40,000
because people just,
387
01:13:41,000 --> 01:13:44,625
for lack of a better word piecemeal it
388
01:13:44,625 --> 01:13:46,666
together, they just push
389
01:13:46,666 --> 01:13:49,458
through and find a way, hire a
390
01:13:49,458 --> 01:13:53,708
student, hire someone, or just make it
391
01:13:53,708 --> 01:13:57,166
happen. And I think also
392
01:13:57,166 --> 01:13:59,791
it's not a sexy topic. I mean,
393
01:14:00,166 --> 01:14:02,416
grant writing is like how to get more
394
01:14:02,416 --> 01:14:05,666
money, how to, that excites
395
01:14:05,666 --> 01:14:08,333
people, but how to manage your
396
01:14:08,375 --> 01:14:12,458
better. It's not super exciting. I mean,
397
01:14:13,458 --> 01:14:14,916
it's one of those things where the
398
01:14:14,916 --> 01:14:16,125
business case is super
399
01:14:16,125 --> 01:14:19,000
strong. The return on investment is
400
01:14:19,000 --> 01:14:22,375
there. It's clear, but again,
401
01:14:22,375 --> 01:14:23,750
it's just not, I don't think
402
01:14:23,750 --> 01:14:26,375
it's exciting. It doesn't excite people.
403
01:14:27,416 --> 01:14:28,875
And I think you're right. I
404
01:14:28,875 --> 01:14:30,250
think it's not like that out
405
01:14:30,250 --> 01:14:32,666
of a project, you want to get the money
406
01:14:32,666 --> 01:14:33,375
and then you want to get
407
01:14:33,375 --> 01:14:34,916
the results. And that's the
408
01:14:35,291 --> 01:14:38,250
sexy part of doing these projects. But
409
01:14:38,500 --> 01:14:41,500
it's almost like, I like to do an
410
01:14:41,500 --> 01:14:42,625
analogy. It's almost like
411
01:14:42,625 --> 01:14:45,333
getting fit, right? You want to start
412
01:14:45,333 --> 01:14:46,666
where we're not in shape,
413
01:14:46,750 --> 01:14:48,333
like say for me, not in shape.
414
01:14:48,708 --> 01:14:51,250
I start to eat right and get better and
415
01:14:51,250 --> 01:14:52,333
work out. That's the
416
01:14:52,333 --> 01:14:54,291
work. That's not the fun part.
417
01:14:55,000 --> 01:14:58,583
But when I show my results six months, a
418
01:14:58,583 --> 01:15:01,125
year later, then people are like, "Ooh,
419
01:15:01,125 --> 01:15:02,541
what did you do?" And then you start
420
01:15:02,541 --> 01:15:03,958
talking about the work and people are
421
01:15:03,958 --> 01:15:05,833
like, "I don't really want
422
01:15:05,833 --> 01:15:08,916
to know." I had to do meal prep and I had
423
01:15:08,916 --> 01:15:10,000
to do this and I had to
424
01:15:10,000 --> 01:15:11,541
work out and it was hard.
425
01:15:12,166 --> 01:15:14,708
I got injured. There's all that stuff in
426
01:15:14,708 --> 01:15:15,500
the middle. I feel like
427
01:15:15,500 --> 01:15:16,958
that's the project management
428
01:15:16,958 --> 01:15:21,083
of managing a grant. So to introduce
429
01:15:21,083 --> 01:15:23,250
people, the audience is listening to
430
01:15:23,250 --> 01:15:25,333
this. Can we just talk
431
01:15:25,333 --> 01:15:27,416
about if, once say you get a grant, let's
432
01:15:27,416 --> 01:15:28,625
just look at an average. I
433
01:15:28,625 --> 01:15:30,333
know each grant is unique
434
01:15:30,375 --> 01:15:32,583
itself. Can we just talk about what
435
01:15:32,583 --> 01:15:34,208
should be the first steps?
436
01:15:34,208 --> 01:15:35,583
If you get a grant or even an
437
01:15:35,583 --> 01:15:37,208
investment where there's some sort of
438
01:15:37,208 --> 01:15:38,666
reporting or requirements,
439
01:15:39,000 --> 01:15:40,958
what should be the first step that
440
01:15:41,291 --> 01:15:44,000
ocean leaders take to ensure that they
441
01:15:44,000 --> 01:15:45,458
are covering their basis
442
01:15:45,458 --> 01:15:46,875
and they can lay it out
443
01:15:47,000 --> 01:15:49,750
all in front of them? Yeah, that's a
444
01:15:49,750 --> 01:15:52,208
really good question. So typically, I
445
01:15:52,208 --> 01:15:53,875
would say more often
446
01:15:53,875 --> 01:15:55,750
than not, what happens is you get the
447
01:15:55,750 --> 01:15:57,166
email. Congratulations,
448
01:15:57,166 --> 01:15:58,875
you have been selected for
449
01:15:58,875 --> 01:16:01,750
a grant. Yeah. Then you close your laptop
450
01:16:01,750 --> 01:16:02,583
and you have a beer and
451
01:16:02,583 --> 01:16:03,583
then you celebrate for like
452
01:16:03,666 --> 01:16:08,333
three days, right? Exactly. But it's not
453
01:16:08,375 --> 01:16:10,583
quite that simple. So once you know
454
01:16:10,583 --> 01:16:11,708
you've been selected,
455
01:16:12,041 --> 01:16:14,500
typically in the pool of candidates, then
456
01:16:14,500 --> 01:16:15,958
you need to go through
457
01:16:16,125 --> 01:16:17,375
what I call the grant
458
01:16:17,375 --> 01:16:20,500
finalization process. So with the
459
01:16:20,500 --> 01:16:22,416
government, it's like finalizing the
460
01:16:22,416 --> 01:16:24,166
contribution agreement or
461
01:16:24,250 --> 01:16:27,458
you know, finalizing the specifics of the
462
01:16:27,458 --> 01:16:32,125
grant. And so that can be a
463
01:16:32,125 --> 01:16:34,291
process. It depends on the
464
01:16:34,291 --> 01:16:37,083
agency. It depends too, like a lot of
465
01:16:37,083 --> 01:16:39,291
times, I would say more often than not,
466
01:16:39,291 --> 01:16:40,541
the lag time between
467
01:16:40,541 --> 01:16:44,791
when proposals are submitted and when the
468
01:16:44,791 --> 01:16:46,375
announcement is and
469
01:16:46,375 --> 01:16:48,583
then when the contribution
470
01:16:48,666 --> 01:16:50,958
gets finalized, it can be pretty
471
01:16:50,958 --> 01:16:54,375
significant. So that is a process in
472
01:16:54,375 --> 01:16:56,166
itself where a lot of times
473
01:16:56,166 --> 01:16:58,208
it's just providing clarifying
474
01:16:58,250 --> 01:17:01,166
information. So in my experience, a lot
475
01:17:01,166 --> 01:17:02,666
of times it relates to the
476
01:17:02,708 --> 01:17:05,291
budget. So you know, when you submitted
477
01:17:05,291 --> 01:17:06,375
your budget, you said
478
01:17:07,375 --> 01:17:11,916
employee 1234. Well, okay, then
479
01:17:12,083 --> 01:17:14,583
they want to know what is the salary of
480
01:17:14,625 --> 01:17:17,791
employee 123 and four, which
481
01:17:18,500 --> 01:17:20,083
code do they fall into? Like
482
01:17:20,083 --> 01:17:23,041
what is their job category? Sometimes
483
01:17:23,041 --> 01:17:24,291
they need that information
484
01:17:24,291 --> 01:17:26,291
or you know, it's like really
485
01:17:26,333 --> 01:17:29,250
just clarifying like, okay, you have this
486
01:17:29,250 --> 01:17:30,625
amount of subcontractors,
487
01:17:30,625 --> 01:17:33,500
was there a fair process? Or
488
01:17:33,666 --> 01:17:35,791
like, did you, how did you determine that
489
01:17:35,791 --> 01:17:37,250
this contractor is going
490
01:17:37,250 --> 01:17:39,291
to be the one performing X,
491
01:17:39,333 --> 01:17:42,875
Y, or Z? It can be details on that.
492
01:17:42,875 --> 01:17:44,250
Sometimes it's even like
493
01:17:44,250 --> 01:17:45,750
if you have a line item for
494
01:17:45,750 --> 01:17:48,000
materials and supplies for one grant,
495
01:17:48,375 --> 01:17:50,833
they're like, okay, so what
496
01:17:50,875 --> 01:17:51,958
are you going to spend this
497
01:17:51,958 --> 01:17:54,541
$2,000 on? So it's like, all right, well,
498
01:17:54,541 --> 01:17:56,583
I'm going to buy 10 pens.
499
01:17:57,625 --> 01:17:59,583
Like line items in a budget, you got to
500
01:17:59,583 --> 01:18:00,833
put it all out, lay it all out.
501
01:18:00,833 --> 01:18:05,333
Yeah, yeah. And so, you know, that's kind
502
01:18:05,333 --> 01:18:07,416
of if I'm preparing a
503
01:18:07,416 --> 01:18:08,916
proposal. Now, I always,
504
01:18:08,958 --> 01:18:11,250
I always do that now, because I know that
505
01:18:11,708 --> 01:18:13,708
eventually they're gonna ask. I mean,
506
01:18:14,166 --> 01:18:16,666
not necessarily again, it's so dependent
507
01:18:16,666 --> 01:18:18,750
on the grant, the person
508
01:18:18,750 --> 01:18:20,208
administering the grant as well
509
01:18:20,208 --> 01:18:22,750
can, can definitely change things. But
510
01:18:23,208 --> 01:18:24,708
yeah, typically, it's just like
511
01:18:24,708 --> 01:18:26,083
clarifying, you know,
512
01:18:26,125 --> 01:18:29,208
exactly what you're spending the money on
513
01:18:29,208 --> 01:18:30,000
or intend to spend the
514
01:18:30,000 --> 01:18:32,166
money on and, and also the
515
01:18:32,166 --> 01:18:36,083
activities like what, you know, are the
516
01:18:36,166 --> 01:18:37,541
sometimes the last, you know,
517
01:18:37,541 --> 01:18:38,750
do you want to adjust things
518
01:18:38,750 --> 01:18:41,791
because of the leg time? Sometimes that's
519
01:18:41,791 --> 01:18:43,458
not an option. If the money
520
01:18:43,458 --> 01:18:44,458
has to be spent by the end of
521
01:18:44,458 --> 01:18:46,666
fiscal and, you know, things didn't get
522
01:18:46,666 --> 01:18:47,750
finalized till November,
523
01:18:47,750 --> 01:18:51,166
well, too bad, so sad, you got to,
524
01:18:51,291 --> 01:18:53,541
you got to go because the money has to be
525
01:18:53,541 --> 01:18:55,666
spent. But if there is
526
01:18:55,666 --> 01:18:57,375
flexibility, they, you know,
527
01:18:57,541 --> 01:19:00,291
sometimes that's an option. And then
528
01:19:00,291 --> 01:19:02,916
sometimes they have the funder has
529
01:19:02,916 --> 01:19:04,500
constraints on if the
530
01:19:05,000 --> 01:19:07,750
grant runs across multiple fiscal years.
531
01:19:08,208 --> 01:19:09,291
Sometimes they can say,
532
01:19:09,291 --> 01:19:11,416
well, we actually, you know,
533
01:19:12,250 --> 01:19:13,750
you know, we understand that you want
534
01:19:13,750 --> 01:19:16,125
900,000 over three years, but
535
01:19:16,791 --> 01:19:20,000
we, based on our accounting,
536
01:19:20,000 --> 01:19:21,958
we want to give you X amount in year one,
537
01:19:22,208 --> 01:19:23,583
X amount in year two, X
538
01:19:23,583 --> 01:19:24,625
amount in year three. So
539
01:19:25,125 --> 01:19:28,166
it's a lot of back and forth to try to
540
01:19:28,208 --> 01:19:29,833
kind of reach that middle
541
01:19:29,833 --> 01:19:31,083
where everyone is happy with
542
01:19:31,500 --> 01:19:34,250
how to proceed. Yeah, I think that's
543
01:19:34,250 --> 01:19:35,833
interesting. And one thing that really
544
01:19:36,500 --> 01:19:38,333
caught my ear was you
545
01:19:38,333 --> 01:19:39,916
saying having almost like having it
546
01:19:39,916 --> 01:19:42,708
ready, even as you do the proposal, just
547
01:19:42,708 --> 01:19:43,333
in case, like almost
548
01:19:43,333 --> 01:19:45,791
having templates ready, where if you have
549
01:19:45,791 --> 01:19:47,208
to buy specific items,
550
01:19:47,208 --> 01:19:48,375
they're already there, because now
551
01:19:48,375 --> 01:19:50,333
you're not repeating it for the next
552
01:19:51,000 --> 01:19:52,125
grant. And you said, as you
553
01:19:52,125 --> 01:19:53,791
said, every grant is different,
554
01:19:53,791 --> 01:19:55,541
but there's probably going to be line
555
01:19:55,541 --> 01:19:56,916
items that you have to put together if
556
01:19:56,916 --> 01:19:57,583
you already know what
557
01:19:57,583 --> 01:19:59,291
you're going to be spending it on as
558
01:19:59,291 --> 01:20:00,791
you're thinking about the proposal,
559
01:20:01,250 --> 01:20:01,875
because you're doing
560
01:20:01,875 --> 01:20:03,000
that through the budget. You should be
561
01:20:03,000 --> 01:20:04,041
doing that through the budget anyway.
562
01:20:04,041 --> 01:20:04,833
You're not just picking,
563
01:20:04,875 --> 01:20:06,125
like when you do a budget proposal,
564
01:20:06,125 --> 01:20:06,791
you're not just picking a
565
01:20:06,791 --> 01:20:08,625
number out of thin air. You're
566
01:20:08,625 --> 01:20:11,750
putting together everything that's done.
567
01:20:12,750 --> 01:20:15,791
When you look at projects
568
01:20:15,791 --> 01:20:18,041
like this, as you get the grant
569
01:20:18,041 --> 01:20:20,791
start to kind of do all your templates
570
01:20:20,791 --> 01:20:22,750
and use all the different
571
01:20:22,750 --> 01:20:23,750
things that you're supposed to
572
01:20:23,750 --> 01:20:27,208
be using, how much time should you
573
01:20:27,250 --> 01:20:29,083
allocate to managing the
574
01:20:29,083 --> 01:20:31,666
project when you look at the entire
575
01:20:31,666 --> 01:20:33,708
grant? And is it, I'm going to add to
576
01:20:33,708 --> 01:20:35,375
that, is it done in the
577
01:20:35,375 --> 01:20:38,125
proposal to make sure that that time
578
01:20:38,125 --> 01:20:41,666
is accounted for within the grant? Yeah,
579
01:20:41,666 --> 01:20:42,916
that's a great question. It's
580
01:20:42,916 --> 01:20:44,291
really hard to say because it
581
01:20:44,333 --> 01:20:48,541
depends so much on the grant, how many
582
01:20:48,541 --> 01:20:49,958
partners there are. So if
583
01:20:49,958 --> 01:20:52,625
you have a grant where you're
584
01:20:53,541 --> 01:20:56,708
relying on co-PIs or like
585
01:20:56,708 --> 01:20:58,958
co-investigators or co-partners to
586
01:20:58,958 --> 01:21:01,208
deliver elements of the work
587
01:21:01,500 --> 01:21:03,125
and they're receiving money, like that
588
01:21:03,125 --> 01:21:03,708
adds a lot of
589
01:21:03,708 --> 01:21:07,875
administrative overhead to it as well. It
590
01:21:07,916 --> 01:21:10,291
depends on the reporting requirements of
591
01:21:10,291 --> 01:21:12,041
the fund. So a lot of
592
01:21:13,250 --> 01:21:15,500
grants have an annual report.
593
01:21:16,208 --> 01:21:19,583
Some grants have biannual and some grants
594
01:21:19,583 --> 01:21:21,166
have quarterly. So that
595
01:21:21,250 --> 01:21:23,166
also influences the amount of
596
01:21:23,166 --> 01:21:26,791
time. And then it depends, like the
597
01:21:26,791 --> 01:21:29,916
subject matter can also influence that.
598
01:21:29,916 --> 01:21:31,250
Are you, you know, if
599
01:21:31,250 --> 01:21:33,458
you're in a university, how much, you
600
01:21:33,458 --> 01:21:36,041
know, do you require research ethics? Do
601
01:21:36,041 --> 01:21:37,791
you require research
602
01:21:38,291 --> 01:21:41,583
you know, are you relying on ordering
603
01:21:41,583 --> 01:21:44,500
equipment like tags? There's a lot of
604
01:21:44,500 --> 01:21:46,458
things to come, that
605
01:21:46,750 --> 01:21:50,458
come into play. But I definitely think
606
01:21:50,458 --> 01:21:53,083
it's worth, it's absolutely worth
607
01:21:53,083 --> 01:21:54,583
including in your grant
608
01:21:54,583 --> 01:21:57,750
proposal because either, you know,
609
01:21:57,791 --> 01:22:00,041
allocating that line item or
610
01:22:00,041 --> 01:22:02,166
that budget amount to a current
611
01:22:02,166 --> 01:22:06,500
employee or someone external like Pisces
612
01:22:06,916 --> 01:22:08,375
or, you know, like having
613
01:22:08,375 --> 01:22:10,333
that kind of tucked away in
614
01:22:10,333 --> 01:22:12,666
your budget, I think is really, really
615
01:22:12,666 --> 01:22:15,875
important and really helps
616
01:22:15,875 --> 01:22:18,125
the project move forward.
617
01:22:18,625 --> 01:22:21,541
Yeah, no, I totally, I totally get that
618
01:22:21,541 --> 01:22:23,083
because having all that
619
01:22:23,083 --> 01:22:24,791
organized really helps, right? And
620
01:22:24,791 --> 01:22:26,458
knowing what you're going to allocate so
621
01:22:26,458 --> 01:22:27,541
you're not spending all
622
01:22:27,541 --> 01:22:28,750
that extra time, especially if
623
01:22:28,750 --> 01:22:29,916
you don't have a plan down and you do
624
01:22:29,916 --> 01:22:31,416
your work and everything, all of a sudden
625
01:22:31,791 --> 01:22:33,166
dates come up like, "Hey, where's my
626
01:22:33,166 --> 01:22:34,333
reporter?" And then you're
627
01:22:34,333 --> 01:22:35,458
doing it last minute, you're not
628
01:22:35,458 --> 01:22:38,500
doing a good job. And that speaks to the
629
01:22:38,500 --> 01:22:40,125
relationship you have
630
01:22:40,375 --> 01:22:41,625
with, let's say, the
631
01:22:41,625 --> 01:22:44,125
fundraiser or the agency that granted you
632
01:22:44,375 --> 01:22:46,916
that fund because you want
633
01:22:46,916 --> 01:22:48,416
to build that relationship
634
01:22:48,958 --> 01:22:51,666
with the agency. You may have tried, you
635
01:22:51,666 --> 01:22:52,916
may have put in work to
636
01:22:52,916 --> 01:22:55,000
build it before, right? So,
637
01:22:55,416 --> 01:22:57,375
before you put in the proposal, you're
638
01:22:57,375 --> 01:22:58,500
talking to agencies like,
639
01:22:58,500 --> 01:22:59,791
"What are you looking for
640
01:22:59,791 --> 01:23:01,750
in terms of, you know, giving out grants
641
01:23:01,750 --> 01:23:02,208
and what type of
642
01:23:02,208 --> 01:23:03,916
organizations or individuals and
643
01:23:03,916 --> 01:23:05,708
things like that?" The relationship
644
01:23:05,916 --> 01:23:07,750
matters throughout that,
645
01:23:08,541 --> 01:23:10,250
not only the grant experience,
646
01:23:10,250 --> 01:23:14,125
but even after to get more. What does
647
01:23:14,583 --> 01:23:15,791
like a healthy
648
01:23:16,291 --> 01:23:19,000
multi-year funder relationship
649
01:23:19,375 --> 01:23:24,125
look like from a project side? Yeah. So,
650
01:23:24,125 --> 01:23:24,875
I think it's really
651
01:23:24,875 --> 01:23:27,500
important to have a main point of
652
01:23:27,500 --> 01:23:30,375
contact, someone who is the liaison with
653
01:23:30,375 --> 01:23:31,458
the funder who can
654
01:23:31,458 --> 01:23:32,458
build that relationship.
655
01:23:33,125 --> 01:23:36,916
And ultimately, transparency is key.
656
01:23:36,958 --> 01:23:40,041
Like, being honest, like, you know, if
657
01:23:40,041 --> 01:23:40,708
you're not going to be
658
01:23:40,708 --> 01:23:43,000
able to spend your money, then flag that
659
01:23:43,041 --> 01:23:44,416
early. Don't wait until
660
01:23:44,625 --> 01:23:46,541
March 25th and be like, "Oh,
661
01:23:46,583 --> 01:23:48,500
just kidding. I can't spend it." You
662
01:23:48,500 --> 01:23:50,125
know, being honest,
663
01:23:50,125 --> 01:23:51,875
transparent and responsive,
664
01:23:52,375 --> 01:23:53,916
there's going to be a lot of questions
665
01:23:53,916 --> 01:23:55,375
that come up, a lot of
666
01:23:55,375 --> 01:23:56,291
questions. You're going to repeat
667
01:23:56,291 --> 01:23:59,625
yourself a lot. So, you know, setting up
668
01:23:59,625 --> 01:24:00,416
the systems at the
669
01:24:00,416 --> 01:24:01,625
beginning of the project,
670
01:24:01,916 --> 01:24:03,833
you know, recording information like all
671
01:24:03,833 --> 01:24:04,791
the students,
672
01:24:06,208 --> 01:24:08,458
collaborators, partners, etc.,
673
01:24:08,750 --> 01:24:11,000
having all that information somewhere is
674
01:24:11,000 --> 01:24:12,291
really important so that
675
01:24:12,291 --> 01:24:13,625
when you do get questions,
676
01:24:13,708 --> 01:24:17,250
you're not like, "Wow, how am I going to
677
01:24:17,333 --> 01:24:18,333
figure this out?" And then
678
01:24:18,333 --> 01:24:19,500
going through your emails,
679
01:24:19,500 --> 01:24:20,875
trying to figure out who's who and
680
01:24:20,875 --> 01:24:22,333
whatnot. Having it all in
681
01:24:22,333 --> 01:24:23,500
one place, you just open the
682
01:24:23,500 --> 01:24:25,166
spreadsheet and you're like, "Oh, okay.
683
01:24:25,208 --> 01:24:26,583
Yeah. Here's the
684
01:24:26,583 --> 01:24:27,958
information you need. Let me know if
685
01:24:27,958 --> 01:24:31,250
you need anything else." I think for me,
686
01:24:31,250 --> 01:24:32,000
that's been the most
687
01:24:32,000 --> 01:24:33,500
successful is just, you know,
688
01:24:33,500 --> 01:24:35,583
being honest and being responsive and
689
01:24:36,083 --> 01:24:38,041
getting them the information
690
01:24:38,041 --> 01:24:40,250
they need in a timely matter
691
01:24:40,250 --> 01:24:43,625
is super important because it can be
692
01:24:43,625 --> 01:24:45,208
frustrating to receive those emails
693
01:24:45,208 --> 01:24:45,625
because you're like,
694
01:24:45,666 --> 01:24:49,208
"Oh, okay. Now, again, or, you know, I
695
01:24:49,208 --> 01:24:51,458
already submitted this or what have you."
696
01:24:52,083 --> 01:24:54,000
But I think the thing to remember is
697
01:24:54,000 --> 01:24:55,375
they're often working on,
698
01:24:55,791 --> 01:24:56,958
like, you're not their only
699
01:24:56,958 --> 01:25:01,041
file. So they're sending out emails to
700
01:25:01,083 --> 01:25:03,125
like, I have no idea what
701
01:25:03,416 --> 01:25:04,541
their caseloads are like,
702
01:25:04,958 --> 01:25:08,000
but multiple people and, of course, you
703
01:25:08,000 --> 01:25:09,416
know, things get lost. And
704
01:25:09,958 --> 01:25:11,541
with some of the programs,
705
01:25:11,541 --> 01:25:14,041
you know, you're sending multiple, you're
706
01:25:14,083 --> 01:25:15,500
sending back and
707
01:25:15,500 --> 01:25:16,791
forth multiple documents.
708
01:25:16,833 --> 01:25:19,166
Like, you know, sometimes things get lost
709
01:25:20,125 --> 01:25:21,166
in translation. So I
710
01:25:21,166 --> 01:25:22,708
think just, you know, having
711
01:25:23,250 --> 01:25:26,125
patience and empathy is
712
01:25:26,125 --> 01:25:27,250
really important as well.
713
01:25:27,541 --> 01:25:29,250
And I guess what happens, like you
714
01:25:29,250 --> 01:25:30,208
mentioned one thing where
715
01:25:30,208 --> 01:25:31,333
it's like, if you can't spend the
716
01:25:31,333 --> 01:25:32,916
money, you want to flag it earlier. So if
717
01:25:32,916 --> 01:25:33,833
you're doing your budget
718
01:25:33,833 --> 01:25:35,875
and you realize, "Oh, okay. So
719
01:25:35,875 --> 01:25:37,250
this isn't going to come through
720
01:25:37,791 --> 01:25:39,208
depending on timelines and when you
721
01:25:39,208 --> 01:25:39,916
receive the grant and
722
01:25:39,916 --> 01:25:41,458
everything like that." But what if
723
01:25:41,458 --> 01:25:43,375
something goes wrong? Like there's a
724
01:25:43,375 --> 01:25:44,666
delay in the project for
725
01:25:44,875 --> 01:25:46,958
weather or because in the field or
726
01:25:46,958 --> 01:25:47,916
something doesn't come
727
01:25:47,916 --> 01:25:49,291
through that as you expected it
728
01:25:49,291 --> 01:25:51,708
to come through, or maybe you missed a
729
01:25:51,708 --> 01:25:54,083
milestone for whatever reason,
730
01:25:55,333 --> 01:25:56,500
or you had to change direction
731
01:25:56,500 --> 01:25:58,041
because the study didn't really work out
732
01:25:58,041 --> 01:25:59,541
the way you expected. We know that
733
01:25:59,541 --> 01:26:00,500
happens quite a bit,
734
01:26:00,500 --> 01:26:02,541
whether it's social studies or natural
735
01:26:02,541 --> 01:26:04,208
sciences, right? Social
736
01:26:04,208 --> 01:26:05,291
sciences and natural science.
737
01:26:05,750 --> 01:26:07,208
How do you bring that up to the funder?
738
01:26:09,208 --> 01:26:12,875
Yeah, that's a good question. So, you
739
01:26:12,875 --> 01:26:14,000
know, bring it up early
740
01:26:14,000 --> 01:26:15,666
and be honest. Say, you know,
741
01:26:15,750 --> 01:26:17,125
like, "Look, I understand we're supposed
742
01:26:17,125 --> 01:26:19,916
to have three events by the
743
01:26:19,916 --> 01:26:23,666
end of fall 2026." You know,
744
01:26:23,666 --> 01:26:27,958
due to the fact that, I don't know,
745
01:26:28,208 --> 01:26:30,208
whatever the circumstances are, you know,
746
01:26:30,208 --> 01:26:32,166
due to the fact that
747
01:26:32,583 --> 01:26:36,083
we've had trouble onboarding for this
748
01:26:36,083 --> 01:26:40,500
position or there's been a delay in x, y,
749
01:26:40,500 --> 01:26:41,875
or z. You know, just
750
01:26:42,416 --> 01:26:44,791
you know, being honest with like, "This
751
01:26:44,791 --> 01:26:45,958
is why it's happening and
752
01:26:45,958 --> 01:26:47,250
this is the solution." And I
753
01:26:47,250 --> 01:26:49,166
think that's the key. Not just saying
754
01:26:49,166 --> 01:26:51,000
like, "Oh, we have a problem
755
01:26:51,000 --> 01:26:52,750
here," you know, raising the
756
01:26:52,750 --> 01:26:54,666
alarm bells, but also saying, "We
757
01:26:54,666 --> 01:26:55,916
understand that we're not
758
01:26:55,916 --> 01:26:57,958
going to hit our milestone, but
759
01:26:58,166 --> 01:27:00,750
we are confident we will hit it by March
760
01:27:00,750 --> 01:27:03,583
31st, 2027," or "We'll
761
01:27:03,666 --> 01:27:05,500
have you." So, just kind of,
762
01:27:05,541 --> 01:27:08,458
you know, making sure that you have a
763
01:27:08,833 --> 01:27:09,958
solution in mind. And if
764
01:27:09,958 --> 01:27:11,041
you don't and you're really
765
01:27:11,041 --> 01:27:12,833
stumped, you could say, you know, "I'd
766
01:27:12,833 --> 01:27:14,041
really love to meet to
767
01:27:14,041 --> 01:27:17,333
talk about how we can proceed
768
01:27:17,333 --> 01:27:20,583
because I'm not sure what to do." I mean,
769
01:27:20,583 --> 01:27:21,666
that's what they're there
770
01:27:21,666 --> 01:27:23,833
for, is to help you help the
771
01:27:23,833 --> 01:27:26,958
project succeed and help you succeed as
772
01:27:26,958 --> 01:27:28,500
well. So, just leaning on them for
773
01:27:28,500 --> 01:27:30,500
support and, you know,
774
01:27:31,875 --> 01:27:33,791
sometimes it's like, "Okay, well, that's
775
01:27:33,791 --> 01:27:35,416
not going to work, so we want to
776
01:27:35,416 --> 01:27:36,833
transition the money to,
777
01:27:37,375 --> 01:27:39,708
say, another line item or what have you,"
778
01:27:39,708 --> 01:27:41,625
and a lot of grants have a
779
01:27:41,625 --> 01:27:42,833
variance that you're allowed
780
01:27:42,833 --> 01:27:44,500
to move things without getting
781
01:27:44,500 --> 01:27:47,416
permission. And if you're over that
782
01:27:47,416 --> 01:27:48,916
variance, then just reaching out
783
01:27:48,916 --> 01:27:50,041
and saying, you know, "This is what we'd
784
01:27:50,041 --> 01:27:51,791
like to do and this is why,
785
01:27:51,875 --> 01:27:55,166
you know, can you approve this
786
01:27:55,166 --> 01:27:57,916
so that we can move forward?" So, if
787
01:27:57,916 --> 01:27:58,666
you're going with something
788
01:27:58,666 --> 01:28:01,500
that changed, have at least one
789
01:28:01,500 --> 01:28:03,875
solution that you can do based within the
790
01:28:03,875 --> 01:28:05,666
rules, of course, or if you
791
01:28:05,666 --> 01:28:06,833
need like an exception, then
792
01:28:06,916 --> 01:28:08,500
presented, be like, "We could do this,
793
01:28:08,500 --> 01:28:09,458
but we'll need you your
794
01:28:09,458 --> 01:28:11,208
approval to do that," or "I wanted
795
01:28:11,208 --> 01:28:12,583
to run it by you," or something like
796
01:28:12,583 --> 01:28:15,250
that, right? Yeah, for sure. And keeping
797
01:28:15,250 --> 01:28:16,625
them in the loop is,
798
01:28:17,625 --> 01:28:20,250
you know, there's no harm in that. Like,
799
01:28:20,250 --> 01:28:22,250
if you're, even if you're moving money
800
01:28:22,250 --> 01:28:23,083
around that's within
801
01:28:23,083 --> 01:28:25,750
the variance, just letting them know, you
802
01:28:25,750 --> 01:28:27,166
know, if you're unsure,
803
01:28:27,166 --> 01:28:28,500
then it's better to, you know,
804
01:28:28,541 --> 01:28:31,666
better to be safe than trying to untangle
805
01:28:31,666 --> 01:28:33,458
something down the
806
01:28:33,458 --> 01:28:34,750
road. Well, and of course,
807
01:28:34,750 --> 01:28:37,666
things change, you know, items get more
808
01:28:37,666 --> 01:28:39,041
expensive, you know, sometimes you're
809
01:28:39,041 --> 01:28:39,791
running the proposal a
810
01:28:39,791 --> 01:28:42,666
year before you're doing the project. You
811
01:28:42,666 --> 01:28:43,500
never know when a tear is
812
01:28:43,500 --> 01:28:44,750
going to pop up these days
813
01:28:44,958 --> 01:28:46,541
or not, right? And that could affect your
814
01:28:46,541 --> 01:28:48,166
project. And you just, so
815
01:28:48,166 --> 01:28:49,416
you might have to shift some
816
01:28:49,416 --> 01:28:50,875
things around and you can just say, "Due
817
01:28:50,875 --> 01:28:52,166
to this change, we're
818
01:28:52,166 --> 01:28:53,833
shifting this money and keeping
819
01:28:53,833 --> 01:28:55,500
them in the loop." Now, we know what we
820
01:28:55,500 --> 01:28:56,916
should be doing. What do
821
01:28:56,916 --> 01:28:59,500
you find project leaders do
822
01:28:59,541 --> 01:29:03,041
that could be wrong, you know, about how
823
01:29:03,041 --> 01:29:04,458
they communicate with the funder?
824
01:29:07,041 --> 01:29:08,291
Because there's one thing that kind of
825
01:29:08,291 --> 01:29:11,500
stands out that people might
826
01:29:11,500 --> 01:29:13,666
do or might not do, you know,
827
01:29:13,666 --> 01:29:16,500
to help that relationship along or that
828
01:29:16,541 --> 01:29:18,166
keep it transparent and things like that.
829
01:29:19,708 --> 01:29:24,416
Yeah, I think ignoring them, not
830
01:29:24,416 --> 01:29:26,750
intentionally. I don't think it's ever
831
01:29:26,750 --> 01:29:27,958
intentional, but you know,
832
01:29:28,125 --> 01:29:30,375
emails pile up and like, you know, get
833
01:29:30,375 --> 01:29:32,125
busy. Yeah, get busy,
834
01:29:32,125 --> 01:29:35,750
forget. And I think, you know,
835
01:29:37,166 --> 01:29:39,291
like having different passing them to
836
01:29:39,291 --> 01:29:40,375
different people can
837
01:29:40,416 --> 01:29:43,125
also, you know, yeah,
838
01:29:43,750 --> 01:29:46,333
be hard because then they could, you
839
01:29:46,333 --> 01:29:48,750
know, on both ends, because then you're
840
01:29:48,791 --> 01:29:49,708
constantly talking to
841
01:29:49,708 --> 01:29:51,375
a different person, you need to start
842
01:29:51,375 --> 01:29:52,250
from the beginning and
843
01:29:52,250 --> 01:29:54,750
then, you know, on both sides.
844
01:29:57,208 --> 01:29:58,750
But I think those are kind of the main
845
01:29:58,750 --> 01:30:01,000
things. I think it's just
846
01:30:01,500 --> 01:30:04,041
time is always the culprit.
847
01:30:05,416 --> 01:30:07,666
And sometimes they're reaching out to you
848
01:30:08,250 --> 01:30:11,500
being like, "I need an answer now." And
849
01:30:13,458 --> 01:30:15,458
yeah, if you have to dig, you don't
850
01:30:15,458 --> 01:30:16,916
always have the answer now.
851
01:30:17,208 --> 01:30:19,333
Yes, true. True. And sometimes
852
01:30:19,458 --> 01:30:20,958
it's not necessarily anybody's fault.
853
01:30:20,958 --> 01:30:22,541
It's just some things happen,
854
01:30:22,541 --> 01:30:24,583
right? And like, if you think
855
01:30:24,583 --> 01:30:26,083
about, I'm thinking like nonprofit
856
01:30:26,833 --> 01:30:28,750
people, academics and
857
01:30:28,750 --> 01:30:30,708
startups, you know, as they're
858
01:30:30,791 --> 01:30:32,416
trying to do everything and they're
859
01:30:32,416 --> 01:30:33,083
trying, you know, the
860
01:30:33,125 --> 01:30:34,791
multiple projects on the go,
861
01:30:36,083 --> 01:30:37,750
they're trying to lead everything. And if
862
01:30:37,791 --> 01:30:39,125
they're not able to do that, maybe
863
01:30:39,125 --> 01:30:40,875
designate someone to
864
01:30:41,125 --> 01:30:42,833
the organization. And as you said, the
865
01:30:42,833 --> 01:30:44,291
person that you're dealing with at the
866
01:30:44,291 --> 01:30:46,125
granting side or vice
867
01:30:46,125 --> 01:30:48,583
versa is not new every single time. So
868
01:30:48,583 --> 01:30:49,291
you don't have to repeat
869
01:30:49,291 --> 01:30:50,708
yourself and go through that. And
870
01:30:50,708 --> 01:30:52,791
they have the history, you know, around
871
01:30:52,791 --> 01:30:54,708
that, which I think is
872
01:30:54,708 --> 01:30:58,916
really important. And I think,
873
01:30:58,916 --> 01:31:02,208
you know, when we talk about the spending
874
01:31:02,208 --> 01:31:05,041
of the grant and making sure you're
875
01:31:05,041 --> 01:31:07,750
hitting that timeline,
876
01:31:07,750 --> 01:31:11,166
before fiscal year and end of fiscal is
877
01:31:11,166 --> 01:31:12,250
really important to a lot.
878
01:31:12,250 --> 01:31:13,333
I know Canadian government
879
01:31:13,333 --> 01:31:15,583
end of fiscal is March 31st and
880
01:31:15,875 --> 01:31:17,125
everything has to be done
881
01:31:17,125 --> 01:31:18,750
before that date or else
882
01:31:19,125 --> 01:31:21,500
you can't put that through. And it's a
883
01:31:21,500 --> 01:31:23,166
hard deadline. I remember
884
01:31:23,166 --> 01:31:24,000
working at the government
885
01:31:24,000 --> 01:31:26,083
and that was panic time a lot of the
886
01:31:26,083 --> 01:31:27,791
times for us to try to get
887
01:31:27,791 --> 01:31:29,541
stuff through and hire people and
888
01:31:30,041 --> 01:31:33,375
all that kind of stuff. But like, why is
889
01:31:33,500 --> 01:31:35,166
spending on a schedule
890
01:31:36,000 --> 01:31:37,708
sometimes so much harder in practice
891
01:31:37,750 --> 01:31:39,583
than it sounds on paper? And you look at
892
01:31:39,583 --> 01:31:40,250
it, your spreadsheet,
893
01:31:40,250 --> 01:31:40,916
you're like, Oh, yeah, yeah,
894
01:31:40,916 --> 01:31:42,458
I got all this done. But like, what could
895
01:31:42,458 --> 01:31:43,750
come up that can make it a
896
01:31:43,750 --> 01:31:44,916
little bit more difficult
897
01:31:45,500 --> 01:31:47,083
that people may not anticipate at the
898
01:31:47,083 --> 01:31:48,875
beginning? Yeah, I think
899
01:31:48,875 --> 01:31:51,250
there's a lot of factors. So if
900
01:31:53,083 --> 01:31:56,000
the grant and spending requires hiring,
901
01:31:56,458 --> 01:31:58,416
that can be a challenging one.
902
01:31:59,666 --> 01:32:02,458
Also, like the work, you know,
903
01:32:02,458 --> 01:32:04,916
things, as we talked about things change
904
01:32:04,958 --> 01:32:07,416
and delays happen. So if
905
01:32:07,416 --> 01:32:08,916
you've got a big chunk of
906
01:32:08,916 --> 01:32:11,500
money going to a contractor to do X, Y
907
01:32:11,500 --> 01:32:13,125
and Z, and then that gets
908
01:32:13,166 --> 01:32:14,958
pushed into the next fiscal year,
909
01:32:14,958 --> 01:32:16,958
well, you know, then you're going to have
910
01:32:16,958 --> 01:32:18,375
to kind of offset that
911
01:32:18,708 --> 01:32:23,875
delay. And I think honestly,
912
01:32:23,916 --> 01:32:26,416
what happens a lot of times is the
913
01:32:26,416 --> 01:32:30,458
initial leg in the proposal grant
914
01:32:30,791 --> 01:32:33,000
writing, like grant submission,
915
01:32:33,041 --> 01:32:35,458
and then the actual like start date of
916
01:32:35,458 --> 01:32:37,500
the grant. Because sometimes
917
01:32:37,500 --> 01:32:41,458
you could have a solid eight
918
01:32:41,458 --> 01:32:44,791
months in year one, based on what you
919
01:32:44,833 --> 01:32:46,458
when you believe the grant will start.
920
01:32:48,000 --> 01:32:49,083
And that can quickly
921
01:32:49,083 --> 01:32:53,666
shrink to six months, five months, four
922
01:32:53,666 --> 01:32:54,666
months, and then all of a
923
01:32:54,666 --> 01:32:56,750
sudden, say it's four months,
924
01:32:56,750 --> 01:32:58,083
and you have to spend half a million
925
01:32:58,083 --> 01:33:03,333
dollars. It's like, Oh, all right. Like,
926
01:33:04,208 --> 01:33:06,458
it's not as easy as it sounds. No, I
927
01:33:06,458 --> 01:33:09,125
mean, it depends, though, it really
928
01:33:09,125 --> 01:33:10,083
depends on the grant,
929
01:33:10,083 --> 01:33:11,625
like if you're buying equipment and that
930
01:33:11,625 --> 01:33:13,375
kind of stuff. Yeah, maybe
931
01:33:13,375 --> 01:33:14,708
it's possible. But sometimes
932
01:33:14,708 --> 01:33:17,250
there's also a leg time in, you know,
933
01:33:17,250 --> 01:33:20,333
purchasing things like, you
934
01:33:20,333 --> 01:33:23,250
know, I don't know, I can't
935
01:33:24,333 --> 01:33:28,208
I'm trying to blame. Yeah, yeah. Or like
936
01:33:28,250 --> 01:33:30,458
ocean tech, like, you know,
937
01:33:31,750 --> 01:33:33,125
yeah, there can be a leg time
938
01:33:33,166 --> 01:33:36,333
or a big one also is research vessels
939
01:33:36,333 --> 01:33:38,791
like getting time on a research vessel
940
01:33:38,791 --> 01:33:39,791
can be a challenge. And
941
01:33:39,833 --> 01:33:43,125
if you don't secure your spot, you could
942
01:33:43,125 --> 01:33:44,416
miss out on an entire field
943
01:33:44,416 --> 01:33:46,791
season. So there's kind of
944
01:33:46,833 --> 01:33:50,083
there's a lot of factors and and there's,
945
01:33:50,708 --> 01:33:51,166
you know, there's
946
01:33:51,166 --> 01:33:52,833
strategies like, you know,
947
01:33:53,625 --> 01:33:57,125
paying things ahead of time, or, you
948
01:33:57,125 --> 01:34:00,375
know, etc, which funders don't
949
01:34:00,375 --> 01:34:05,958
love. But there are sometimes
950
01:34:06,000 --> 01:34:10,041
but you almost have to talk to the your
951
01:34:10,041 --> 01:34:12,041
liaison at the agency
952
01:34:12,041 --> 01:34:13,541
that's being that's funding you,
953
01:34:13,541 --> 01:34:15,916
right? To just be like, Okay, we know
954
01:34:15,916 --> 01:34:18,708
this takes six weeks for delivery. We
955
01:34:18,708 --> 01:34:20,500
need to be on the road
956
01:34:20,500 --> 01:34:23,500
or on a ship with this instrumentation in
957
01:34:23,500 --> 01:34:24,583
seven weeks. So we're
958
01:34:24,583 --> 01:34:26,083
going to order it ahead of time
959
01:34:26,083 --> 01:34:28,208
to make sure that it comes on on time.
960
01:34:28,208 --> 01:34:29,208
Right. So again, it's that
961
01:34:29,208 --> 01:34:30,875
open dialogue to just be like,
962
01:34:31,083 --> 01:34:32,541
just a heads up, you're going to see this
963
01:34:32,541 --> 01:34:35,541
spent pretty quickly because, you know,
964
01:34:35,583 --> 01:34:35,791
you're going to see this, you know, this is a
process that you're going to be doing. And
965
01:34:35,791 --> 01:34:37,541
you're going to be doing a lot of research vessels going out or whatever
966
01:34:37,541 --> 01:34:38,625
the project is, and you have
967
01:34:38,625 --> 01:34:42,333
a you have a timeline to hit. Is there
968
01:34:42,333 --> 01:34:45,458
any like advice you can give
969
01:34:45,458 --> 01:34:47,166
to ensure like any practical
970
01:34:47,166 --> 01:34:50,250
tools or approaches you use, you know, to
971
01:34:50,250 --> 01:34:51,125
keep making sure you're
972
01:34:51,125 --> 01:34:52,458
spending and the timelines are
973
01:34:52,458 --> 01:34:54,208
aligned, you know, in the project as the
974
01:34:54,250 --> 01:34:57,000
project moves along? Yeah,
975
01:34:57,000 --> 01:34:58,958
well, I think one of my biggest
976
01:34:59,250 --> 01:35:01,875
strategies is in the proposal writing. So
977
01:35:01,916 --> 01:35:03,000
you know, if it's a three
978
01:35:03,000 --> 01:35:04,541
year grant, for example,
979
01:35:04,916 --> 01:35:09,208
keep year one light and achievable bulk
980
01:35:09,625 --> 01:35:11,291
year two, because that's when
981
01:35:11,291 --> 01:35:13,541
a like, a bulk of the work is
982
01:35:13,541 --> 01:35:15,291
getting done, for lack of a better word
983
01:35:15,291 --> 01:35:16,875
and then keep, you know,
984
01:35:17,500 --> 01:35:20,625
keep year three light ish, like,
985
01:35:21,166 --> 01:35:23,500
heavier than year one, but like, allowing
986
01:35:23,500 --> 01:35:25,291
for some of that spillover if
987
01:35:25,291 --> 01:35:26,958
necessary, like kind of as a
988
01:35:26,958 --> 01:35:29,166
catch up. That's, you know, if it's a
989
01:35:29,166 --> 01:35:30,416
three year grant, that's sort of my
990
01:35:30,416 --> 01:35:32,791
strategy. But I think
991
01:35:33,583 --> 01:35:35,416
in terms of managing the budget, it's
992
01:35:35,416 --> 01:35:37,416
really important to look
993
01:35:37,416 --> 01:35:38,583
at it at the beginning of
994
01:35:38,583 --> 01:35:40,583
each year and say, Okay, what do I know
995
01:35:40,583 --> 01:35:41,416
for sure that is going to
996
01:35:41,416 --> 01:35:43,666
be spent this year? And so in
997
01:35:43,750 --> 01:35:45,291
in my spreadsheets, I always have
998
01:35:46,541 --> 01:35:49,583
committed or obligations column in the
999
01:35:49,583 --> 01:35:50,791
spreadsheet. So I'm like,
1000
01:35:50,791 --> 01:35:53,583
okay, well, this salary, for sure going
1001
01:35:53,583 --> 01:35:55,208
to be committed, put it
1002
01:35:55,208 --> 01:35:56,458
put that number in there,
1003
01:35:56,750 --> 01:36:00,333
you know, okay, I know that this event is
1004
01:36:00,333 --> 01:36:01,875
happening for sure, put
1005
01:36:01,875 --> 01:36:03,208
the total and you know,
1006
01:36:03,333 --> 01:36:06,250
things that you know, are are happening,
1007
01:36:06,583 --> 01:36:07,958
you know, record them there.
1008
01:36:07,958 --> 01:36:09,250
And then also as things get
1009
01:36:09,250 --> 01:36:13,208
spent, keep them keep it updated. And
1010
01:36:13,208 --> 01:36:14,916
then, you know, at the sort of six
1011
01:36:14,916 --> 01:36:16,666
months, six month mark
1012
01:36:16,958 --> 01:36:19,208
is really when you're like, Okay, can we
1013
01:36:20,583 --> 01:36:21,541
can we spend the rest of
1014
01:36:21,541 --> 01:36:22,583
this money? Is this going to
1015
01:36:22,583 --> 01:36:26,291
happen? And for some grants, there is
1016
01:36:26,291 --> 01:36:27,833
leniency, you can carry
1017
01:36:27,833 --> 01:36:29,375
forward. So then that's not a big
1018
01:36:29,375 --> 01:36:31,125
deal. But then, you know, you have to
1019
01:36:31,125 --> 01:36:32,750
keep in mind if you carry forward, you
1020
01:36:32,750 --> 01:36:33,916
still have to spend it
1021
01:36:33,916 --> 01:36:37,208
eventually. So, you know, which again, it
1022
01:36:37,208 --> 01:36:39,000
sounds it sounds ridiculous
1023
01:36:39,000 --> 01:36:40,875
to say, but it can happen,
1024
01:36:40,875 --> 01:36:42,666
I think, especially in the academic
1025
01:36:42,666 --> 01:36:45,791
setting, when some researchers or
1026
01:36:45,833 --> 01:36:48,041
academics have money coming
1027
01:36:48,041 --> 01:36:50,625
from multiple sources, it kind of becomes
1028
01:36:50,625 --> 01:36:54,166
this this game of chess,
1029
01:36:54,166 --> 01:36:55,250
where you're like, okay, well,
1030
01:36:55,250 --> 01:36:58,333
this fund ends December 30, or March 31.
1031
01:36:58,458 --> 01:37:00,583
So we put this student's
1032
01:37:00,583 --> 01:37:02,750
salary there to use up that money.
1033
01:37:02,750 --> 01:37:04,375
And then, you know, you're kind of just
1034
01:37:04,750 --> 01:37:06,375
playing a game of where,
1035
01:37:06,708 --> 01:37:08,416
where money needs to be spent,
1036
01:37:08,416 --> 01:37:10,666
moving people around based on based on
1037
01:37:10,666 --> 01:37:13,291
what they're doing, and, you know, where
1038
01:37:13,291 --> 01:37:15,333
there is money to to
1039
01:37:15,375 --> 01:37:18,166
them. Like, especially for a PhD student,
1040
01:37:18,166 --> 01:37:19,000
right, because it's four
1041
01:37:19,000 --> 01:37:22,500
years. So if you can, you know,
1042
01:37:22,541 --> 01:37:24,166
play around with your funding so that
1043
01:37:24,166 --> 01:37:25,750
they you know that they're going to be
1044
01:37:25,750 --> 01:37:26,791
funded all four years,
1045
01:37:26,791 --> 01:37:28,666
that's kind of the ideal scenario. But
1046
01:37:29,250 --> 01:37:30,916
it's really just keeping eyes
1047
01:37:30,916 --> 01:37:33,250
on it. And I think the hardest
1048
01:37:33,250 --> 01:37:35,625
part is that you have to do double
1049
01:37:35,625 --> 01:37:38,416
accounting, whether you're at a
1050
01:37:38,416 --> 01:37:42,708
university, an NGO or an
1051
01:37:42,750 --> 01:37:45,500
company, even like Pisces, you have your
1052
01:37:45,500 --> 01:37:46,875
accounting software, where
1053
01:37:46,875 --> 01:37:48,250
everything gets entered, where
1054
01:37:48,250 --> 01:37:50,458
people are paid, purchase orders, all
1055
01:37:50,458 --> 01:37:51,875
that sort of stuff. You
1056
01:37:51,875 --> 01:37:53,958
really, you have to have a separate,
1057
01:37:54,125 --> 01:37:56,250
in my opinion, separate spreadsheet where
1058
01:37:56,250 --> 01:37:56,958
you're tracking
1059
01:37:56,958 --> 01:38:00,250
everything, because the university
1060
01:38:01,083 --> 01:38:04,750
balance may say one thing. But you need
1061
01:38:04,750 --> 01:38:06,250
to have that spreadsheet
1062
01:38:06,250 --> 01:38:08,500
with all the the notes of what's
1063
01:38:08,541 --> 01:38:10,833
happened when especially around the end
1064
01:38:10,833 --> 01:38:12,375
of fiscal, because often
1065
01:38:12,416 --> 01:38:13,500
in the university setting,
1066
01:38:13,500 --> 01:38:15,250
what happens is there's journal entries
1067
01:38:15,541 --> 01:38:19,041
going all over the place. And sometimes
1068
01:38:19,041 --> 01:38:20,041
they don't get posted
1069
01:38:20,041 --> 01:38:22,875
until April or May. So you in your
1070
01:38:22,875 --> 01:38:24,000
spreadsheet, you need to
1071
01:38:24,000 --> 01:38:26,083
say, okay, this is dated May 1,
1072
01:38:26,291 --> 01:38:28,541
but it's actually from last fiscal year.
1073
01:38:29,750 --> 01:38:30,791
And so that's really
1074
01:38:30,791 --> 01:38:31,875
important, because if you were to
1075
01:38:31,875 --> 01:38:33,708
just pull the report from the university,
1076
01:38:33,750 --> 01:38:34,625
your number is going to be
1077
01:38:34,625 --> 01:38:36,000
way different than if you
1078
01:38:36,041 --> 01:38:40,166
look at your your spreadsheet. And also
1079
01:38:40,166 --> 01:38:41,500
the advantage of taking
1080
01:38:41,958 --> 01:38:44,291
meticulous notes is that
1081
01:38:45,375 --> 01:38:47,875
in two years when the funder asks you,
1082
01:38:48,166 --> 01:38:50,500
wait, what is what's up with this
1083
01:38:50,500 --> 01:38:51,916
expense, you don't have to
1084
01:38:51,916 --> 01:38:57,333
be like, wait, memory, you can go back in
1085
01:38:57,333 --> 01:38:58,333
your spreadsheet and it's
1086
01:38:58,333 --> 01:39:01,041
there. And also other people
1087
01:39:01,083 --> 01:39:04,291
can view it as well. So it's not just in
1088
01:39:04,291 --> 01:39:05,000
someone's brain.
1089
01:39:05,666 --> 01:39:06,958
Absolutely. I think that's
1090
01:39:07,541 --> 01:39:10,458
really great advice, because, you know,
1091
01:39:10,500 --> 01:39:11,333
like you said, there's so much that
1092
01:39:11,333 --> 01:39:12,708
happens in a project,
1093
01:39:13,458 --> 01:39:17,291
you're not going to remember the thought
1094
01:39:17,291 --> 01:39:17,958
of you remembering
1095
01:39:17,958 --> 01:39:19,458
something that makes my brain
1096
01:39:19,458 --> 01:39:20,916
heard of having to remember what happened
1097
01:39:20,916 --> 01:39:22,458
like two years ago, you know, in a
1098
01:39:22,458 --> 01:39:23,250
project, especially at
1099
01:39:23,250 --> 01:39:24,583
the beginning, when it becomes such a
1100
01:39:24,583 --> 01:39:26,500
blur within that two years,
1101
01:39:26,500 --> 01:39:27,833
and you just you're focusing on
1102
01:39:27,875 --> 01:39:30,833
results. And it takes what, five minutes
1103
01:39:30,833 --> 01:39:31,791
to put in those extra
1104
01:39:31,791 --> 01:39:33,666
notes in a comment section in a
1105
01:39:33,708 --> 01:39:36,041
spreadsheet or things like that. So as
1106
01:39:36,041 --> 01:39:38,291
long as you maintain it and do it right
1107
01:39:38,291 --> 01:39:39,250
away, you can put in
1108
01:39:39,250 --> 01:39:41,083
the more detailed notes that somebody
1109
01:39:41,375 --> 01:39:42,500
questions you on something or
1110
01:39:42,500 --> 01:39:43,625
goes back and asks a question
1111
01:39:43,625 --> 01:39:45,000
like, Yeah, well, this is why we changed
1112
01:39:45,000 --> 01:39:46,666
it. And I think that that
1113
01:39:46,666 --> 01:39:49,250
makes like, like perfect sense.
1114
01:39:50,000 --> 01:39:52,000
You get a lot of great tips in this
1115
01:39:52,000 --> 01:39:52,833
episode already. I'm
1116
01:39:52,833 --> 01:39:53,958
gonna ask you for one more.
1117
01:39:54,416 --> 01:39:57,375
I hope that's okay. Yeah, there's a
1118
01:39:57,416 --> 01:39:59,833
there's got to be a mindset shift from
1119
01:39:59,833 --> 01:40:02,500
grant writer to grant
1120
01:40:02,500 --> 01:40:05,958
manager. What's that? What do people need
1121
01:40:05,958 --> 01:40:07,583
to make to get into that
1122
01:40:07,583 --> 01:40:09,125
mindset shift, like to make sure
1123
01:40:09,125 --> 01:40:11,541
they can go from grant writer to grant
1124
01:40:11,541 --> 01:40:12,541
manager if they are the
1125
01:40:12,541 --> 01:40:17,083
same person? Yeah. I think it's
1126
01:40:17,083 --> 01:40:21,291
organization like the more you know, it
1127
01:40:21,291 --> 01:40:23,666
can feel like a lot of time,
1128
01:40:23,708 --> 01:40:24,750
especially at the beginning,
1129
01:40:24,750 --> 01:40:26,458
getting everything set up, organizing a
1130
01:40:26,458 --> 01:40:27,500
spreadsheet, I mean, it
1131
01:40:27,500 --> 01:40:28,541
doesn't have to be a spreadsheet,
1132
01:40:28,708 --> 01:40:31,000
spreadsheet, whatever works for you and
1133
01:40:31,000 --> 01:40:33,000
your, you know, how you like
1134
01:40:33,000 --> 01:40:34,708
to work, but setting up some
1135
01:40:34,708 --> 01:40:36,500
sort of document where you're keeping
1136
01:40:36,500 --> 01:40:39,250
track of all the things is super
1137
01:40:39,250 --> 01:40:43,250
important because it just
1138
01:40:43,291 --> 01:40:48,416
time in the end, like there's one funder,
1139
01:40:49,500 --> 01:40:52,083
they, you know, have a lot of
1140
01:40:52,083 --> 01:40:53,333
questions like the reporting
1141
01:40:53,333 --> 01:40:55,583
is it's a it's a long report. It's a lot
1142
01:40:55,583 --> 01:40:58,041
of questions. And, you
1143
01:40:58,041 --> 01:41:01,375
know, every year, it says,
1144
01:41:01,416 --> 01:41:03,125
you know, who are all the HCP on the
1145
01:41:03,125 --> 01:41:05,458
project? And first, you know,
1146
01:41:05,458 --> 01:41:08,208
for this was a five six year
1147
01:41:08,250 --> 01:41:12,041
project, like a list gets pretty long. So
1148
01:41:12,083 --> 01:41:13,416
can you imagine if you
1149
01:41:13,916 --> 01:41:15,250
didn't write it down anywhere,
1150
01:41:15,458 --> 01:41:18,333
every year going being like, Oh, right,
1151
01:41:18,375 --> 01:41:20,458
who are the HCP? But it's not
1152
01:41:20,458 --> 01:41:22,125
only having the list of HCP,
1153
01:41:22,125 --> 01:41:24,083
but keeping it in the format that they
1154
01:41:24,083 --> 01:41:26,333
ask is also huge because
1155
01:41:26,333 --> 01:41:27,750
then you're not like, right,
1156
01:41:27,833 --> 01:41:30,208
what is their email? What is their
1157
01:41:30,208 --> 01:41:32,750
birthday or and they may not be with
1158
01:41:32,875 --> 01:41:34,291
them. They may not be with
1159
01:41:34,291 --> 01:41:35,875
you anymore. Like on the board, you may
1160
01:41:35,875 --> 01:41:37,166
have moved on or something
1161
01:41:37,166 --> 01:41:39,250
long gone. Yeah. Yeah. And
1162
01:41:39,250 --> 01:41:42,250
sometimes they ask like, okay, who of
1163
01:41:42,250 --> 01:41:44,291
HCP, how many moved on to
1164
01:41:44,333 --> 01:41:46,208
secure jobs and stuff. And then if
1165
01:41:46,208 --> 01:41:48,083
you're trying to go back four years and
1166
01:41:48,083 --> 01:41:49,583
being like, Oh, where did
1167
01:41:49,583 --> 01:41:51,958
that person go? Or, you know, and
1168
01:41:51,958 --> 01:41:53,750
especially if you have a project with
1169
01:41:53,750 --> 01:41:55,791
multiple partners, they
1170
01:41:55,791 --> 01:41:57,708
become names to you. Like you
1171
01:41:57,708 --> 01:42:00,291
don't actually know them. Personally, you
1172
01:42:00,291 --> 01:42:01,166
just know that they're
1173
01:42:01,208 --> 01:42:03,458
part of the project. And, you
1174
01:42:03,458 --> 01:42:07,708
know, so, um, yeah, it, it takes time
1175
01:42:07,708 --> 01:42:09,125
initially to set things up.
1176
01:42:09,125 --> 01:42:10,583
But once you have it set up in
1177
01:42:10,583 --> 01:42:13,833
a rolling takes like five minutes to go
1178
01:42:13,833 --> 01:42:16,416
in and add a student or like for the
1179
01:42:16,416 --> 01:42:17,833
financials, like go in
1180
01:42:17,833 --> 01:42:21,083
and add an expense to the ledger. You
1181
01:42:21,083 --> 01:42:23,750
know, it, it really doesn't
1182
01:42:23,750 --> 01:42:25,625
take time to maintain, but it
1183
01:42:25,625 --> 01:42:28,791
takes a lot of time to go try and rewrite
1184
01:42:29,125 --> 01:42:30,416
history. If you're
1185
01:42:30,833 --> 01:42:32,333
starting off with a blood of brain
1186
01:42:32,625 --> 01:42:34,250
power and a lot of time, which you don't
1187
01:42:34,333 --> 01:42:35,500
always have when you're
1188
01:42:35,500 --> 01:42:36,833
multi, when you're managing,
1189
01:42:37,166 --> 01:42:39,250
not one project, but usually multiple
1190
01:42:39,250 --> 01:42:40,750
projects. And that can be,
1191
01:42:41,166 --> 01:42:42,333
that could be a lot of time and
1192
01:42:42,333 --> 01:42:44,166
a lot of headache if you have to go back
1193
01:42:44,291 --> 01:42:45,500
and do that. So having
1194
01:42:45,500 --> 01:42:47,041
that initial setting up that
1195
01:42:47,041 --> 01:42:48,666
initial template might take a little bit
1196
01:42:48,666 --> 01:42:50,083
of time at the front end, but
1197
01:42:50,083 --> 01:42:51,250
it'll save you a lot of time
1198
01:42:51,250 --> 01:42:53,000
at the back end when you have to go
1199
01:42:53,041 --> 01:42:54,208
through everything and you
1200
01:42:54,208 --> 01:42:56,541
have it all done. So I love,
1201
01:42:56,625 --> 01:42:58,500
I love that advice. One more question,
1202
01:42:58,916 --> 01:43:00,541
uh, for everybody. What's
1203
01:43:00,541 --> 01:43:03,958
an HQP? Oh, highly qualified
1204
01:43:03,958 --> 01:43:07,541
personnel. So students love it. Hey, you
1205
01:43:07,541 --> 01:43:09,125
know what? I think we should change the
1206
01:43:09,125 --> 01:43:09,791
name from students to
1207
01:43:09,791 --> 01:43:12,375
highly qualified personnel. That makes me
1208
01:43:12,375 --> 01:43:13,541
feel a lot better. I'm going
1209
01:43:13,541 --> 01:43:15,250
to tell you that right there,
1210
01:43:15,541 --> 01:43:17,875
Melissa, this has been amazing, so
1211
01:43:17,875 --> 01:43:19,458
helpful. Um, and really
1212
01:43:19,458 --> 01:43:22,083
just kind of almost like, uh,
1213
01:43:22,333 --> 01:43:23,583
being transparent yourself in terms of
1214
01:43:23,583 --> 01:43:25,000
what goes into a project
1215
01:43:25,000 --> 01:43:26,250
and managing a project.
1216
01:43:26,750 --> 01:43:28,416
That people may not know whether you're
1217
01:43:28,416 --> 01:43:30,041
just starting off as a, as
1218
01:43:30,041 --> 01:43:31,541
an ocean leader and managing
1219
01:43:31,541 --> 01:43:34,208
projects or getting projects, but also
1220
01:43:34,291 --> 01:43:35,708
what to anticipate after
1221
01:43:35,708 --> 01:43:36,791
you get that grant. I think
1222
01:43:36,791 --> 01:43:38,416
that's really important. So thank you so
1223
01:43:38,416 --> 01:43:40,000
much for spending the time
1224
01:43:40,000 --> 01:43:41,750
with us today and giving us that
1225
01:43:41,750 --> 01:43:44,666
advice. And of course, you know, Melissa
1226
01:43:44,666 --> 01:43:46,208
and we have, we have, uh,
1227
01:43:46,208 --> 01:43:49,000
Kirsty and now Cheryl on, on the,
1228
01:43:49,250 --> 01:43:52,250
uh, on the team to help manage those
1229
01:43:52,250 --> 01:43:53,416
grants. So of course, if
1230
01:43:53,416 --> 01:43:54,916
people want to know more,
1231
01:43:55,166 --> 01:43:57,666
uh, they can go to our website, uh, and
1232
01:43:57,666 --> 01:43:58,625
I'll put the link in the show
1233
01:43:58,625 --> 01:44:00,208
notes and they can find out,
1234
01:44:00,208 --> 01:44:01,916
just have a conversation of, you know,
1235
01:44:01,916 --> 01:44:02,916
how we can work together
1236
01:44:02,916 --> 01:44:04,125
and help your ocean project
1237
01:44:04,333 --> 01:44:06,333
succeed, uh, in the way that we do for
1238
01:44:06,333 --> 01:44:08,250
many other people. So, uh, let's say
1239
01:44:08,291 --> 01:44:09,291
thank you so much again.
1240
01:44:09,291 --> 01:44:11,000
We really appreciate it. And we'll talk
1241
01:44:11,000 --> 01:44:12,458
to you next time. Sounds
1242
01:44:12,458 --> 01:44:13,875
good. Thank you, Melissa,
1243
01:44:13,875 --> 01:44:16,333
for dropping such amazing knowledge on
1244
01:44:16,375 --> 01:44:17,625
project management. This
1245
01:44:17,625 --> 01:44:18,708
is something that like,
1246
01:44:19,000 --> 01:44:20,666
this doesn't happen often, right? We
1247
01:44:20,666 --> 01:44:22,208
don't have these types of conversations
1248
01:44:22,208 --> 01:44:23,000
on podcasts and this
1249
01:44:23,000 --> 01:44:24,333
is what we wanted to do. We wanted to
1250
01:44:24,333 --> 01:44:25,833
kind of open up that forum
1251
01:44:26,041 --> 01:44:27,958
to say, Hey, this is what it's
1252
01:44:27,958 --> 01:44:30,041
like to manage a project, right? As an
1253
01:44:30,041 --> 01:44:31,250
ocean leader, this is what
1254
01:44:31,250 --> 01:44:32,833
we do. This is how it's done.
1255
01:44:33,083 --> 01:44:34,833
This is what not to do, right? And these
1256
01:44:34,833 --> 01:44:35,458
are the mistakes that
1257
01:44:35,458 --> 01:44:36,958
people make. It happens. As,
1258
01:44:37,000 --> 01:44:39,375
as Melissa said, we get delays. Uh, you
1259
01:44:39,375 --> 01:44:40,791
know, there's, there's a
1260
01:44:40,791 --> 01:44:41,875
weather problems. If you're
1261
01:44:41,875 --> 01:44:43,583
going out on a research vessel, there's
1262
01:44:43,583 --> 01:44:44,750
problems with the research vessels
1263
01:44:44,750 --> 01:44:46,000
sometimes. And so we
1264
01:44:46,000 --> 01:44:47,208
want to make sure all that security and
1265
01:44:47,208 --> 01:44:48,375
you want to make sure you have that
1266
01:44:48,416 --> 01:44:49,875
wonderful relationship
1267
01:44:50,250 --> 01:44:53,125
with the funder. That's a must, right?
1268
01:44:53,125 --> 01:44:54,250
To, you've built up that
1269
01:44:54,250 --> 01:44:55,708
relationship to get the funding
1270
01:44:56,083 --> 01:44:58,208
and to inquire about what it takes to get
1271
01:44:58,208 --> 01:44:59,458
that funding. And now you
1272
01:44:59,458 --> 01:45:00,291
want to get that funding
1273
01:45:00,291 --> 01:45:01,875
again after that project. And you want to
1274
01:45:01,875 --> 01:45:03,083
maintain that communication.
1275
01:45:03,083 --> 01:45:04,458
You want it basically to say,
1276
01:45:04,666 --> 01:45:07,375
Hey, working with me and my organization,
1277
01:45:08,083 --> 01:45:09,000
whatever sector
1278
01:45:09,000 --> 01:45:10,250
you're part of for-profit,
1279
01:45:10,250 --> 01:45:13,583
nonprofit academic is a great experience.
1280
01:45:13,583 --> 01:45:14,416
You're going to love it.
1281
01:45:14,416 --> 01:45:15,166
We're going to have great
1282
01:45:15,166 --> 01:45:16,125
conversations. We're going to be
1283
01:45:16,125 --> 01:45:18,291
transparent if things change, we are
1284
01:45:18,291 --> 01:45:19,541
going to do what's best for
1285
01:45:19,541 --> 01:45:22,666
you and your organization that's funding
1286
01:45:22,666 --> 01:45:24,291
us so that we can build
1287
01:45:24,291 --> 01:45:25,250
that relationship so that we
1288
01:45:25,250 --> 01:45:27,708
can do more projects together and change
1289
01:45:27,708 --> 01:45:29,833
the world and change the ocean one
1290
01:45:29,833 --> 01:45:30,958
project at a time. And
1291
01:45:30,958 --> 01:45:32,958
that's, I think is an important part, but
1292
01:45:32,958 --> 01:45:33,708
it doesn't get talked
1293
01:45:33,708 --> 01:45:34,708
about. If we don't talk about
1294
01:45:34,708 --> 01:45:36,375
it, we all do it in different ways. If we
1295
01:45:36,375 --> 01:45:37,250
don't, if we all do it in
1296
01:45:37,250 --> 01:45:38,000
different ways, we can't share
1297
01:45:38,000 --> 01:45:40,000
our successes. And this is what Melissa
1298
01:45:40,041 --> 01:45:42,041
came to do is to share what could be
1299
01:45:42,041 --> 01:45:43,083
successful and how to be
1300
01:45:43,083 --> 01:45:45,500
successful in managing a project. I love
1301
01:45:45,500 --> 01:45:46,291
it. So thank you again,
1302
01:45:46,291 --> 01:45:48,125
Melissa. Thank you for listening.
1303
01:45:48,166 --> 01:45:50,208
If you are new to this podcast, this is
1304
01:45:50,208 --> 01:45:51,166
just, this is episode
1305
01:45:51,166 --> 01:45:52,750
three. We just released it. We
1306
01:45:52,750 --> 01:45:55,000
released an episode every other week. We
1307
01:45:55,000 --> 01:45:56,166
are talking to ocean
1308
01:45:56,166 --> 01:45:58,291
leaders, to you who want to do
1309
01:45:58,291 --> 01:46:00,000
better for the ocean, have a positive
1310
01:46:00,000 --> 01:46:01,666
impact for the ocean. And you
1311
01:46:01,666 --> 01:46:03,125
just maybe need that advice or
1312
01:46:03,125 --> 01:46:04,666
you want to hear how other people are
1313
01:46:04,666 --> 01:46:05,750
talking about projects.
1314
01:46:06,000 --> 01:46:07,250
This is what we're here to do.
1315
01:46:07,500 --> 01:46:09,250
If you want to talk to us about working
1316
01:46:09,250 --> 01:46:10,750
with us in the future,
1317
01:46:10,958 --> 01:46:12,708
please go to our website. I'll put
1318
01:46:12,708 --> 01:46:14,875
the link in the show notes. Go to contact
1319
01:46:14,875 --> 01:46:16,333
us. You can go through
1320
01:46:16,333 --> 01:46:17,916
our wayfinder. You can just
1321
01:46:18,041 --> 01:46:20,916
directly, and you can have a meeting and
1322
01:46:20,916 --> 01:46:21,875
we can just discuss what
1323
01:46:21,875 --> 01:46:22,875
your project is that you'd like
1324
01:46:22,875 --> 01:46:25,666
to do and maybe how we can help and put
1325
01:46:25,666 --> 01:46:26,750
you in the right direction
1326
01:46:26,958 --> 01:46:27,916
and in touch with the right
1327
01:46:27,916 --> 01:46:30,375
people. I want to thank you so much for
1328
01:46:30,375 --> 01:46:31,791
listening and all the support. Please
1329
01:46:31,791 --> 01:46:32,625
share this with other
1330
01:46:32,625 --> 01:46:34,916
ocean leaders. We'd love to just kind of
1331
01:46:34,916 --> 01:46:35,833
spread the news and just
1332
01:46:35,833 --> 01:46:37,333
have that open dialogue through
1333
01:46:37,333 --> 01:46:39,333
this podcast. Thank you so much for
1334
01:46:39,333 --> 01:46:41,208
joining me. I'm your host, Angelo, and
1335
01:46:41,208 --> 01:46:41,708
you've been listening
1336
01:46:41,708 --> 01:46:43,708
to the Ocean Leaders podcast, Pisces
1337
01:46:43,708 --> 01:46:45,708
podcast. Thank you so much for joining
1338
01:46:45,708 --> 01:46:46,541
me. Have a great day
1339
01:46:46,875 --> 01:46:47,791
and happy conservation.