WHAT WE DO
The work starts where the application ends.
Pattern works with the people responsible when the funds hit the account — program directors, finance leads, and grant managers carrying a compliance burden nobody trained them for. Engagements are scoped to where you are in the award, not sold as a package.
Implementation start-up
The first 60 days set whether the next three years are manageable. Most problems I get called about later were created here.
You get: workplan mapped to the approved application · budget-to-actuals workbook · reporting calendar with internal deadlines · file structure built to survive a monitoring visit three years out
O1
Compliance systems & subrecipient monitoring
If you pass money through, you own what happens to it. Most organizations find this out during an audit.
You get: procurement and conflict of interest policy · risk assessment framework · subrecipient agreements and monitoring protocol · documentation standards staff will actually follow.
O2
O3
Performance measurement & reporting
Funders ask for outcomes. Most reports deliver outputs and hope nobody notices the difference.
You get: indicator set tied to your logic model · data collection your program staff can execute · report templates and narrative framing that hold up under questioning
O4
Closeout, findings response & audit readiness
A finding is a deadline, not a verdict. What you submit in the response window determines whether it becomes a repayment.
You get: corrective action plan · questioned cost analysis and documented rebuttal · final reporting and reconciliation · records retention plan.
Workshops & training
Sixty to ninety minutes, built around real scenarios rather than regulation citations. For teams who need the fundamentals to stick.
You get: live or virtual session · grant burndown workbook · post-award compliance checklist · project management outline your team keeps
O5
Not sure which one you need?
That's usually the call. Bring the award letter and the thing keeping you up at night — thirty minutes, no pitch deck.