Grant Retrospective Meeting Template 2025

Continuous improvement keeps your grant success rate climbing. Use this retrospective template after every submission or report to capture lessons and update Crafty workflows.

TL;DR

Schedule retrospectives within a week of submission or funder feedback.
Feed insights into the feedback debrief toolkit and change control register.
Update Crafty prompts and evidence files so future drafts benefit immediately.

45-minute agenda

0–5 mins: Set the stage and share key metrics (time spent, win/lose, funder feedback).
5–15 mins: What went well? Celebrate wins, note reusable assets in the knowledge base.
15–30 mins: What could be improved? Focus on process, evidence, stakeholder coordination.
30–40 mins: Action planning—assign owners, due dates, and Crafty updates.
40–45 mins: Summarise decisions, confirm communications, and schedule follow-up.

Key takeaways

Retrospectives capture improvements while they’re fresh.
Integrate actions with Crafty, change control, and reporting calendars.
Use lessons to refine the onboarding sprintfor new team members.