Core spine
Operational module
Tracking / intelligence
Human input / form
GRANTS & BENEFITS IN KIND CORE RELATIONAL SPINE TEAM LAYER OFFICE SPACE BOOKING FORM External request · Pre-authorised only OFFICE SPACE TRACKER Approval · Room assignment Hours logged · Feeds BIK tracker BENEFITS IN KIND TRACKER Office use hours · Hypothetical cost valuation GRANT APPLICATION FORM External intake · Submitted by applicants GRANT APPLICATION TRACKER Review · Award decision Amount granted · Linked to initiative GRANT FINANCIAL TRACKER Multi-year giving · Disbursements per initiative PEOPLE · CRM Contacts · Relationship ownership · Interaction history Event attendance · Initiative + project links two-way INITIATIVES Grantees · Network entities · Relationship type RACI ownership · Support tracking · Rollup: projects + events two-way PROJECTS Active · Simmering · Archived · Timeline view Grant links · Benefit tracking · Impact outcomes two-way EVENTS Foundation participation · Organizers · Attendees Links to initiatives · projects · managed events SUCCESSES & OUTCOMES Impact level · Outcome type Supporting evidence · Media links MANAGED EVENTS Foundation-run events Invitations · Logistics GLOBAL RSVP Person × Event × Status Invited · Accepted · Attended VENUES & SUPPLIERS Caterers · Producers Linked to managed events MEETINGS TRACKER Director private · Logs meetings + context Tags people · Dispatches tasks CHIEF OF STAFF TASKS Private · Senior leadership Grantee matters · High-level strategy TEAM TASK TRACKER All team · Office + admin tasks Shared operational layer ROLE DASHBOARDS Granular permissions per team member Forms + buttons · No direct DB access IN DEVELOPMENT Graph Database · Ecosystem Intelligence Neo4j · Cross-entity connections · Influence mapping · Relationship density
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