Setting the Agenda

Once you have decided to make a site visit, you must create an agenda for the visit. This process will reveal both parties' common—and divergent—interests. You have in common the desire to come to an agreement so that the project can go forward. Your interests diverge, however, in one crucial way. It is in the grant-seeker's interest to impress you, and it is in your interest to uncover any hidden problems that may potentially hinder the project. This urge to shine versus the urge to investigate makes for potential conflict and underscores the need—from the foundation's point of view—for you to control the site visit's agenda.

Your first imperative is to investigate any concerns that may linger after the initial review. The ...

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