Capacity Building Field Guide

How can a foundation provide capacity building to all its grantees?

A practical model for reaching every grantee with capacity building: access for all, cohorts for shared needs, and deeper support where it’s wanted.

A foundation can provide capacity building to all its grantees by giving every grantee access to a shared platform, peer community and on-demand resources, funding cohorts around needs many grantees share, and reserving 1:1 coaching and expert technical assistance for the grantees who want deeper help. Grantees choose their own path, and the foundation adds no new reporting form.

Why don’t consultant-per-grantee models reach the whole portfolio?

Consultant-per-grantee models depend on each grantee having time to scope a project, so they tend to reach a minority of a portfolio in any year. The grantees with the least capacity are often the least likely to apply for capacity-building help.

What are the three layers of whole-portfolio capacity building?

  1. Access for everyone: a workspace, AI tools, peers and on-demand learning for every grantee.
  2. Cohorts for shared needs: groups of grantees working on the same goal — fundraising, AI, leadership — each finishing its own deliverable.
  3. Depth where it’s wanted: 1:1 coaching and practitioner-led technical assistance for grantees who ask for it.

How does a foundation see results without adding reporting?

A foundation sees results through consent-based sharing: seat activation, participation, finished work and the outcomes each grantee chooses to share. In one Boston Foundation portfolio, 83% of grantees engaged within four months.

How portfolio capacity building works · Sketch a budget

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