National Grants Management Association

1
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________
The Certified Grants Management Specialist
(CGMS) Credential
Torryn P. Brazell, CMP,GPC, ACA, CAEExecutive
Director, Natl. Grants Management Association
February 27, 2008For more information
www.ngma.org
2
CGMS Presentation Summary
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• GENERAL
• What is the CGMS Credential and the Program
  Objectives?
• GOVERNANCE
• How will the CGMS Program be administered?
• KNOWLEDGE STANDARDS
• What is the Grants Management Body of
  Knowledge (GMBOK)?
• TIMEFRAME
• What is the CGMS development timeline?

3
WHAT IS NGMA? The National Grants Management
Association
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

•      Non-Profit Made Up of 1,000 Grants
  Management Professionals
•      MISSION To Enhance and Improve the Grants
  Delivery Process Through Education, Training
  Networking
•      Headquarters Reston, Virginia
  Established 1991 Annual Conference
  In Its 29th Year
•      Annual Membership Dues 95

4
CGMS Commitment Statement
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

•      The CGMS Program is Participatory
•      The CGMS Program is Consultative
•      The CGMS Program employs proven techniques
  and best practices utilized by other
  rigorous and highly-regarded certification
  programs.

5
What are the CGMS Program Objectives?
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

•      To distinguish grants management as a
  profession.

6
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• To identify professional standards used
  throughout the grants management profession,
  including best practice applications from
  Federal, state and local governments
  universities/academic institutions tribal
  entities non-profit organizations.

7
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• To recognize members of the grants
  management profession who have
  demonstrated a specified level of
  knowledge essential to the practice of
  grants management from both a grantee and
  grantor perspective.

8
How Can Achieving the CGMS Credential Help You
Professionally?
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• The CGMS Credential will be recognized.
  Employers, peers, and others will recognize
  that you have attained a specific
  knowledge-level of the grants management
  life-cycle by having passed a rigorous exam.

9
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• The CGMS Credential will enhance
• individual performance. Achieving the
  CGMS designation will advance your knowledgeand
  help you achieve higher levels of excellence in
  grantsmanagement. Obtaining the credential is
  not simply a one-timeeffort, but an ongoing
  commitment to professional growth.

10
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• The CGMS Credential will be portable. The CGMS
  Credential is independent of the type of
  organizationin which you are currently working
  and/or may be working for in the future. The
  CGMS Program will cover grants management tasks
  and practices used by all organizational types,
  thus providing a broad spectrum of
  knowledge-based professional standards employed
  by the grants management industry as-a-whole.

11
How will the CGMS Programbe Administered?
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________
www.grantsmanagementcouncil.org

• Governance of the CGMS program will be executed
  by the National Grants Management
  Certification Council (NGMCC).
• NGMCCs MISSION
• To independently guide and operate the CGMS
  Certification Program.

12
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• COUNCIL COMPOSITION
• The Council is made up of subcommittees by
  function type (i.e., Exam, GMBOK, Courseware)
  and comprised of
• Industry leaders who have strong grants
  management backgrounds
• From different organizational types
• From different geographical areas
• To continue Council work, members are required to
  earn the CGMS Credential. Subsequent Council
  members will be individuals who are already
  certified and who have strong industry
  backgrounds.

13
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• What are the Key Functions of the COUNCIL?
• Development and Maintenance of the Grants
  Management Body of Knowledge (GMBOK)
• Development Maintenance of the Certification
  Exam
• Certifying Training Materials and Courseware

14
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________
What is a BOK?

• What is a Body of Knowledge? A term used to
  represent the sum total of all knowledge in an
  area of expertise, most notably professional
  bodies.
• Knowledge exists in two basic forms
• Explicit knowledge easily codified and shared
  asynchronously
• Tacit knowledge experiential, intuitive, and
  communicated mosteffectively in face-to-face
  encounter.
• Knowledge in Organizations Definition,
  Creation and Harvesting Harvard Graduate
  School of Education
• Some knowledge believed to be tacit can be
  transformed into explicit knowledge,
  producing a body of knowledge.

15
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________
BOK Continued

• BOKs are developed by professional organizations
  wanting to
• advance professional practice
• set standards, and
• offer a credential related to BOK mastery
• Some examples
• Project Management Institute (PMI) PMBOK
  (project management)
• Institute of Electronics Engineering (IEEE)
  SWEBOK (software engineering)
• Association for Investment Management and
  Research (AIMR) CFABOK (financial analysis)

16
What is the GMBOK?
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• The GMBOK covers all relevant methods,
  information, policies, regulations, and knowledge
  related to both grantee and grantor tasks and
  activities administration.
• It covers best practices utilized in federal,
  state, local, university and non-profit grant
  administration and management.

17
GMBOK Development Stages
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• By its nature, tacit knowledge is difficult to
  convert into explicit
• knowledge. Through conceptualization,
  elicitation, and ultimately
• articulation, typically in collaboration with
  others, some proportion
• of a person's tacit knowledge may be captured in
  explicit form.
• Typical activities in which tacit knowledge is
  captured as the first
• step towards the conversion are in dialog among
  team members, in
• responding to interview questions or through the
  elicitation of stories.
• article on Knowledge in Organizations published
• by the Harvard Graduate School of Education

18
GMBOK DEVELOPMENT
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• SO FAR - Established the NGMCC-
  Interviewed Evaluated Certification Firms-
  Obtained proposals from Certification Firms for
  GMBOK- Chose Certification Firm for GMBOK
  Development

19
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________
GMBOK DEVELOPMENT

• SO FAR Held Strategic Planning Discussions
• Scope of Certification
• Stakeholder Perspectives Represented in Job
  Analysis Task Force (JATF)
• Guiding Development Document Completed for the
  Job Analysis Task Force (JATF)
• Identified Available Literature Describing Work
  of Grants Managers
• TO DO. Validate the Competency Areas and
  Practice Levels Using Qualitative Validation
  Methods

20
GMBOK 2-Day Job Analysis Task ForceMarch 14-15,
2008 McLean, VA
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• Determined Ten (10) Subject Matter Experts in the
  Industry PANEL 1
• - Reviewed resumes
• - From all phases of grants administration
• - From all contexts (federal, state, local,
  university, non-profit and geographical)
• - Completed in-depth phone interviews

COMPOSITION 3 Federal, 2 State, 2 Local1
University, 1 Tribal, 1 Non-Profit
21
March 14-15, 2008 Task Force MeetingRefine Job
Analysis
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• Finalize draft of actual skills, tasks and
  areas of knowledge necessary to perform grants
  administration using a job analysis process
• Determine Competency Areas
• Determine Practice Levels/Groups under each
  Competency

This is the core of the GMBOK development. It
is time-consuming but critical and essential to
the success of the CGMS credentialing program.
22
April May 2008 Panel 2 20 Participants
Webex Participation
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• Review Panel 1 draft of actual skills, tasks
  and areas of knowledge necessary to perform
  grants administration using a job analysis
  process
• Review Panel 1 Competency Areas
• Review Panel 1 Practice Levels/Groups under
  each Competency

COMPOSITION 5 Federal, 4 State, 4 Local3
University, 3 Non-Profit, 1 Tribal
23
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________
June July 2008 Validation Survey Pilot Testing
1. PILOT TEST Web-based Validation Survey,
disseminating URL link to key project leadership
for review/comment. 2. Feedback used to revise
final survey in preparation for pilot testing of
survey instrument.
24
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________
June July 2008 Validation Survey 1,000
Participants
3. Request rating scales in connection with
survey instrument through dissemination of FINAL
Survey Link to 1,000 grants management
specialists

• COGNITIVE 1) I do not use the knowledge 2) I
  recognize/recall the knowledge 3) I
  apply/integrate the knowledge
• FREQUENCY 1) Never 2) Annually /
  Semi-Annually / Quarterly 3) Monthly or Almost
  Monthly 4) Weekly or Almost Weekly 5) Daily or
  Almost Daily

25
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________
August September 2008 PUBLIC COMMENT of GMBOK
Evaluate the GMBOK Through Public Comment
Process.
EXAMINATION PROCESS Survey data is analyzed to
determine PERCENTAGE OF EXAMINATION to cover each
major topic area, plus Frequency of each specific
knowledge base that is used and the Cognitive
Level at which they are used. Survey
ratings are also used to develop hypothetical
test specifications, consisting of percentage
weights for each topic area.
26
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________
November/December 2008
Release of GMBOK in Publication Form. Anticipate
frequent updating of GMBOK due to the
ever-changing nature of the grants management
industry.
27
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________
Additional Implementation Timelines
Fall 2008 Available Courseware and Training
Materials Scanned
Fall 2008 Application of Intent Form (to sit
for examination) Available
Fall 2008 Code of Conduct Ethics Statement
Available
Fall 2008 Policies Fees Announced
Winter 2009 Best Test of Exams
April 2009 Test of Examination _at_ Annual
Conference
June 2009 FIRST GROUP OF CGMS PROFESSIONALS
ANNOUNCED!
28
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________
COURSEWARE EXAM INFORMATION
Exam based on the GMBOK
Certifying Training Materials and
Courseware Encourage creation (or modification)
of GMBOK courseware and exam prep materials
officially certify the training materials and
courseware that meet stated criteria based on
the current version of the GMBOK. Development
Maintenance of the Certification Exam Exam
designed by exam creation professionals
(psychometricians), who also direct the
Council in determining the passing exam grade
based on analysis of exam answers.
29
Questions about the CGMS?
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers _______________________________
___________________________________________

• Please send your questions toinfo_at_grantsmanagemen
  tcouncil.org