1. 1 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ The Certified Grants Management Specialist ™ (CGMS ® ) Credential Building the Grants Management Body of Knowledge (GMBOK) Torryn P. Brazell, CMP, ACA, CAE Executive Director, Natl. Grants Management Association December 3, 2007 – National Grants Partnership – Washington, DC For more information: www.ngma.org

2. GENERAL What is the CGMS ® Credential and the Program Objectives? What are the benefits of obtaining the CGMS ® Credential? GOVERNANCE How will the CGMS ® Program be administered? What is the Natl. Grants Mgmt. Certification Council (NGMCC)? KNOWLEDGE STANDARDS What is the Grants Management Body of Knowledge (GMBOK)? How is the GMBOK being developed? TIMEFRAME / INVOLVEMENT What is the CGMS ® development timeline? How you can be involved… in GMBOK development and/or other CGMS ® development tasks. 2 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

3. 3 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

4. 4 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

5. To distinguish grants management as a profession. 5 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

6. 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. 6 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

7. 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. 7 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

8. 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. 8 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

9. The CGMS ® Credential will enhance individual performance. Achieving the CGMS ® designation will advance your knowledge and help you achieve higher levels of excellence in grants management. Obtaining the credential is not simply a one-time effort, but an ongoing commitment to professional growth. 9 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

10. The CGMS ® Credential will be portable. The CGMS ® Credential is independent of the type of organization in 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. 10 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

11. Governance of the CGMS ® program will be executed by the National Grants Management Certification Council (NGMCC). NGMCC’s MISSION To independently guide and operate the CGMS ® Certification Program. 11 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

12. NGMCC COMPOSITION The initial Council will be 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 will be required to earn the CGMS ® Credential. * Subsequent Council members will be individuals who are already certified and who have strong industry backgrounds. 12 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

13. What are the Key Functions of the NGMCC? Development & Maintenance of the Certification Exam Exam to be based on the GMBOK Exam designed by exam creation professionals (psychometricians*), who will also direct the Council in determining the passing exam grade based on analysis of exam answers. 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. * Psychometrics: The branch of psychology that deals with the design, administration, and interpretation of quantitative tests for the measurement of psychological variables such as intelligence, aptitude, and personality traits. Also called psychometry. 13 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

14. 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: 1.Explicit knowledge – easily codified and shared asynchronously 2. Tacit knowledge – experiential, intuitive, and communicated most effectively 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. 14 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

15. BOKs are developed by professional organizations wanting to: 1) advance professional practice, 2) set standards, and 3) offer a “credential” related to BOK mastery. 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) International Council on System Engineering (INCOSE) SEBOK (systems engineering) 15 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

16. The GMBOK will cover all relevant methods, information, policies, regulations, and knowledge related to both grantee and grantor tasks and activities administration. It will cover best practices utilized in federal, state, local, university and non-profit grant administration and management. 16 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

17. Establish the NGMCC  Interview & Evaluate Certification Firms  Obtain proposals from Certification Firms for the development of the GMBOK   Choose Certification Firm for GMBOK Development Hold Strategic Planning Discussions 1.Scope of Certification 2.Stakeholder Perspectives to be Represented in Job Analysis Task Force (JATF) 3.Guiding Development Document for the Job Analysis Task Force (JATF) 4.Identification of Available Literature Describing Work of Grants Managers 17 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

18. Objectively determine 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 Area 18 This stage is the “core” of the GMBOK development. It is time-consuming but critical and essential to the success of the CGMS® credentialing program. The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

19. 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 Area 19 This is the “core” of the GMBOK development. It is time-consuming but critical and essential to the success of the CGMS® credentialing program. The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

20. “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 20 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

21. PILOT TEST Web-based Validation Survey, disseminating URL link to key project leadership for review/comment. Feedback used to revise final survey in preparation for pilot testing of survey instrument. Request rating scales in connection with survey instrument: 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 21 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

22. STAGE I: Validate the Competency Areas and Practice Levels Using Qualitative Validation Methods STAGE II: Evaluate the GMBOK Through Public Comment Process STAGE III: Release of the GMBOK in Publication Form Anticipate frequent updating of GMBOK due to the ever-changing nature of the grants management industry. 22 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

23. Disseminate FINAL Survey Link to 1,000+ grants management specialists 23 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. The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

24. April 23, 2008 – Credentialing Firm Presents GMBOK and Method Development to NGMA Annual Training Conference Attendees 24 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

25. 2008 Body of Knowledge (GMBOK) Available courseware and training materials CGMS® “Application of Intent” Form Code of Conduct/Ethics Statement Develop Exam Registration, Administration, & Renewal Processes 25 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

26. 2008-2009 Write Exam Questions BETA Test CGMS Exams Hold First CGMS Exam April 2009 26 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________

27. Please send your questions to cgms@ngma.org. Torryn P. Brazell, ACA, CMP, CAE, Executive Director National Grants Management Association, Virginia info@ngma.org 27 The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________