Grant / Project Management

What is project management and why is it important for your research?

Key Points

  • After a grant is awarded, successful project management is important to ensure all objectives are met on the established timeline. 
  • It is very important to decide on a consistent system to manage and store documents,  track project progress, and record research decisions (often called an ‘audit trail’).
  • Depending on your needs and institutional resources, online project management tools (for example, Slack, Microsoft Teams, Trello) and/or shared document programs (e.g., Box, Google Docs) can be very useful. Many tools/programs have a free option, although often with fewer features.  
  • Budget tracking and monitoring are especially important. Accurate and complete financial records must be kept in accordance with institutional and funder requirements.
  • Every funder is different and will have different reporting and financial requirements. Be sure you understand the expectations and adhere to all requirements! 
  • Complete and submit all required funder reports and updates on time.
  • The Principal Investigator (PI) should schedule regular meetings with all team members and establish a clear plan to communicate project responsibilities and progress. It is important to set clear expectations about who is responsible for doing what and when.

Helpful Links, Videos and Online Courses



  • Good Practice in Grant Management and Reporting.
    • This is a good, general overview of grants administration and management, especially regarding financial reporting. It is not clinical research/health-specific, but more focused on charities and non-profit organizations. However, many key principles still apply.  

Relevant Publications