National Grants Management Association

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The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________
The Certified Grants Management Specialist
(CGMS) Credential Building the Grants
ManagementBody of Knowledge (GMBOK)
Torryn P. Brazell, CMP, ACA, CAEExecutive
Director, Natl. Grants Management Association
December 3, 2007 National Grants Partnership
Washington, DCFor more information
www.ngma.org
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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?
• 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.

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WHO and WHAT IS NGMA? The National Grants
Management Association
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

•      A Non-Profit Professionals Organization 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
•    

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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.

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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.

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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.

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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.

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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.

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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.

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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
  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.

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How will the CGMS Programbe Administered?
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• 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.

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The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• 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
  requiredto earn the CGMS Credential.
  Subsequent Council members will be
  individualswho are already certified and who
  have strong industry backgrounds.

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The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• 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.

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What is a BOK?
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• 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 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.

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The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• 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)

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What is the GMBOK?
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• 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.

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How is the GMBOK Being Developed? ? Completed
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• Establish the NGMCC
• ? Interview Evaluate Certification Firms
• Obtain proposals from Certification Firms for the
  development of the GMBOK ?
• Choose Certification Firm for GMBOK
  DevelopmentHold Strategic Planning Discussions
• Scope of Certification
• Stakeholder Perspectives to be Represented in Job
  Analysis Task Force (JATF)
• Guiding Development Document for the Job Analysis
  Task Force (JATF)
• Identification of Available Literature Describing
  Work of Grants Managers

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GMBOK Development Stages
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• 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

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.
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GMBOK Development StagesRefine 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 Area

This is the core of the GMBOK development. It
is time-consuming but critical and essential to
the success of the CGMS credentialing program.
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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

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GMBOK Development StagesCreate Draft Validation
Survey
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• 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

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GMBOK Development Stages
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• 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 FormAnticipate frequent updating of
  GMBOK due to the ever-changing nature ofthe
  grants management industry.

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GMBOK Development StagesConduct Survey Pilot
Test Complete Data Analysis
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• Disseminate FINAL Survey Link to 1,000 grants
  management specialists

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.
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GMBOK Development StagesGMBOK PUBISHED APRIL
2008
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• April 23, 2008 Credentialing Firm Presents
  GMBOK and Method Development to NGMA Annual
  Training Conference Attendees

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Implementation Timeline 2008
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• 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

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Implementation Timeline 2008-2009
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• 2008-2009
• Write Exam Questions
• BETA Test CGMS Exams
• Hold First CGMS Exam April 2009

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Questions about the CGMS?
The Certified Grants Management Specialist
(CGMS) Credential Developed for Grants Managers
by Grants Managers ______________________________
____________________________________________

• Please send your questions to cgms_at_ngma.org.
• Torryn P. Brazell, ACA, CMP, CAE, Executive
  Director National Grants Management Association,
  Virginia info_at_ngma.org