{"id":73,"date":"2025-07-24T15:18:04","date_gmt":"2025-07-24T15:18:04","guid":{"rendered":"https:\/\/help.actionfunder.org\/funders\/?post_type=ht_kb&#038;p=73"},"modified":"2025-07-29T12:34:29","modified_gmt":"2025-07-29T12:34:29","slug":"reviewing-and-managing-matched-projects","status":"publish","type":"ht_kb","link":"https:\/\/help.actionfunder.org\/funders\/help\/reviewing-and-managing-matched-projects\/","title":{"rendered":"Reviewing and managing matched projects"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Once your fund is live on ActionFunder, you&#8217;ll begin to see matched projects appear in your dashboard. These are community projects that align with the fund criteria you\u2019ve set. Reviewing and managing these projects effectively is key to ensuring your funding goes where it can have the greatest impact.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Where to find your matched projects<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can view matched projects by logging into your ActionFunder account and selecting your fund. Projects that align with your fund\u2019s criteria will appear automatically under the \u2018Matched Projects\u2019 section. You\u2019ll also receive notifications when new projects match your fund.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to look for when reviewing projects<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Each project listing includes key details to help you assess suitability:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Project summary and objectives<\/li>\n\n\n\n<li>Location and delivery timeframe<\/li>\n\n\n\n<li>Focus areas and beneficiary groups<\/li>\n\n\n\n<li>Funding requested including a budget breakdown<\/li>\n\n\n\n<li>Organisation profile<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Use this information to evaluate how well the project meets your fund goals.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Messaging organisations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019d like more information about a project before making a decision, get in contact with the non profit via the contact details on their profile. This is a great way to ask follow-up questions or clarify anything before shortlisting or rejecting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Managing your matched projects<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You have full control over how you manage your matches:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shortlist &#8211; add promising projects to your shortlist for further consideration or internal review.<\/li>\n\n\n\n<li>Reject &#8211; if a project doesn\u2019t meet your criteria or feels out of date, you can reject it. The organisation will be notified, but you don\u2019t need to provide a reason &#8211; though constructive feedback is always appreciated.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Tips for effective project management<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review regularly &#8211; Check your fund dashboard frequently to stay on top of new matches.<\/li>\n\n\n\n<li>Use your insight &#8211; Your local knowledge and strategic goals are essential when assessing fit.<\/li>\n\n\n\n<li>Communicate clearly &#8211; If a project seems promising but needs tweaks, reach out to the non-profit.<\/li>\n\n\n\n<li>Act early &#8211;&nbsp; Don\u2019t wait until the fund deadline. Managing your matches throughout helps avoid last minute decisions.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">What happens after you review?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once you\u2019ve shortlisted your preferred projects, you can move forward with the decision-making and funding process. You&#8217;ll find tools for voting, scoring, and awarding funds directly from your dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Need more guidance? Reach out to your account manager\u2014we\u2019re here to help you make the most of your fund.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">&#8211;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Still have questions? Your Customer Success Manager is here to help, or reach out to us at customersuccess@actionfunder.org.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Once your fund is live on ActionFunder, you&#8217;ll begin to see matched projects appear in your dashboard. These are community projects that align with the fund criteria you\u2019ve set. Reviewing and managing these projects effectively is key to ensuring your funding goes where it can have the greatest impact. Where&#8230;<\/p>\n","protected":false},"author":7,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[27],"ht-kb-tag":[],"class_list":["post-73","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-managing-a-live-fund"],"_links":{"self":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb\/73","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/comments?post=73"}],"version-history":[{"count":0,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb\/73\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/media?parent=73"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb-category?post=73"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb-tag?post=73"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}