Planning and reporting
Grantees under the 2020 round onwards must implement a project management framework that includes a Workplan (previously known as Monitoring and Evaluation Plan and Project Measures Table).
The Workplan and project measures help you to define what your project will deliver, including:
- the outcomes to be achieved, i.e. environmental, social and project management (mandatory)
- what and when activities will be undertaken to achieve each outcome
- how activities will be implemented, monitored and evaluated.
Your Workplan will also require you to build a strong monitoring and evaluation framework into your project so that environmental improvements can be measured and demonstrated.
Evaluating each activity as you implement your project will allow for adjustments to be made to improve the project outcomes.
The Trust expects effective and consistent monitoring of project activities across the program. The use of monitoring methods will vary depending on the nature of the work being carried out.
We ask you to ensure that minimum standards are created by establishing the following:
- Consistent monitoring methods are used to measure activity implementation and progress, e.g. photo monitoring, mapping, participant surveys, etc.
- Benchmarks/baseline data is captured at the commencement of projects and individual activities that may be used to demonstrate the outcomes your work is achieving over the life of the project.
These monitoring methods will also help to provide evidence of change.
These methodologies also vary between projects. They should be part of your project's annual review (incorporating adaptive management concepts) and reporting process.
This may involve people from your organisation, with relevant stakeholders/partners, examining the implementation of your Workplan over the previous stage, assessing strengths and weaknesses then integrating improvements/changes (for both activities and timing) into a revised work plan for the following year.
Progress reports and final report
As you move through your project, you will have to submit progress reports. These will outline what you have achieved and what you will do next.
Progress reports are reviewed by technical experts who can ensure you are on the right track and give you feedback or advice. After your report is reviewed and accepted, we will pay your next grant instalment.
When your project finishes, you will have to submit a final report that says what it has achieved.
Research grantees under the 2022 round onwards will submit progress and final reports using the online Grants Management System.
Research grantees under the 2021 round and prior should use the progress and final reporting form (DOCX 83KB) template for your reports.
You must submit an updated and authorised financial report with all your progress reports. You also need to submit a certified financial report as a part of your final project report.
If you need to rearrange your project's budget, you should apply for a budget variation.
Research grantees under the 2022 round onwards will submit financial reports using the online Grants Management System.
Research grantees under the 2021 round and prior should use the forms provided on the financial reporting page.
You may also have to submit some other documents or evidence. They will be listed in the grant agreement we send you.
Where to send reports
Grantees under the 2021 round and prior should email reports and other documents to email@example.com (50MB limit).
Please acknowledge the funding you have received from the Trust in all publications and materials related to your project. We ask that you say:
This project has been assisted by the New South Wales Government through its Environmental Trust.
You also need to use the New South Wales Government logo. See Funding acknowledgement and logos for details.