Playbook #23
Analyze a grant program and make a Go/No-Go decision in 5 minutes.
Quickly identify the disqualifying criteria of a grant program and avoid applications that are doomed from the start.
The Challenge
Grant documents are often long, technical, and fragmented. Eligibility conditions, exclusions, financial caps, and partner requirements are scattered throughout the text. The main risk isn't missing an opportunity—it's spending time on a grant for which you simply aren't eligible.
What this playbook brings you
This capsule helps you transform a complex grant into a quick decision-focused read. In just a few minutes, you identify the disqualifying criteria, key constraints, and watch-out points that determine eligibility. This allows you to quickly decide whether it's worth pursuing, prioritize the right opportunities, and avoid applications that are doomed from the start.
"The essence of strategy is choosing what not to do." — Michael Porter
When to use this capsule
- To quickly filter through multiple grants and focus your efforts on those that are actually accessible.
- Before a discussion with a client, partner, or manager, to validate basic eligibility.
- During monitoring or catch-up, to understand why certain grants weren't pursued in the past.
What you'll need
- The grant document (searchable PDF or official URL).
- 5 minutes to read the summary and make a decision.
- An AI suited to the document's confidentiality level.
This prompt works with all AI tools
Copy-paste this prompt into your tool
Act as an expert in grants and public funding (SME – Quebec/Canada).
Analyze the provided document or web page and produce a quick decision-focused read.
Structure the response strictly as follows:
1. Blocking Criteria (Go/No-Go)
Disqualifying conditions.
If a criterion is not met → the grant is Ineligible.
For each point, quote the exact sentence from the document.
2. Major Criteria (strong impact on relevance)
Key conditions that influence the real interest of the application
(e.g., amount, aid rate, targeted sector, required innovation).
Quote the exact passages.
3. Practical Constraints to Respect
Deadlines, administrative requirements, required partners, co-financing, project duration.
Quote the source text.
4. Ambiguity Zones or Points to Clarify
Unclear, interpretable, or incomplete elements that require human validation.
5. Final Verdict
One choice only:
– Go (eligible and relevant)
– No-Go (ineligible or effort not justified)
– To investigate (eligible, but major uncertainty zones)
Imperative Rules:
• Do not invent anything.
• Do not interpret beyond the text.
• Every statement must be supported by an explicit quote from the document.
Reminder: AI can make mistakes. Always review the content before sharing it.
Your feedback on this playbook
As a beta tester, your feedback is invaluable in helping us improve the experience.
Less than 30 seconds