Working Session: Due Diligence and Field Scans with AI
Preparing docket memos, site visits, and new focus areas
Program officers spend a large share of their time on research: reviewing an applicant's background, scanning a field before a new strategy, or getting up to speed before a site visit. AI research tools can compress weeks of that work into hours, if you know how to direct them and how to check what comes back. This working session uses the language and workflows of grantmaking, not tech jargon.
What we'll cover
Grantee due diligence: what to check, what to trust, and what to verify yourself
Field and landscape scans for a new focus area or strategy refresh
Site visit preparation and docket memo research
Spotting weak sources, outdated information, and confident errors
Bring a real organization or issue area you're working on.
Part of Start Where You Are, a free Complēre Studio series of conversations, working sessions, and walkthroughs for philanthropy and nonprofit leaders. Sessions are recorded and shared; peer sharing portions are not recorded.