--- name: grantee-portfolio-gap-analyzer description: "Analyzes an existing grants portfolio across five strategic dimensions — issue areas, intervention types, geographies, grantee stages, and funding types — to surface coverage gaps, redundant overlaps, and dangerous imbalances, then delivers a structured gap map with ranked recommendations. Use when reviewing a grants portfolio for strategic coherence, preparing for a portfolio review, planning the next funding cycle, or diagnosing why a portfolio isn't producing the intended field-level impact." argument-hint: "[portfolio-list] [strategy-goal]" allowed-tools: ["Read"] --- # Grantee Portfolio Gap Analyzer ## Purpose Evaluate an existing grants portfolio against its stated strategy to expose where funding is concentrated, where it's missing, and where grants overlap without added value — producing a structured gap map that tells a program officer exactly what to fund next, what to sunset, and where the portfolio is over-exposed. ## When to Use Invoke this skill when the user asks to: - Review a grants portfolio for strategic coherence or alignment with strategy - Identify coverage gaps or blind spots across issue areas or geographies - Find redundant or overlapping grants that duplicate effort - Prepare a portfolio review deck or board memo on funding balance - Plan the next funding cycle based on where current dollars are going - Diagnose why a portfolio isn't moving the intended field-level outcomes ## Inputs Required Before starting, collect: - **Grant list**: Each grant with grantee name, amount, and a short description of the work (paste a table, list, or export) - **Portfolio strategy/goal**: The stated theory of change or 1–3 sentence strategic intent for this portfolio - **Priority issue areas**: The sub-issues or focus areas the strategy intends to cover - **Target geographies**: Regions, countries, or communities the strategy is meant to reach - **Total portfolio budget**: Annual or multi-year total across these grants - **Time horizon**: The strategy period being evaluated (e.g., single year, 3-year strategy) - **Known constraints**: Any grants that are locked (multi-year commitments, board-mandated) vs. flexible If intervention type or grantee stage isn't specified per grant, infer it from the grant description and flag the inference. ## Instructions ### Step 1: Normalize and Tag Every Grant Build a working table. For each grant, assign a tag across all five dimensions: - **Issue area**: The specific sub-issue the grant addresses (map to the priority issue areas provided) - **Intervention type**: Direct service / Advocacy & policy / Research & evidence / Capacity building / Field infrastructure / Movement & organizing / Innovation & piloting - **Geography**: The place(s) the grant reaches - **Grantee stage**: Early/emerging / Growth / Established / Anchor institution - **Funding type**: General operating / Project-restricted / Capital / Multi-year commitment / One-time Where a grant spans multiple tags in a dimension, assign a primary and note the secondary. Flag any grant whose description is too thin to tag confidently. ### Step 2: Build Distribution Profiles For each of the five dimensions, calculate distribution by dollar amount and by grant count: - Show the percentage of total budget in each category - Show the number of grants in each category - Note where dollar concentration diverges sharply from grant count (e.g., one grant holds 60% of an issue area) Present each dimension as a compact distribution — category, dollars, % of budget, grant count. ### Step 3: Diagnose Gaps A gap is a strategy-relevant category with zero or negligible funding. - **Issue gaps**: Priority issue areas from the strategy with no grants or under 5% of budget - **Intervention gaps**: A portfolio that is all direct service with no policy or field infrastructure (or the inverse) — flag the missing intervention types that the theory of change requires - **Geographic gaps**: Target geographies with no coverage, or coverage that skips the communities most central to the goal - **Stage gaps**: All anchor institutions and no emerging grantees (no pipeline), or all early-stage and no scale partners - **Funding-type gaps**: No general operating support in a portfolio claiming to build durable organizations; no multi-year commitments in a portfolio pursuing long-arc systems change For each gap, state why it matters against the stated strategy — not just that it exists. ### Step 4: Diagnose Overlaps and Redundancies An overlap is two or more grants doing materially the same work in the same place without complementary roles. - Identify grants that share issue area + intervention type + geography - Distinguish healthy overlap (intentional density, ecosystem-building) from redundant overlap (duplicated effort, unclear differentiation) - Flag grantees competing for the same constituency without coordination ### Step 5: Diagnose Imbalances and Concentration Risk - **Over-concentration**: Any single category holding a disproportionate share (>40% of budget in one issue, geography, or grantee) - **Single-point-of-failure risk**: Field outcomes dependent on one grantee - **Stage cliff**: Funding clustered at one maturity stage with no on-ramp or continuity - **Funding fragility**: Heavy reliance on one-time or short project grants where sustained change is the goal ### Step 6: Rank Recommendations Produce 8–12 recommended actions, each tagged as **Add** (new grant to fill a gap), **Rebalance** (shift dollars), **Consolidate** (merge or clarify overlapping grants), or **Sunset** (exit a grant that doesn't serve the strategy). Rank by strategic impact, and respect the locked-grant constraints from the inputs. For each recommendation, name the dimension it addresses and the approximate dollar move. ## Output Format - **Structure**: A structured gap map — distribution profiles for all five dimensions, followed by diagnosis sections, followed by ranked recommendations - **Length**: 1,000–1,400 words - **Format**: Tables for distribution profiles; labeled bullets for gaps/overlaps/imbalances; numbered ranked list for recommendations - **Sections**: Portfolio Snapshot → Distribution Profiles (5 dimensions) → Gaps → Overlaps & Redundancies → Imbalances & Concentration Risk → Ranked Recommendations → One-Line Strategic Verdict - **Tone**: Program strategy director — evidence-based, candid about tradeoffs, decision-oriented; names uncomfortable imbalances plainly ## Quality Checklist Before delivering output, verify: - [ ] Every grant is tagged across all five dimensions (count grants tagged vs. grants provided) - [ ] Distribution profiles show both dollar % and grant count for all five dimensions - [ ] Each identified gap includes why it matters against the stated strategy — not just that it's empty - [ ] Overlaps distinguish healthy density from redundant duplication - [ ] Concentration risks name the specific category and its % share - [ ] 8–12 recommendations are present, each tagged Add/Rebalance/Consolidate/Sunset and respecting locked grants ## Notes - The most common finding is intervention imbalance — portfolios over-invest in direct service and under-invest in policy and field infrastructure, capping their ceiling on systems change - Grant count can hide dollar concentration; always check both, because a portfolio with 20 grants can still have 70% of its money in three - A portfolio with no emerging-stage grantees has no pipeline — flag this even when current grantees are performing well - When strategy intent is vague, infer the implied theory of change from the grant mix itself and state that assumption explicitly, since the gap analysis is only as sharp as the strategy it's measured against --- ## How to use this skill This file is a Claude Code skill in [Anthropic's standard format](https://docs.anthropic.com/en/docs/claude-code/skills) — markdown with YAML frontmatter at the top. **Installing in Claude Code:** - `~/.claude/skills//SKILL.md` — auto-loads in every session anywhere on your machine (recommended for skills you'll use across multiple projects) - `/.claude/skills//SKILL.md` — auto-loads only when working in that project (recommended for project-specific skills) Restart Claude Code or open a new session to register. **Using in Claude.ai, ChatGPT, Gemini, or other AI tools:** 1. 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