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Resources

I am a passionate advocate for community over competition, and to ensure I live my values, I am happy to share the tools and resources I use to help me do my job. I have used many of these tools for successful small and large scale clean up projects. I will add to them over time and soon will offer video trainings for the template library as it grows. Please note our disclaimer which you agree to when you download these templates.  If you would like expert advice on how to tackle a large clean up initiative, reach out and let's talk about how we can help solve your research administration crisis!

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Working from Home

This is a presentation I have given at several conferences about how to tackle clean up when portfolios have been neglected. 

Calculator

When we have to close out a grant, it is critical to compare the final expenses to what was reported. This template will save you time and help you reconcile your final financial reports to your ledger so you know what clean up is needed.

Accountant

Creating budgets for applications can be daunting and time consuming. This template makes quick work of building budgets with your PIs so you can adjust amounts as needed with minimal effort and maximum clarity.

Disclaimers

These tools are the property of Saira Valley Consulting LLC and Valley Consulting Group, LLC. created by Saira Valley of Valley Consulting Group, LLC and Saira Valley Consulting, LLC and are shared freely for use by others to analyze research grant data.

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In using these document, you agree that any errors and omissions are the users responsibility and in using the files agree to hold Valley Consulting Group, LLC, Saira Valley Consulting LLC, Saira Valley and all its affiliates harmless for any errors and omissions. 

 

File is used at user’s own risk. 

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These tools are not intended to replace or serve as a substitute for audit, accounting or other internal business process or to replace professional advice. 

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None of the authors, contributors, administrators, or anyone else connected with Saira Valley Consulting, LLC, in any way whatsoever, can be responsible for your use of the information contained in or linked from these web pages.

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[The author] assumes no responsibility or liability for any errors or omissions in the content of this site, or spreadsheet. The information contained herein provided on an "as is" basis with no guarantees of completeness, accuracy, usefulness or timeliness. 

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