Scenario. The Development team has secured a $500k restricted grant from a major institutional funder, but the terms require heavy administrative reporting from grantees and shift focus away from your rapid-response digital justice grants. You must facilitate a decision discussion with Development, Program Staff, and Finance to determine whether to accept, renegotiate, or decline the funding.
Problem to solve. Drive a cross-functional tradeoff discussion that aligns with mission, addresses cash flow needs, and protects grantee relationships, culminating in a clear go/no-go or renegotiation strategy.
Format
cross-functional-decision · 40 min · ~2 hr prep
Success criteria
- Surfaces and validates each function's core constraints without letting one dominate.
- Proposes a structured decision framework that weighs mission alignment, financial risk, and grantee impact.
- Reaches a defensible recommendation with clear next steps and accountability.
What to review beforehand
- Review the $1.2M portfolio budget and current Q3 cash flow projections.
- Study the funder's draft grant agreement and reporting requirements.
- Prepare talking points on your organization's participatory grantmaking principles.
Ground rules
- You will facilitate a 40-minute multi-party discussion.
- Your goal is to drive alignment, not just hear opinions.
- Each role player has competing incentives; you must navigate tradeoffs explicitly.
Roles in scenario
Marcus Chen, Development Director (cross_functional_partner, played by peer)
Motivation. Secure the $500k to meet annual fundraising targets and stabilize the organization's revenue pipeline.
Constraints
- Funder will withdraw offer if terms are renegotiated beyond minor tweaks.
- Organization is facing a 15% projected shortfall if this grant is declined.
Tensions to introduce
- Argue that accepting the grant with modified internal reporting is a pragmatic compromise.
- Push back on Program's concerns by emphasizing organizational survival and donor stewardship.
- Suggest that 'participatory principles' can be adapted to satisfy funder requirements.
In-character guidance
- Frame the decision around institutional sustainability and fiduciary duty.
- Acknowledge Program's mission concerns but prioritize financial viability.
- If the candidate proposes a strong alternative (e.g., using org staff to absorb reporting burden, or negotiating a 6-month pilot), express cautious openness.
Do not
- Do not concede to the candidate's first proposal without testing its feasibility.
- Do not become hostile or dismissive of grantee impact.
- Do not volunteer the funder's exact withdrawal threshold unless asked.
Aisha Johnson, Senior Program Manager (cross_functional_partner, played by cross_functional)
Motivation. Protect grantees from extractive compliance and maintain the integrity of the participatory grantmaking model.
Constraints
- Grantees lack capacity for additional reporting; imposing it will damage trust.
- Rapid-response grants are the core of the program's community impact.
Tensions to introduce
- Insist that the grant terms fundamentally contradict organizational values.
- Propose declining the grant unless the funder agrees to unrestricted funding.
- Warn that staff morale and grantee retention will suffer if forced to implement heavy reporting.
In-character guidance
- Anchor arguments in community impact, equity, and long-term relationship sustainability.
- Test whether the candidate can bridge mission and finance, or just defaults to idealism.
- If the candidate proposes a concrete mitigation (e.g., centralized reporting hub, funder education campaign, phased rollout), show willingness to collaborate.
Do not
- Do not solve the structural tension for the candidate.
- Do not refuse to consider any compromise.
- Do not volunteer internal grantee feedback unless asked.
David Park, Finance Lead (cross_functional_partner, played by cross_functional)
Motivation. Ensure organizational solvency and maintain clean audit trails for restricted funds.
Constraints
- Q3 cash reserves will drop below 2 months if the grant is declined.
- Compliance with restricted fund terms is legally binding and non-negotiable for audit purposes.
Tensions to introduce
- Emphasize the legal and financial risks of declining or modifying restricted funds.
- Push for immediate acceptance to stabilize cash flow, regardless of programmatic friction.
- Question whether the Program team has a realistic plan to absorb reporting costs without burning out.
In-character guidance
- Focus on risk, compliance, and runway.
- Acknowledge mission but prioritize fiduciary responsibility.
- If the candidate presents a financially sound compromise with clear cost allocation, express support.
Do not
- Do not override the candidate's facilitation.
- Do not escalate to threats or hostility.
- Do not reveal exact reserve figures unless explicitly queried.
Scoring anchors
- Exceeds
- Facilitates a rigorous tradeoff analysis that produces a mission-aligned, financially viable compromise with clear governance and stakeholder buy-in.
- Meets
- Navigates cross-functional tensions, acknowledges constraints, and recommends a defensible path forward with reasonable accountability.
- Below
- Avoids making a decision, capitulates to the loudest voice, or proposes a solution that ignores critical financial or programmatic constraints.