The Maximizing Investments Toolkit includes tools and guidance to help grantees identify local housing and community development needs and determine how to use available resources most effectively to address those needs. The tools are intended to help grantees navigate the process of setting goals for their investments and identify ways to maximize the positive impacts of these investments. In essence, the Toolkit helps answer this question: With high demand and limited funds, how can grantees make a real difference? Making well-informed and strategic choices is the first step.
The tools provided here are designed to help grantees leverage their CPD investments with local assets and resources. While the Maximizing Investments Toolkit is geared toward helping grantees with consolidated planning, products also are designed to assist grantees with program design, whether it occurs within or outside of the consolidated planning process.
There is no one way to approach strategic planning for the consolidated plan, and no one way to maximize the impacts of program funds. We encourage grantees to use these tools as they best fit into their processes to help them analyze the information they gather before developing strategies.
This video introduction to the Maximizing Investments Toolkit reviews what it means to maximize investments and how consolidated planning and the toolkit support the effective use of resources.
Date Published: May 2016
This fictional case study illustrates how community involvement and intentional planning can increase the impact of grantee investments. Highlights of several tools that connect to the planning process and screenshots of the Consolidated Plan Template and maps created with CPD Maps demonstrate how real communities can use HUD toolkits.
Date Published: May 2016
This guidebook introduction to the Maximizing Investments Toolkit reviews what it means to maximize investments and how consolidated planning and the toolkit support the effective use of resources.
Date Published: May 2016
The crosswalk is a matrix that links each tool to the Consolidated Plan regulations and the applicable screens of the Consolidated Plan Template in IDIS. Use the crosswalk to see how and when to use the Maximizing Investments tools to support creation of a collaborative, data-driven, and strategic Consolidated Plan.
Date Published: May 2016
Grantees are required to provide opportunities for public participation and consultation while developing the Consolidated Plan. Grantees must summarize their citizen participation efforts, including efforts to broaden public participation, and summarize citizen comments or views on the plan, including comments not accepted and the reasons why they were not accepted.
This video introduction to the Maximizing Investments Toolkit reviews what it means to maximize investments and how consolidated planning and the toolkit support the effective use of resources.
Date Published: May 2016
Tracking progress throughout the program year can help grantees identify and address issues that could otherwise lead to difficulty satisfying commitment and expenditure requirements. Tracking progress also gives grantees an opportunity to evaluate the effectiveness of their programs.
This tool helps grantees conduct a performance evaluation for subrecipients and subgrantees and to use the results to inform future strategies and investment decisions. Use this tool to go beyond compliance monitoring to get the most out of partnerships.
Date Published: May 2016
This tool assists grantees with evaluating their performance to inform future strategies and investment decisions. Grantees already prepare and review IDIS accomplishment reports and annual reports for HUD; this tool is designed to help grantees analyze the data in these reports to determine whether their Action Plan goals are being met and if their goals and strategies should be adjusted.
Date Published: May 2016
This tool provides guidance on funding decisions by helping grantees review the alignment of funded projects and activities with their vision and goals. It also provides guidance on what to do if projects and activities are misaligned. Use this tool to ensure projects and activities are working toward the desired outcomes.
Date Published: May 2016
A comprehensive understanding of the pressing needs in your community forms the basis for developing investment strategies. As community needs will likely always be greater than the resources available to address them, grantees need to determine priority needs by analyzing data, conducting research, and considering stakeholder and public input.
This tool is designed to help grantees explore activities that can be implemented (in-house or with partners) to address priority needs. By creating a crosswalk between data points about community needs and potential activities, this tool helps grantees take the first step in data-driven strategy development.
Date Published: May 2016
This tool guides grantees in using data effectively and accurately in consolidated planning and identifies strategies for avoiding information overload. A checklist provides an organized guide to data points and sources that can be used to complete each section of the eCon Planning Template.
Date Published: May 2016
The grantee should identify the financial and organizational resources available to address priority needs, knowing that the level of resources available will play a key role in determining strategies and goals. Screen SP-35 of the eCon Plan Template includes a list of potential resources.
Once priorities have been established, grantees must develop a set of specific goals based on the availability of resources and local capacity.
This tool outlines factors that grantees may wish to consider in making and evaluating investment decisions. The factors include priority needs, market conditions, geographic targets, potential partners, and HUD resources. Use this tool to compare activities or specific proposals to see which are likely to help reach grantee goals.
Date Published: May 2016
Place-based planning focuses on the revitalization of an area by building on its assets and leveraging other investments to generate a larger overall impact. By working with community partners to define and coordinate strategies and leverage other funding resources, grantees can create a critical mass of investment to propel revitalization forward. This tool guides grantees through developing a vision, goals, and strategies and designing activities to implement place-based investment in their communities.
Date Published: May 2016
This tool uses a FAQ (frequently asked questions) format to explain the role of goal setting in the consolidated planning process. Follow the examples and illustrations to develop measurable goals and objectives using the SMART method: specific, measurable, action oriented, realistic, and time-based.
Date Published: May 2016
Grant administration and project implementation are critical to the success of programs. By assessing how programs are administered, grantees can ensure efficient and effective program operation.
Grantees should carefully consider how they will implement their programs when using HUD funds. This tool will guide grantees in developing strategies and activities that are not only feasible but that also can be delivered efficiently and cost-effectively.
Date Published: May 2016
Identifying strengths, weaknesses, opportunities, and threats, a SWOT analysis is a standard method organizations can use to assess their internal and external capacity. Grantees can use this tool to complete a SWOT in person or remotely using our collaborative online tool.
Date Published: May 2016
Process mapping is a way of reviewing existing processes and improving them for maximum efficiency and effectiveness. Efficient and effective processes contribute to maximizing investments by ensuring that grantees are administering programs cost-effectively and have good staff morale and good working relationships with partners, leading to efficient project delivery and successful projects. Grantees can follow instructions provided by this tool to successfully use process mapping at their organizations.
Date Published: May 2016
This video introduction to the Maximizing Investments Toolkit reviews what it means to maximize investments and how consolidated planning and the toolkit support the effective use of resources.
Date Published: May 2016
This guidebook introduction to the Maximizing Investments Toolkit reviews what it means to maximize investments and how consolidated planning and the toolkit support the effective use of resources.
Date Published: May 2016
This fictional case study illustrates how community involvement and intentional planning can increase the impact of grantee investments. Highlights of several tools that connect to the planning process and screenshots of the Consolidated Plan Template and maps created with CPD Maps demonstrate how real communities can use HUD toolkits.
Date Published: May 2016
The crosswalk is a matrix that links each tool to the Consolidated Plan regulations and the applicable screens of the Consolidated Plan Template in IDIS. Use the crosswalk to see how and when to use the Maximizing Investments tools to support creation of a collaborative, data-driven, and strategic Consolidated Plan.
Date Published: May 2016
This suite includes guidance for effectively engaging with stakeholders and identifying capable partners. It includes a user-friendly tool to help manage the consultation process, catalogue and sort input, and generate reports to assist with grantee analysis.
Date Published: May 2016
This tool helps grantees conduct a performance evaluation for subrecipients and subgrantees and to use the results to inform future strategies and investment decisions. Use this tool to go beyond compliance monitoring to get the most out of partnerships.
Date Published: May 2016
This tool assists grantees with evaluating their performance to inform future strategies and investment decisions. Grantees already prepare and review IDIS accomplishment reports and annual reports for HUD; this tool is designed to help grantees analyze the data in these reports to determine whether their Action Plan goals are being met and if their goals and strategies should be adjusted.
Date Published: May 2016
This tool provides guidance on funding decisions by helping grantees review the alignment of funded projects and activities with their vision and goals. It also provides guidance on what to do if projects and activities are misaligned. Use this tool to ensure projects and activities are working toward the desired outcomes.
Date Published: May 2016
This tool is designed to help grantees explore activities that can be implemented (in-house or with partners) to address priority needs. By creating a crosswalk between data points about community needs and potential activities, this tool helps grantees take the first step in data-driven strategy development.
Date Published: May 2016
This tool guides grantees in using data effectively and accurately in consolidated planning and identifies strategies for avoiding information overload. A checklist provides an organized guide to data points and sources that can be used to complete each section of the eCon Planning Template.
Date Published: May 2016
This tool outlines factors that grantees may wish to consider in making and evaluating investment decisions. The factors include priority needs, market conditions, geographic targets, potential partners, and HUD resources. Use this tool to compare activities or specific proposals to see which are likely to help reach grantee goals.
Date Published: May 2016
Place-based planning focuses on the revitalization of an area by building on its assets and leveraging other investments to generate a larger overall impact. By working with community partners to define and coordinate strategies and leverage other funding resources, grantees can create a critical mass of investment to propel revitalization forward. This tool guides grantees through developing a vision, goals, and strategies and designing activities to implement place-based investment in their communities.
Date Published: May 2016
This tool uses a FAQ (frequently asked questions) format to explain the role of goal setting in the consolidated planning process. Follow the examples and illustrations to develop measurable goals and objectives using the SMART method: specific, measurable, action oriented, realistic, and time-based.
Date Published: May 2016
Identifying strengths, weaknesses, opportunities, and threats, a SWOT Analysis is a standard method organizations can use to assess their internal and external capacity. Grantees can use this tool to complete a SWOT in person or remotely using our collaborative online tool.
Date Published: May 2016
Process mapping is a way of reviewing existing processes and improving them for maximum efficiency and effectiveness. Efficient and effective processes contribute to maximizing investments by ensuring that grantees are administering programs cost-effectively and have good staff morale and good working relationships with partners, leading to efficient project delivery and successful projects. Grantees can follow instructions provided by this tool to successfully use process mapping at their organizations.
Date Published: May 2016
Grantees should carefully consider how they will implement their programs when using HUD funds. This tool will guide grantees in developing strategies and activities that are not only feasible but that also can be delivered efficiently and cost-effectively.
Date Published: May 2016