Learning & Performance Plans – Business Analyst View

Introduction:

Here at (Insert Company Name) our culture of continuous communication and mentorship towards employee growth, recognizes the importance and developing a performance check/learning goals and manage them for employee growth. This document can aid in preparing a process checklist with your employee/mentor/management.

Date: 3 September 2026
Employee: Kelly Comeau
Supervisor: Stephanie Sang

Business Process Improvement: Research and document nuanced eligibility rules, exceptions, edge cases, and application requirements for priority grant programs; ● Validate grey-zone or ambiguous grant interpretations with the research rigor needed for the AI to surface trustworthy answers;

Documentation: Build and refine “program cards”, the structured intelligence layer that powers GetGranted’s AI responses to clients;

Communication: Contribute subject-matter expertise where Granted has product opportunity but limited internal depth. Build connections with grantors to increase government relations

Reporting: Program cards are demonstrably more accurate and complete, improving AI answer quality and client trust in the platform ● Client files are developed with clearer, more confident funding strategy

Evaluation: Support development of methods to review and assess potential fit for relevant programs. Support the evaluation of one growth vertical (e.g. a nonprofit-focused portal, an Indigenous grants intelligence stream, and/or a white-label offering for partners)

Risk Analysis: Provide strategic input on unusual, high-potential, or hard-to-place client funding scenarios; ● Advise on grant readiness, funding pathways, and alternate approaches for files that don’t fit standard programs;

Employer Additional Comments:

This is to confirm that the above feedback has been discussed and is clear to all parties involved.