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Getting Ready Checklist
The information gathered for the Getting Ready Checklist can also be used to develop
a business case and/or business plan.
| Category | Question Guide | Information Available | Action/Comment | |||
|---|---|---|---|---|---|---|
| Yes | No | Information Required | Whose Responsibility | |||
| Who are you? | What is the legal structure of the organisation for example, Entity Type, Tax Status. | Check your organisation’s legal structure – Refer to ABN Look Up.1 | ||||
| What is the history of the organisation? | ||||||
| Do you have a mission and/or vision statement? | If no, refer to the Strategic Plan Template. | |||||
| What are the purpose and/or values of the organisation? | ||||||
| Where are you based? | ||||||
| Where do you operate/what is your market? | ||||||
| Do you have business plans? | Do you have a Strategic Plan? | If no, refer to the Strategic Plan Template. | ||||
| Do you have a Business Plan? | If no, refer to – Business Plan Template.2 | |||||
| Do you have a Communications Plan? | If no, refer to the Relationship Communications Checklist. | |||||
| Are you aware of where the organisation is now and where you would like it to be? | If no, refer to the Strategic Plan Template. | |||||
| What do you do? |
What are the services and/or products you provide? | |||||
| What do you want/need from a relationship? | ||||||
| What are you trying to achieve? | What do you want to achieve in the short and long-term? | |||||
| What do you have to offer to a partner? | Skills, knowledge, influence, reputation etc. | |||||
| Are you offering a specific project, fundraising event or require sponsorship? | ||||||
| When are you looking for a partner? | ||||||
| Promotion and increased profile of the organisation, increased business, increased staff morale, goodwill etc. | ||||||
| Who currently supports the organisation? | Do you receive government funding? | |||||
| Do you have current sponsors/funders? | ||||||
| Do you have shareholders/stakeholders? | ||||||
| What is the capacity and capability of your organisation? | What is the role of the board? | |||||
| Do you have staff to achieve the desired outcomes and reporting requirements? | ||||||
| Who is/will be the person responsible for the relationship? | Refer to start of checklist. | |||||
| Will this be conducted by an employee/or board member? | ||||||
| Will this be conducted by a volunteer? | ||||||
| Who would be on a steering committee? | ||||||
| Would there be an opportunity to market and refer business? | ||||||
| Do you have the necessary tools and equipment? |
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