Legal structure of the organisation - Australia Assignments

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
Category	Question Guide	Yes	No	Information Required	Whose Responsibility	Action/Comment
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 do?	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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