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