Practical resources
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Request a checklist or starter resource designed to help you identify gaps, organise information and prepare for a more focused conversation.
Available resource library
Business Formalisation Checklist
A practical list of the administrative, document and tracking foundations an emerging business should consider.
NGO Governance File Checklist
A guide to organising governing documents, board records, policies, compliance evidence and recurring governance tasks.
Funding Readiness Self-Assessment
A structured review of the organisational, programme, budget and evidence areas commonly examined during funding processes.
Impact Reporting Starter Template
A straightforward structure for reporting activities, reach, results, learning and next steps.
Monthly Business Performance Tracker
A starter framework for monitoring sales, expenses, customers, delivery and monthly priorities.
Board Pack Template for NPOs
A practical order for agendas, previous minutes, resolutions, finance, programme performance and compliance matters.
Theory of Change One-Page Guide
A plain-language guide to connecting activities, outputs, outcomes, assumptions and long-term change.
WhatsApp Business Setup Checklist
A checklist for professional profiles, catalogues, greeting messages, labels, response standards and recordkeeping.
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