When looking for a digital partner, there are many tasks to work through. It’s similar to a hiring process. This checklist contains guidance for people leading the partner selection process at their charity.

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Key phases

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Phase 1:

Planning

2-4 weeks

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Phase 2:

RFI

2-4 weeks

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Phase 3:

Briefing

2-4 weeks

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Phase 4:

Chemistry

2-4 weeks


Phase 1: Planning

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⏰ Time required: 2-4 weeks

By the end of this phase: you should have a good idea of what you need your partner to help with, and how you plan to find them. The main outputs will be a Request for Information document, and a draft briefing document.

✅ Tasks