When looking for a partner, there are many tasks to work through. 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

Phase 1:

Planning

2-4 weeks

Phase 2:

RFI

2-4 weeks

Phase 3:

Briefing

2-4 weeks

Phase 4:

Chemistry

2-4 weeks

Phase 1: Planning

⏰ 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

• [ ] Decide on a lead and support team
• [ ] Decide how to keep the team informed
• [ ] Understand the project
• [ ] Agree a budget or a budget range
• [ ] Decide on a selection process
• [ ] Map out a reasonable timeline
• [ ] Speak with potential partners early
• [ ] Write an RFI and brief document