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

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 will have a clear idea of what you need a partner to help with and how you plan to find them. The main outputs will be an RFI (Request for Information) and a draft brief.

✅ 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