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.
<aside>
ℹ️
To customise and adapt this checklist, click the duplicate icon top right of this page.
</aside>
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