Funding-Ready Checklist

  1. Governance & Structure
  • We have a constitution or governing document (signed and dated).
  • We have at least 3 unrelated management committee members.
  • We hold regular meetings and keep minutes/records.
  • We have a clear decision-making process.
  1. Policies & Compliance
  • We have a safeguarding policy (if working with children or vulnerable adults).
  • We have an equal opportunities policy.
  • We have a data protection policy (GDPR compliance).
  • We have a health & safety policy (if applicable).
  1. Financial Management
  • We have a bank account with at least two unrelated signatories.
  • We keep basic financial records (income/expenditure).
  • We have an annual budget or financial plan.
  • We can provide annual accounts (even if simple).
  1. Planning & Impact
  • We have a clear purpose/vision (what we exist to do).
  • We can describe beneficiaries (who benefits from our work).
  • We have identified local needs or evidence of demand.
  • We can explain our activities and expected outcomes.
  • We can measure and report on impact.
  1. Readiness for Funding Applications
  • We can write a basic project plan (what, when, how, who).
  • We have costed budgets for projects.
  • We know who will be responsible for managing the grant.
  • We are able to provide references, endorsements, or community support letters.

For further support, please complete the Request Support form. 

If you need some help filling in the form, please email us or call 01865 251946 and one of our team will get back to you.

Is your group is funding ready? Please visit our Funding Opportunities page to see current grants and funds that may be relevant to your work.

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