Funding Readiness Checklist
A 29-page diagnostic workbook for organisations preparing to approach funders.
What this guide is — and isn't.
A whole-organisation readiness assessment used in our consulting practice — distilled into a printable workbook you can complete with your team in a single afternoon.
- Charities preparing for their first major funder approach
- CEOs and trustees of growing organisations
- Fundraisers entering a new bid-writing cycle
- Founders building a credible foundation for grant income
Every section, in order.
- 01Funding readiness self-assessment (12 questions)
- 02Governance, trustee and policies checklists
- 03Financial readiness and reserves checks
- 04Strategic planning and impact-measurement readiness
- 05Risk and sustainability assessments
- 06Evidence checklist for narrative bids
- 07Action-planning worksheets and printable progress tracker
- 08A final 12-month funding-readiness roadmap
What you will walk away with.
- A clear, honest picture of where your organisation stands today
- The three to five gaps most likely to cost you funding decisions
- A prioritised action plan you can take straight to your trustees
- Confidence to approach funders with a strong, defensible story
A glimpse of the design and detail.
Questions, answered.
How long does it take to complete?+
Most teams complete the assessment in a single 90-minute session. The action-planning sections often spark a deeper conversation worth half a day.
Is it suitable for very small organisations?+
Yes. The questions scale — small charities use a lighter version of the same checks larger organisations use. The structure is identical.
Can we use it with our trustees?+
Absolutely. We designed it for that. The checklists are deliberately structured so a board can complete them together.
Will you see what we write?+
No. The workbook is yours alone. You only share what you choose to share — for instance, if you book a discovery call to talk through your results.
Tell us where to send it.
Enter your details and we will email a copy of Funding Readiness straight to your inbox. Your download will also begin automatically.
We treat your details with care. You can unsubscribe at any time and we never share your information with third parties.
Ready to take it further?
A discovery call is a focused, no-pressure conversation about where you are now, where you want to be, and whether KA Consultancy is the right partner to help you get there.
Book a discovery callUltimate Grant Application Guide
Structure, language and storytelling principles for stronger applications.
View guideBusiness Planning Toolkit
Templates and prompts to shape a clear, investable plan.
View guideSustainable Growth Strategy Workbook
A practical guide to mapping the next two-to-five years of growth.
View guide