Checklist

Check readiness before the application clock starts.

A strong shortlist depends on more than eligibility. Teams need governance, evidence, capacity, budget, and review ownership before they spend time drafting.

Eligibility

Applicant type, geography, beneficiary group, project theme, exclusions, and match requirements.

Evidence

Need, outcomes, delivery track record, budget assumptions, partnerships, and supporting documents.

Ownership

Application owner, reviewers, finance input, delivery lead, and final approval route.

Minimum readiness checks

Before opening a workspace, confirm that the grant aligns with the organisation profile and that the team has the evidence needed to write responsibly.

Fit rationale
Evidence list
Budget owner
Submission route
Review date

When to pause

Pause or decline an opportunity if eligibility is uncertain, evidence is missing, delivery capacity is weak, or the deadline leaves no realistic review time.

Unclear eligibility
Weak evidence
No accountable owner
Insufficient review window

Turn the checklist into tasks.

Use a workspace to assign readiness actions and review the draft route.