Checklists
Quick-reference checklists for compliance, safeguarding, and grant readiness.
6 checklists availableAI Tool Due Diligence Checklist
A starting-point checklist for nonprofit and NGO managers who must approve an AI tool, or find one already in use, covering purpose, data, security, vendor terms, testing, oversight, cost and sign-off.
Annual budget checklist
A starting-point checklist for nonprofit and NGO finance managers to prepare, approve, and monitor the annual budget, including indirect cost allocation and reserves.
Grant proposal submission checklist
A final review list to catch missing attachments and technical errors before you submit.
Stop-work first-response checklist
A checklist grouped by stage for nonprofit and NGO staff handling a stop-work order, a suspension or a termination: stop spending, document costs and protect any claim for recovery.
Grant close-out and early termination checklist
A structured checklist for nonprofit staff to manage the financial, administrative, and communication tasks required to wind down an award or handle an early termination.
Proportionate partner due diligence checklist
A practical checklist and guide to assess the risk and capacity of potential partners using a proportionate approach based on award size and risk.