Most charity teams don’t start from scratch.
They already have a CRM, some reporting, and a sense that things should be working better than they are.
This checklist is designed to help you step back and take a clearer look at what’s really going on.
It’s not a framework, and it’s not about replacing your system.
It’s a set of practical questions that surface the things that tend to get missed — gaps in data, inconsistencies in how things are used, and the small issues that quietly add up over time.
You don’t need to answer everything.
If 2–3 of these questions highlight something unclear, that’s usually where to start.