Funder collaboration toolkit

How to use this toolkit

The toolkit is built around key steps for developing a collaboration, but doesn’t have to be followed in strict linear order

Each tool can be downloaded and edited, so you can complete it or adapt it to suit your needs.

For a more in-depth guide to using the toolkit, read this blog.

1. Clarify the case for collaboration

Foundation stage

The Advantage Articulator can help you decide if collaboration is worthwhile.

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2. Map the funding landscape

Foundation stage

The Landscape Mapper helps you identify other funders you might want to work with.

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3. Engage other funders

Foundation stage

The Engagement Pack helps you to reach out to funders beyond your existing networks.

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4. Plan your meeting

Building stage

The Meeting Planner is designed to help guide your early group discussions.

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5. Develop a shared purpose

Building stage

The Purpose Crafter will help you define your collaboration's purpose and scope.

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6. Define your roles

Building stage

The Role Definer helps you explore how each funder can best contribute.

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7. Create a written agreement

Building stage

Our template will help you develop a bespoke agreement for your collaboration.

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8. Health-check your collaboration

Stewarding stage

The Health Check helps you assess how you are doing as a collaboration.

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9. Collaboration resource library

Stewarding stage

The Library contains links to additional resources and reading about funder collaboration.

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How to use this toolkit

1. Clarify the case for collaboration

2. Map the funding landscape

3. Engage other funders

4. Plan your meeting

5. Develop a shared purpose

6. Define your roles

7. Create a written agreement

8. Health-check your collaboration

9. Collaboration resource library

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