Worksheet

Off-paper readiness checklist

A two-column sheet listing fund heads, receipt series, donor fields, live grants, beneficiary registers and the cut-off date. Tick each item when it is agreed, and write who signed it off. Any line without a name is not ready.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Before an NGO Moves Donor Records Off Paper: A Checklist”, www.gullysystem.com/blog/ngo-checklist-before-moving-donor-records-off-paper