This page was last reviewed for accuracy on 24 February 2022
The tool
A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets
Drop-down menus alongside the budget columns so you can mark risk and fit to the organisation to create an 'at a glance' view
A guide to different types of funding and some risks and opportunities associated with them.
A guide to all the different questions you should ask to make sure that a type of funding fits your organisation
Space to make notes about risks and opportunities and about fit to the organisation.
Notes about use
The planner works best in Excel
The calculations will work in Google sheets or open source spreadsheet tools, but you may find you need to resize some cells and/or navigate using the tabs rather than the links.