• Is the idea shared?
  • Do you have the support of others?
  • What motivates you to do this?
  • Is there a need for what you are proposing?
  • What research have you undertaken?
  • Decided on a name?
  • Checked to ensure it hasn’t already been taken?



  • What do you wish to achieve?
  • What outcomes will it bring?
  • What difference will your service make? To whom?
  • How will it affect the local community?



  • Who have you got to help you?
  • What are the risks?
  • Have you people who will help you to run and manage your group/organisation?
  • Have you identified rules for running your group/organisation?
  • What planning have you done to ensure your XXXX remains on schedule during the first year?



  • Decided on a legal structure? Does it require registration with OSCR?
  • Are you planning on trading?
  • Created your governing document
  • Trustees/Directors fully aware of legal obligation
  • New Trustees given introduction session into group/organisation?
  • New Trustees attended training to ensure compliance?
  • Trustees selected through a fair and transparent process?
  • A Trustees Declaration is completed for all Trustees and a register kept.



  • What resources will you need?
  • How are you planning on funding services?
  • Do you have a strategy for fund raising?
  • Do you need to rent premises?
  • Are you planning to charge for services?
  • Planning on employing staff?
  • Do you have the necessary policies and procedures in place?
  • Who will do your payroll?



  • Will your Trustees, volunteers or staff require PVG checks
  • Have you someone to control the day to day finances and compile accounts?
  • Produce Trustee Annual Report?
  • Need to submit necessary documents to OSCR or companies house (depending on legal structure)?
  • (beneficiaries)




Going Adrift


Purpose Achieved