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Non-profit checklists

The checklists a non-profit uses to launch and run its Exponential site - a launch checklist, a monthly checklist, an annual checklist and a data protection checklist - with how to use them, who signs them, and the…

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Address: https://doc.exponential.earth/exphelp/viewer/help/non-profits/checklists/README.md

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Non-profit checklists

This folder holds the checklists of the non-profits section. Each one links to the pages that explain its items. Copy a checklist into your own document, put names and dates next to the items, and keep the signed copies; they are your record that the work was done, and good evidence for a funder or board.

Contents

  1. The checklists
  2. How to use them
  3. Related checklists elsewhere

The checklists

ChecklistWhenSigned by
Launch checklistBefore the site, or a relaunch, goes liveProject owner and technical lead
Monthly checklistThe first week of each monthThe person responsible for the site
Annual checklistOnce a year, before the budget is setDirector or board
Data protection checklistAt launch, then yearly, and whenever a new form or service is addedData protection contact

How to use them

  1. Copy the checklist; add a column "Who" and a column "Done on".
  2. Put a name next to every line before you start. A line without a name will not be done.
  3. Where a line does not apply, strike it out and write why.
  4. Keep the signed copy with your project files.
  5. Change the checklist when you learn something; it is yours.

Tip

If you only do one thing from this folder, do the monthly checklist. Most expensive problems on small sites are missed backups, missed updates and nobody looking (Backups and updates routine).

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This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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