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Partnership Pipeline on a Page

A concise partnership pipeline plan on a page that summarises your full pipeline strategy. It gives board members, staff and volunteers a quick view of your target portfolio, pipeline objectives, retention goals and partnership priorities.
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When to use

When you need to share your partnership plans with your board, volunteers or wider team.

How to use

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See How To Guide for details

Before you start

Complete the Corporate Partnership Pipeline Strategy first where possible. Transfer the approved goal, portfolio tiers, pipeline objectives and retention measures rather than creating new ones.

What to do next

Share the finished page with anyone involved in partnership work so they understand what you are recruiting for and where effort should go. Refresh it when the pipeline strategy changes.

Next topic

A screenshot of an example document builder

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