This document, "STR - R - 001 - 2026 UK SME Charity Planning Checklist," is a guide for UK Small and Medium-sized Enterprise (SME) charities for their 2026 planning. The checklist is divided into two main sections:
I. 90 Days to Go (Q4 2025: Review, Compliance & 2026 Strategy Lock-Down)
Strategic Review & Risk Assessment:
Governance & Compliance Preparation:
2026 Financial & Fundraising Finalisation:
II. Following 360 Days (2026: Execution, Monitoring, and Adaptation)
Quarterly (90-Day) Cycles: Execution & Reporting:
Monthly: Financial & Operational Checks:
Annual Statutory & Key Governance Milestones:
This document, "STR - R - 001 - 2026 UK SME Charity Planning Checklist," is a guide for UK Small and Medium-sized Enterprise (SME) charities for their 2026 planning. The checklist is divided into two main sections:
I. 90 Days to Go (Q4 2025: Review, Compliance & 2026 Strategy Lock-Down)
Strategic Review & Risk Assessment:
Governance & Compliance Preparation:
2026 Financial & Fundraising Finalisation:
II. Following 360 Days (2026: Execution, Monitoring, and Adaptation)
Quarterly (90-Day) Cycles: Execution & Reporting:
Monthly: Financial & Operational Checks:
Annual Statutory & Key Governance Milestones:
