Guided worksheet

Sponsor Pipeline Planner

Turn a list of businesses into a managed pipeline with owners, next actions and renewal dates.

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Use the planner when

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Question 1 of 7

Prospect list

Prioritise businesses with a credible audience or community fit and a realistic path to a decision maker.

Which businesses are genuine prospects?Who is the contact and why is each one a fit?

What still needs checking or deciding?

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Harbour Health — Priya Rao — family health fit BuildRight — Tom Ng — facility and trades fit Local Bank — community manager unknown

Question 2 of 7

Warm intro source

A named warm path is materially stronger than a cold generic inbox.

Who can open the door to each prospect?What permission or next action is needed to use the introduction?

What still needs checking or deciding?

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Harbour Health: introduced by committee member Ana. BuildRight: parent contact. Local Bank: branch manager meeting required.

Question 3 of 7

Ask amount

Base the amount on a defined package and the prospect’s likely value, not the club’s general cash need.

What amount or package will be proposed?What evidence or benchmark supports the ask?

What still needs checking or deciding?

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$10,000 plus GST

Question 4 of 7

Status

Use consistent pipeline stages so the committee can see what is moving and what is stalled.

What is the prospect’s current stage?What evidence shows the stage is accurate?

What still needs checking or deciding?

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Proposal sent — follow-up meeting booked

Question 5 of 7

Benefits promised

Do not overpromise. Track every proposed right so delivery can be costed and fulfilled.

What benefits have been discussed or promised?Who approved them and can the club deliver them?

What still needs checking or deciding?

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Event naming, two signs, four social posts, staff volunteer day and quarterly impact update.

Question 6 of 7

Next follow up

Every active prospect needs one concrete next step. “Follow up sometime” is not a pipeline.

What is the next action and date?Who owns it and what outcome is expected?

What still needs checking or deciding?

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22 August 2026 — Ana to send revised package and confirm September meeting.

Question 7 of 7

Renewal date

Start renewal well before the agreement ends so evidence and next-year scope can be discussed.

When should renewal discussions begin?What evidence, report and decision maker are required?

What still needs checking or deciding?

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Partnership ends 30 June 2027; renewal review begins 1 April 2027.

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