1 Screening and Mapping

About Screening and Mapping

Use screening and mapping processes to refine the pipeline of investments, and to be clear internally about the focus and purpose of investing.

Communicate this focus and purpose externally, allowing potential applicants to gauge their own eligibility and suitability in making their application.

1.1 Screening

Devise a screen to test the eligibility of potential investments and organisations, taking care to consider:

1.2 Mapping

Draw up a mapping template or classification tool that can be used to check organisations for suitability, and organise them subsequently into consistent peer groups. Ensure that categorisation is complete and distinct.

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