ROI Readiness Checklist

for Social Investment Fund ROIs

What this checklist is and how to use it

This one-page checklist helps organisations sense-check a Registration of Interest (ROI) before submission. It is structured around SIA’s seven assessment domains, so you can quickly test whether your ROI is clear on who you will serve (cohorts), what will change (outcomes), why it should work (theory of change), how you will measure and improve (continuous learning), what you will share (sector-wide learning), how you are connected to community, and whether delivery and data-sharing are genuinely ready. Use it by ticking what you can evidence today. Any unticked items are your to-do list: tighten the ROI narrative, add the missing artefacts, confirm partners, and firm up measurement, evaluation, and data arrangements before you submit.