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    Document Checklist

    Grants or Loan Application Checklist

    Before you apply, review this checklist to see exactly what documents you’ll need and how to prepare them. This helps avoid delays or rejection.

    Important (optional): A professional website, active social media, and a business landline can strengthen your application. Watch the video to learn how.

    Below, you’ll find the mandatory documents—each can be created here with Create Document.

    1. Eligibility Criteria

    Confirm you meet all requirements (sector, location, business stage)

    2. Business Plan

    Concise, with objectives, market analysis, and strategy

    Create Document

    3. Financial Forecast

    Recent accounts or forecasts

    Create Document

    4. Project Proposal

    Clear scope, timeline, and outcomes

    Create Document

    5. Budget Breakdown

    Itemised costs and funding needs

    Create Document

    6. Evidence of Need

    Data or research showing demand

    7. Supporting Documents

    Licences, certificates, or references

    8. Proof of Identity & Address

    For applicant and business

    9. Compliance Checks

    Tax, insurance, and legal requirements met

    10. Application Form

    Fully completed and signed

    Additional Details (Optional – Website & Social Media Presence)

    A professional online presence strengthens your application by showcasing credibility and visibility. Consider including:

    • Business Website – Up-to-date, clear information about your products/services, team, and contact details.
    • Social Media Accounts – Active profiles (e.g., Facebook, LinkedIn, Instagram, X/Twitter) highlighting your engagement with customers and community.
    • Content & Updates – Evidence of regular posts, customer interactions, or achievements.

    Providing these can help assessors see your business’s market presence and growth potential, increasing the likelihood of approval.

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