Practical tool

Digital startup planner

Choose your stage and practical needs to build a phased setup plan with shared ownership and recovery.

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Where are you now?

Choose a stage to tailor and save the plan. The core ownership actions remain useful while you decide.

What does the co-op need to set up or improve?

Choose only needs you expect to work on in the next few months.

Domain and websiteA public home the co-op owns and can keep current.Shared emailRole-based contact without one shared password.Shared filesOrganisational records people can find and hand over.Member recordsA proportionate way to manage membership and participation.Payments and bookkeepingClear payment routes, checks and financial handover.Remote and hybrid workMeetings and collaboration people can take part in.Repeatable workflowsSimple routines for recurring administration and follow-up.

Working notes (0/2000)

Current result

A simplest-first digital setup plan

Choose a stage for a tailored first action. The foundations below apply at every stage.

Now

Name a responsible role and a backup

Give each core service an accountable role, a cover role and a review date. Responsibility belongs to the co-op even when a specialist helps.

Responsible role: Board or founding group

Use the related guide →

Keep core accounts under shared organisational control

Use organisational details and named access where possible. Avoid leaving the domain, payment route or main records in one member’s personal account.

Responsible role: Secretary or operations role

Use the related guide →

Document recovery without copying secrets into the plan

Record where authorised people can find recovery instructions and who can use them. Keep passwords, recovery codes and API keys in an appropriate password manager.

Responsible role: Service owner and backup

Use the related guide →

A simplest-first digital setup plan

Now

Name a responsible role and a backup

Keep core accounts under shared organisational control

Next

Document recovery without copying secrets into the plan