ERG Toolkit1 (1) - Flipbook - Page 15
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Worksheet for Identifying Approval and Funding Sources
Click here for an editable worksheet.
Question
Response / Notes
Who is the primary contact
for ERG approval?
Name/Title/Contact Info
What is their role in the
organization?
Role Description
Does the company allow
fundraising for ERGs?
Yes/No
Any details
If yes, what are the
guidelines for fundraising?
Guidelines/Limitations
What would the funds be
used for?
List of possible expenses or
review budget
Who else in upper management
should be involved?
Name/Title/Contact Info
Are there other potential funding
sources?
List Possible Sources
What is the budget estimate
needed for the ERG?
Estimated Amount
Are there specific initiatives or
events planned?
Description of Initiatives
What metrics will be used to
measure success?
Metrics/Goals
Additional notes or questions:
Any Other Relevant
Information
R
EG
employee resource group
