ARTSFUNDED | HERITAGE PROJECT PREPARATION PLANNER | 2026 EDITION

Independent worksheet, not the Heritage Fund's required project plan or risk register.

Free to adapt. Save and edit this text file or paste into Word. Totals are not calculated.

Guide: https://www.artsfunded.com/blog/heritage-lottery-funding-for-creative-projects

Official guidance: https://www.heritagefund.org.uk/funding/how-to-apply

Prepared 25 October 2026. Use the official templates for your grant band and stage.

1. WHAT HERITAGE, AND WHY NOW?

Project and applicant:

Grant band and application stage:

Specific heritage, location and current condition:

Who values it and who is not yet represented:

Threat, access barrier or opportunity, with evidence and date:

2. FOUR INVESTMENT PRINCIPLES

Saving heritage — our practical action and intended difference:

Protecting the environment — our practical action and intended difference:

Inclusion, access and participation — our practical action and intended difference:

Organisational sustainability — our practical action and intended difference:

Explain the emphasis chosen for this project rather than repeating the same promise four times.

3. PERMISSIONS AND LONG-TERM CARE

Asset, recording or material:

Owner / rights holder / custodian:

Permission required and who will obtain it:

Status and decision date:

Consent and publication arrangements:

Where outputs will be kept, by whom and for how long:

Future care, access and maintenance costs and funding:

4. DELIVERY, COSTS AND RISK

Activity / responsible person / dates / dependency:

Cost / quantity / rate or quote / total / source and date:

Evaluation cost and what it will establish:

Contingency and specific risk basis, following current funder guidance:

VAT, inflation and specialist advice checked where relevant:

Cash income source / amount / confirmed or requested / receipt date:

Non-cash contributions recorded separately:

Risk / likelihood / impact / action / owner / review date:

5. SUPPORTING MATERIALS

[ ] Correct official project plan and risk register completed.

[ ] Accounts and required organisational information ready.

[ ] Necessary permissions and specialist surveys identified.

[ ] Quotes, job descriptions or commissioned-work briefs prepared where required.

[ ] Evaluation, access and long-term care are costed.

[ ] Applicant has checked the current form, grant conditions and permission to start.

Do not use this worksheet as technical conservation, building, legal or financial advice.

Keep completed files private and avoid unnecessary personal information about participants.