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A little preparation, at your pace

Use these with any coordinator, or on your own. There is no sign-up. Start with the part that would make your next conversation easier.

Before your next conversation

Tick off the things you want to prepare. Your ticks stay on this page only and clear when you reload it.

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Worksheets to keep

Download an editable text copy to type into or print. Save it somewhere private. Your completed worksheet is not sent to us.

These are preparation aids, not NDIA forms or funding assessments. Check the current requirements for the decision or meeting you are preparing for.

Bring your questions. We'll work through them together.

You don't need a completed worksheet to get started. Tell us what you want help with and we'll talk about the next step.

Free intro call • Appointments by arrangement • We check your coordination funding with you