The Collection Legacy Readiness Checklist

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The Collection Legacy Readiness Checklist

A working self-assessment for where your collection stands today.

Twenty questions across five dimensions — Intent, Intelligence, Architecture, Pathways, Impact — scored to surface exactly where a collection is prepared, and where it isn't. The result is a readiness score, a clear priority level, and a short list of next actions to bring into the next advisory conversation.

Designed to be revisited, not filed away — a living record that gets updated after a major acquisition, a life event, or a shift in the collection's direction.

Inside:

  • 20 scored checklist items across the five dimensions

  • A results table translating score into readiness level and recommended priority

  • Space for your next three actions

  • Questions to bring to your advisory team, a suggested review team, and annual review triggers

Format: PDF, fillable single page · Companion to the Collection Legacy Map

The Collection Legacy Readiness Checklist

A working self-assessment for where your collection stands today.

Twenty questions across five dimensions — Intent, Intelligence, Architecture, Pathways, Impact — scored to surface exactly where a collection is prepared, and where it isn't. The result is a readiness score, a clear priority level, and a short list of next actions to bring into the next advisory conversation.

Designed to be revisited, not filed away — a living record that gets updated after a major acquisition, a life event, or a shift in the collection's direction.

Inside:

  • 20 scored checklist items across the five dimensions

  • A results table translating score into readiness level and recommended priority

  • Space for your next three actions

  • Questions to bring to your advisory team, a suggested review team, and annual review triggers

Format: PDF, fillable single page · Companion to the Collection Legacy Map