preparing your register for data matching, ensuring that it is as up to date as possible to help increase the number of successful matches returned as part of your results
booking the date for your national data match and confirming when it will take place and when the results will be received
establishing which individuals or groups of data will be excluded from the data match (for example, special category electors)
preparing for any local data matching, including identifying what data sets you will use and when you will carry out the matching for each of these sets
establishing when and how you will analyse all data matching results and determine which canvass route households will be allocated to
ensuring flexibility in your plans, when and how you will revise them if the outcomes of data matching are not as you expected
preparing an audit trail of any actions and decisions taken which relate to changing a route allocation from one route to another based on data matching results