Charity Health Check
Charities need strong foundations in order to prosper. By focussing just on fundraising and delivery, they risk building on sand rather than rock. But how do charities capture the breadth of activity and find ways to report their plans to the Board?
Based on my years of experience as a Trustee and as a consultant, my Health Check aims to address this.
What is a Health Check?
Based around a series of open questions, it is designed to help Trustees and Management Team alike undertake a review of a wide number of functional areas. The questionnaire is split into 8 sections:
- Donor Relations
- Employee Relations
You can use the questionnaire to undertake a review yourselves. Alternatively, I can use the questionnaire to perform an external audit of performance. At the end of the audit, I will produce a report highlighting areas of good practice, areas of concern and some suggested courses of action.
How does it work?
- You are asked to complete the questionnaire. Each section contains between 5 and 11 questions. The questions are open ended as there are no “right” answers.
- After reviewing your answers, we will meet for one or two hours to gain clarification on any areas of concern
- Finally, I will provide you with a report outlining any weaknesses and suggested solutions.
The report will be broken down by section and provide a Red-Amber-Green indicator of the risks associated with each section based on your replies set against on good practice.
The benefits of the Health Check is that it provides you with a complete overview of your organisation, it can help you when reviewing your strategic direction and it can highlight areas that you may not have recognised as being at high risk. i.e. I see the Charity Health Check as an essential management tool that will help your charity be more focussed, more efficient and more effective.