Join for free, set-up takes 2 mins and each questionnaire 30 - click Register Now

Frequently Asked Questions

Register Now Then simply log on and start using it
Join for free, set-up takes 2 mins and each questionnaire 30 - click Register Now

HOW WILL IT HELP MY ORGANISATION?

It's very quick and easy to use and works for any charity, to enable you to maximise your impact, financial resources and performance in every area.  It does this by creating a unique framework that meets your specific needs, uses your input to identify opportunities and weaknesses, then individually links these to relevant resources, so you can respond quickly and effectively.     

"This was a great way to think afresh about the important objectives of the organisation and how to measure them". 

Creative Youth Network

"Provides Senior Team scrutiny and encompasses all areas of service delivery. Links all areas to the annual plan and starts a discussion about a comprehensive annual review".

Ty Hafan Childrens’ Hospice

And, as everyone is hard pressed, it focusses on what’s important to you, identifies issues, before these become time consuming problems, and enables you to identify and reduce inefficiencies.  Set-up is 2 mins and each questionnaire 30, and from your dashboard it’s 2 clicks to everything.  Reports can be exported as action plans, it can be used interactively at meetings and on conference calls, and the quality mark is automated.

"Very easy to use and navigate, but most importantly I can return at any time to complete".

Parents in Need of Support

CAN ANYONE USE IT?

Yes - statements are in plain English, with support for technical terms.  It works for any UK non-profit, including Scottish, Northern Irish and UK based international charities and CICs. 

"Simple, easy to answer and understand questions that make you sit up and think!"

The Sunlight Trust

HOW DO WE USE THE QUESTIONNAIRES?

The 8 questionnaires cover your whole organisation and scoring optimises reporting for your priorities, so it focusses on what's important to you.  These are strategy, governance, income generation, risk, people, operations, finance & resources and communications.  

"Easy to understand checklist type questionnaire, that prompts relevant thoughts and actions needed. Links to resources are a perfect addition".  Veterans with Dogs

How do I score a questionnaire?

Statements are scored using the criteria below.

CriteriaDescription1 star5 star
ImportanceHow important this issue is to your organisationIt is of no, or little importanceIt is critical, or extremely important
AchievementThe extent to which your organisation meets all aspects of the statementWe are not doing this at all, or to only a limited extentWe meet all aspects of the statement

WHAT ARE QUESTIONNAIRE STATEMENTS?

Descriptions of all aspects of performance – the resources available, activities undertaken, what these produce, the outcomes delivered, the impact created, and the overarching management and planning systems. 

"A really good, quick way to keep us focussed" 

Safer Kent

How do statements assess critical people factors?

The system is able to assess key issues, such as leadership, culture and decision making, by taking into account not only what is done, but who does it, how well, their capacity and expertise, and how motivated they are in doing so.

How many statements are in each questionnaire?

Usually between 20 and 50, depending on the questionnaire, and your charity’s size, sector, where it operates and the activities it undertakes.  

HOW DOES THE DASHBOARD WORK?

dasboard

Your results are very simple to understand and use – these are displayed using 3 top-level dials and analysed in the tables below.  Results are colour coded, so you can see at a glance where there is most scope to achieve more.  It’s no more than 2 clicks to all functionality.

“The Charity Excellence Framework, is the one toolkit that I have been looking for that enables you to thoroughly and methodically review your charity business with clarity and vision.”

Noah's Ark Children's Venture

What do the 3 tables assess?

The Core Functions and Governance tables reflect your 8 questionnaires.  The Performance Analysis table assesses performance from across your organisation, as follows: Charitable Impact, Leadership, Realism & Capability, Legal & Compliance, Resource Efficiency (achieving value for money), Sustainability and Duty of Care (keeping people safe from harm). 

What is the Quality Management Table?

This reminds you when questionnaires will next need to be scored and shows your progress towards achieving the Quality Mark

HOW CAN WE GET THE MOST FROM OUR ASSESSMENTS?

Performance is assessed in a variety of ways, to enable you to decide which you would gain most benefit from focussing on. For example, an organisation facing financial challenges might prioritise Sustainability and Income Generation, whereas an organisation working in a highly regulated sector may focus more on Legal & Compliance and Risk.

"The system was entirely thought provoking and gave greater insight of the areas which will require further focus by us". 

Transforming Autism Project

How are scores calculated?

Your scores are based on your assessment of how well you are performing and how important this is to you.  The CEF optimises these to focus on what’s most important to you.   . 

What do the Must Do, Should Do, Could Do, Don’t Do categories mean?

Category What it means % Score
Must Do Significant scope to improve performance Less than 25%
Should Do Scope to improve performance 25% - 49%
Could Do Some scope to improve performance 50% - 74%
Don’t Do Little, if any scope to improve performance 75% - 100%

WHAT IS THE QUALITY MARK?

Demonstrable evidence to funders and other stakeholders of your commitment to excellence and it's automated, so there's no additional workload.  To find out more Click here.

"We are really pleased to have achieved this quality mark and thank you for the ease of which we were able to assess our effectiveness including our policies, processes and procedures that we have in place for all to work within, safely.  The framework clarified our achievements and made them quantifiable, but also helped to highlight where we want to improve further".  The Living Room Herts

What are the benefits?

In a sector blighted by scandals it demonstrates to everyone your commitment to excellence in all areas, including maximising impact, delivering value-for-money and keeping everyone safe, provides assurance to trustees and recognition to your staff and volunteers for achieving this.

What evidence will stakeholders and funders have of this?

When you qualify, the logo is automatically displayed on your dashboard and reports.  You may also use it in your own marketing materials, as long as you continue to meet the quality standard. 

WHAT IS THE DIVERSITY EXCELLENCE STANDARD?

How does it work?

The Diversity Excellence Standard uses more than 2 dozen metrics to test diversity, from culture, to procedures, targets and outcomes, and at all levels. It provides recognition for the many non-profits who have already achieved and benefit from being diverse, tools and resources for those who wish to be and a measurable framework to hold accountable those who don't. 

'In our experience, to date only one organisation has ever commented upon the diversity of our Trustee Board / Personnel, and stated that we are diversity personified’.  

Nav Mizra, Dads UnLtd

The CEF automatically assesses against the standard, but it can also be used offline. Were it to be adopted by public sector and charitable funders, it would rapidly improve diversity across the sector. 

‘92% of charity trustees are white, and in large charities, less than a quarter of chair roles are filled by women and only 5% of senior leaders are BAME.'  

How is success measured?

The diversity result is displayed on the dashboard and clicking on the score displays the underpinning metrics and their scores.  The assessment is complete, once all 8 questionnaires have been scored. 

Partially Achieved - an overall score coded green (50%+), with no underpinning red scores (25% or less) and an action plan being implemented that will turn any amber scores to green, within a reasonable timescale.

Fully Achieved - an overall score of green, with no amber of red scores.   

HOW DOES THE QUERY SYSTEM WORK?

You can carry out in-depth analysis by clicking to select from nearly 100 criteria.  You can very quickly and easily generate action plans for meeetings or planning, investigate opportunities or issues, carry out routine management checks or respond to queries from the Board or others.  

HOW DO WE CREATE AND EXPORT REPORTS?

Click the Export button, to download any detailed report, or query results in action plan format, in Excel.  

HOW EXTENSIVE ARE THE SYSTEM RESOURCES?

There are 3000+ links to resources produced by 100+ organisations, which are being continually updated, plus downloadable toolkits, guides and templates.  The system finds what you need for you, so you don't have to.  

"The resources and additional links are very helpful to aid in changes to improve the strategy". 

Thomas Deacon Foundation

HOW WILL THE SYSTEM BE DEVELOPED FURTHER?

The aim is to transfer ownership to partners to scale the system to very large numbers to have real impact.      

Phase 2, the Charity Sector Data Store launched in Aug 18.  It is intended to be used by the sector to enable us to act strategically to identify and resolve issues, before we read about them in the Media. Over 4 years, 1000 organisations would generate 3.5 million pieces of data, which can be analysed in-depth and in real-time, using 100+ criteria.

There are 2 further phases.  Planning is well advanced and development will be low cost, as this was designed in from the outset. 

  • Phase 3 - promoting transparency and accountability, by linking online stakeholder questionnaires directly to the core system to create digital shareholders.
  • Phase 4 - developing and recognising professional skills, by using the system structure, content and resources to create a low-cost online qualification, with an associated Fit-to-Practice accreditation for CEOs and those aspiring to the role.

HOW WILL MY DATA BE PROTECTED?

Your data will not be disclosed to a third party without either your consent, or unless required to do so by law. Full details are in the Privacy Statement and Terms & Conditions, available via the website links. 

Sign up to our newsletter for practical advice and free resources

Sign Up Now