The CEF creates a unique framework that meets your specific needs, uses your input to identify opportunities and weaknesses, before these become problems, then links these to relevant resources, so you can respond quickly and effectively. In doing so, it enables you to maximise impact, improve performance and ensure compliance.
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. And the CEF itself is low workload. 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.
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.
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.
Statements are scored using the criteria below.
|Criteria||Description||1 star||5 star|
|Importance||How important this issue is to your organisation||It is of no, or little importance||It is critical, or extremely important|
|Achievement||The extent to which your organisation meets all aspects of the statement||We are not doing this at all, or to only a limited extent||We meet all aspects of the statement|
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.
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.
Usually between 20 and 50, depending on the questionnaire, and your charity’s size, sector, where it operates and the activities it undertakes.
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 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).
This reminds you when questionnaires will next need to be scored and shows your progress towards achieving the Quality Mark
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.
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. .
|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%|
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.
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.
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.
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.'
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.
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.
Click the Export button, to download any detailed report, or query results in action plan format, in Excel.
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.
There are 3 subsequent phases. Planning is well advanced and development will be low cost, as this was designed in from the outset. The aim is to transfer ownership to partners to scale the system.
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.