Free Charity Management Health Check Questionnaires

8 free online charity management health checks, including fundraising & governance, quick and simple to use, with a huge range of free help and resources.

Free Charity Management Health Check Questionnaires

Free online charity management health checks that work for any non profit, are quick and simple to use and connect you to a huge range of free support and resources.  Eight charity management checks, including governance and fundraising. Each takes just 30 mins.

Charity Management Health Checks - Set Up

On 1st login you tell the system all about your charity and it uses this to create 8 management health check questionnaires specific to your charity's needs.  Scoring each is very quick and simple and, as you score each statement, it displays links to free help and relevant resources. Your results appear on your interactive dashboard, which enables you to see at a glance your priorities and opportunities.  Click any result to see the underlying management report, with access all the help and resources, then click Export to download an action plan and get started.

Your own personal charity digital mentor that enables you to ask all the questions you need to, including those you may not know about (yet).  Watch this 3 min video, to see how it will help you, plus its Funding FinderHelp Finder and Data Finder online directories.

Fast, Simple & Free

To find the funding and free help you need – Register Now

Your 8 Online Charity Health Check Questionnaires

The system creates 8 charity management questionnaires that are unique to your charity and, collectively, cover every area of activity. You don't need any charity or management experience to use it.  The system will walk you through each, enabling you to understand the key issues and how to manage these well.  And, because these are built specific to your charity's needs, they work for even the smallest non-profit.

  • Fundraising - maximising your income.
  • Governance - ensuring you trustee board is working together well.
  • People - enabling your people to do more of the great work they do.
  • Communications - engaging stakeholders and funders.
  • Finance & Resources - making sure your finances work well and you're making maximum use of your resources.
  • Risk - identifying and manging risk to keep your charity and people safe.
  • Operations - ensuring you are delivering your services as well as you possibly can.
  • Strategy - making longer term plans and decision to maximise your charity's impact.

Management Check Any Area Of Your Charity Quickly And Simply

Choose a health check questionnaire from the tabs at the top of your screen, read the simple instructions and then click Start.  The system will display a simple, plain English statement describing an activity in your charity.  Click the star rating, based on the extent to which you see that happening and how important it is to you, or if any activity isn't applicable, click Not Applicable.  Then click Next.  That's all you have to do.

It should take no more than 30mins, as long as you don’t start exploring the resources it displays!  Once you’ve completed the questionnaire, you can access it and the help and resources at any time via your dashboard or the query system.

Charity Excellence is user led, so make sure you rate the questionnaire once you've completed it and add comments about how it could be made even better for you.

Identifying Your Charity Management Priorities & Opportunities

As you complete each health check questionnaires, your interactive dashboard is updated with your results.  Your results are colour coded using a traffic light system enabling you to see at a glance what your priorities are and find opportunities. It also displays sector benchmarking data, and you can click any of your scores to run the underlying report, access the free help and resources, then click Export to download ana action plana and get started.

The Huge Resource Hub - Templates, Tools, Checklists and Guides

All Charity Excellence systems tap into the huge collective expertise of the sector and the wider internet.  The resource hub is so large, the system finds the help, tools, checklists, regulatory guidance and guides you need for you.

And It'll Help You If You Get Stuck

From your dashboard it's 2 clicks to everything, but the system will help you, if you get stuck on anything.

  • On 1st login, it displays a pop-up box in each screen, that explains what it does and how to use it.
  • There are also short in-system videos, and you can click the ? symbols in any part of the system to get help.
  • And there is a FAQs page, plus the Charity Terms button that explains charity and management terms in plain English.
  • You'll also find our AI bunnies on the website and in-system.  They can answer about 20,000 non profit questions.

Reducing Workload And Answering Difficult Charity Management Questions

The query system makes answering difficult questions easy, with 100 criteria to choose from, and it also connects you to all the help and resources.  For example, do we claim all our tax reliefs, how could we improve our website, how innovative are we and how good are we at promoting wellbeing?

Charity Quality Mark - Demonstrating Your Excellence

With all the scandals and abuse, the Quality Mark demonstrates your commitment to excellence to funders and other stakeholders and that you are one of our many fantastic charities.  There's no additional workload, as the system does it all for you. Once you've completed the 8 questionnaires and passed the quality scoring assessment, the quality mark will appear on your dashboard, and you'll be sent the logo for this year.

And It Does Far More Than That To Support You In Your Role & Responsibilities

A registered charity ourselves, the CEF works for any non profit, not just charities.

Plus, 100+downloadable funder lists, 40+ policies, 8 online health checks and the huge resource base.

Quick, simple and very effective.

Find Funding, Free Help & Resources - Everything Is Free.

Register Now!

To access help and resources on anything to do with running a charity, including funding, click the AI Bunny icon in the bottom right of your screen and ask it short questions, including key words.  Register, then login and the in-system AI Bunny is able to write funding bids and download 40+ charity policy templates as well.

Tell Me More

You can find out about any aspect of what the system does by selecting the relevant topic on the FAQs page.

The Charity Management Health Check Questionnaires Do Not Provide Professional Advice

The charity management health check questionnaires do not provide professional advice.  I'm neither a lawyer, nor an accountant, so not able to provide this, and no one could create a system that takes into account every factor or covers every charity or eventuality.  I have included links to relevant regulatory guidance, which you must check to ensure that whatever you create reflects correctly your charity’s needs and your obligations.  In using the management health checks and resources, you accept that I have no responsibility whatsoever from any harm, loss or other detriment that may arise from your use of my work.  If you need professional advice, you must seek this from someone else. To do so, register, then login and use the Help Finder directory to find pro bono support. Everything is free.

Register Now
We are very grateful to the organisations below for the funding and pro bono support they generously provide.

With 40,000 members, growing by 2000 a month, we are the largest and fastest growing UK charity community. How We Help Charities

View our Infographic

Charity Excellence Framework CIO

14 Blackmore Gate
United Kingdom
HP22 5JT
charity number: 1195568
Copyrights © 2016 - 2024 All Rights Reserved by Alumna Ltd.
Terms & ConditionsPrivacy Statement
Website by
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram