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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.
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 Finder, Help Finder and Data Finder online directories.
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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.
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.
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.
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.
From your dashboard it's 2 clicks to everything, but the system will help you, if you get stuck on anything.
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?
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.
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.
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.
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. 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.
