Charity Health Check

As a Trustee or the CEO of a charity, there are lots of demands on your time and resources. Being confident that all aspects of the charity are functioning as they should means constant monitoring and adjustment. Conducting a charity health check is an easy way of examining all the key areas and developing an action plan to address issues. Not forgetting taking the opportunity to celebrate the successes.

A charity health check should look at the following;

• Strategy and business plan
• Profile, brand, awareness, competition, trends
• Communication, GDPR
• Financial situation: Reserves, fundraising
• Staffing levels
• Staff development
• Volunteers and patterns
• Measuring the impact