Charity Health Check
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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