Group Information Services Maintained Online

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Diagnostic Tool

Answer the questions below to be directed to relevant services for your needs.

Existing Groups Diagnostic

This section of the organisational health check looks at the completing of an health check of an organisation.

We have systems in place to identifying the strengths of the organisation and help identify any areas for development

If you answered no or not sure, the following services may be helpful:

Existing Groups Diagnostic

Finance

This section of the organisational health check looks at how well the organisation controls it finances.

The organisations accounts are audited by a suitably independent qualified person

If you answered no or not sure, the following services may be helpful:

Independent Examination of Accounts

We have written financial procedures/systems in place for book keeping

If you answered no or not sure, the following services may be helpful:

Book Keeping

The organisation produces a cash flow forecast.

If you answered no or not sure, the following services may be helpful:

Our organisation has appropriate insurances in place

If you answered no or not sure, the following services may be helpful:

Strategic Review

Our organisation has a treasurer or other identified individual who has the appropriate skills to keep our financial records.

If you answered no or not sure, the following services may be helpful:

Board Recruitment

Governance

This section of the diagnostic questionnaire looks at the structure of the organisation and examines its accountability to the community.

The organisation meets its legal and operational requirements

If you answered no or not sure, the following services may be helpful:

Redundancies

We have a process for recruiting people to our committee.

If you answered no or not sure, the following services may be helpful:

Board Recruitment

HR/ People

This section of the organisational health check looks at how well the organisation controls it finances.

Is an appraisal (staff) and supervision (staff and volunteers) system in place?

If you answered no or not sure, the following services may be helpful:

Staff Development

Does the organisation have clear communication with all staff and volunteers?

If you answered no or not sure, the following services may be helpful:

Staff Development

Disclosure and Barring Service Checks (formerly CRB) are carried out when applicable

If you answered no or not sure, the following services may be helpful:

Safeguarding

All staff has a job description and a contract of employment.

If you answered no or not sure, the following services may be helpful:

Employment Contracts

All staff and volunteers made aware of all policies and procedures including health and safety, equality and diversity and the disciplinary policy

If you answered no or not sure, the following services may be helpful:

Recruitment

All staff and volunteers have the appropriate skills and knowledge to carry out their roles

If you answered no or not sure, the following services may be helpful:

Skills Assessment

Impact Measurement

This section of the organisational health check looks at how the organisation measures the impact and cost effectiveness of the organisation and the service it delivers.

Our monitoring system uses a range of methods to measure the impact of our organisation’s work.

If you answered no or not sure, the following services may be helpful:

Business Planning

We measure our organisation’s performance against indicators.

If you answered no or not sure, the following services may be helpful:

Business Planning

Income Generation

This section of the organisational health check looks at the income generation of the organisation.

Does your organisation have an annual fundraising plan?

If you answered no or not sure, the following services may be helpful:

Fundraising - Individuals / Gift Aid / Subscriptions and Memberships

Is your organisation aware of how to identify appropriate sources of fundraising?

If you answered no or not sure, the following services may be helpful:

Identifying Appropriate Sources of FundingFundraising - Individuals / Gift Aid / Subscriptions and Memberships

Is the organisation familiar with the components of a Funding and writing a funding application?

If you answered no or not sure, the following services may be helpful:

Applying for Funding - Bid Writing

Legal

Statement of good practice: The organisation has legal compliance and recognises its Statutory Responsibilities, Public accountability.

Does your organisation complete annual returns for the appropriate regulating body (Charity Commission and or Companies House?)

If you answered no or not sure, the following services may be helpful:

Annual Accounts Preparation

We actively manage our building, planning for building expenses in our business and financial plan

If you answered no or not sure, the following services may be helpful:

Business PlanningBudgeting

Marketing

This section of the organisational health check looks at the marketing of the organisation.

Does the organisation have a marketing strategy?

If you answered no or not sure, the following services may be helpful:

Strategic Planning

Does the organisation make an effort to publicise the organisation’s services to potential service users?

If you answered no or not sure, the following services may be helpful:

Using Online Communications and Social MediaPromoting to Customers

Planning

This section of the diagnostic questionnaire looks at how the organisation knows where it is going and how this is planned.

Does your organisation have an up to date, long term business plan?

If you answered no or not sure, the following services may be helpful:

Business Planning

Does the business plan consult with users and stakeholder members to ensure their needs are being met?

If you answered no or not sure, the following services may be helpful:

Community Consultation

By attending partnership meetings and work in partnership we have the opportunity to hear other peoples/ organisations views

If you answered no or not sure, the following services may be helpful:

Develop Partnerships and Collaborations

Quality

This section of the organisational health check looks at how the organisation controls its quality of the service it delivers.

Our organisation’s aims are reviewed on a regular basis.

If you answered no or not sure, the following services may be helpful:

Strategic ReviewBoard Development

Our organisation are accredited or are working towards a quality standard

If you answered no or not sure, the following services may be helpful:

Does the organisation have initiatives / targets to reduce consumption?

If you answered no or not sure, the following services may be helpful:

Small Groups Support and Fact Finding

This section of the organisational health check looks at how new organisations can be supported.

We are an established group with extensive fact finding information

If you answered no or not sure, the following services may be helpful:

Small Group Support

Working with Service Users

This section of the organisational health check looks at working with service users of an organisation.

We have a strong understanding of data protection and client confidentiality.

If you answered no or not sure, the following services may be helpful:

Policies and Procedures

We have a safeguarding children or vulnerable adult’s protection policy, if appropriate.

If you answered no or not sure, the following services may be helpful:

Policies and Procedures

All our volunteers have an induction process and are given an induction pack with information on our organisation and its policies

If you answered no or not sure, the following services may be helpful:

Volunteer DevelopmentVolunteer Recruitment

Our volunteers have clear, defined roles

If you answered no or not sure, the following services may be helpful:

Volunteer DevelopmentVolunteer Recruitment