Third Sector Organisation Health Check

  • Organisation and Group Health Check

  • This health check for your organisation enables you to look at all the different operational elements within your organisation and to check that they are functioning well: 

    1. Governance and Leadership
    2. Financial Stability
    3. Managing Staff and Volunteers
    4. Project Delivery and Impact
    5. Compliance and Risk Management
    6. Communication and Public Engagement

    Carrying out a health check enables you and your board to identify how your organisation is operating, what is working well and what areas may need further support so that the organisation can function more sustainably and effectively. 

    Upon completion of the health check, a BCA Community Development Lead will be able to review it with you and discuss how they can best support your organisation's development. 

    If you need support in completing the health check please contact Borders Community Action: info@borderscommunityaction.org.uk

  • Organisation & Contact Details

  • 1 - Governance & Leadership

    Everyone on your Board needs to be clear about your organisation's purpose and values, as well as understand their individual and collective responsibilities in providing oversight and strategy.

  • 2 - Financial Stability

    A well run sustainable organisation requires financial management, a funding strategy, regular book keeping and internal controls.
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  • 3 - Managing Staff and Volunteers

    Volunteer and staff management is key to your organisation's culture and it is important these people are looked after. It is particularly applicable for medium or larger organisations.

  • 4 - Project Delivery & Impact

    This section encourages you to think about your organisation's purpose, how you identify your aims and the projects you set up to deliver them.

  • 5 - Compliance & Risk Management

    Control and risk management is essential for good governance as well as the reputation of the organisation. You also need to understand your legal, regulatory and contractual responsibilities.

  • 6 - Communications & Public Engagement

    This section evaluates how well the organisation communicates its work and engages with stakeholders.
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  • Next Steps

  • On the next page we will show you the results and recommendations for your health check. This will include a score for each section out of 80 and a total score out of 480.

    Please make sure that you click the SUBMIT button at the bottom of the next page before closing the page.

    This will allow us to store a record of your results and alert our community development team of any areas {organisationName} may need assistance in.

  • Results

  • 1 - Governance & Leadership (Score: {section1}/80)

    High risk, seek governance support from BCA, SCVO, OSCR or a governance consultant. Prioritise legal compliance.

  • 1 - Governance & Leadership (Score: {section1}/80)

    Moderate governance. Consider Board training, updating governance documents and reviewing decision-making processes.

  • 1 - Governance & Leadership (Score: {section1}/80)

    Strong governance. Continue best practises and review policies regularly.

  • 2 - Financial Stability (Score: {section2}/80)

    High risk. Seek financial support and improve budgeting processes immediately.

  • 2 - Financial Stability (Score: {section2}/80)

    Moderate risk. Strengthen financial planning, income diversification and reporting systems.

  • 2 - Financial Stability (Score: {section2}/80)

    Strong financial systems. Maintain diverse funding streams and robust planning.

  • 3 - Looking after Staff and Volunteers (Score: {section3}/80)

    High risk. Urgently improve HR processes, staff engagement and volunteer management.

  • 3 - Looking after Staff and Volunteers (Score: {section3}/80)

    Some improvement needed. Review HR policies, strengthen recruitment strategies and enhance training.

  • 3 - Looking after Staff and Volunteers (Score: {section3}/80)

    Well-managed team. Continue investing in staff development and a positive culture.

  • 4 - Project Delivery & Impact (Score: {section4}/80)

    At risk. Improve evaluation methods, stakeholder engagement and service quality.

  • 4 - Project Delivery & Impact (Score: {section4}/80)

    Moderate effectiveness. Strengthen impact tracking, user engagement and service quality.

  • 4 - Project Delivery & Impact (Score: {section4}/80)

    High-impact services. Continue measuring outcomes and adapting to community needs.

  • 5 - Compliance & Risk Management (Score: {section5}/80)

    High risk. Seek expert advice and review compliance measures urgently.

  • 5 - Compliance & Risk Management (Score: {section5}/80)

    Some gaps. Ensure p[olicies are up to date and legal obligations are fully understood.

  • 5 - Compliance & Risk Management (Score: {section5}/80)

    Strong compliance framework. Continue policy reviews and risk assessments.

  • 6 - Communications & Public Engagement (Score: {section6}/80)

    Communications risk. Invest in marketing, review public engagement and build relationships with stakeholders.

  • 6 - Communications & Public Engagement (Score: {section6}/80)

    Some improvements needed. Strengthen digital presence, storytelling and community engagement.

  • 6 - Communications & Public Engagement (Score: {section6}/80)

    Excellent communication strategy. Maintain strong branding and stakeholder engagement.

  • Final Score & Overall Assessment (Score: {finalscore}/480)

    At risk - immediate action required to address major challenges.

  • Final Score & Overall Assessment (Score: {finalscore}/480)

    Good - some areas need improvement but overall strong.

  • Final Score & Overall Assessment (Score: {finalscore}/480)

    Excellent - highly sustainable and well-governed.

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