Recovery and Resilience Fund Self-Assessment
This self-assessment helps you and DTA Scotland understand your organisation’s current strengths and areas for development across six key pillars of resilience. Your responses will guide what kind of support — funding or otherwise — may be most appropriate at this time.Please answer honestly. There are no right or wrong responses, and your answers will not affect your eligibility.
Organisation Information
Fund
Organisation Name (per DTA Scotland Membership Name)
*
Name
*
First Name
Last Name
Email
*
example@example.com
Role
*
Has this self-assessment been completed in partnership with both staff and trustees?
*
Yes, both staff and trustees contributed
Yes, but mostly staff input
Yes, but mostly trustee input
No, completed by staff only
No, completed by trustees only
Other
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1. PURPOSE
Outcome: Board and staff demonstrate improved clarity and confidence in articulating and implementing the organisation’s purpose and strategic direction
How well do people understand what your organisation is trying to achieve?
We’re not clear about this
We’ve written it down, but most people don’t know it or have a different understanding of what it is
The board and staff understand it; but our community maybe doesn’t
Most people in the organisation and community understand it, and we use it to help with our work
Everyone understands it and uses it to guide what we do
How much of your daily work is aligned to a strategic plan incorporating your vision, mission, values and objectives?
We don’t have these written down
We have some of these written down, but rarely use them
We have these written down and sometimes think about them when making decisions
They help guide our planning and day-to-day work
They guide all our work and are reviewed regularly
How confident are you that your purpose reflects current community needs?
Not Confident
Slightly Confident
Moderately Confident
Confident
Very Confident
Purpose Score
Purpose Statement
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GOVERNANCE & LEADERSHIP
Outcome: Organisations show strengthened leadership capacity, more effective governance practices, and enhanced decision-making processes
How well does the board understand and carry out its roles and responsibilities?
We don’t do much, or are unsure what to do, or nothing is written down
We have roles, but these aren’t always clear
We have a basic understanding of our roles and responsibilities
We are confident in our roles and responsibilities, but these are not reviewed
We have a full understanding of our roles, engage in training or development and review our roles and responsibilities regularly
How confident is the board in leading the organisation?
We mainly react to problems.
We meet, but don’t always provide strong oversight and direction
We’re starting to look ahead more
We feel confident and work towards shared goals
We lead well, plan ahead, assess risks and involve others
How transparent and fair are your decision-making processes?
We decide things without clear steps or collective responsibility
We have some processes, but don’t use them all the time
We agree on most decisions and write them down
Our decision-making is transparent and fair
We make decisions on time, collectively, share them openly, and implement them
Governance Score
Governance Statement
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FINANCE, FUNDING & ENTERPRISE
Outcome: Organisations demonstrate income diversification, increased confidence in financial management, and a more enterprising approach.
How reliable are your financial systems?
We don’t have a budget or plan, and don’t track our finances
We have some processes, or a basic budget, but don’t apply them
We have a system and process that are mostly used by one person
Our system and processes include a budget, cash flow, and a plan for change.
Our systems and processes are up to date, well-used and fully understood by staff and board
How diverse are your funding and finance sources?
Most of our funding comes from one or two sources, and we do not have a funding and finance plan.
We have a few other sources of funding and finance but we still do not have a funding and finance plan
We’re starting to look at a plan for diversification of funding and finance sources
We have a funding and finance plan and have started to diversify our funding and finance sources, but this has not been fully implemented
We follow a clear funding and finance plan that supports our purpose, and have a diverse range of funding and finance sources
How enterprising is your approach?
We have never considered trading or enterprising opportunities
We have considered a more enterprising approach but have not made any changes
We have made some progress towards increasing our trading and enterprising activities
We undertake a good amount of trading and enterprising activity and are moving away from grant dependency
We are financially sustainable due to our enterprising approach
Finance Score
Finance Statement
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PEOPLE & OPERATIONS
Outcome: Staff and volunteers have improved skills, knowledge and wellbeing, internal procedures are better defined and utilised
How confident and skilled are your staff and volunteers in delivering their roles?
Staff and volunteers don’t understand their roles, and we don’t provide any training or support.
Staff and volunteers understand their roles, but we dont provide any training or support.
Staff and volunteers understand their roles and get some support
Staff and volunteers have learning and development plans in place.
We have a culture of continuous learning and development, staff and volunteers have the skills and knowledge they need to excel, and we have succession plans in place
How reliable are your day-to-day policies and systems?
We have no formal policies or systems in place
We have some policies, but they’re not consistent and not updated regularly and our systems are mainly out-of-date or unused
We have basic policies that most people follow and systems that some people are comfortable to use
Our policies and systems of working are written down and broadly followed but not regularly reviewed
Our policies and systems are up-to-date, reliable, fully meet our needs and staff feel confident in using them
How much do you support staff and volunteer wellbeing?
We don’t focus on wellbeing
We think about it occasionally
We support it in informal ways, but we don’t have the resources to deliver it formally
We are beginning to implement formal wellbeing initiatives
Wellbeing is embedded in our organisational culture and policies, and staff have an effective voice
People Score
People Statement
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COMMUNICATIONS & IMPACT
Outcome: Organisations demonstrate stronger communication, improved community engagement and clearer articulation of impact through effective evaluation.
How planned and consistent is your external communication?
We don’t communicate externally
We only communicate when we have to, or our communication is inconsistent
We share updates with the community and people we work with, but we don’t have a plan or strategy in place
We have a formal communication plan or strategy but we don’t always implement it
We use our communication plan or strategy, and our communications are proactive and tailored to different audiences
How effectively do you engage with your community?
We rarely engage them
We engage them sometimes, but we don't know how to use the feedback
We ask for and use their input, but this is limited to specific activities
We regularly engage with our community and try to use this to inform our work
We regularly engage with our community, their voice and needs feed into the planning, development and delivery of everything that we do
Can you demonstrate the positive impact of your work through effective evaluation?
We do not currently track or evaluate our impact.
We collect basic data (e.g., number of service users), but make limited use of it.
We evaluate and report on the impact of some activities, but this is done irregularly.
We have a process in place to evaluate our impact and communicate our insights, but we don’t always reflect on the learnings.
We regularly evaluate our impact, share what we learn, and use these insights to continuously improve our services and activities.
Communication Score
Communication & Impact Statement
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ASSETS
Outcome: Organisations exhibit increased knowledge, confidence, and control in the effective management and development of their physical assets
Can you confidently assess opportunities to acquire physical assets for your community?
We don’t have any desire to assess opportunities to acquire assets,
We would like to start exploring opportunities, but we don’t know where to start
We have started to consider asset opportunities, but we do not have the confidence or capacity to take this forward
We have identified specific asset opportunities, but limited capacity is holding us back
We have the capacity to confidently assess the viability of asset opportunities and make informed decisions considering risk and community need
Do you own or long-term lease any physical assets including building(s), land, green space, community transport vehicle(s), renewable energy infrastructure and / or other physical asset(s)
Yes
No
How well do you manage your physical asset(s)?
We do not manage our physical asset(s) or we do not know how to manage our asset(s)
We address issues with our asset(s) when they arise but we have no records or processes in place
We manage our asset(s) using basic records and processes, but we have no capacity to develop a formal plan
We have an asset management plan, but we have limited capacity or confidence to use it
We have an asset management plan that we have the capacity to regularly use and update to confidently manage our asset(s)
How much do your assets help your organisation?
Our asset(s) are significantly underutilised and / or place a large financial burden on the organisation
Our asset(s) often feel like a financial burden or are not consistently used to their full potential
Our asset(s) supports us to achieve our purpose in limited ways, but we lack the capacity to develop its full potential
Our asset(s) is not a financial burden and broadly supports us to achieve our purpose
We are in financial control of our asset(s) and it plays a vital role in achieving our purpose
Asset Score
Ave
Asset Statement
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RESULTS
On the next page, you will see a copy of your results from the Self Assessment. This will provide a generic statement about your resilience under each pillar, along with some actions you could take to improve your resilience. It will also highlight the priority of the pillars based on the statements you have selected. We recommend you use this information when developing your proposal. If there is no Level or Statement Under each heading please go back and complete that section before submission.
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Self Assessment Results
Below, you’ll find a summary of your responses across the six pillars of resilience. Each section includes a brief statement reflecting your organisation’s current position, followed by an overall assessment. This also highlights areas that you should explore as a priority
Overall Score
Results for each area of Resilience
Purpose
Purpose Level
*
PURPOSE
Governance and Leadership
Governance and Leadership Level
*
GOVERNANCE & LEADERSHIP
Finance, Funding & Enterprise
Finance, Funding & Enterprise Level
*
FINANCE, FUNDING & ENTERPRISE
People and Operations
People and Operations Level
*
PEOPLE & OPERATIONS
Communications and Impact
Communications and Impact Level
*
COMMUNICATIONS & IMPACT
Assets
Assets Level
*
ASSETS
Overall Statement
Reflect on Your Results Before Proceeding
Next Step
You've now completed the self-assessment and received your resilience profile. We recommend taking a moment to review and reflect on the results before moving on to the next section, which asks about your support request 👉 Please click the “Save” button below to save your progress. You can return to this form later once you've had time to consider how your proposed project aligns with the areas identified for development. When you're ready, click "Next" to continue with the self-assessment.
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Reflection & Support Requirements
Now that you’ve completed the self-assessment, please provide a short outline of what support your organisation requires via this programme.
Support Required (300words)
0/300
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