SORP Diagnostic Assessment
Please answer the questions on the screen. At the end, you will receive a high-level diagnostic assessment of your charity’s current impact reporting setup, along with a clear list of gaps you may need to address before your next report is due. Assess your organisation's strengths and areas for growth in impact reporting using this self-assessment tool. Review each category and select the statements that apply to your organisation. Check all of the boxes that you feel confident in for your organisation.
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Begin Assessment
Introduction
1. What is your organisation's gross annual income?
Up to £500k
£500k-£15m
Over £15m
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Section A - Baseline Requirements
2. BENEFICIARY DIFFERENCE: We have a structured narrative or statement explaining exactly how our activities changed the direct lives or circumstances of those we serve.
Yes
Partially
No
3. SOCIETAL BENEFIT: We can articulate the broader, secondary benefits our work provides to wider society or public systems.
Yes
Partially
No
4. EVALUATION AND DATA: We regularly collect and compile qualitative proof and insight (such as case studies or testimonials) and quantitative data (infographics or stats) to back up our narrative.
Yes
Partially
No
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Section B - Performance & Outcome Metrics
5. OBJECTIVE TRACKING: We review and state how effectively our activities were delivered against the specific targets set at the start of the year.
Yes
Partially
No
6. LONG-TERM IMPACT ANALYSIS: We evaluate the long term, multi-year effect of our work on the groups, communities or individuals we serve and not just on the immediate project completion.
Yes
Partially
No
7. OUTPUTS VS. OUTCOMES: We collect data that clearer shows what we delivered (e.g., sessions run) as well as the actual result change achieved (e.g., skills gained)
Yes
Partially
No
8. EXTERNAL CONTEXT FACTORS: We log and report external influences (like inflation, policy shifts, or economic crises) that helped or hindered the organisations performance and services.
Yes
Partially
No
9. COMPARATIVE DATA AND KPI: We present quantitative data in comparative tables, showing current key performance indicators contrasted directly against previous financial years.
Yes
Partially
No
10. SPECIFIC TO CHRISTIAN CHARITIES (Not SORP required): We collect data and evidence on the spiritual change of our activities.
Yes
Partially
No
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Section C - Strategic Governance & Sustainability
11. ESG MANAGEMENT: We have a formal narrative section detailing how our organisation manages its environmental, social, and governance footprint.
Yes
Partially
No
12. FUNDRAISING RETURN ON INVESTMENT: We track, analyze, and explicitly disclose the return on investment (ROI) metrics for our fundraising strategies.
Yes
Partially
No
13. FINANCIAL AND NARRATIVE ALIGNMENT: Our impact narrative is tied clearly back to our financial accounts, making it easy to see how money spent aligns with impact achieved.
Yes
Partially
No
14. STRATEGIC LEGACY TRACKING: Our accounting and narrative tracking explicitly explain how legacies are recognized and mapped into our resource planning.
Yes
Partially
No
15. FUTURE STRATEGY REFINEMENT: We can clearly show how our impact results from this year have practically altered or refined our strategic targets for the upcoming year.
Yes
Partially
No
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Calculation
Final Percentage
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