Financial Sustainability Quiz
Answer a few quick questions about how your organisation handles funding, planning, and risk. Once you're done, we’ll point you to the section of the YIELD Hub Financial Framework that's most relevant for your organisation right now. Answer honestly, there are no wrong answers. Once you've submitted your response you'll be taken to a page to download the full resource from our website.
SECTION 1: Understanding Sustainable Financing
*
False
Partially
Moderately
Mostly
Completely
Our funding comes from multiple sources, not just one donor or grant.
We have enough unrestricted income to cover our core costs.
We understand the risks associated with each of our current funding sources.
We have a funding plan that aligns with our organisational goals.
We regularly assess our financial stability and funding mix.
Section 1 Score
Section 1 Title
SECTION 2: Fundraising Strategies That Work
*
False
Partially
Moderately
Mostly
Completely
We have a fundraising strategy that outlines our main income targets.
We engage with our donors beyond funding cycles.
We’ve explored or used more than one fundraising method (e.g. grants, events, crowdfunding, partnerships).
Our team feels confident identifying and applying for funding opportunities.
We track fundraising performance to know what works best.
Section 2 Score
Section 2 Title
SECTION 3: Financial Planning & Budgeting
*
False
Partially
Moderately
Mostly
Completely
We create a budget for each financial year or project.
We track actual income and expenses against our budget monthly or quarterly.
We forecast future financial needs and plan accordingly.
Our team understands the budget and uses it to inform decisions.
We review and adjust our financial plan regularly based on income changes.
Section 3 Score
Section 3 Title
SECTION 4: Risk Management & Financial Resilience
*
False
Partially
Moderately
Mostly
Completely
We have a risk management plan that includes financial risks.
We have or are building a reserve fund for emergencies.
If our largest donor stopped funding us, we could still operate for 2–3 months.
We’ve reduced non-essential costs or found ways to optimise spending.
We have thought about or explored income-generating activities for long-term resilience.
Section 4 Score
Section 4 Title
Min score
Submit
Should be Empty: