Manage Questions

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Question Title Question Category Display Order Status Action
Vision statement Does your organisation have a Vision statement? Vision, Mission, Values 7 Active Edit | Delete
Vision via website Is your Vision communicated via your website? Vision, Mission, Values 8 Active Edit | Delete
Vision via social media Is your Vision communicated via social media? Vision, Mission, Values 9 Active Edit | Delete
Mission statement Does your organisation have a Mission statement? Vision, Mission, Values 10 Active Edit | Delete
Mission is Call to Action Is your Mission statement an effective Call to Action? Vision, Mission, Values 11 Active Edit | Delete
Mission via website Is your Mission communicated via your website? Vision, Mission, Values 12 Active Edit | Delete
Mission via social media Is your Mission communicated via social media? Vision, Mission, Values 13 Active Edit | Delete
Values statement Does your organisation have a published set of Values? Vision, Mission, Values 14 Active Edit | Delete
Values embedded in culture Are your Values embedded in the culture of your organisation? Vision, Mission, Values 15 Active Edit | Delete
Beneficiaries understand Vision, Mission, Values Do your beneficiaries have a full understanding of your Vision, Mission and Values? Vision, Mission, Values 16 Active Edit | Delete
Funders understand Vision, Mission, Values Do your funders have a full understanding of your Vision, Mission and Values? Vision, Mission, Values 16 Active Edit | Delete
Strategic oversight & direction – primary role Is your Board's primary role to provide strategic oversight and direction? Governance 17 Active Edit | Delete
Board appointment processes Is there a structured and formal process for appointing Board members? Governance 18 Active Edit | Delete
Skills audit for Board Are Board appointments made on the basis of a skills audit? Governance 19 Active Edit | Delete
Financial & fundraising oversight Does your Board provide oversight of financial and fundraising performance? Governance 20 Active Edit | Delete
Board fundraising role Do your Board members have an active role in fundraising? Governance 21 Active Edit | Delete
Strategic risk oversight Does your Board regularly review the strategic risks faced by the organisation? Governance 22 Active Edit | Delete
Description Board role Do you have a written description for the overall role of the Board? Governance 23 Active Edit | Delete
Description Board member role Do you have a written description for the role of each Board member? Governance 24 Active Edit | Delete
Organisation-wide strategy Do you have a written organisation-wide strategy? Strategy 23 Active Edit | Delete
Operational plan Do you have an operational plan to implement your strategy? Strategy 24 Active Edit | Delete
Analytical tool use Does your organisation use analytical tools e.g. SWOT (strengths, weaknesses, opportunities, threats), PESTEEL (political, economic, social, technological, environmental, ethical, legal), Stakeholder analysis? Strategy 25 Active Edit | Delete
Partnerships Does your organisation partner with other organisations working in the same field? Strategy 26 Active Edit | Delete
Fundraising aligned with strategy Does your fundraising plan or strategy align with your organisation-wide strategy? Strategy 27 Active Edit | Delete
Founder-led Is your organisation founder-led? Leadership & Management 28 Active Edit | Delete
Clear role distinctions Is there a clear distinction between Board and executive management roles? Leadership & Management 29 Active Edit | Delete
Board proactive Is the Board proactive in undertaking its role in strategic oversight and direction? Leadership & Management 30 Active Edit | Delete
Executive role is clear Does your executive leader have a clear description of responsibility for management and operations? Leadership & Management 31 Active Edit | Delete
Senior staff manage budgets Do the senior staff have responsibility to manage their own budgets? Leadership & Management 32 Active Edit | Delete
Regular management accounts Does your executive management provide management accounts to the Board regularly? Leadership & Management 33 Active Edit | Delete
Executive leader involved in the community Does your executive leader play an influential role in the community that your organisation serves? Leadership & Management 34 Active Edit | Delete
Executive fundraising role Is your executive leader actively involved in fundraising? Leadership & Management 35 Active Edit | Delete
Dedicated fundraising staff Do you have a dedicated management-level staff for fundraising? Leadership & Management 36 Active Edit | Delete
Fundraising strategy Do you have a fundraising strategy? Fundraising, Marketing & Communications 37 Active Edit | Delete
Long-terms sustainability plan Does your fundraising strategy provide a clear plan for your organisation's long-term sustainability? Fundraising, Marketing & Communications 38 Active Edit | Delete
Fundraising operational plan Do you have an implementation plan for your fundraising strategy with clear timelines and responsibilities? Fundraising, Marketing & Communications 39 Active Edit | Delete
Fundraiser Do you have a fundraiser? Fundraising, Marketing & Communications 40 Active Edit | Delete
Case for Support/Case Statement Do you have a Case for Support or Case Statement that articulates your Call to Action? Fundraising, Marketing & Communications 41 Active Edit | Delete
Diversified funding base Do you have a diversified funding base? Fundraising, Marketing & Communications 42 Active Edit | Delete
Fundraising culture Is there a fundraising culture in your organisation? Fundraising, Marketing & Communications 43 Active Edit | Delete
Balance between restricted & unrestricted funds Is there a good balance between restricted and unrestricted income? Fundraising, Marketing & Communications 44 Active Edit | Delete
Current fundraising needs Do you currently have projects/programmes that need funding? Fundraising, Marketing & Communications 45 Active Edit | Delete
Full recovery cost budgeting Do you budget for full cost recovery (incl. cost for administration/operations) in your approaches to funders? Fundraising, Marketing & Communications 46 Active Edit | Delete
Stewardship plan Do you have a formal stewardship plan to encourage donor loyalty, build donor trust and provide accountability? Fundraising, Marketing & Communications 47 Active Edit | Delete
Website with donation page & online payment system Do you have a website with a donation page and facilitated online payment? Fundraising, Marketing & Communications 48 Active Edit | Delete
Website supports fundraising Does your website support your fundraising activities? Fundraising, Marketing & Communications 49 Active Edit | Delete
Marketing plan Do you have a marketing plan? Fundraising, Marketing & Communications 50 Active Edit | Delete
Social media presence Do you have a presence on social media? Fundraising, Marketing & Communications 51 Active Edit | Delete
Social media supports fundraising Do your social media handles support your fundraising activities? Fundraising, Marketing & Communications 52 Active Edit | Delete
Marketing budget Do you have an adequate budget for marketing activities? Fundraising, Marketing & Communications 53 Active Edit | Delete
Communications strategy Do you have a communications strategy? Fundraising, Marketing & Communications 54 Active Edit | Delete
Communications operational plan Do you have an operational plan for implementing your communications strategy? Fundraising, Marketing & Communications 55 Active Edit | Delete
Communications staff Do you have communications staff? Fundraising, Marketing & Communications 56 Active Edit | Delete
Annual Report Is your Annual Report an important communications tool to support your fundraising activities? Fundraising, Marketing & Communications 57 Active Edit | Delete
Coordination between fundraising, marketing, communications Is there good coordination between the functions of fundraising, marketing and communications in your organisation? Fundraising, Marketing & Communications 58 Active Edit | Delete
HR policies Does your organisation have relevant human resource policies? Human Resources & Culture 59 Active Edit | Delete
Remote working policy Do you have a flexible working policy to enable staff to work remotely? Human Resources & Culture 60 Active Edit | Delete
Recruitment & selection policies Do you have recruitment and selection policies and practices? Human Resources & Culture 61 Active Edit | Delete
Organisational chart Do you have an organisational chart or organogram? Human Resources & Culture 62 Active Edit | Delete
Job descriptions Do all staff have clearly defined job descriptions? Human Resources & Culture 63 Active Edit | Delete
Volunteers Do you have volunteers? Human Resources & Culture 64 Active Edit | Delete
Trained HR staff Are the staff responsible for human resource management adequately skilled, trained or experienced? Human Resources & Culture 65 Active Edit | Delete
Training budget Is there a budget for the training and development of staff? Human Resources & Culture 66 Active Edit | Delete
Equality, diversity & inclusion Are your staff trained in the area of equality, diversity and inclusion? Human Resources & Culture 67 Active Edit | Delete
Staff appraisals Does your organisation have a process for appraising staff? Human Resources & Culture 68 Active Edit | Delete
Shared belief culture Do you have an organisational culture driven by shared beliefs, assumptions and values? Human Resources & Culture 69 Active Edit | Delete
Communication between teams Do you have channels of communication between teams that ensure coordination and/or alignment of the organisational strategy? Human Resources & Culture 69 Active Edit | Delete
Adequate budgeting Do you prepare timely, clear and realistic budgets for projects, programmes and operational expenses? Finance 70 Active Edit | Delete
Audited accounts Does your organisation have audited financial accounts prepared by an external auditor? Finance 71 Active Edit | Delete
Annual plan for budgeting and forecasting Does your organisation have an annual plan for budgeting and forecasting? Finance 72 Active Edit | Delete
Balanced budget Does your annual income match your annual expenses? Finance 73 Active Edit | Delete
Negative financial impact from pandemic Have your organisation’s finances been negatively affected by the pandemic? Finance 74 Active Edit | Delete
Financial management staff Do you have a dedicated member of staff responsible for financial management? Finance 75 Active Edit | Delete
Financial reserves Do you have adequate financial reserves to cover your operational costs for a period of 3-6 months? Finance 76 Active Edit | Delete
Fraud prevention Do you have adequate safeguards in place to prevent fraud? Finance 78 Active Edit | Delete
Systems for budget compliance Does your organisation have systems in place to ensure budget compliance? Finance 79 Active Edit | Delete
Written financial policy Do you have a written financial policy (incl. expenses, purchases, processes, responsibilities)? Finance 80 Active Edit | Delete
IT Back office management Do you have an IT system fit for back office management? Systems & Processes 79 Active Edit | Delete
IT Internal communications Do you have an IT system fit for internal communications between services, departments and staff? Systems & Processes 80 Active Edit | Delete
IT information management Do you have an IT system fit for collecting information relevant to donors and supporters and managing knowledge? Systems & Processes 81 Active Edit | Delete
IT managing fundraising Do you have an IT system fit for managing fundraising? Systems & Processes 82 Active Edit | Delete
Trained IT staff Are your staff trained to use the IT systems? Systems & Processes 83 Active Edit | Delete
Securitised and backed-up systems Is the data stored on your IT system fully securitised and regularly backed up? Systems & Processes 84 Active Edit | Delete
Protection against cyber attacks Do you have adequate measures to protect your organisation from cyber attacks? Systems & Processes 85 Active Edit | Delete
Remote working Are you set up to the mutual satisfaction of management and staff to enable individuals to work remotely? Systems & Processes 86 Active Edit | Delete
Lessons learned Have you learned lessons (positive and negative) about your systems & processes during the pandemic? Systems & Processes 87 Active Edit | Delete
Regular monitoring Do you regularly collect data, information and intelligence in relation to your programmes and services (monitoring)? Monitoring & Evaluation 87 Active Edit | Delete
Co-designed projects Do your M&E activities fully engage your beneficiaries to enable you to co-design all projects? Monitoring & Evaluation 88 Active Edit | Delete
Evaluation Do you have a systematic and objective assessment process to gauge your progress (evaluation)? Monitoring & Evaluation 89 Active Edit | Delete
Continuous learning Do you use M&E for continuous learning, improvement and accountability in your organisation? Monitoring & Evaluation 90 Active Edit | Delete
Reliable data Is the data and information collected reliable and accurate? Monitoring & Evaluation 91 Active Edit | Delete
Fundraising support Does your M&E support your fundraising activities? Monitoring & Evaluation 92 Active Edit | Delete
Organisational performance support Do you use M&E to improve your organisational performance? Monitoring & Evaluation 93 Active Edit | Delete
Logframe Do you use the Logical Framework (Logframe) approach to design, monitor and evaluate your projects? Monitoring & Evaluation 94 Active Edit | Delete
M&E staff Do you have a trained staff member who is responsible for M&E? Monitoring & Evaluation 95 Active Edit | Delete
M&E budget Do you have a budget for the implementation of good M&E practices? Monitoring & Evaluation 96 Active Edit | Delete
Measuring organisational impact Are you able to measure your organisation's impact? Impact 97 Active Edit | Delete
Good storytelling Do you demonstrate your impact through good storytelling? Impact 98 Active Edit | Delete
Website communications Are you communicating impact on your website? Impact 99 Active Edit | Delete
Measuring service and programme impact Are you able to measure the impact of your services and programmes? Impact 100 Active Edit | Delete
Funder awareness Are your funders clear about the impact your organisation is making? Impact 101 Active Edit | Delete