Business Assessment

Current Turnover:

Stability and trend of income streams

Cost Structure:

Control and visibility of fixed and variable costs

Profitability:

Surplus/deficit trends and margins

Budgeting:

Use of budgets and forecasting accuracy

Financial Reporting:

Timeliness and clarity of reports

Process Clarity:

Are processes documented and repeatable?

Efficiency:

Use of automation and time-saving measures

Risk Management:

Existence of contingency planning and risk assessment

Quality Control:

Consistency and standard checks in place

Resource Utilisation:

Are human and material resources well-managed?

Leadership Clarity:

Clear vision, roles, and leadership structure

Strategic Planning:

Use of short-term and long-term plans

Decision-Making:

Data-driven, inclusive and timely decision-making

Accountability:

Roles, KPIs, and evaluation mechanisms

Board/Advisory Support:

Strength and engagement of governance body

Culture & Values:

Shared values and staff alignment

Staff Development:

Training, career growth, mentorship

Internal Communication:

Transparency and feedback mechanisms

Diversity & Inclusion:

Inclusiveness in practice and policy

Morale & Engagement:

Staff satisfaction and motivation

Branding:

Consistent and professional brand presence

Digital Presence:

Website, social media, SEO

Outreach & PR:

Engagement with clients, donors, public

Customer/Donor Retention:

Retention strategy effectiveness

Feedback & Evaluation:

Use of surveys and stakeholder input

Digital Infrastructure:

Quality and reliability of hardware/software systems

Cybersecurity:

Protection against data breaches and cyber threats

Data Management:

Systems for storing, retrieving, and analysing data

AI Utilisation:

Use of AI tools for automation, analytics, or customer service

Technology Strategy:

Alignment of tech use with organisational goals

Mission Alignment:

Activities match vision and purpose

Impact Measurement:

Use of KPIs, SROI, or similar metrics

Community Engagement:

Involvement and reputation in community

Sustainability:

Long-term viability and environmental consciousness

Innovation:

Adoption of new ideas and continuous improvement