Organisational Health Check for Small Groups

You must complete this form as part of your expression of interest form/application

This information will be used to identify support and training for yourself/group

Organisation Name Contact Name:

Contact details: E: Date:

T:

Stating our purpose / No / Nearly / Yes
We have a constitution / ☐ / ☐ / ☐ /
Administration and paperwork / No / Nearly / Yes
We have a clear administrative system in place / ☐ / ☐ / ☐ /
All our procedures are documented / ☐ / ☐ / ☐ /
Finances / No / Nearly / Yes
We have written financial procedures (for banking, petty cash, cheques etc.) / ☐ / ☐ / ☐ /
Accounts and financial reports are presented to our Management Committee for review and planning / ☐ / ☐ / ☐ /
Accounts are independently examined or audited if required / ☐ / ☐ / ☐ /
Governance or Management Committee / No / Nearly / Yes
We have a competent management committee and actively seek out people with appropriate skills / ☐ / ☐ / ☐ /
Compliance / No / Nearly / Yes
We ensure that we comply with the regulatory requirements of our legal structure and submit accounts (where required) and other required material in a timely manner / ☐ / ☐ / ☐ /
We comply with statutory regulation and have clear policies in place (including Health and Safety and Data Protection) / ☐ / ☐ / ☐ /
We are complying with other required regulation applicable to our organisation (e.g. safeguarding) / ☐ / ☐ / ☐ /
Staffing / No / Nearly / Yes
All staff have an up-to-date contract of employment, job description and terms and conditions / ☐ / ☐ / ☐ /
We comply with employment and equal opportunities legislation and inform staff of relevant changes / ☐ / ☐ / ☐ /
Volunteers / No / Nearly / Yes
We have a volunteer induction pack and procedure with information on our organisation and its policy / ☐ / ☐ / ☐ /
We offer to reimburse our volunteers expenses / ☐ / ☐ / ☐ /
Volunteers are covered by our insurance / ☐ / ☐ / ☐ /
Volunteers receive a clear task description and their situation is reviewed informally or formally through regular support and supervision / ☐ / ☐ / ☐ /
We offer training and development opportunities to all our volunteers / ☐ / ☐ / ☐ /
Training and Development / No / Nearly / Yes
We identify the training needs of staff and volunteers through regular reviews or supervision / ☐ / ☐ / ☐ /
Monitoring and Evaluation / No / Nearly / Yes
Our services or projects have clearly defined outputs, including those agreed with funders / ☐ / ☐ / ☐ /
We monitor our activities and collect information on ‘soft outcomes’ (case studies, anecdotal feedback etc.) / ☐ / ☐ / ☐ /
We evaluate the results of our monitoring activities / ☐ / ☐ / ☐ /
We measure our performance against indicators or quality standards / ☐ / ☐ / ☐ /
Planning our Service Provision / No / Nearly / Yes
We use monitoring data and user feedback to plan our services / ☐ / ☐ / ☐ /
We have a work-plan or development plan and review it regularly (short, medium or long-term, as appropriate) / ☐ / ☐ / ☐ /
We have a business plan (if applicable) and review it regularly / ☐ / ☐ / ☐ /
Our planning process involves staff, volunteers (as appropriate) and trustees / ☐ / ☐ / ☐ /
We involve service users in the planning process (indirectly, through feedback or directly, through representation) / ☐ / ☐ / ☐ /
Networking and Partnerships / No / Nearly / Yes
We actively network with other organisations / ☐ / ☐ / ☐ /
We work in partnership with other organisations / ☐ / ☐ / ☐ /
Best Practice Policies/insurance / No / Nearly / Yes
We have a Safeguarding Vulnerable Adults Policy / ☐ / ☐ / ☐ /
We have a Health & Safety Policy / ☐ / ☐ / ☐ /
We have a Risk Assessment Policy / ☐ / ☐ / ☐ /
We have a Data Protection Policy / ☐ / ☐ / ☐ /
We have an IT policy / ☐ / ☐ / ☐ /
We have a Marketing Policy / ☐ / ☐ / ☐ /
We have Public Liability Insurance / ☐ / ☐ / ☐ /
We have an Equal Opportunities Policy / ☐ / ☐ / ☐ /
Other: Please state: / ☐ / ☐ / ☐ /

Return to Imogen Higgs - Development Worker for Southampton Healthy Living

E: I.higgs:@southamptonvs.org.uk

Voluntary Action Centre

Kingsland Square

St Mary Street

Southampton

SO14 1NW