Operational Health Assessments
A clear, structured review of your charity’s internal operations - helping you identify what’s working, what’s not, and where to focus next.
Whether you're experiencing bottlenecks, growing pains, or just need a fresh perspective, this assessment gives you the clarity and direction to move forward with confidence.
Operations & System Review
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A brief, focused review of your core operational processes and systems.
✅ Review of current tools, platforms and key internal workflows.
✅ Identification of inefficiencies and gaps.
✅ Summary report of initial observations and suggested focus areas. -
A broader assessment that explores how your systems, processes and teams align, and where change could improve delivery.
✅ Everything in Operations Review, PLUS:
✅ Functional scan of key processes and internal handovers.
✅ Review of tech, tools and cross-team working.
✅ Clear recommendations and a prioritised improvement list.🎁 BONUS: Custom ‘quick wins’ checklist to boost efficiency.
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Hands-on support to map, refine and improve how operations and systems work day to day.
✅ Everything in Core Systems & Ops Scan, PLUS:
✅ Process mapping of high-friction areas.
✅ Support to simplify workflows and reduce duplication.
✅ Light redesign of internal systems or role interactions.🎁 BONUS: A brief, phased implementation roadmap.
Current State & BAU Assessments
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A focused review to understand how your charity is currently operating, and where risks or inefficiencies may be hiding.
✅ Review of current operational structure, systems and delivery processes.
✅ Identification of friction points, bottlenecks, and single points of failure.
✅ Summary report on BAU strengths, weaknesses, and areas for improvement.🎁 BONUS: Stakeholder input summary highlighting key themes from your team.
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A deeper dive into where things are misaligned, what’s missing, and how to strengthen day-to-day delivery.
✅ Everything in Current State Snapshot, PLUS:
✅ Functional mapping of operations across people, process, and platforms.
✅ Risk and resilience audit. Including compliance and capacity gaps.
✅ Prioritised recommendations and phased quick wins for BAU improvement.🎁 BONUS: Stakeholder engagement summary and recommendations.
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A full partnership approach to redesign and embed a business-as-usual model that actually works.
✅ Everything in BAU Gap Analysis, PLUS:
✅ Design of a future-fit operational model.
✅ Development of a tailored BAU improvement plan with clear phases.
✅ Guidance on risk reduction, contingency planning, and internal delivery support.🎁 BONUS: Optional workshops with the Board, leadership or functional teams.
CRM Health Check & Optimisation
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A focused review of your existing CRM setup to uncover what’s working, what’s not, and where the gaps are.
✅ A comprehensive review of your existing CRM system.
✅ Identification of gaps, inefficiencies, and risks.
✅ A written report outlining findings and key areas for improvement. -
✅ Everything in CRM Health Check, PLUS:
✅ Bespoke recommendations across process, structure, and user engagement.
✅ Suggestions for streamlining data entry and automating simple tasks.
✅ A roadmap for improving usage, performance, or integration with other tools.🎁 BONUS: A process mapping session to identify quick wins or automation.
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End-to-end support to improve or replace your CRM, including supplier sourcing and delivery oversight.
✅ Everything in CRM Optimisation & Recommendations, PLUS:
✅ Support to select and engage a CRM product and implementation partner (if changing).
✅ Support with vendor coordination, review of contract, and system demos.
✅ Oversight of Project management through to implementation and final testing.
✅ Data clean-up & migration support to ensure a smooth transition.🎁 BONUS: A 60-minute ‘no jargon’ team session to boost CRM confidence and consistency .