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

  • ✅ Review of key internal processes and workflows.
    ✅ Identification of inefficiencies and operational bottlenecks.
    ✅ Overview report with high-level observations and improvement areas

  • ✅ Everything in Operations Review, PLUS:
    ✅ Deep dive into tools, systems, and cross-team processes.
    ✅ Recommendations for operational improvements and technology alignment.
    ✅ Process redesign support to improve efficiency.
    🎁 BONUS: Prioritised roadmap for phased implementation.

  • ✅ Everything in Systems & Workflow, PLUS:
    ✅ Hands-on support to implement system and process changes.
    ✅ Coordination with suppliers/vendors as needed.
    ✅ Change management advice and team engagement strategies.
    🎁 BONUS: Onboarding session with key stakeholders.

Business Continuity & Gap Analysis

  • ✅ Assessment of current operational, team, and system setup.
    ✅ Risk mapping and identification of single points of failure.
    ✅ Summary report on business continuity strengths and gaps.

  • ✅ Everything in Current State Snapshot, PLUS:
    ✅ Gap analysis across key operational areas (people, process, tools).
    ✅ Prioritised recommendations to ensure business continuity and resilience.
    ✅ Support to identify quick wins and urgent risks.
    🎁 BONUS: Stakeholder engagement summary and recommendations.

  • ✅ Everything in BAU Readiness & Gap Analysis, PLUS:
    ✅ Creation of a business continuity or contingency plan tailored to your organisation.
    ✅ Optional interim operational leadership support (if needed).
    ✅ Guidance on building team and systems resilience.
    🎁 BONUS: Customisable BAU toolkit and staff comms template.

CRM Health Check & Optimisation

  • ✅ A comprehensive review of your existing CRM system.
    ✅ Identification of gaps, inefficiencies, and risks.
    ✅ A detailed report outlining findings and key areas for improvement.

  • ✅ Everything in CRM Health Check, PLUS:
    ✅ Bespoke recommendations tailored to your charity’s needs.
    ✅ A roadmap for improvements, including suggested processes, integrations, or new tools.
    ✅ A follow-up session to discuss findings and next steps.
    🎁 BONUS: A process mapping session to identify quick wins for automation.

  • ✅ Everything in CRM Optimisation & Recommendations, PLUS:
    ✅ Assistance in sourcing the right tech partner or CRM solution.
    ✅ Support with vendor selection, negotiations, and contracts.
    ✅ Project management through to implementation and final testing.
    ✅ Data clean-up & migration support to ensure a smooth transition.
    🎁 BONUS: A 60-minute team training session on CRM best practices.