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

  • A brief, focused review of your core operational processes and systems.

    ✅ Review of current tool, 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.

  • 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

  • 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.

  • 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.

  • 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

  • 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.

  • 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 .