Business Toolkit 1 About Your Organisation 2 People - Staff, Leadership, and Governance 3 Impact 4 Finance 5 Customers and Competition 6 Your Details Step 1: About Your Organisation Please answer the questions below. What is the name of your organisation? Please enter a response What type of organisation is it? -- Please Select -- Charity Charitable Incorporated Organisation (CIO) Community Interest Company (Limited by Guarantee) Community Interest Company (Limited by Shares) Cooperative Social Enterprise (Company Limited by Guarantee) Social Enterprise (Company Limited by Shares) Unincorporated Community Group Don’t Know Other - Please State Please choose a response from the list In one sentence outline what your organisation does Please enter a response Do you have a statement or a document that says what your purpose is, or why your organisation exists? Do you have a statement or a document that says what your purpose is, or why your organisation exists? Yes No Please choose either yes or no Do you know what the social problem is that your organisation is trying to address? Do you know what the social problem is that your organisation is trying to address? Yes No Please choose either yes or no Do you have a statement or a document that says what your organisation does? Do you have a statement or a document that says what your organisation does? Yes No Please choose either yes or no Do you have a statement or a document that says where your organisation wants to be, or what it wants to do in the future? Do you have a statement or a document that says where your organisation wants to be, or what it wants to do in the future? Yes No Please choose either yes or no Next Step 2: People - Staff, Leadership, and Governance Do you have enough staff with the right skills to deliver what you currently do? Do you have enough staff with the right skills to deliver what you currently do? Yes No Please choose either yes or no Are you reliant on volunteers to deliver what you currently do? Are you reliant on volunteers to deliver what you currently do? Yes No Please choose either yes or no How many people are involved in the day to day management of the organisation? -- Please Select -- 1 2 - 3 4 - 5 more than 5 Please choose a number from the list Are you reliant on any one individual? Are you reliant on any one individual? Yes No Please choose either yes or no How many people do you have on your board? -- Please Select -- 1 2 - 3 4 - 5 More than 5 Please choose a number from the list How involved in decision making is the whole board? -- Please Select -- Very involved Involved Not very involved Not involved at all Please choose a response from the list How often does your board meet? -- Please Select -- Weekly Monthly Quarterly Twice a year Yearly Other - Please State Please choose a response from the list Next Step 3: Impact Do you measure social impact? Do you measure social impact? Yes No Please choose either yes or no What tools do you use to collect and measure impact? What tools do you use to collect and measure impact? Surveys Individual Feedback Group Feedback Outcome Measurements Tracking an Individual’s Journey Written Stories Audio Stories Video Stories Social Impact Framework Specific Datasets Other - Please State Please choose some responses from the list How much social impact do you think your organisation has on: People -- Please Select -- 5 - lots 4 3 2 1 - not much Choose a number between 0 and 5; with 0 the lowest and 5 the highest How much social impact do you think your organisation has on: Communities -- Please Select -- 5 - lots 4 3 2 1 - not much Choose a number between 0 and 5; with 0 the lowest and 5 the highest How much social impact do you think your organisation has on: Society -- Please Select -- 5 - lots 4 3 2 1 - not much Choose a number between 0 and 5; with 0 the lowest and 5 the highest Do you engage directly with customers and clients to obtain their views on what you do? Do you engage directly with customers and clients to obtain their views on what you do? Yes No Please choose either yes or no Next Step 4: Finance What is your current financial position? -- Please Select -- Excellent Good OK Poor Very poor Please choose a response from the list Do you have financial reserves? Do you have financial reserves? Yes No Please choose either yes or no Where does your income come from? Where does your income come from? Grants Contracts Sales Membership Assets Other - Please State Please choose some responses from the list What do you spend the most on? What do you spend the most on? Staffing Buildings/Premise Stock Project Costs Delivering services Other - Please State Please choose two responses from the list Do you have financial systems in place? Do you have financial systems in place? Monthly Management Accounts Annual Accounts Cashflow Electronic Accountancy (ie Xero or QuickBooks) Internal System (ie project spreadsheets) Financial Strategy Other - Please State Please choose one or more responses from the list Do your have an accountant? Do your have an accountant? Yes No Please choose either yes or no How long do you have funds in place to operate for? -- Please Select -- A matter of weeks A month Three months Six months A year More than a year Other - Please State Please choose a response from the list Next Step 5: Customers and Competition Do you know the group of people who do or may buy or use your services? Do you know the group of people who do or may buy or use your services? Yes No Please choose either yes or no How do you identify or attract new customers? How do you identify or attract new customers? Word of mouth Return customers Advertising/Marketing Social Media Referrals Other - Please State Please choose one or more responses from the list Can you evidence that there is enough demand for what you do? Can you evidence that there is enough demand for what you do? Yes No Please choose either yes or no Is anyone else doing what you do? Is anyone else doing what you do? Yes No Please choose either yes or no Next Step 6: Your Details Please provide your details below. We will use these to email you your report. Your details will not be shared with any third-parties. Your Name Please enter your name Job Title Please enter your job title Your Email Please enter your email address Finish!