Charity Excellence - User Satisfaction and Impact Assessment

Charity Excellence - User Satisfaction and Impact Assessment

The Charity Excellence Framework is an online toolkit that enables any charity to health check every area of activity in half a day, with access to its huge resource base, Funding Finder database and its own quality mark. Everything is free.

Summary

The user profile of those providing feedback reflects the sector overall, with the majority of users being small charities. Overall feedback continues to improve and, with new upgrades currently in the pipeline, should continue to do so.

  • The average rating for questionnaires is 8.9/10.
  • In terms of the impact that using it is having, the average user rating for the 8 areas tracked is 8.2/10, ranging from 8.9 to 7.6.
  • For how user friendly the system is, the overall rating for the 14 areas tracked is 8.8/10, ranging from 9.3 to 8.4.

User Numbers and Profile

There were 17,000 registered users (as at June 2021), increasing at a rate of 700+ a month.

The organisations using the system are primarily charities, but there are also some social enterprises and schools. The organisational profile by income band matches the sector profile overall, with the majority being small charities.

The exception is micro charities (under £10k), which are under-represented. There are no charities over £10m.

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“At Autism Wessex we have used the Charity Excellence Framework to help us identify priorities and to see our progress with our activities. It is very User Friendly and really encouraging when you see the red scores turn amber and then green! I would recommend it to everyone.“ CEO, Autism Wessex

Individual Questionnaire Ratings

Development is user led, using the in-system feedback rating, each time a questionnaire is scored. These are the average ratings for the 2030 questionnaires scored in the 6 months to end Oct 21. The average rating was 8.9/10.????

  • Finance & Resources 8.9
  • Operations - 9.0
  • Risk - 8.9
  • Communications - 9.0
  • People - 9.0
  • Governance - 8.9
  • Strategy - 9.1
  • Income Generation - 8.6

Qualitative data, in the form of in-system feedback quotes is at Appendix 1, below.

Impact & Usability Ratings

The data below is based on 50 organisations who responded to an invitation to complete a survey, after they had achieved the quality mark. This was collected Jan 19 to Dec 20 and, as a series of upgrades were rolled out during this period, it may reasonably be assumed that the system is having an even greater impact now. Some respondents report that they had scored some areas lower, as they had not yet had time to explore and make full use of the system's functionality.

"I’ve been going through things again – and using many of the links and resources that you provide as everything is perfectly aligned to the information I need to either check or find. This saves me a huge amount of time and I can get to the core information that I need straight away – it really is a huge asset to have.” CEO, Veterans with Dogs

Impact

Users are invited to rate the impact using it has had, on a scale of 1 (no impact) to 10 (very significant).? The ratings are for the period Sep 20 to Aug 21. The previous ratings are in brackets. Using the CEF:

  • Is improving our confidence & knowledge - 8.9 (8.7)
  • Is improving overall leadership & management - 8.1 (8.4)
  • Is improving our governance - 8.5 (8.3)
  • Is improving management team effectiveness?- 8.4 (8.2)
  • Is enabling the board/management to work together more effectively - 7.7 (8.0)
  • Will enable us to increase our organisational impact - 8.3 (7.9)
  • Will help us manage our workload better - 7.6 (7.7)
  • Will enable us to improve our financial position - 8.0 (7.1)
  • The Funding Finder database has helped us find more funders - 8.8

“Whilst it has created key focuses for us, the joy of the system is that it also give us guidance, templates and key documents to make this as smooth and as easy as possible for us. It is really easy to use and isn’t overly onerous (apart from making you think)”.?CEO, Andover & District Mencap

Usability?

They are also invited to rate how useful they found the system to be on a scale of 1 (no use) to 10 (very useful).?The ratings are for the period Sep 20 to Aug 21. The previous ratings are in brackets.

  • The interactive dashboard is useful - 9.2 (9.3)
  • The resource base & links are useful - 9.3 (9.3)
  • Setting up My Profile page was easy to do - 9.3 (9.3)
  • That reporting optimises our priorities is useful - 8.9 (9.1)
  • The links to organisations providing free goods, services & help are useful - 9.1 (9.1)
  • Statements are easy to understand and score - 9.0 (9.1)
  • Adding additional users is useful - 8.7 (9.1)
  • Having unique questionnaires built to meet our role and needs is useful - 8.6 (9.0)
  • The CEF is easy to navigate and use - 8.4 (8.9)
  • Questionnaire statements covered every area of our organisation - 8.6 (8.9)
  • The quality mark is useful - 8.7 (8.8)
  • The dashboard critical health check table is useful - 8.5 (8.7)
  • Action plan report exporting is useful - 8.4 (8.6)
  • Using the CEF is low workload - 8.4 (8.5)
  • The query system is useful - 8.4 (8.3)

"The Charity Excellence Framework asks questions that make you think, .....and, crucially, provides resources to support the charity's continued drive for excellence. I recommend it to all charities".??CEO, The Bumblebee Conservation Trust

Survey Qualitative Feedback

  • Questions were clear and relevant to small charities. Downloads and links really helpful. There is soooo much content in here. It's a brilliant tool. Mencap Liverpool & Sefton, Income, Oct 22.
  • Brilliant as it gives you time to actually look at what needs improving within your organisation - what we are doing well and the need for improvement within the areas scored. Savana, Income, Aug 22.
  • Makes me question our practices. Rewild Play, People, Aug 22.
  • Though provoking. Salto Gymnastics Club, Governance, Aug 22.
  • The breadth of related topics, enabling us to focus on areas we may not have considered. Colchester Churches Charitable Trust, Governance, Aug 22.
  • Asked me questions I didn’t even know I needed to know. Grace To Restore Ltd, Income, Aug 22.
  • The questions and the links to resources are clear and enable succinct reflection and quick analysis. Hope Coventry, Aug 22.
  • This really made us question the overall picture of our organisation rather than service by service, or project by project. Whilst reassuring in many areas it quickly identified where one aspect could negatively impact on the overall picture. Age UK Cornwall & Isles of Scilly, Jun 22.
  • I wish we had found you before we set up as it would have saved us a lot of time. Talking about our generations, Risk, Jun 22.
  • Intelligent questions reflecting the most important issues. The Wokingham Volunteer Centre, Governance, Jun 22.
  • Excellent resource, with good detail and very useful downloads and further information. Thank you. St. Clement Danes RAF Church, Income Jun 22.
  • What a great, concise and action-focused approach - thank you! Life Chance Trust, Governance, Jun 22.
  • Great links for bitesize top tips. Blue Smile, Comms, Jun 22.
  • Thought provoking questions. Whispering Angel, Risk, Jun 22.
  • User friendly and easy to understand. Phoenix Heroes CIC, Ops, Jun 22.
  • Loved that the options reflect progress and aspirations now at the beginning of registering so I can track progress and easily access valuable resources. Shenanigan Stud Therapeutic Herd, Income, Jun 22.
  • Simple 5 star grading process made it very straightforward to complete the questionnaire. Baby Basics Northampton, Income, Jun 22.
  • the simplicity of the questions and the rating system. East Latchford Friends, Income, Jun 22.
  • good friendly templates easy to use and understand. Havering Volunteer Centre, Income, Jun 22.
  • Questions encourage reflection on practice. Number Eight Tamworth, People, Jun 22.
  • Very concise questions and a real opportunity to reflect. T.A.P The Apex Project C.I.C, Income, Jun22.
  • Thought provoking questions. The Happy Mums Foundation CIC, Operations, Jun 22.
  • Thought provoking questions. Visionnaires, Income, Jun 22.
  • The Questionnaire has acted as a check list to some of the unfulfilled accomplishments in the organisation. It is an eye opener for us to incorporate some of the things we are lacking. The Child Support Organisation, Income, Jun 22.
  • There is a wealth of helpful information. ECHOES Charity, Income May 22.
  • Completeness and clarity of questions which are easy to understand even for us whose English is second language. Innovation for Social Sustainable Development, Income, May 22.
  • The questions asked were thought provoking and the resources provided were really useful. The Colour Works Foundation, People, May 22.
  • Very easy to understand and again reminded me of the importance of good working practices. OPAAL, Operations, May 22.
  • The downloads - for areas that we need to work on - having access to resources and support tools means so much. Concreate Garden, Income, May 22.
  • Clear and simple questions, quick to complete. CDAR, Income, Apr 22.
  • It was very easy to use, and brought all the important issues together, with the additional help by providing resources and templates 5*. YWHP, Income, Apr 22.
  • The questions really made me think about how we run the charity and points to research and improve. Ben Saunders Foundation, Income, Apr 22.
  • useful to discuss important areas. Clear questions. Trustlinks, Finance, Apr 22.
  • The questions were indeed practical and very relevant. Caribbean New Frontier Foundation, Income, Apr 22.
  • The questions were clear and concise and the system is easy to navigate. Mary's Youth Club, Income, Apr 22.
  • All easy to understand. Fife Steel Basketball Club, People, Mar 22.
  • Very thought provoking. Lots of relevant information available to come back to and work on. Improving Lives Notts, People, Mar 22.
  • Separation between our performance and importance of the task allowed me to think where our start up charity needs to focus on improvements. Flamingo Kids, Income, Mar 22.
  • the variety of the questions ensuring no thing is overlooked. Purbeck Youth & Community Foundation, Income, Mar 22.
  • Telling me how far I'd got & being able to save my progress & very clear short questions. Love the downloads & links. Nature's SAFE, Income, Mar 22.
  • Statements made me think of things we weren't doing. Weald Gymnastics Club, Income, Mar 22.
  • The questions was very good and it brought a lot of understanding. Futurents, Income, May 22.
  • having the suggestions of each topic at your fingertips - a lot of thought has gone into this framework and using it will strengthen our organisation. Havering Volunteer Centre, Income, Apr 22.
  • Very thought provoking. Lots of relevant information available to come back to and work on. Improving Lives Notts, People, Mar 22.
  • Questions make you think about what you are achieving and how you can improve. St Basils, Governance, Mar 22.
  • Easy straightforward and relevant with no jargon. Broken Puppet Theatre Company
  • In depth enough that you cannot just skirt along lightly, the governance section challenges us to look more deeply at how we work together. Cheshire Without Abuse, Income, Mar 22.
  • clearly identified areas for improvement and helped me to identify what was critical in terms of next steps. Cheshire Without Abuse, Income, Mar 22.
  • Very thought provoking. Lots of relevant information available to come back to and work on. Improving Lives Notts, People, Mar 22.
  • The huge volume of valuable information. Seeds for Growth, Income, Mar 22.
  • Made me stop and think. SCCC, Income, Mar 22.
  • The questions help you to think through how well the charity is doing. The links and downloads are excellent. It's worrying when you realise there's more work to do but SO helpful to have those pointers at your fingertips - thank you. Climate Action Strathaven, Income, Mar 22.
  • General thrust of the questions searching and thought provoking in itself. Mercy Project, Strategy, Feb 22.
  • Its like a review of what you do and evaluates and highlights gaps so you can address them if needed. Headway South Staffordshire, Finance & Resources, Feb 222.
  • The information available helped put the questions into context and allow me to make a more informed score. MindForYou, Income Feb 22.
  • This was amazing. Can't state the most important though strategy and fund raising made it all for me. Blange PLHA, Strategy, Feb 22..
  • Clarity of questions. Dragonfly Cancer Trust, Income, Feb 22.
  • Overall, it was full of quality questions. I found the fund raising part more useful though. Most importantly, the numerous resources I downloaded, WOW! Nothing to say but thanks! Feb, Blange PLHA.
  • Careful consideration has been made to cover all aspects of communication from board members to administration staff. Women's Work (Derbyshire), Comms, Feb 22.
  • The documentation that can be downloaded, is a fabulous help. Chimney Farm international dog rescue, Income, Feb 22.
  • Nice and simple system. Dudley Caribbean and Friends Association, Income, Feb 22.
  • It made me think about the structures we have in place and how we do things. It's very useful. Friends of the Cavendish School, Governance, Feb 22.
  • The full range of issues indicated and outlined. Heart Of England Mencap, People, Feb 22.
  • It made me question our systems and highlighted what we need to invest in. Valley Kids, Income Feb 22.
  • The questions really helped me think through whether we have the right processes in place. The links to additional information are fantastic! St. Mary’s Church, Tadley, Income, Feb 22.
  • A very good insight regarding area's of weakness. Age Concern MRR, Governance, Feb 22.
  • The wealth of information - especially for areas we hadn't considered. Aspire, Income, Feb 22.
  • Questions that we would not automatically ask ourselves but have proved to be really useful to think about. Grapevine Wellbeing Centre, income, Feb 22.
  • I learnt more on fundraising, found our key weaknesses and helped gain solutions. Smile Empowerment Enterprise, Feb 22.
  • All questions were clear and precise. Rich Kingdom Finance Worldwide, Risk, Feb 22.
  • Seeing how we have improved in the areas where we needed to since the last time the questionnaire was completed. Togers4Ever, Operations, Jan 22.
  • Downloads are a great addition. Brighter Futures Charity, Governance, Jan 22.
  • The questions make you think and assess what our organisation can do to to improve its services, to better help the public service users. Merton Somali Community (Mesco), Strategy, Jan 22.
  • Using the system greatly helps to pinpoint Areas which our charity can improve on. KHL Community in Sheds, Governance, Jan 22.
  • Scoring Achievement and Importance against criteria is a significant way to self evaluate effectiveness of the charity. HOPE Coventry, Jan 22.
  • Clarity of the key issues that a Board needs to consider. A wealth of governance resources in 1 place! Heart of England Mencap, Jan 22
  • Extremely helpful "health check". Arkbound Foundation CIO, Strategy, Jan 22.
  • Well laid out and easy to follow. Great self examination. St. Benedict’s RC Church, Income, Jan 22.
  • The questions are highly detailed and seem to leave no stone unturned - very well considered and targeted. North East Autism Society, Income, Jan 22.
  • Good questions, straight to the point. Trail, Income, Jan 22.
  • Questions make you think about the processes you have in place and ask if they are suitable also lots of information to look at. Stepping Stones North Wales, Income, Jan 21.
  • Raising issues I had not thought about. Hope Counselling Service, Strategy, Jan 22.
  • Really helped us think what we are missing and what we need to improve on moving forward. Rare Autoinflammatory Conditions Community, Income, Jan 22.
  • The clear description of tasks highlighted straight away things we need to look at and prioritise. R.E.A.L Foundation Trust, Jan 22.
  • Clear and concise questions. RSPCA North Wilts and Newbury Branch. Jan 22.

Older Quotes - 2021

These questionnaires really help me as a trustee to stop what I am doing, and to re-evaluate our priorities. SW Blood Bikes, Dec 21.

Confirms we have a highly professional Board operating with good practice. Merseyside Jewish Community Care, Dec 21.

The downloads are a fantastic use of resources. Very informative. United We Rise Uk

Insightful and thought-provoking questions - these highlighted our areas of good governance but more importantly highlighted areas where we need to improve. Tigers4Ever, Dec 21

I found the questions quite thought provoking in terms of areas of development. Volunteer Centre Blackpool, Wyre and Fylde, Nov 21

Good to go through the questions systematically, highlights the areas that are on track and what needs more work! EXCELLENT downloads and external links throughout. Green Schools Project, Nov 21.

Simple and easy to understand. Oaks and Acorns In Harmony, Nov 21

Excellent. Reuse Scotland, Nov 21.

The thought provoking list of topics and the ease of finding the relevant help links. Warwickshire Search and Rescue, Nov 21.

It made me address things I otherwise would not have thought of, thank you. Children with Cancer Fund (Polegate), Nov 21

Really easy and quick to use. Especially like the links to resources & further information. VHM, Nov 21

Very well written sentences to consider which show how we are doing. Herpes Viruses Association and Shingles Support Society, Nov 21.

So user friendly and scope and clarity of questions were highly relevant. Access to supporting guidance and information was superb and thank you! Behind Every Kick, Oct 21.

Great reality check toolkit. Dance Associate Ltd, Oct 21.

The order of questions was really helpful, as they stepped through the processes and matters the board considers at our organisation. The 'not applicable' option was is also a nice touch. Release, Oct 21.

So many links to look at if help is required. Streroom2010, Oct 21.

The fact that it makes us address issues that we might otherwise take for granted. Ashton Theatre Group, Oct 21.

The thought provoking discussion that took place whilst completing the session. Endeavour, Oct 21.

very useful questions and some great resources. Savanna, Oct 21.

The questionnaire is very, clear, quick and easy to complete. Concordia, Oct 21.

The questions themselves have enhanced debate at board/chair level. Thank you. Ethos Charity, Oct 21.

Thinking about the charity sector and the overall sustainability of the sector. Putting everything possible in place to be able to safeguard the charity moving forward. Epic Partners, Oct 21.

It is very clear and easy to use. Waves Music Therapy, Sep 21

some of the ideas in here are totally new to me so it was eye opening. Dads & Kids CIC, Sep 21

Covered all aspects of income generation, makes you really think about what activities you are undertaking, how important they are to your individual charity and gives ideas for moving forward and improving. The Rainforest Foundation UK, Sep 21.

As always, these questionnaires help me to focus on what is important within our organisation.?South West Blood Bikes, Sep 21.

The star system is really great! Suggestions of free resources to tap into is really helpful. Educating Beyond Borders, Sep 21

Thought provoking and superb resources. Sunnyside Community, Aug 21

I think the services provided by CEF are phenomenal! I think you should be paid for all this advice! Aug 21

The depth of the questions - good food for thought and a great reminder that there is always more that can be done in most cases. It also clearly shows where more effort needs to be made First Stop Darlington, Aug 21.

Thought provoking, lists of funders, fund raising using digital media. St. Mary the Virgin Church, Cowes, Aug 21.

Plenty of source material to help grow our fund-raising knowledge and capability Nell Bank Charitable Trust, Aug 21.

the questionaires made me think about how good we actually were and highlighted areas of improvement. MPS Malawi, Aug 21.

Simple and clear questions that I could understand the need for and that clearly will form a framework for improvement. Murray Hall Community Trust, Aug 21.

As with everything on this website, IT IS ESSENTIAL! I am so very grateful I came across it! iCan Health and Fitness, Aug 21.

The questions were clear, logical and easy to follow. The 'support' information is excellent and relevant. Thank you. Petersfield Museum, Jul 21.

Very concise language, easy to understand. Computers Are Free For Everyone, Jul 21.

Most useful as it makes you think about areas that aren't always at the top of your priority list. Mums Aid, Jul 21

excellent resource to help identify gaps in our procedures. Kirklees and Calderdale Rape Crisis Centre, Jul 21

Though provoking across a wide range of questions. Evolve Counselling, Jul 21.

It was thought provoking and I realised where we have gaps. Mind Monmouthshire, Jun 21.

The ease in which to answer the questions and the downloadable documents and links for assistance. Kickstart, Jun 21.

The questions probe areas we MUST think about and ACT upon. Shrewsbury & Newport Canals Trust, Jun 21.

Direct statements/thought provoking questions. Forest Row Village Hall, Jun 21

All the questions were very relevant and the downloads extremely helpful. Phab Life, May 21

It was really easy to use. As a relatively new organisation it has made us aware of all the steps involved in putting together a funding application. Parent Carers Together, May 21

Resources were absolutely first class! Questions were spot on and made us think about things we hadn't previously thought about. A fantastic tool for self-evaluation and charity improvement! Skillz Academy, May 21.

The wealth of information available was brilliant. Coffin Club Colchester, May 21

The questions are require a deep examination of policy and practise. Ashiana Community Project, May 21.

Some amazing tools, downloads, so much to revisit and deep dive into this questionnaire esp as we grow and also transform into a charity. Thank you. Women and Digital Inclusion CIC, May 21

Being that this is the first time i have been at the helm of a charitable organization i am benefiting from EVERYTHING, your making me look good! Natasha Wyer Ministries, Apr 21.

bringing in clarity of what our strengths and weaknesses are. Sol Haven, Apr 21

A chance to reflect and acknowledge what we are doing well and where we are not. East Sussex Veterans Hub, Apr 21

Excellent resources and external links. CEIA, Apr 21.

all of it as we are looking to survive the pandemic, thank you Ian. Shropshire Peer Counselling & Advocacy Service, Apr 21.

Funding and fundraising info, such a God send. Women and Digital Inclusion CIC, Apr 21.

All the written resources are so helpful and have really made me think about things I hadn't thought about before. There are so many amazing free resources which are brilliant - thank you! Women's Resource Centre, Apr 21.

Easy to use and really helpful resources available to support. Headway SELNWK, Apr 21.

We had had success this year with Covid and Sustainability funding with the help of how to do better bids information. A considerable improvement on previous years. Transport Museum Wythall, Apr 21.

The statements were really useful as it clearly details all the things that we as a small charity should be aware of. Rumi's Cave, Apr 21.

I love the support resources links and all questions were so important and valid. This is my first time here and I am extremely impressed so far! Infused Learning, Apr 21.

Highlighted the areas we need to focus on. Hackney Foodbank, Apr 21.

Made me think outside the box. Really useful links too. Cheshire & Shropshire Immediate Care Group, Mar 21.

The downloads! So many useful reference documents. HomeMCR, Mar 21

The overall sense that this was written by someone with experience and insight, combined with the availability of a plethora of links to very useful documents. Survive MIVA, Mar 21

Very straightforward and to the point. Women on the Frontline Ministries, Mar 21.

I loved being able to see links for what my organisation is not achieving so we can look at it straight away and devise a plan of action to resolve it. We Too!, Mar 21

The additional resources were very helpful and complemented the questions really well. Universify Education, Mar 21

The clarity of the questions, so easy to follow. National Liturgical Dance Network, Mar 21.

Clear and concise questions, making you think if you have complied, and actually feeling good that you are working to the best possible standards! Mellow Parenting, Mar 21

Almost everything. Citizen Outreach Coalition, Mar 21

Lots information which is really useful Definitely an eye opener for the work that needs to be done! Jigsaw Thornbury, Mar 21.

Questions really make you think and are well written. Women's Fund For Scotland, Mar 21.

Range of questions and breadth of scope, clear and easy to understand. Greenwich Carers Centre, Mar 21.

Romilda Mormile

Manager at UK Civil Service

4 年

Excellent manager and trainer. I highly recommend Ian for training organisations! He has so much experience and approaches issues with positivity and verve. An inspirational man who has developed incredible resources for charities and people coing into the sector for advice and to encourage structure. Ian's resources are time saving and carry years of experience and knowledge. A wise and humble soul and above all it works! Please do contact Ian for consultancy work and as a brilliant CEO!

回复
Romilda Mormile

Manager at UK Civil Service

4 年

Fantastic work Ian and I completely and utterly support what you are doing for charitites across the board unpaid but understand your position and agree toatlly with you! You need to be paid for the hard work and your experience and skills which have helped thousands of NGOs etc. Happy 60th birthday for tomorrow Ian and than you for your constant generosity and time! I am a huge fan and will continue to tell people all about you! Enjoy your birthday with your loved ones! Auguri!

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