Organisational Reviews

CHALLENGES YOU MAY FACE

Not-for-profit organisations face increasing demand from their donors, supporters and beneficiaries. Funds need to be spent effectively and strategic aims need to be achieved. Ensuring that the right processes and systems are in place is vital. Cost savings are often needed as demands for services rise.

OUR EXPERTISE

Action Planning’s in-depth knowledge of hundreds of organisations enables us to quickly assimilate the current status of an organisation and identify the key areas of change to free up its potential.

Helping you release your potential through effective working practices

Organisational Reviews Icon
  • - Are we working as effectively as we could?
  • - What are our pressure points and how can we address them?
  • - How could we improve our capacity to deliver our strategic plan?
  • - Do we have the right organisational structures?
  • - How can we improve internal reporting and communications?
  • - We gather information from staff, customers and beneficiaries, from observation or from systems enquiry, to review organisational performance under a number of key headings. This helps us to identify your strengths and weaknesses and demonstrates how resources are currently utilised.
  • - We look at how resources are allocated against strategic objectives and explore options for increasing effective allocation.
  • - We also identify stretch points in implementation and suggest where the development of systems and processes might enable more effective working.
  • - We can help you to identify where savings could be made with minimum adverse impact.
  • - A snapshot of internal strengths and weaknesses and a plan that plays to your strengths and addresses the weaknesses that have greatest effect on performance
  • - An assessment of resource allocation compared to strategic objectives
  • - A plan to improve effectiveness through key systems and process developments
  • - Insight into where financial savings can be made with relatively less impact on your ability to meet objectives
  • - Reassurance to trustees and funders that charity funds are being spent effectively

Why Action Planning?

Our multi-disciplinary team approach enables us to see and understand your organisation from many perspectives. This enables us to analyse your challenges and make recommendations to meet your specific needs.

How We Have Supported Others

The Action Planning research has given us clarity on where to move forward as an organisation. Your work and perspectives on it have been really helpful.

– Mother's Union, Vikki White, Head of Marketing

Key Contact

Photo of Dawn Wood

Dawn Wood

Senior Consultant

Contact Dawn

 

Strategic Partners

  • blackbaud
  • Mazars
  • Being Online
  • National Council for Volunteer Organisations
  • Fundraising Standards Board
  • Association of Fundraising Consultants
  • Institute of Fundraisers Corporate Member
  • EU Consult