HOW IT HELPS YOU AND HOW TO USE IT

Built for the sector, by the sector, to meet the challenges we face

The toolkit, it’s huge range of resources and the Quality Mark are completely free

Increase Your Impact - users rate the impact that using it is having, across their organisation, as 8.5/10.

Generate More Funding - identify new income opportunities, create funder assurance data for bids, find savings you weren’t aware of and claim every tax relief.

Very Quick, Easy to Use and Low Workload - users rate this 9.3/10, just login and start using it.

“SIMPLE, EASY TO ANSWER AND UNDERSTAND QUESTIONS THAT MAKE YOU SIT UP AND THINK!” The Sunlight Trust

Initial set-up – your unique personalised toolkit: 2 mins.

Questionnaires – assess any and every area of activity: 30 mins.

In-system support – no specialist knowledge needed.

Interactive dashboard – identify and manage every key issue - 2 clicks to everything.

Reports – click any dashboard number to run a report and access the resources.

Query system – save time carrying out management checks and ad hoc queries.

Free help and resources – instantly find what and who you need to help you.

1 click action plans – make planning and checks fast and simple.

Additional users – enables others to help you and use the system.

Quality Mark – demonstrating your commitment to excellence, with no extra workload.

Evidence your excellence – assurance and key data to support funding bids and reports.

‘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)’. Andover & District Mencap

“THE QUESTIONS ARE PHRASED BRILLIANTLY - CHALLENGING HOW WE PRIORITISE OUR MANAGEMENT TIME.” Ecosystems Knowledge Network

CLICK ON THE LINKS IN THE TITLES BELOW TO GO TO THE RELEVANT SECTION.

On 1st login, complete your My Profile page - click on the pen symbol (top right), select everything that applies and nothing that doesn’t, then click ‘save’.

INITIAL SET-UP - 2 MINS A UNIQUE PERSONALISED TOOLKIT Click for

initial set-up, or to edit

Choose from: • Income• Governance• Strategy• People• Operations• Risk• Finance & Resources • Communications.

Click on Questionnaires (1) select theone you want (2), then click on StartQuestionnaire (3).

SCORING QUESTIONNAIRESASSESS ANY AREA – 30 MINS

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Score how important the activity is to you (1) and the extent to which you are achieving it (2), or select Not Applicable (3). You can save your scores as a draft (4), at any time.

Click on any Help link for free goods/services and access to advice/support, or Resource/External Links for toolkits, templates, policies and guidance.

SCORING QUESTIONNAIRES OPTIMISING FOR YOUR PRIORITIES

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The system works for any nonprofit and enables you to assess any area, including those you may not have relevant expertise in.

Click Charity Terms, for any charity or management terms you don’t understand. Use Resources, External Links or Help to access resources and people to help you.

Click FAQS on the top left of your screen for information about the CEF.

IN-SYSTEM SUPPORT ANYONE CAN USE IT

Downloads from resource base

Links to external resources

Help with technical terms

Links to advice/supportClick any ? symbol

for more info

The 3 dials display your results, which are analysed in the tables below.

These are colour coded as Must Do, Should Do, Could Do and Don’t Do, with results optimised for your priorities.

The Stakeholder Assurance Table provides key data for your funding bids.

Click on any number to create a detailed report.

Your Quality Mark progress and reminders are at the bottom of the screen.

INTERACTIVE DASHBOARD 2 CLICKS TO EVERYTHING

Click any ? symbol for more info

Stakeholder Assurance Data

Click Export to download any report or query, as an action plan. Fill in who, what and by when, to avoid spending time writing everything down in minutes or plans.

ONE CLICK ACTION PLANS MAKE PLANNING SIMPLE

Click any ‘eye’ symbol to display resource links.

Use Help for links to free goods/services and people to help you.

Download Action Plan

It has its own downloads, plus 4000+ Internet links, making it the largest resource base in the sector.

Click on the one you want to bring it up on screen, whilst scoring, or in any report or query.

Toolkits, templates, checklists, policies and guides, funder lists, pro bono, consultancy, training, software/hardware, consumer goods, mentoring, advisers & advice lines and much more.

LARGEST CHARITY SECTOR RESOURCE BASE FREE HELP & RESOURCES

Carry out routine management checks and answer ad hoc queries, using the 100 query criteria.

From data protection to outcomes and safeguarding.

Including ‘soft’ issues, such as decision making, innovation and wellbeing.

For 8 groups of people, including beneficiaries, donors and staff.

QUERY SYSTEMSAVING YOU TIME

Use the query menu to select multiple criteria

Select ‘Any’ or ‘All’ to filter your query results

Click to export any report as an action plan

Endless scandals, falling public trust and an increasingly challenging fundraising environment. The system enables you to reassure funders and other stakeholders, to show them just how good you are.

The Quality Mark provides demonstrable evidence to funders and others of your commitment to excellence, and the dashboard assurance table, the key data to support your funding bids.

EVIDENCE YOUR EXCELLENCEFUNDER ASSURANCE

Quality mark progressAdditional users

“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”. The Bumblebee Conservation Trust

www.charityexcellence.co.uk

Find out more by listening to this 30 minute podcast.