You're meeting a group for the
first time.
- What are the things you need to find out before you start
working with them?
- What level should you pitch your support?
- They came to you about funding, but can you be sure there's not
more to the story?
- What about agreeing an action plan? Or even an
agreement?
Health checks for groups (or
Organisational
health checks) are a commonly used tool for assessing a
group's current state and needs. They can help you to be systematic
and consistent about the questions you ask and the information you
record.
There are loads of health checks for groups being used by
development workers in local infratructure organisations. We've
collected a sample. While there are some common topics (for
instance: contact details, funding, governance and so on) they
range enormously in content and style. This reflects the fact that
development workers' jobs are so varied and particular.
Have a look to be inspired to create - or improve - your own health
check form so that it's a really useful tool for you.
Other people's health checks
Rugby CVS Organisational Health Check
A friendly four-sider that uses a quick traffic light system to
prioritise the areas of a group's development need most support.
Covers funding, strategic planning, governance, quality and
volunteering.
Warrington CVS Health Check
Twenty-one sides with nearly 100 questions on organisational
governance and management; finance; human resources; equal
opportunities; health and safety.
Things to think about
- Is it useable - will it help you with your work?
- Is it the right length? Is the balance between getting enough
detail and practical use about right?
- Is it user-friendly, not overly bureaucratic?
- How are you going to use it? Lots of people go through the form
with a group, but there might be times when it's a good idea to
leave it with them to finish without you
- How can you check that the people you're working with represent
the whole group?
- Will it work well for sharing information with other people in
your team or organisation?
Don't forget....
