Charity & CIC Health Check Toolkit

What you get

• Explained Edition PDF — friendly, practical guidance across 8 sections:

  • Governance & Compliance
  • Strategy & Impact
  • Finance & Reserves
  • Fundraising & Income
  • Operations & Safeguarding
  • People & Culture (HR/Volunteers)
  • Data, Digital & Security
  • Communications & Stakeholders
  • Action Plan

• Interactive scoring workbook (Google Sheets) — enter 0–5 and get instant totals, section % and overall readiness

Who it’s for

Small charities, CICs and community groups that want a clear, professional way to check systems, strengthen governance and prepare for funding.

What you’ll achieve

• Clarity on where you’re strong vs. where to focus

• Confidence for trustees, funders and partners

• A practical roadmap you can review quarterly

Bonus: Free for current Savvy Helpers clients (worth £49).