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How to use the Tools for Success self-assessment tool

Who is the assessment for?

Any charitable, not-for-profit organisation can use this tool.

Why should I do this?

The self-assessment allows you to review the state of seven key areas in your organisation: Compliance, Governance, Direction, Finance, People, Operations and Connect.
The answers you give will generate a report summarising the state of your organisation. You don’t need to have completed all of the areas of the assessment to get a report – for example, you might want to focus on one area at a time.

The report is an invaluable aid as it makes suggestions for each area of your organisation; extra things you might like to consider once you have achieved something, or advice for areas where you need to make improvements.

How do I start?

If you don’t already have a login for the Knowhow Nonprofit website, you simply need to fill in our registration details and choose a username and password for your login.

I’m also registered as belonging to another organisation with Knowhow Nonprofit. Can I assess that organisation too?

Yes. Any organisation that you are connected with, and which is registered on the Knowhow Nonprofit site, will appear in your list of organisations. You will see this list when you log in to the self-assessment.

You can set up assessments for any number of organisations you belong to at any time, by going to your dashboard (see the tab at top right of the screen once you are logged in), and then adding the name of the organisation in the ‘workplace’ field.

Do I have to do it all at once?

If you already know a lot about your organisation, you might be able to fill in the assessment in one go.

However, you don’t have to do this. You can fill in a few answers, leave it, and then come back another day and fill in some more. You can take as long as you want, and you can go back and change things you’ve already saved. We will not delete your data.

You can also see at a glance which sections you’ve completed, partly completed or not started at all: the left hand side of the screen shows all the stages of the assessment and next to them a circle that is fully filled in, partly filled in, or blank.

Answering the questions

We strongly recommend  you read the guidance notes on the left hand side of each set of questions before answering; they summarise the key issues you need to be aware of and also offer links to more detailed information on the website. These resources will help you answer the questions more accurately.

Saving your answers

The ‘save’ button at the bottom of each page will save everything on that page. The next button will take you to the next page and also save everything you have done on that page you are leaving.
If you have any unsaved changes and you try to leave the toolkit, it will warn you to save your changes first.

Page last edited Sep 11, 2017

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