Organisational Health Check
A clear, evidence-based view of where your organisation stands – and where it can grow.
Every organisation needs time to pause and take stock. Our Organisational Health Check helps you step back from the day-to-day to look honestly at how your organisation is functioning — its culture, management, systems, and overall resilience.
We bring a structured, supportive approach to understanding what’s working well, what’s getting in the way, and what practical steps could strengthen your leadership, operations and impact.
What the Health Check covers
Each Health Check is tailored, but typically explores:
Leadership & Management – clarity of roles, decision-making, and leadership culture.
People & Wellbeing – supervision, communication, morale, workload and development.
Strategy & Direction – shared understanding of purpose, goals and priorities.
Systems & Governance – policies, accountability, risk and compliance foundations.
Finance & Sustainability – planning, reserves, and long-term organisational health.
Culture & Values – how it feels to work here, and how values are lived day to day.
Our approach
We combine practical tools, confidential conversations and clear analysis.
A typical process involves:
Document review and survey – to understand your structure, systems and context.
Interviews and focus groups – to hear directly from staff, managers and trustees.
Analysis and reflection – identifying patterns, strengths and areas for focus.
Feedback session and action planning – helping you prioritise what to do next.
We aim for honesty without judgement, challenge balanced with empathy, and recommendations that are realistic and achievable.
Why it matters
A well-run organisation is not just compliant — it’s confident, connected and resilient.
Our Health Check gives leaders the insight and language to understand how their organisation is really doing, where energy is being lost, and what practical steps will make the biggest difference.
It’s not an audit. It’s a guided reflection — helping you see clearly and plan purposefully.
Who it’s for
This service is ideal for:
Leadership teams who want a clear external view before planning the next phase.
Boards or funders seeking assurance about organisational capacity and health.
New leaders or management teams inheriting complex systems or culture.
Organisations preparing for growth, merger, or major funding change.
Outputs
You’ll receive a concise written report and a facilitated feedback session, highlighting:
Strengths and assets to build on.
Key challenges and risks.
Prioritised recommendations and next steps.
Follow-up support is available for action planning, management development, or targeted consultancy on areas identified through the review.
Get started
If you’d like to discuss an Organisational Health Check for your organisation, contact us at
[insert email] or use our contact form.
We’ll arrange an initial call to understand your context and tailor a proposal that fits your size, budget and priorities.