Self-Assessment Tools
Organizational Sustainability Checklist
Funders weigh several areas of organizational robustness when they assess your readiness for funding. This self-assessment highlights the key areas that signal your resilience and sustainability, from a fundability perspective:
We encourage you to be as honest with yourselves as possible, to get the most out of this tool. Over-rating yourselves in any area will only mask areas where you could improve, hampering you from becoming / remaining a robust organization and securing the resources you need.
Upon completion, you can download your report and begin working with your team on the areas that need strengthening. We recommend booking a review session with the Refined Advisory team to discuss your results — together we can map a plan for strengthening the weak(er) areas.
Your Results
Priority areas
Where you’re strongest
Section scores
Areas to strengthen
These results are a starting point. We can help you interpret them and map a plan for the priority areas.
Schedule a consultationThis checklist has been prepared by Refined Advisory and serves as a guide. It does not claim to be exhaustive, nor to cover all aspects of sustainability or statutory compliance. Please consult the necessary authorities and specialists for additional guidance on statutory compliance.