Impact to delivery Self-Assessment
How Funders See Your Charity’s Impact
In 5 minutes, check if your strategy and delivery give trustees and funders the confidence they expect.
How to use These tools
You can try this yourself in just a few minutes. Or, bring it to your next leadership team meeting to spark a focused discussion. Either way, you’ll walk away with a snapshot you can share with trustees and funders.
🚀 Step 1. Impact Review
Based on the NPC Four Pillars of Impact Practice (NPC is a charity), this test highlights where your impact measurement is strong and where there may be gaps.
Your Snapshot
🔎 2. Strategy Check
Drawn from the BIG Framework (a not-for-profit CIC), this quick review looks at how well your projects and planning processes connect to strategy.
📚 3. Project Delivery Review
A simplified version of the Praxis Framework plus Confluity’s APEX-4 tool. See where your projects run smoothly, and where delays, overspend, or risks creep in.
3.1 – General Project Management Capability
A fast, 3-minute check of your project delivery capability. This free assessment is adapted from the open-source Praxis Framework 360 tool.
Projects are temporary initiatives designed to deliver a specific output, change, or strategic objective. This quick assessment helps you understand how well your charity is set up to manage them.
How to Use This Tool
Understanding the 5 Levels
Level 1 – Initial: Projects happen in an ad-hoc way, with little structure.
Level 2 – Repeatable: Some steps are followed, but not always consistently.
Level 3 – Defined: Clear processes and structures are in place and usually followed.
Level 4 – Managed: Progress is measured, tracked, and adjusted with good control.
Level 5 – Optimised: Continuous improvement – lessons are learned and applied every time.
Your Results
3.2 – Simple Success Factors Test
First, think of a recent project. This quick assessment is based on the APEX-4 Project Expert formula, which distills insights from thousands of experts into the four core Success Factors that every project needs to succeed.
Your Success Factors Snapshot:
Your Charity’s Diagnostic Summary
This dashboard provides a high-level overview of the results from the diagnostic tools you’ve completed on this page. Click the button to update it with your latest results.
Want to Go Deeper?
The free test is a starting point. For a 2–3 week Health Check, we’ll give you a full report, roadmap, and tailored recommendations.
Fill out our contact form to ask a question, or request a free 30-minute exploration call, whichever suits you best.