CiviCase VAW healthcheck requirements

Headline goals

VAW work to support local voluntary organisations and community groups.  They want to measure the impact that there work has with these groups, and to that end, have designed a business process called the health check.

The health check provides a way to measure the 'health' of an organisation at any one time, to work out an action plan with that organisation, and to record improvements to the health of the organisation over time.

VAW need to report on how they have improved the health of individual organisations, and of organisations in general.

Anatomy of a health check

The health check is split into different areas.  The following draft gives an idea of the likely areas:

Areas

• Governance
• Policies
• Finance
• Human Resources

For each area, staff need to know, if the organisation has started the health check, that they are working on it, or have completed it.

Organisation X health check

Criteria

Each area consists of certain tasks/ criteria that need to be fulfilled.  For example, the governance area may have the following:

• governance document
• two unrelelated trustees
• registered bodies
• records and returns
• membership
• written AGM procedures

For each criteria, staff should be able to

• view whether this criteria is not started, ongoing or completed.
• view the state the organisation was at when it started this process
• create a development plan to fulfill this criteria
• record activities that go toward meeting this criteria
• view activities that they have carried out to meet this criteria
• set the criteria as completed when they judge it to be completed

For example, governance might look like this:

Governance

Administrators should be able to add 'guidance', 'assessment criteria' and 'links to further resources' to help staff carry out the health check and decide when each criteria has been reached.

Activties against criteria

For each criteria, staff need to be able to record activties that go toward meeting that criteia

Levels

It might be that VAW want to look at different levels for the health check so a certain group of criteria would make up level 1 and others would make up level 2.

Aggregate reporting requirements

In a given time frame, how many organisations has VAW helped to acheive each of the criteria

The definition of help would be that their status at the start of the time period was not started or ongoing, and at the end of the time period was complete.