Worksheet · for the wall or the table
Where is your organisation now?
For each principle, tick the rung that sounds most like you today. Score separately if you’re a team — where your answers differ is itself useful information.
Purpose
01 · Purposeful
Holds absolute clarity of purpose, and clearly understands and communicates its value.
Emerging
Developing
Mastering
02 · Decisive
Keeps an eye on what is changing and is prepared to act.
Emerging
Developing
Mastering
03 · Collaborative
Collaborates and connects, acting as part of an ecosystem while celebrating its uniqueness.
Emerging
Developing
Mastering
Money
04 · Intentional
Considers the possible financial futures ahead, asking “what if” and “what else”.
Emerging
Developing
Mastering
05 · Diversified
Generates income from diverse, purpose-aligned sources that balance money and mission.
Emerging
Developing
Mastering
06 · Protected
Plans for financial ups and downs and stays on top of the risks.
Emerging
Developing
Mastering
People
07 · Bold
Practises bold, effective governance and accountable, dispersed leadership.
Emerging
Developing
Mastering
08 · Supported
Trusts, supports and empowers its people, creating space for reflection and adaptation.
Emerging
Developing
Mastering
09 · Flexible
Shares knowledge openly, listens and learns continuously; stays curious and experimental.
Emerging
Developing
Mastering
SELF-ASSESSMENT WORKSHEETCC BY-NC 4.0