Running a Social Enterprise (or Enterprising Charity) can be incredibly rewarding AND it also comes with challenges around governance, finance, impact, and sustainability.
Run by Jo and Simone, Sector 3, this interactive Social Enterprise Health Check Workshop is designed to help you take a step back and reflect on how your organisation is doing. Whether you're just getting started or already established, this session will guide you through a structured organisational check-up covering areas such as:
- Structure and governance
- Financial planning and sustainability
- Key policies and safeguarding
- Measuring impact
- Community connections and visibility
- Training and development needs
You’ll leave with a better understanding of what’s going well, where support might be needed, and what actions you can take next.
What to Expect
- Interactive group session: Guided conversations using a practical health check framework.
- Peer learning: Exchange insights and tips with other social enterprises.
- Optional 1:1 support: Sign up for follow-up advice or diagnostic support after the session.
- Resource pack: Leave with a completed health check template and tailored signposting.
Who Should Attend?
This session is ideal for people who are:
- Running or supporting a social enterprise/ enterprising charity in any stage of development
- Looking to strengthen their governance, sustainability or impact
- Planning for future funding, growth or partnership work
- Preparing for investment, partnership bids or due diligence checks
Suitable for: founders, directors, trustees, operational leads, and those considering incorporation or governance changes.
What to Bring
To get the most from the session, we recommend you bring:
- A copy of your governing document/constitution (if you have one)
- Your latest financial report or budget plan
- Any key policies (e.g. safeguarding, data protection)
- Access to or knowledge of your social media or website presence
- A list of staff, volunteer or board roles and responsibilities
- Your organisational business plan/ mission or theory of change if you’ve developed one
Don’t worry if you don’t have all of these, come as you are, and we’ll help identify any gaps and next steps.
