HEALTH CHECK
03
DIGITAL TRANSFORMATION FOR NONPROFITS
DIGITAL TRANSFORMATION
HEALTH CHECK
INTERACTIVE TICKLIST WITH AUTOMATIC PRIORITY SCORING
Tick the boxes. Your scores and priority levels update automatically. Then choose the areas to take into your roadmap.
Making Digital Count
This is a quick team check, not an audit and not a test.
Work through each section and tick one answer for every statement. Use your first reasonable judgement. The score is there to guide the conversation, not to make the decision for you.
SCORING
Yes = 0 | Partly = 1 | No = 2 | Not sure = recorded separately.
Yes = 0 | Partly = 1 | No = 2 | Not sure = recorded separately.
1
TICK
Complete the checklists
TICK
Complete the checklists
→
2
SCORE
Scores update automatically
SCORE
Scores update automatically
→
3
PLAN
Take up to 3 priorities forward
PLAN
Take up to 3 priorities forward
PRIORITY BANDS
0-2 = Low | 3-5 = Medium | 6-10 = High. If two or more answers are Not sure, the section is marked Check first.
0-2 = Low | 3-5 = Medium | 6-10 = High. If two or more answers are Not sure, the section is marked Check first.
Your results
The seven section scores are brought together automatically below.
Progress saves automatically on this device
LET THE TICKS GUIDE YOU
Start with High priorities and anything marked Check first. Then choose up to three areas to take into the roadmap.
Start with High priorities and anything marked Check first. Then choose up to three areas to take into the roadmap.
| AREA | SCORE /10 | NOT SURE | PRIORITY | TAKE TO ROADMAP? |
|---|
CHOOSE UP TO THREE
The score guides the conversation. It does not make the decision for you. The areas you tick Take forward will become the priority-area choices on your roadmap.
The score guides the conversation. It does not make the decision for you. The areas you tick Take forward will become the priority-area choices on your roadmap.
Your answers stay private by default. Progress is saved only in this browser on this device. Nothing is sent to Sky High Solutioning unless you choose to send your results.
Turn the priority areas you selected on the previous page into specific, practical changes.
1. Choose the priority areaSelect one of the areas you marked Take forward.
2. Decide what will changeUse the Partly, No and Not sure ticks in that area to identify the specific improvement you want to make.
3. Name the first stepWrite the first practical action that will get the improvement moving. This is not the whole project.
Example: Priority area: Information & Data →
What will we change?: Reduce duplicate supporter data entry →
First step: Map where supporter information is currently entered and stored.
WHEN
PRIORITY AREA
WHAT WILL WE CHANGE?
FIRST STEP
WHO LEADS?
NOW
1-3 months
1-3 months
Comes from the areas you chose to take forward.
Turn the priority area into one clear change.
For example: map the current process, review the data, agree a standard or speak to users.
NEXT
3-6 months
3-6 months
Comes from the areas you chose to take forward.
Turn the priority area into one clear change.
Keep it small enough to start.
LATER
6-12 months
6-12 months
Comes from the areas you chose to take forward.
Describe the outcome or change, not a product name.
This can be reviewed when the roadmap is revisited.
REVIEW DATE
THAT IS THE HEALTH CHECK
If you have completed the ticklists, chosen up to three priorities and put them into Now, Next and Later, you have your first digital transformation roadmap.
If you have completed the ticklists, chosen up to three priorities and put them into Now, Next and Later, you have your first digital transformation roadmap.
Email buttons open your normal email app with a results summary prepared for you. Your results are not sent automatically.
Need help putting your roadmap into action?
Sky High Solutioning can help you turn the priorities from this Health Check into practical improvements across your systems, data, processes and digital ways of working.
Email: info@skyhighsolutioning.com
Website: www.skyhighsolutioning.com