Organisational Resilience Check Guidance

The organisational resilience check is a tool to help your organisation identify both strengths and areas to build on and develop, so you can focus efforts for strengthening your organisation. Strengthening your organisation’s effectiveness and resilience will allow you to achieve and build on your conservation goals, maximising your impact.

The organisational resilience check includes a variety of statements under 12 themes that reflect international aspirations for institutional capacity and resilience. Almost all organisations have these areas, although some areas may be more important to your organisation than others.

The 12 sections are:

  1. Organisational Planning and Management
  2. Crisis preparation and response
  3. Leadership and Management
  4. Governance
  5. Human Resources and Volunteer Management
  6. Internal Communications
  7. Funding
  8. Finance Management
  9. Project Lifecycle
  10. Organisational Learning
  11. External Communications
  12. Partnerships and Networks

More information about what each of these sections represents can be found under the ‘Themes’ webpage.

Before you begin

1. Decide which sections to complete

If you are interested in doing a full organisational resilience check it may be most useful to answer all of the questions in all 12 areas.

If you have already identified an area to develop, it may be better for you to focus on one or two areas.

If you choose to focus on one area, it is important to remember that developing one area of your organisation will always have an effect on another area.

For example, if you develop your fundraising function, you may find that the finance function is unable to keep up with the new income, and that the human resource structures are not able to deliver the new work that has been agreed. You may therefore want to consider completing other sections that are closely related to your chosen section.

2. Who to involve

We recommend that you involve the people who work in each area of the organisation. Different people may have different perspectives on the same issue. Hearing different views will enrich your understanding of your organisation. Many of the themes will need input from most people working for the organisation.

For example: When reviewing the finance theme, it may be useful to include the finance manager, finances administrator, staff members that manage budgets, or staff members involved in fundraising. When discussing internal communication, it may be useful to ensure everyone in the organisation is involved.

3. How to answer the questions

Often it is better to discuss each question as a group before answering. This allows everyone to hear each other’s perspective and contribute their own ideas. Alternatively, each person could fill out an assessment on their own, and then discuss the results together as a group.

You’ll be able to see the merged scores for responses from multiple people in the organisation on the ‘Results’ tab of your assessment.

The important thing is to make sure that the people who will be affected by any changes are able to participate and offer their perspectives.

You’ll be asked to consider a range of statements and tick the box to rate the organisation on those statements. Spend time thinking about your answers and be able to explain why you give the answer you do. Base answers on your own experiences of what happens in practice.

For example: If you select ‘Good’ in response to ‘The organisation has clear and transparent processes for escalating information about risks and decisions along line management’, why do you think it’s ‘Good’? Does your organisation have this process written down as a policy for all staff to access in a clear and transparent way?

What the ratings mean: You can select one of four different answers to each of the statements in the 12 themes.

Please remember that there is no incorrect answer. Your responses will help you understand where to focus efforts to strengthen your organisation and its resilience. You can look at the numerical ‘scores’ if you find them helpful, but you can also focus on the discussion. Once you know where you are, you’ll know what actions to take.