Peaksphere’s Financial Health Check-up is a self-assessment tool designed to help small and medium-sized nonprofit organisations evaluate and strengthen their financial management practices. The tool enables organisations to assess their current systems across key areas of financial management and identify opportunities for improvement, helping build stronger financial governance, transparency, and operational efficiency.

This assessment helps NGOs:

• Assess the organisation’s financial health across six critical areas: Planning & Budgeting, Accounting Systems, Financial Reporting, Internal Controls, Grant Management, and Staffing.
• Identify strengths, gaps, and areas requiring improvement through a structured self-assessment process.
• Enable meaningful discussions among leadership, finance teams, trustees, and budget holders to improve financial practices.
• Use assessment insights to create action plans and track progress over time.
• Understand key financial management concepts through supporting explanations and a glossary of terms.

This resource is designed for small and medium-sized nonprofit organisations looking to strengthen their financial systems and governance. It can be used by CEOs, senior managers, finance teams, trustees, and other organisational stakeholders involved in financial decision-making.