The ACNC's self-evaluation tool aims to help charities assess if they are meeting their obligations, and to identify issues that may prevent them from doing so.
The self-evaluation poses questions and prompts charities to describe both the practical steps they are taking to meet their obligations, and to list the relevant policies or procedures.
Before you start
Before starting work on your self-evaluation, it is a good idea for your charity to consider its circumstances. You should ask:
- What does your charity do? Your objects, the activities and programs your charity delivers, and where these services are delivered.
- Who is involved? People your charity comes into contact with, including beneficiaries, volunteers, employees and contractors.
- How is your charity run? The mix of skills and experience of the board, how decisions are made, and how the charity is funded.
- What are the risks most relevant to your charity’s work? Consider your responses to the questions above to identify the risks your charity needs to manage.
Using the self-evaluation
The document is a fillable PDF.
Your charity can download the document, open it and then type its responses directly into the document - saving as you go.
Where your charity identifies any areas for improvement, you should create an action plan to address those issues. To help, this self-evaluation includes a template action plan you can use.
Your charity does not need to submit this document to the ACNC. It should be kept on file so you can refer to it, or make edits as required.
The questions and examples in this self-evaluation are intended as a guide only, as each charity’s circumstances are unique. This self-evaluation should not be read as a compulsory or comprehensive list of requirements.
And while answering ‘no’ to any one question doesn’t necessarily indicate that your charity is not complying, it should prompt you to look at your charity’s wider circumstances, and if it is meeting each of its obligations overall.