Methodology

The thinking behind the Compass review.

This Compass review is not a maturity index. It is a structured way of helping an organisation see itself the way an experienced consultant would - noticing patterns, asking careful questions and naming what may be getting in the way.

  1. 01
    Understand before recommending
  2. 02
    Diagnose before prescribing
  3. 03
    Recognise strengths before weaknesses
  4. 04
    Focus on root causes, not symptoms
  5. 05
    Adapt to each organisation's context
  6. 06
    Deliver practical recommendations
  7. 07
    Build confidence, not criticism
  8. 08
    Encourage learning
  9. 09
    Respect organisational diversity
  10. 10
    Protect privacy and confidentiality
Five domains

A whole-system view of the organisation.

Each domain contains four carefully sequenced statements. Together they surface how strategy, delivery, evidence, funding and operations reinforce - or undermine - each other.

Domain 01
Strategy & Leadership

Clarity of purpose, governance and executive direction.

We begin with the foundations. A clear strategy - and the leadership to steward it - shapes every decision that follows.

Domain 02
Programme Design & Implementation

How programmes are conceived, planned and delivered on the ground.

Well-designed programmes translate strategy into practice. Here we look at how your interventions are shaped and delivered.

Domain 03
Monitoring, Evaluation & Learning

The systems that help you understand what is working and why.

Good MEL is less about reporting and more about learning. This section explores the honesty and usefulness of your evidence.

Domain 04
Funding & Sustainability

Financial resilience, donor mix and long-term viability.

Sustainability is rarely about one large grant. We look at diversification, resilience and the story you can credibly tell funders.

Domain 05
Operations, People & Systems

The internal engine - people, culture, finance, and infrastructure.

Ambitious programmes need capable organisations. This section considers the systems and people that make delivery possible.

What you receive

A consulting brief, not a scorecard.

Headline reading

A plainly-worded summary of where your organisation sits and why it matters.

Strengths and opportunities

For each domain we name what appears to be working and where the most immediate room for growth sits.

Root-cause hypotheses

Patterns across your answers that suggest likely underlying causes - the sort of observations a consultant would surface in a debrief.

Practical next steps

Two or three focused actions you could take in the next quarter, sequenced so momentum builds across areas.

Ready to see how the Compass review reads your organisation?

Begin the Compass review →