Financial Leadership Self-Assessment

Financial Leadership Self-Assessment for Chairs of Small Charities

A 10-minute reflection based on the Association of Chairs maturity matrix. Five questions, three cumulative stages — A Compliant, B Developing, C Mature.

Grounded in the guide

Each question uses the exact descriptors from the Association of Chairs framework.

Cumulative stages

B builds on A. C builds on A and B. Choose the stage that best describes your practice today.

Built for volunteer chairs

Plain English, no finance jargon, and a warm, reflective tone.

Practical next steps

Get a personalised action plan and a PDF you can share with your board.

The five questions

  1. 1How can I support trustees with their financial duties?
  2. 2What board arrangements will support our financial governance?
  3. 3Do we have a clear financial plan?
  4. 4Do we have the financial information that we need?
  5. 5Are key finance relationships working well?