Assessment WORKBOOK

LEVEL2

PQASSO Quality Mark

4th edition

How to complete the assessment workbook

This is the Assessment Workbook for organisations preparing for a PQASSO Quality Mark assessment at level 2, with the 4th edition work pack. Organisations must log the evidence they have identified to demonstrate that they meet all the PQASSO indicators at this level. PQASSO Quality Mark assessors will use the workbook to record the evidence they identify during the course of the assessment.
The workbook is in 11 sections, following the 11 quality areas of PQASSO. For each quality area the workbook sets out the following:

Indicator – The first column numbers the PQASSO indicators by quality area, level, and indicator number. For example, quality area 5, level 2, indicator 3 would appear 5.2.3.
Organisation’s evidence – The organisation should use this column to log all the evidence which they have identified to demonstrate that they meet each indicator. Organisations are encouraged to read Guidance on PQASSO Indicators and the suggested evidence contained in the PQASSO workpack before completing this column.
Assessor’s notes – This column will be completed by the assessor(s) during the course of the assessment.

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Copyright
Unless otherwise indicated, no part of this publication may be stored in a retrieval system or reproduced in any form without prior written permission from NCVO.To comply with copyright regulations, you must use the materials in this document only for the purposes intended, that is, in the course of an organisation’s PQASSO Quality Mark assessment. These materials should not be changed and NCVO must be credited as the copyright owner. PQASSO Quality Mark Assessment Workbook – Level 2 (4th edition)© National Council for Voluntary Organisations, 2016
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Name of organisation:

Quality area 1: Governance

The Board actively takes responsibility for strategy and ensuring effective management, and it evaluates the work of the organisation.

Indicator / Organisation’s evidence / Assessor’s notes
1.2.1
1.2.2
1.2.3
1.2.4
1.2.5
1.2.6
1.2.7

Quality area 2: Planning

The organisation develops its medium-term strategy. Key stakeholders are involved in the planning process. Plans are regularly reviewed and updated.

Indicator / Organisation’s evidence / Assessor’s notes
2.2.1
2.2.2
2.2.3
2.2.4
2.2.5
2.2.6
2.2.7

Quality area 3: Leadership and management

People in the organisation are well motivated and develop strong team working. They are involved in strengthening the organisation and responding effectively to the external environment. A range of policies and guidance are in place, strengthening good practice.

Indicator / Organisation’s evidence / Assessor’s notes
3.2.1
3.2.2
3.2.3
3.2.4
3.2.5
3.2.6
3.2.7
3.2.8
3.2.9

Quality area 4: User-centred service

The organisation works systematically to involve its users and to ensure it reaches marginalised and excluded groups. User feedback and outcomes information are systematically used to assess and improve service delivery.

Indicator / Organisation’s evidence / Assessor’s notes
4.2.1
4.2.2
4.2.3
4.2.4
4.2.5
4.2.6
4.2.7

Quality area 5: Managing people

Policies and procedures are in place to manage staff and volunteers. People work together as a team and performance is well managed. Effective communication is promoted.

Indicator / Organisation’s evidence / Assessor’s notes
5.2.1
5.2.2
5.2.3
5.2.4
5.2.5
5.2.6

Quality area 6: Learning and development

Learning and development are planned and resourced, based on the needs of the people and the organisation. Quality assessments support organisational learning.

Indicator / Organisation’s evidence / Assessor’s notes
6.2.1
6.2.2
6.2.3
6.2.4
6.2.5
6.2.6

Quality area 7: Managing money

There is a planned approach to income and expenditure, linked to the organisation’s aims, objectives and values. Finances are robustly controlled, and income sources are diversified, increasing financial security.

Indicator / Organisation’s evidence / Assessor’s notes
7.2.1
7.2.2
7.2.3
7.2.4
7.2.5
7.2.6
7.2.7
7.2.7
7.2.8
7.2.9

Quality area 8: Managing resources

Resources are planned to meet service requirements and are used effectively. The organisation takes action to limit any negative environmental impact.

Indicator / Organisation’s evidence / Assessor’s notes
8.2.1
8.2.2
8.2.3
8.2.4
8.2.5
8.2.6
8.2.7

Quality area 9: Communications and promotion

The organisation actively promotes its purpose, its work and its achievements.

Indicator / Organisation’s evidence / Assessor’s notes
9.2.1
9.2.2
9.2.3
9.2.4
9.2.5
9.2.6
9.2.7
9.2.8

Quality area 10: Working with others

The organisation is an active member of a range of relevant networks. It regularly looks for opportunities to work with other organisations and plans joint working to support its mission and add value for users.

Indicator / Organisation’s evidence / Assessor’s notes
10.2.1
10.2.2
10.2.3
10.2.4
10.2.5
10.2.6

Quality area 11: Assessing outcomes and Impact

The organisation gathers and analyses a range of information about its activities and its results. The information is used for operational and strategic purposes, as well as for demonstrating accountability.

Indicator / Organisation’s evidence / Assessor’s notes
11.2.1
11.2.2
11.2.3
11.2.4
11.2.5
11.2.6
11.2.7
11.2.8
11.2.9
11.2.10