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Serin — Empowering charities, CICs, & small businesses
Free for UK charities, CICs & social enterprises

How funding ready is your organisation, really?

18 questions · 5 minutes · a personalised AI Funding Readiness Report with a 30/60/90-day plan.

What the assessment does

The Funding Readiness Assessment helps UK charities, CICs and social enterprises understand their funding strengths, risks and priority actions. It scores your organisation across the twelve categories funders assess when deciding whether to fund you — from governance and safeguarding through to impact measurement and digital readiness.

At the end you receive a personalised AI Funding Readiness Report you can share with your board or leadership team.

The 12 assessment categories

Governance

Policies

Safeguarding

Financial Management

Evidence Collection

Impact Measurement

Funding Strategy

Board Strength

Operational Capacity

Reporting Systems

Digital Readiness

AI Readiness

Sample questions

  • How would you describe your board's governance processes?
  • How systematically do you capture beneficiary outcomes and case studies?
  • Do you have a written fundraising strategy mapped to a 12–24 month pipeline?
  • Have you set out an AI policy or acceptable-use guidance for staff?

The five readiness bands

Your overall score places your organisation in one of five bands:

Early Stage

You're at the start of your funding journey. Priority is to build governance, policies and basic evidence systems so funders can trust you with their money.

Developing

You have the beginnings of the foundations in place. Focus now on strengthening evidence, tightening operational delivery and formalising your funding approach.

Established

You have credible foundations and can demonstrate delivery. The next stage is a written funding strategy, richer evidence and stronger reporting.

Funding Ready

You're well positioned to win competitive funding. Invest in impact measurement, multi-year strategy and funder relationships to unlock larger grants.

Strategic Funding Ready

You're operating at a high standard. Your priority is to scale: multi-year partnerships, social investment and AI-enabled efficiency across the bid pipeline.

Your AI Funding Readiness Report

  • Overall readiness score out of 100 and band
  • Strengths and priority improvement areas across all 12 categories
  • Category-by-category scoring so you can see exactly where to focus
  • Priority risks and how funders will see them
  • A 30-day, 60-day and 90-day action plan tailored to your weakest areas
  • Funder opportunities matched to your readiness band
  • A branded PDF you can download and share with your board

Frequently asked questions

Who is the assessment for?

UK charities, CICs, social enterprises, schools and community groups — at any stage of funding readiness.

How long does it take?

About 5 minutes. 18 questions across 12 readiness categories.

What do I get?

An overall readiness score out of 100, a readiness band, a category-by-category breakdown, strengths, priority risks and a 30/60/90-day action plan — delivered as a downloadable AI Funding Readiness Report.

Is it really free?

Yes. We ask for a couple of details so we can send your report and follow up with practical funding insights. You can unsubscribe any time.

How is my data handled?

Stored securely, never sold or shared with third parties. Full details in the Serin privacy policy.

Trust & compliance

The assessment is GDPR-compliant. Your responses are stored securely, never sold or shared with third parties, and used only to generate your report and (with your consent) send you related funding insights. You can request deletion at any time.

Prefer to explore first?

Download the Grant Writing Guide

A free 35-page PDF covering funding readiness, writing stronger applications and avoiding common rejections.

Download the guide