Financial Sustainability Toolkit for Purpose-Driven Organisations
Financial sustainability is about building the right mix of revenue, efficiency and resilience, not simply cutting costs. This toolkit gives boards, CEOs and executives practical tools to improve margins by 5–10 % without compromising mission.
It leverages $110 million+ in delivered outcomes across regulated sectors .
Who’s it for
Boards seeking stronger financial oversight.
CEOs & executives navigating change, reform or market shifts.
Finance & operations leaders improving margins without undermining impact.
How to Use it
Download the Toolkit.
Work through the self-assessment.
Prioritise actions using the ROI-driven prioritisation tool.
Reach out if you have any questions or would like to discuss next steps.
Fill out the form below to download the Toolkit:
FAQ – Financial Sustainability Toolkit
1. What is financial sustainability?
It’s the ability of an organisation to maintain long-term viability by balancing revenue, costs, and strategic investments.
2. Why is financial sustainability important for boards?
It ensures that the organisation can fund its mission, adapt to change, and withstand financial shocks without compromising values.
3. How often should a financial sustainability review be done?
Annually at minimum, or whenever there’s a major operational, regulatory, or market change.
4. Does the toolkit focus only on cost-cutting?
No. It balances cost efficiency with revenue growth and strategic investment.
5. Is this toolkit suitable for both commercial and NFP organisations?
Yes. it’s designed to be adaptable to different operating environments and missions.
Related Resource
For a complete picture of your organisation’s performance, pair the Financial Sustainability Toolkit with the Business Health Check. While the toolkit focuses on strengthening revenue and cost structures, the Health Check reveals broader strategic, governance and capability gaps - giving you a 360° foundation for sustainable growth.