Social Investment SystemShift™ Readiness Self-Assessment
Score each question from 1–5. Your score auto-calculates and maps to a stage with suggested next steps.
1 = Mapping 2 = Convene 3 = Optimise (first investable stage) 4 = Grow 5 = Scale & Spread
The 10 questions
Select one option (1–5) for each question.
Total score
0
Stage
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Commentary & next steps
Complete all questions to view guidance.
Scoring framework (Five stages of readiness)
| Stage | Score range | Description | Landing points — what “good” looks like |
|---|---|---|---|
| 1. Mapping | 10–18 | Organisation recognises prevention & equity are important but has limited structures, capacity, or investment literacy. |
Ad-hoc meetings; no shared governance. Spend and workforce not mapped. Short-term contracts; input-based commissioning. |
| 2. Convene | 19–26 | Early conversations and governance are forming; leaders are coming together but delivery and funding remain siloed. |
Health Investment Partnership (HIP) established with ToR. Shared values/purpose charter. Early data and priorities identified. |
| 3. Optimise (first real stage) | 27–34 | Partners improve how existing resources work together; closing optimisation gaps becomes the system’s main task. |
Full mapping of all agency investments (finance, workforce, outcomes). Longer-term contract commitments where feasible. Outcomes-based commissioning frameworks introduced. Simulation of optimisation gap closure (what joint working, prioritisation, accountability, contract forms and funding flows are needed). Shared risk and accountability mechanisms in place. |
| 4. Grow | 35–42 | Ambition increases; the system tests a live investable prototype underpinned by integrated frameworks and shared financial commitments. |
Integrated risk, performance and outcomes contracting framework in place. Sinking fund/pooled reserve established to demonstrate shared commitment and de-risk investment. First blended finance agreement and delivery model in development. |
| 5. Scale & Spread | 43–50 | Organisation/system replicates the model across wider populations and places, with sustained investor confidence. |
Multiple investable cases in pipeline. Outcomes-based contracts portfolio approach. Regional Health Investment Framework embedded. Ongoing evaluation and replication across sites. |
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Once you’ve completed the assessment, please download your PDF copy and send it to agem.strategicvaluepartnership@nhs.net. We’ll review your responses together and explore the best next steps to help you move forward with confidence.