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Step 1: Self-assessment for PACO - Social Enterprise Fund

Step 1: Self-assessment for PACO - Social Enterprise Fund

This self-assessment tool is Step 1 of the two-step application process for the Pacific Aotearoa Community Outreach - Social Enterprise Fund.

By completing this tool, you will be able to progress and complete the Application Form knowing how much funding you can apply for. Before starting, we recommend you check our FAQs about the Fund, especially the eligibility criteria. Any questions about this self-assessment or the application process can be directed to: [email protected]


1: Look at the four Social Enterprise phases below. Where does your organisation fit? Identify the phase that suits your organisation the most. 

Phase 1: Start-up

Phase 2: Emerging Phase 3: Growth Phase 4: Established
  • Governance needs strengthening
  • Driven by one person & highly relying on volunteers
  • Vision, mission, strategic direction are identified not formalized in a Organisational business/ strategic plan
  • Respond to socio-economic & cultural needs
  • Registered organisation







Meets characteristics of a Start-up at Phase 1, PLUS:
  • Existence of strategic/business plan
  • Stable governance – meeting regularly, compliance with Charitable Trust requirements etc
  • Audited financial report









Meets characteristics of a Start-up & Emerging, PLUS:

  • Established partnership for funding
  • Org/programme is in a position to scale/ grow
  • Robust system, policies, processes and HR in place
  • Strong governance
  • Ongoing review/ evaluation of work programme
  • Some paid staff and volunteers
  • Partly MSD/OT accredited (or equivalent) organisation (or in the process to become an accredited org)


Meets characteristics of a Start-up, Emerging & Growth PLUS:
  • Financially stabled & audited
  • Impact of services is recognised & shared widely
  • Programme is culturally appropriate & flexible
  • Robust system, policies, process incl health & safety
  • Paid & committed staff
  • Fully MSD/OT accredited (or equivalent) organisation





2: Answer the question below to determine the funding amount you are eligible for:

Self-assessment results

You can apply for up to $5,000

You can apply for up to $10,000

You can apply for up to $20,000

You can apply for up to $50,000

Unfortunately, you are likely ineligible to apply for this funding. Please contact us to see if you qualify for other funding

Please make a note of which Phase and funding amount you qualify for, and press CONTINUE to proceed to Step 2 of the application process. You will be asked to enter this information within the application form.