How would you rate the current overall health of your organization? (0 = weak, 50 = average, 100 = strong)
We have identified a specific need in the community, based on feedback from residents, and are working to meet that need. We have a clear understanding of the similar solutions currently in place and our differentiating factors (why our organization is the best to do this work). Local community stakeholders are primary beneficiaries of opportunities that we create.
We have program design procedures in place that include the use of a logic model or business plan, research, timelines, and accountability mechanisms.
We have a financial plan, annual budget, and operating budget. We assess the health of our revenue streams and terms of our financial debt at least annually. We consistently review our expenses to minimize unnecessary spending. We have processes or professionals to effectively manage our bookkeeping and accounting, and regularly review our financial reports.
We have an operations manual that includes: policies and procedures, operations processes, job descriptions, and risk management. We have an employee handbook and we ensure it is followed by all team members. We have adequate technology that is secure and able to meet our operational needs. We have processes and procedures in place for record management.
We are a legally structured organization with by-laws or operating agreement and insurance. We have had professional advice on and understand our current legal agreements for vending, leasing, sub-contracting, confidentiality, and/or intellectual property.
Please share with us any specific information you would like us to know about your organization's planning.
We have a leader(s) (ED, CEO, Founder and/or Board) that have the skills and/or experience necessary to succeed, including: creating and cultivating the organization’s mission, vision, & culture; developing and implementing a strategic plan that includes short and long term goals along with specific targets to assess goal achievement and areas for improvement; and keeping people at the center with a focus on empathy and adaptability.
We regularly offer staff opportunities for growth and development including authentic feedback based upon clear expectations and predefined performance targets. We consistently implement a documented process to assess talent needs and recruitment for our organization.
We engage in mutually beneficial projects with active, strategic collaborators. We assess the alignment of our missions, values, and goals before engaging in partnerships. We document the terms of the partnership with an emphasis on respectful communication in consideration of best practices.
We have documented processes in place to assess the need for volunteers. We successfully recruit volunteers in sufficient numbers and abilities. We effectively manage volunteer experiences which result in high rates of satisfaction.
We established a sustainable funding model comprised of adequate and diverse funding and/or earned income that bring in more funding than our operational costs. We have a fundraising plan and regularly meet our goals. We have processes and resources in place to effectively manage our fundraising needs and our relationship with donors, sponsors, and investors. We are educated on the latest fundraising trends and tools and implement those identified as most effective for our organization.
Please share with us any specific information you would like us to know about your organization's resources.
We meet the needs of the community including increased access for those with barriers. We have diversity, equity, and inclusion goals with defined ways to measure success and need for improvement. We have a diversity, equity, and inclusion policy and we ensure it is followed by all team members. We provide opportunities for training and further learning for all stakeholders. We have leadership and a team that reflects the community we serve.
We collect team member feedback on our plans and operations in an unbiased and safe manner. We utilize a feedback tool for team members to share about cultural safety, organizational environment, position satisfaction, responsibilities and duties. We have processes in place for team members to communicate about the effectiveness of the leadership, including the board. The board annually reviews the performance of the ED, CEO or founder.
We gather feedback from the community we serve, including funders, donors, and partners, that verifies the impact of our programs, products, or services and measures the inclusion and sensitivity of our delivery. We regularly monitor our reputation within our community, networks, and the greater landscape of our field. We track the effectiveness of our messaging through marketing metrics and data.
Please share with us any specific information you would like us to know about your organization's connectivity.
We have mission, vision, and values statements for our organization that reflects our team, stakeholders, community, and leadership’s contributions and/or ideas. They are communicated both internally and externally, consistently and clearly throughout our storytelling and communications. We annually connect with stakeholders to adapt or further validate our mission, vision, and values.
We design, collect, and utilize the impact and performance metrics of programs and partnerships in an equitable and inclusive manner. We align our communication strategy with the goals of the organization to validate and amplify our story. We effectively communicate our impact through various strategies.
We are educated on the latest marketing trends and tools to develop and implement our marketing strategy. We have strong branding assets such as a logo, website, social media, print materials, etc. that consistently convey our mission, vision, and culture.
Please share with us any specific information you would like us to know about your organization's identity.