NONPROFIT LANDSCAPE ASSESSMENT SURVEY

Purpose:
  • Gauge interests and motivations in the concept of shared services and specific functions.
  • Identify potential vendors.
  • Identify organizations willing to participate in priority-specific development.

INTRODUCTION:
As nonprofits continue to face growing competition, increasing economic challenges and other complexities of management, many are beginning to look for creative ways to effectively and efficiently manage their organization while maintaining or enhancing the quality of core services. One approach may be through the sharing or out-sourcing of operational functions among a group of nonprofit organizations. Examples of operational functions that could be shared might include finance and accounting, legal or human resource expertise, technology planning and implementation, and marketing, just to name a few.

Rochester Area Nonprofit Consortium is exploring opportunities for sharing operational functions for area nonprofits. Please take 10-15 minutes to complete this survey to inform this process. Your responses will only be reported publicly in aggregate and not be associated with your name or organization without permission.

Please contact Consortium Strategist Brooke Carlson at brooke@northskyhealth.com with questions.
ORGANIZATIONAL INFORMATION

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* 1. NAME

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* 2. TITLE

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* 3. ORGANIZATION

CONCEPT OF SHARED SERVICES

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* 4. How interested would your nonprofit be in pooling/sharing certain operational functions with other nonprofits?

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* 5. How interested would your nonprofit be in outsourcing certain operational functions to an entity dedicated to providing these services to nonprofits?

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* 6. Some entities dedicated to providing services to nonprofits are membership-based. Membership provides access to co-developing and accessing the services. How likely are you to become a dues-paying member?

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* 7. What would be your motivation to pool/share or outsource operational functions? From the options below, indicate to what degree each is a motivator:

  High motivator Moderately high motivator Moderate motivator Moderately low motivator Low motivator Don't Know
Decrease costs/save money
Free up time to focus on services or other responsibilities
Increase quality
Ensure best practices
Gain expertise that current staff does not have
Ensure legal compliance/decrease liabilities

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* 8. If you indicated that your nonprofit would NOT be interested in pooling/sharing or outsourcing operational functions with other nonprofits, please tell us why. Check all that apply.

SERVICE AREAS

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* 9. How interested would you be in pooling, sharing or outsourcing each of following functions? Please respond even if you already outsource any of these functions.

  HIgh priority Low priority Not interested
IT/DATA SHARING:
Data infrastructure
IT/DATA SHARING:
External managed services
IT/DATA SHARING: 
Cyber security
IT/DATA SHARING: 
Shared IT staff
IT/DATA SHARING: 
Tech support
BENEFITS/HEALTH INSURANCE:
Medical Insurance
BENEFITS/HEALTH INSURANCE: 
Other (please detail below)
FINANCE/ACCOUNTING:
Finance (bookkeeping, accounting, etc.)
FINANCE/ACCOUNTING:
Payroll and payroll tax processing and reporting
FINANCE/ACCOUNTING:
Long-term financial planning
FINANCE/ACCOUNTING:
990 preparation
FINANCE/ACCOUNTING:
External audit
SPACE/FACILITIES:
Offices
SPACE/FACILITIES:
Meeting/conference rooms
SPACE/FACILITIES:
Event venue
SPACE/FACILITIES:
Outdoor venue
SPACE/FACILITIES:
Classroom/learning
SPACE/FACILITIES:
Commercial kitchen
LEGAL SUPPORT
RISK MANAGEMENT
JOINT PURCHASING
COPIER/PRINTER SERVICES
VOICE/INTERNET
TRAINING/.PROFESSIONAL DEVELOPMENT (leadership, mandated, licensing, etc.)
HUMAN RESOURCES
POLICY ADVOCACY
RESEARCH/EVALUATION/DATA

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* 10. If applicable: Please provide details about why you indicated the above functions as high priorities for your organization to explore shared service options. (i.e. What challenges are you experiencing? What issues are you trying to fix?)

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* 11. Of the functions you indicated as "high priority" for your organization, which are you most likely to invest time and money in solution development?

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* 12. Please list and describe collaborative efforts your organization is currently engaged in or aware of to increase operational efficiencies.

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* 13. What barriers/challenges do you foresee for your organization becoming part of a shared services agreement? Check all that apply.

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* 14. What information do we collectively need to provide to decision makers in your organization to advance your participation in shared services? Check all that apply.

AGENCY-SPECIFIC QUESTIONS

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* 15. SECTOR (Check all that apply)

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* 16. What demographic and community data sources does your organization utilize for assessment, evaluation, and grant development?

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* 17. Does your organization certify with the Charities Review Council?

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* 18. What is the annual budget of your organization? 

WORKFORCE

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* 19. What is the total size of your workforce? 

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* 20. How many part-time employees do you have? 

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* 21. How many full-time employees do you have? 

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* 22. Does your organization currently provide the following employee benefits? Check all that apply.

FUTURE PARTICIPATION 

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* 23. In the coming months, the Consortium will be offering a number of ways for your organization to get involved in designing shared services options. 

Please indicate one or more of the following ways you would like to be involved.

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* 24. If you selected any of the above, please provide additional contact information below.

Thank You!

We appreciate your time.

Please contact Brooke Carlson at 
brooke@northskyhealth.com
for additional information. 

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