Organizational Check Up

Having a strong operational foundation is critical to running any successful organization. Donors want to know that the organizations they support are strong and can implement their proposed plans. The first step in growing your nonprofit is ensuring that your foundation is strong. The following quiz only takes 2 minutes and can help you determine the specific areas your nonprofit needs to improve.

Please rate how well your organization is doing each item on a scale of 1 to 5, with one needing "significant improvement" and five being "little to no improvement" needed.

Question Title

* 1. Vision/Mission/Values

	Needs Significant Improvement	Needs Improvement	In Place But Needs Improvement	Minimal Improvement Needed	Little to No Improvement Needed
We have a clear mission and vision that articulates the change we will make if we are successful.	We have a clear mission and vision that articulates the change we will make if we are successful. Needs Significant Improvement	We have a clear mission and vision that articulates the change we will make if we are successful. Needs Improvement	We have a clear mission and vision that articulates the change we will make if we are successful. In Place But Needs Improvement	We have a clear mission and vision that articulates the change we will make if we are successful. Minimal Improvement Needed	We have a clear mission and vision that articulates the change we will make if we are successful. Little to No Improvement Needed
We have our core values in writing and use them for hiring, coaching, and firing.	We have our core values in writing and use them for hiring, coaching, and firing. Needs Significant Improvement	We have our core values in writing and use them for hiring, coaching, and firing. Needs Improvement	We have our core values in writing and use them for hiring, coaching, and firing. In Place But Needs Improvement	We have our core values in writing and use them for hiring, coaching, and firing. Minimal Improvement Needed	We have our core values in writing and use them for hiring, coaching, and firing. Little to No Improvement Needed
Our core values are clear to everyone and we have systems, policies, and procedures in place that ensure they permeate throughout the organization.	Our core values are clear to everyone and we have systems, policies, and procedures in place that ensure they permeate throughout the organization. Needs Significant Improvement	Our core values are clear to everyone and we have systems, policies, and procedures in place that ensure they permeate throughout the organization. Needs Improvement	Our core values are clear to everyone and we have systems, policies, and procedures in place that ensure they permeate throughout the organization. In Place But Needs Improvement	Our core values are clear to everyone and we have systems, policies, and procedures in place that ensure they permeate throughout the organization. Minimal Improvement Needed	Our core values are clear to everyone and we have systems, policies, and procedures in place that ensure they permeate throughout the organization. Little to No Improvement Needed

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* 2. Communication

	Needs Significant Improvement	Needs Improvement	In Place But Needs Improvement	Minimal Improvement Needed	Little to No Improvement Needed
We have clear 3-5-year goals with measurable outcomes that show impact. They're communicated in writing to staff, board, and donors.	We have clear 3-5-year goals with measurable outcomes that show impact. They're communicated in writing to staff, board, and donors. Needs Significant Improvement	We have clear 3-5-year goals with measurable outcomes that show impact. They're communicated in writing to staff, board, and donors. Needs Improvement	We have clear 3-5-year goals with measurable outcomes that show impact. They're communicated in writing to staff, board, and donors. In Place But Needs Improvement	We have clear 3-5-year goals with measurable outcomes that show impact. They're communicated in writing to staff, board, and donors. Minimal Improvement Needed	We have clear 3-5-year goals with measurable outcomes that show impact. They're communicated in writing to staff, board, and donors. Little to No Improvement Needed
We have a clear marketing strategy and tactical plan for both clients and donors. Efforts are in place to reach both groups in different ways.	We have a clear marketing strategy and tactical plan for both clients and donors. Efforts are in place to reach both groups in different ways. Needs Significant Improvement	We have a clear marketing strategy and tactical plan for both clients and donors. Efforts are in place to reach both groups in different ways. Needs Improvement	We have a clear marketing strategy and tactical plan for both clients and donors. Efforts are in place to reach both groups in different ways. In Place But Needs Improvement	We have a clear marketing strategy and tactical plan for both clients and donors. Efforts are in place to reach both groups in different ways. Minimal Improvement Needed	We have a clear marketing strategy and tactical plan for both clients and donors. Efforts are in place to reach both groups in different ways. Little to No Improvement Needed

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* 3. Operations

	Needs Significant Improvement	Needs Improvement	In Place But Needs Improvement	Minimal Improvement Needed	Little to No Improvement Needed
We have a clear process in writing for working with those we serve that is consistently followed.	We have a clear process in writing for working with those we serve that is consistently followed. Needs Significant Improvement	We have a clear process in writing for working with those we serve that is consistently followed. Needs Improvement	We have a clear process in writing for working with those we serve that is consistently followed. In Place But Needs Improvement	We have a clear process in writing for working with those we serve that is consistently followed. Minimal Improvement Needed	We have a clear process in writing for working with those we serve that is consistently followed. Little to No Improvement Needed
We have a process in place for working with prospective donors and current donors.	We have a process in place for working with prospective donors and current donors. Needs Significant Improvement	We have a process in place for working with prospective donors and current donors. Needs Improvement	We have a process in place for working with prospective donors and current donors. In Place But Needs Improvement	We have a process in place for working with prospective donors and current donors. Minimal Improvement Needed	We have a process in place for working with prospective donors and current donors. Little to No Improvement Needed
All staff and volunteers are aware of the donor process and follow it.	All staff and volunteers are aware of the donor process and follow it. Needs Significant Improvement	All staff and volunteers are aware of the donor process and follow it. Needs Improvement	All staff and volunteers are aware of the donor process and follow it. In Place But Needs Improvement	All staff and volunteers are aware of the donor process and follow it. Minimal Improvement Needed	All staff and volunteers are aware of the donor process and follow it. Little to No Improvement Needed
We have an active ongoing process in place to receive feedback from clients, donors, and staff.	We have an active ongoing process in place to receive feedback from clients, donors, and staff. Needs Significant Improvement	We have an active ongoing process in place to receive feedback from clients, donors, and staff. Needs Improvement	We have an active ongoing process in place to receive feedback from clients, donors, and staff. In Place But Needs Improvement	We have an active ongoing process in place to receive feedback from clients, donors, and staff. Minimal Improvement Needed	We have an active ongoing process in place to receive feedback from clients, donors, and staff. Little to No Improvement Needed
Issues that need to be solved are identified and action plans put into place immediately.	Issues that need to be solved are identified and action plans put into place immediately. Needs Significant Improvement	Issues that need to be solved are identified and action plans put into place immediately. Needs Improvement	Issues that need to be solved are identified and action plans put into place immediately. In Place But Needs Improvement	Issues that need to be solved are identified and action plans put into place immediately. Minimal Improvement Needed	Issues that need to be solved are identified and action plans put into place immediately. Little to No Improvement Needed
All staff and board meetings are organized i.e. meet at regular times with printed agendas and start and end on time.	All staff and board meetings are organized i.e. meet at regular times with printed agendas and start and end on time. Needs Significant Improvement	All staff and board meetings are organized i.e. meet at regular times with printed agendas and start and end on time. Needs Improvement	All staff and board meetings are organized i.e. meet at regular times with printed agendas and start and end on time. In Place But Needs Improvement	All staff and board meetings are organized i.e. meet at regular times with printed agendas and start and end on time. Minimal Improvement Needed	All staff and board meetings are organized i.e. meet at regular times with printed agendas and start and end on time. Little to No Improvement Needed

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* 4. Team

	Needs Significant Improvement	Needs Improvement	In Place But Needs Improvement	Minimal Improvement Needed	Little to No Improvement Needed
All the individuals (staff) in our organization are the right people to work on our mission and towards our vision because they honor our core values.	All the individuals (staff) in our organization are the right people to work on our mission and towards our vision because they honor our core values. Needs Significant Improvement	All the individuals (staff) in our organization are the right people to work on our mission and towards our vision because they honor our core values. Needs Improvement	All the individuals (staff) in our organization are the right people to work on our mission and towards our vision because they honor our core values. In Place But Needs Improvement	All the individuals (staff) in our organization are the right people to work on our mission and towards our vision because they honor our core values. Minimal Improvement Needed	All the individuals (staff) in our organization are the right people to work on our mission and towards our vision because they honor our core values. Little to No Improvement Needed
Our organizational chart is up to date.	Our organizational chart is up to date. Needs Significant Improvement	Our organizational chart is up to date. Needs Improvement	Our organizational chart is up to date. In Place But Needs Improvement	Our organizational chart is up to date. Minimal Improvement Needed	Our organizational chart is up to date. Little to No Improvement Needed
Everyone in our organization is in the right position based on their ability and talent.	Everyone in our organization is in the right position based on their ability and talent. Needs Significant Improvement	Everyone in our organization is in the right position based on their ability and talent. Needs Improvement	Everyone in our organization is in the right position based on their ability and talent. In Place But Needs Improvement	Everyone in our organization is in the right position based on their ability and talent. Minimal Improvement Needed	Everyone in our organization is in the right position based on their ability and talent. Little to No Improvement Needed
Our leadership team is open, honest, and trusts one another.	Our leadership team is open, honest, and trusts one another. Needs Significant Improvement	Our leadership team is open, honest, and trusts one another. Needs Improvement	Our leadership team is open, honest, and trusts one another. In Place But Needs Improvement	Our leadership team is open, honest, and trusts one another. Minimal Improvement Needed	Our leadership team is open, honest, and trusts one another. Little to No Improvement Needed
100% of Board members receive a formal orientation	100% of Board members receive a formal orientation Needs Significant Improvement	100% of Board members receive a formal orientation Needs Improvement	100% of Board members receive a formal orientation In Place But Needs Improvement	100% of Board members receive a formal orientation Minimal Improvement Needed	100% of Board members receive a formal orientation Little to No Improvement Needed
100% of staff receive a comprehensive orientation	100% of staff receive a comprehensive orientation Needs Significant Improvement	100% of staff receive a comprehensive orientation Needs Improvement	100% of staff receive a comprehensive orientation In Place But Needs Improvement	100% of staff receive a comprehensive orientation Minimal Improvement Needed	100% of staff receive a comprehensive orientation Little to No Improvement Needed

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* 5. Management

	Needs Significant Improvement	Needs Improvement	In Place But Needs Improvement	Minimal Improvement Needed	Little to No Improvement Needed
Everyone in the organization has specific goals they must meet within certain time frames and is reviewed and coached to those goals.	Everyone in the organization has specific goals they must meet within certain time frames and is reviewed and coached to those goals. Needs Significant Improvement	Everyone in the organization has specific goals they must meet within certain time frames and is reviewed and coached to those goals. Needs Improvement	Everyone in the organization has specific goals they must meet within certain time frames and is reviewed and coached to those goals. In Place But Needs Improvement	Everyone in the organization has specific goals they must meet within certain time frames and is reviewed and coached to those goals. Minimal Improvement Needed	Everyone in the organization has specific goals they must meet within certain time frames and is reviewed and coached to those goals. Little to No Improvement Needed
We have target company goals in place that are monitored weekly (i.e. new donor prospects identified, $ raised, client success measures).	We have target company goals in place that are monitored weekly (i.e. new donor prospects identified, $ raised, client success measures). Needs Significant Improvement	We have target company goals in place that are monitored weekly (i.e. new donor prospects identified, $ raised, client success measures). Needs Improvement	We have target company goals in place that are monitored weekly (i.e. new donor prospects identified, $ raised, client success measures). In Place But Needs Improvement	We have target company goals in place that are monitored weekly (i.e. new donor prospects identified, $ raised, client success measures). Minimal Improvement Needed	We have target company goals in place that are monitored weekly (i.e. new donor prospects identified, $ raised, client success measures). Little to No Improvement Needed
We have a budget that is monitored monthly and we know exactly how much it costs us to do business.	We have a budget that is monitored monthly and we know exactly how much it costs us to do business. Needs Significant Improvement	We have a budget that is monitored monthly and we know exactly how much it costs us to do business. Needs Improvement	We have a budget that is monitored monthly and we know exactly how much it costs us to do business. In Place But Needs Improvement	We have a budget that is monitored monthly and we know exactly how much it costs us to do business. Minimal Improvement Needed	We have a budget that is monitored monthly and we know exactly how much it costs us to do business. Little to No Improvement Needed

CONTACT INFORMATION
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Question Title

* 6. Please enter your information below (*Company name and phone number are optional)

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Company

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