Nonprofit Organizational Check-Up
Your Nonprofit’s Health Matters—Let’s Ensure It Thrives!
Please select the one option that best describes your organization’s current stage or focus: (SELECT ONE)
*
Exploring starting a nonprofit.
Brand new and self-funded or no budget.
Annual budget under $50,000.
Annual budget between $50,000 and $500,000.
Annual budget exceeding $500,000.
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Organization Type:
Instructions
For each category below, rate your organization on a scale of 1 to 4. The maximum possible score is 100.
Resource Generation
Are you aware of the types of funding available for nonprofits?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you know how to create a basic fundraising plan?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you aware of grant opportunities for new nonprofits?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Have you identified key individuals or organizations that could provide initial funding?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you understand the importance of diversifying funding sources?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Does your budget meet the object of your mission?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Have you developed a list of potential funding sources?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you exploring partnerships with businesses or other nonprofits?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you know how to search for grants?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you know how to tell your story of impact?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Have you set realistic financial goals for the year?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you tracking income and expenses effectively?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a plan to seek small grants or local sponsorships?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you leveraging your board's and your network to find funding opportunities?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you maintaining relationships with current donors?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
How diverse are your funding sources?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a written plan to securing funding?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Is your organization financially stable and sustainable?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you confident in your ability to handle financial challenges?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you consistently meeting or exceeding fundraising goals?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Total assessment for Resource Generation (out of 20)
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Organization Type:
Instructions
For each category below, rate your organization on a scale of 1 to 4, where:1 = Needs improvement; 2 = Developing; 3 = Meets Expectations; 4 = Exceeds Expectations. The maximum possible score is 100.
Mission, Vision & Values
Have you clearly defined the problem your nonprofit will address?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a clear vision of the community or audience you want to serve?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Have you considered how your values will shape decision-making?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Is your mission statement concise and inspiring?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Can you envision the long-term impact of your nonprofit’s work?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are your initial programs aligned with your mission?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Is your mission statement consistently shared with stakeholders?
Needs Improvement
1
2
3
Best
4
1 is Needs Improvement, 4 is Best
Have you ensured that your early goals align with your vision?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you actively communicating your values to your team and audience?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a defined process for revisiting your mission as you grow?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do your programs consistently reflect your mission?
Needs Improvement
1
2
3
Best
4
1 is Needs Improvement, 4 is Best
Are your stakeholders engaged in discussions about your vision?
Needs Improvement
1
2
3
Best
4
1 is Needs Improvement, 4 is Best
Do you have metrics to measure how well you are achieving your mission?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you regularly revisiting your mission to ensure relevance?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you communicate your mission effectively through your marketing materials?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Can you, your board and all team members recite from memory your mission statement?
Needs Improvement
1
2
3
Best
4
1 is Needs Improvement, 4 is Best
Do your programs align closely with your mission and values?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you effectively communicating your mission to the public?
Needs Improvement
1
2
3
Best
4
1 is Needs Improvement, 4 is Best
Does your vision permeate all your goals and actions?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are decisions being made with your organizational values in mind?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Total assessment for Mission, Vision, & Values (out of 20)
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Organization Type:
Instructions
For each category below, rate your organization on a scale of 1 to 4, where:1 = Needs improvement; 2 = Developing; 3 = Meets Expectations; 4 = Exceeds Expectations. The maximum possible score is 100.
Board of Directors
Have you identified individuals with diverse skills to serve on your board?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you know the legal requirements for forming a nonprofit board?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are potential board members aligned with your mission?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Have you drafted basic bylaws to guide your board’s operations?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you understand how to engage your board in fundraising and governance?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Does your board have regularly scheduled meetings to discuss key issues?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you provide a list of responsibilities to all board members?
Needs Improvement
1
2
3
Best
4
1 is Needs Improvement, 4 is Best
Does your board provide constructive feedback on your plans and programs?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are board members connected to networks that could help your nonprofit?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a system to hold your board accountable?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Is your board helping you identify and pursue funding opportunities?
Needs Improvement
1
2
3
Best
4
1 is Needs Improvement, 4 is Best
Do you provide training or orientation for new board members?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are board members helping expand your organization's network?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Does your board annually create and update short- and long-term organizational goals?
Needs IMprovement
1
2
3
Exceeds Expectations
4
1 is Needs IMprovement, 4 is Exceeds Expectations
Do you conduct regular, structured evaluations of their efforts and the board’s effectiveness?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Does your board have a clear understanding of their roles and responsibilities?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Is your board actively engaged in strategic decision-making?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Does your board effectively support fundraising efforts?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are board members bringing valuable skills and connections?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Is the board’s performance reviewed and improved regularly?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Total assessment for Board of Directors (out of 20)
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Organization Type:
Instructions
For each category below, rate your organization on a scale of 1 to 4, where:1 = Needs improvement; 2 = Developing; 3 = Meets Expectations; 4 = Exceeds Expectations. The maximum possible score is 100.
Organizational Policies & Procedures
Have you aware of the common policies and procedures needed to establish your nonprofit?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you familiar with nonprofit incorporation and tax exemption requirements?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a basic understanding of financial management policies for nonprofits?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are your aware of how a conflict-of-interest could impact your organization?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you know how to document key decisions and procedures?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have written guidelines for key operations?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Have you documented your nonprofit’s basic legal and regulatory compliance needs?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are your financial records organized and transparent?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Have you started creating a volunteer manual or similar document?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you aware of your obligations for tax reporting?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are your financial management policies well-documented?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a process for making and recording decisions?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are your volunteer and employee handbooks complete and up-to-date?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a system to ensure compliance with state and federal regulations?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are your policies reviewed and updated as your organization grows?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are your policies and procedures up-to-date and comprehensive?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are staff and volunteers well-trained on policies?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have clear processes for decision-making and accountability?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you compliant with legal and regulatory requirements?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do your policies support a positive and productive workplace culture?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Total assessment for Policies & Procedures (out of 20)
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Next
Organization Type:
Instructions
For each category below, rate your organization on a scale of 1 to 4, where:1 = Needs improvement; 2 = Developing; 3 = Meets Expectations; 4 = Exceeds Expectations. The maximum possible score is 100.
Human Resources & Staffing
Do you have clarity on the roles needed to start your nonprofit?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you considering how to support and train initial team members?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a plan to recruit your first volunteers?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Have you thought about how to keep team members motivated?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you aware of labor laws applicable to nonprofit staff and volunteers?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are roles and expectations clearly communicated to your team?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Have you created a welcoming onboarding process for volunteers and staff?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you recognizing and rewarding team contributions?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a strategy to manage workload and prevent burnout?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a specific hiring process?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you providing adequate training for staff and volunteers?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do team members feel supported in their roles?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a plan for addressing HR challenges as they arise?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a retention plan for key volunteers or staff?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are you cultivating a positive and inclusive team culture?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are staff roles and responsibilities clearly defined?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have enough staff & volunteers to meet organizational needs?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Are staff and volunteers well-trained and supported?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Is your organization effectively retaining top talent?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Do you have a succession plan for key leadership roles?
Needs Improvement
1
2
3
Exceeds Expectations
4
1 is Needs Improvement, 4 is Exceeds Expectations
Total assessment for Human Resources & Staffing (out of 20)
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Assessment Summary
Revenue Generation Total
Mission, Vision & Values Total
Board of Directors Total
Policies & Procedures Total
Human Resources & Hiring Total
Overall Assessment Total
Interpretation of Score
Click below for our interpretation of your assessment. Please enter your email address and first name below and when you hit submit you will also get your summary emailed to you.
Email
example@example.com
First Name
Are you prepared to invest in your organization to improve your organizational foundation?
Yes
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