Strategic Planning

Do you have a clear vision of where you want your organization to be in 3 years?

Do you have a focused strategic plan, including a straightforward timeline, to accomplish that vision?

Are you monitoring your progress towards completing your plan's action steps?

                    Organizational Documents

When was the last time your organization reviewed its Bylaws?  Is your organization operating in accordance with them?

Do the Bylaws reflect the current activities of your organization or do they need to be revised?

                    Board of Directors

Is your Board engaged and effective?

Does your Board provide proper oversight of the organization?

Are conflicts on the Board undermining the health and fitness of your organization?

                    Policies & Procedures

Are your accounting procedures sound?

Do you have policies regarding conflict of interest, anti-discrimination and anti-harassment, and taking public stands?

Do you have the necessary insurance coverage in place?

Are you filing required tax forms and registration forms?

Do you have an Employee Handbook?

Does your organization conduct annual performance reviews of employees and Board members?

Do you have a Succession Plan in the event of the Executive Director's long-term absence or permanent departure?

                    Development Plan

Do you have a plan for developing stable funding for your organization?

Would you like to increase your funding from foundations, corporations, and government agencies?

Do you need assistance with your annual appeal, membership campaign, or capital campaign?

Are there potential opportunities for earned income?

                    Program Management

Do you have an outcomes assessment plan?

Are you consistently meeting/exceeding your goals and standards?

Is your marketing plan effective?