Checklist for a Planning Assessment for Nonprofit Organizations

Edited by Carter McNamara, MBA, PhD

(Be sure to read How to Use this Tool and Disclaimers before using information in this document.)

This document suggests indicators regarding the total organization, organization's programs and general approach to evaluation.

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Planning Regarding the Total Organization

Rating
*

Indicator

Met Needs
Work
N/A

E

1. The organization's purpose and activities meet community needs.

R

2. The organization frequently evaluates, by soliciting community input, whether its mission and activities provide benefit to the community.

R

3. The organization has a value statement that is reflected in the agency's activities and is communicated by its constituents.

A

4. The value statement includes standards of ethical behavior and respect for other's interests.

E

5. The organization has a clear, meaningful written mission statement which reflects its purpose, values and people served.

R

6. The board and staff periodically review the mission statement and modify it to reflect changes in the environment.

E

7. The board and staff developed and adopted a written strategic plan to achieve its mission.

A

8. Board, staff, service recipients, volunteers, key constituents and general members of the community participate in the planning process.

E

9. The plan was developed by researching the internal and external environment.

R

10. The plan identifies the changing community needs including the agency's strengths, weaknesses, opportunities and threats.

R

11. The planning process identifies the critical issues facing the organization.

R

12. The plan sets goals and measurable objectives that address these critical issues.

E

13. The plan integrates all the organization's activities around a focused mission.

R

14. The plan prioritizes the agency goals and develops timelines for their accomplishments.

A

15. The plan establishes an evaluation process and performance indicators to measure the progress toward the achievement of goals and objectives.

R

16. Through work plans, human and financial resources are allocated to insure the accomplishment of the goals in a timely fashion.

A

17. The plan is communicated to all stakeholders of the agency -- service recipients, board, staff, volunteers and the general community.
Indicators ratings: E=essential; R=recommended; A=additional to strengthen organizational activities

Planning Regarding the Organization's Programs

Rating
*

Indicator

Met Needs
Work
N/A

E

1. Programs are congruent with the agency's mission and strategic plan.

A

2. The organization actively informs the public about its programs and services.

A

3. Clients and potential clients have the opportunity to participate in program development.

R

4. Sufficient resources are allocated to ensure each program can achieve the established goals and objectives.

R

5. Staff has sufficient training and skill level to produce the program.

A

6. Programs within the organization are integrated to provide more complete services to clients.

R

7. Each program has performance indicators to insure that the program meets its goals and objectives.

R

8. Performance indicators are reviewed annually.

A

9. The agency networks and/or collaborates with other organizations to produce the most comprehensive and effective services to clients.
Indicators ratings: E=essential; R=recommended; A=additional to strengthen organizational activities

Planning Regarding the Organization's Evaluations

Rating
*

Indicator

Met Needs
Work
N/A

R

1. Every year, the organization evaluates its activities to determine progress toward goal accomplishment.

A

2. Stakeholders are involved in the evaluation process.

R

3. The evaluation includes a review of organizational programs and systems to insure that they comply with the organization's mission, values and goals.

R

4. The results of the evaluation are reflected in the revised plan.

A

5. Periodically, the organization conducts a comprehensive evaluation of its programs. This evaluation measures program outcomes.
Indicators ratings: E=essential; R=recommended; A=additional to strengthen organizational activities

This information may be copied. Please cite credit to the Greater Twin Cities United Way.


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For the Category of Organizational Development:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books

Managing Organizational Change

Growing Your Organization



Managing Organizational Change

Consulting and Organization Development - Book Cover Field Guide to Consulting and Organizational Development
by Carter McNamara, published by Authenticity Consulting, LLC. Provides complete, step-by-step guidelines to identify complex issues in for-profit or government organizations and successfully resolve each of them. This book is also helpful to organizations that are doing fine now, but want to evolve to the next level of performance. This is one of the truly comprehensive, yet practical, books about this complex subject! Includes online forms that can be downloaded. Many materials in this Library's topic about guiding change are adapted from this comprehensive book.
Consulting and Organization Development With Nonprofits - Book Cover Field Guide to Consulting and Organizational Development With Nonprofits
by Carter McNamara, published by Authenticity Consulting, LLC. Provides complete, step-by-step guidelines to identify complex issues in nonprofit organizations and successfully resolve each of them. This book is also helpful to organizations that are doing fine now, but want to evolve to the next level of performance. This is one of the truly comprehensive, yet practical, books about this complex subject! Includes online forms that can be downloaded. Many materials in this Library's topic about guiding change are adapted from this comprehensive book.

The following books are recommended because of their highly practical nature and often because they include a wide range of information about this Library topic. To get more information about each book, just click on the image of the book. Also, a "bubble" of information might be displayed. You can click on the title of the book in that bubble to get more information, too.



Growing Your Organization

The following books are recommended because of their highly practical nature and often because they include a wide range of information about this Library topic. To get more information about each book, just click on the image of the book. Also, a "bubble" of information might be displayed. You can click on the title of the book in that bubble to get more information, too.



Also See for For-Profits

Strategic Planning -- Recommended Books

Business Development -- Recommended books

Financing Your Business -- Recommended Books

Product Development -- Recommended books

Planning and Project Management -- Recommended Books

Also See for Nonprofits

Strategic Planning -- Recommended Books

Social Entrepreneurship (Nonprofit) -- Recommended Books

Capacity Building (Nonprofit) -- Recommended Books

Fundraising -- Recommended Books

Program Management -- Recommended Books

Planning and Project Management -- Recommended Books

Capacity Building (Nonprofit) -- Recommended Books




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