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Best Practices Assessment
As a nonprofit executive and volunteer, I always knew we should assess our management and effectiveness, but there never seemed to be an easy way to do it...so it just didn't get done. Recently, I developed a useful best practices assessment tool called Exploration - Management by Assessment. The individual modules are filled with checklists and include a format for a plan to improve.
Below is a sampling of the areas covered. Read to the end to see how you can download some or all of the modules and get started on better organizational management today!
Module 1: Organizational Assessment - 7 detailed checklists:
- Vision and Mission updates
- Core Values- how are they reinforced in human resources, board development, fiscal operations, donor relations, clients and more.
Module 2: Board Governance and Management -110 check points:
- Fiduciary responsibilities
- Strategic planning
- Governance, policies and procedures
- Fiscal management
- Budgeting
- Financial planning
- Fiscal controls
- Management
- Planning and evaluation
- Personnel management
Module 3: People Management - 35 check points:
- Personnel policies and procedures
- Staff
- Volunteers
Module 4: Programs & Services - 8 detailed checklists:
- Mission driven?
- Market driven?
- Market trends and more
- Cost vs. revenue
Module 5: Messages & Marketing - 8 detailed checklists:
- Stakeholder communication
- Evaluate communication methods
- Evaluate pr methods
- Features vs. benefits
- Market position vs. competition
Module 6 - Fiscal Management - 9 Key areas, 45 check points:
- Budgeting
- Financial planning
- Fiscal controls
- Financial reporting
- Audit
- Board training
- Fundraising
- Costing analyses
- Cost vs. revenue
Module 7 - Resource Development - 8 Key areas, 55 check points:
- Planning
- Oversight
- Administration
- Donor relations
- Diversification
- Fundraising IQ - 48 questions
- Board and fundraising
- Contributions vs. financing
These valuable tools are available individually or as a total unit. You receive one module free when you purchase the entire assessment as a download. Individual modules are $49.50. The entire assessment is $299.00. You may make as many copies as you need for your organization.
Click here to order:
Exploration - Management by Assessment. |
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Diversify and Build Your Capacity
Now more than ever, most nonprofits must learn how to diversify their revenue through earned income. While social enterprise may not be the magic bullet (but it just might be) it is a critical tool in the tool box of successful and independent nonprofits. Want to learn more about how to become a successful social entrepreneurial organization? Contact me today to take advantage of a free information webinar. You will learn what social enterprise is - and isn't, the 7 critical skills to develop a business plan for earned income, and how to take advantage of the training in social enterprise from Social Enterprise Ventures LLC - my other training and consulting company. Visit SEV to learn more or contact Jean at SEV today to get started on social enterprise.
FREE INFORMATIONAL WEBINAR August 25, 10 AM CST. Limited to 25 people. Register and receive password:
Social Enterprise Webinar |
