Advancing Vibrant Communities Through Excellent Nonprofits
8181 Professional Place, Suite 210
Landover, MD 20785
Phone: 301-429-0414
www.hscofpgc.org
Nonprofit Incubator Program (NIP) Organizational Assessment
Name of Organization: ____________________________________________________
LEADERSHIP DEVELOPMENT
Yes
Board Excellence
The Board effectiveness has been evaluated and discussed
by Board and key staff members.
The Board, Executive Director (ED), and staff know the
organization’s mission, understand it, and are committed in
achieving it.
The Board, ED, and senior staff members has shaped a
strategic plan that reflects the mission and goals of the
organization.
The ED has the knowledge and skills to effectively manage
the organization’s mission, resources, and staff.
The Board delegates the operation of the organizations to the
Executive Director.
The Board has reviewed and evaluated the ED’s
performance and provided useful feedback.
The Board meetings are an effective and efficient means of
handling formal business; an agenda is set; and meeting
minutes are recorded.
By-laws are followed by the Board of Directors that includes
policies and procedures on board recruitment, term
limitations, legal and financial oversight, and the
organization’s operations.
Strategic planning has been conducted or scheduled to be
conducted on a regular schedule (e.g. annually, every three
years, etc) with the participation of Board, staff and
stakeholders.
1
Needs
Work
Not
Yet
Unsure
N/A
ORGANIZATIONAL DEVELOPMENT
Human Resources: Volunteer Management
The organization has a recruitment system for volunteer
personnel.
A volunteer orientation system is conducted periodically to
convey, vision, mission, duties.
A Tracking system to manage volunteer hours has been
developed and implemented.
ORGANIZATIONAL DEVELOPMENT, continued
Human Resources: Personnel
All personnel policies are developed to convey termination
procedures, grievance procedures, sexual harassment policy,
and employment benefit policies and other relevant policies
and are written in a handbook and distributed to each staff
person.
Performance appraisal system for staff review is developed
and implemented periodically.
Professional development plans for staff is developed and
implemented.
The ED or supervisory staff has developed written job
descriptions for each staff person.
Financial Management System
The board has adopted fiscal policies and procedures.
Organization prepares an annual report of its financial
position that is available to the public.
Financial procedures and internal controls are developed and
implemented to manage resources, i.e. in-kind donations,
financial resources, volunteer hours.
The organization has developed and implemented an internal
accounting system.
The organization uses software to manage the accounting
system
An experienced staff person manages the accounting
system.
Senior staff and Board members are trained on how to read,
interpret, and use the organization’s financial statement to
make key financial decisions about the operations of
organization
Monthly/quarterly financial statements are generated and
submitted to the Board for review
An annual independent audit or review is conducted by a
Certified Public Accountant.
990 tax reports are prepared and submitted annually to the
IRS and prepared by an accountant or experienced staff
member.
2
Yes
Needs
Work
Not
Yet
Unsure
N/A
Yes
ORGANIZATIONAL DEVELOPMENT
Revenue Development System
Resource Development Plan has been developed and
implemented that included multiple strategies foe diverse
revenue development from various sources.
Organizational budgets resources for fundraising adequately
and understands that it must invest in fundraising to survive
and grow.
Organization has technology that builds capacities for
fundraising and other resource development tools.
Board members develop and implement revenue
development activities.
ORGANIZATIONAL DEVELOPMENT
Revenue Development System, continued
The organization uses their Revenue Development Plan to
organize their grant development activities, i.e. targeted
amounts that is needed annually, grants to be developed
annually, and identifying new sources of funding.
The organization’s leadership and/or key staff has the
expertise to develop grant applications to private funders to
sustain programs and services.
The ED and Key staff prepares a comprehensive annual
budget that includes program operations, general operating,
and revenue development activities.
Infrastructure: Organization, Space, Technology, and
Information Management System
Client and program record are maintained on a computerized
system.
The organization has adequate computer hardware, software,
peripherals to effectively manage information.
The organization has a disaster recovery plan in case you
lose your data.
The organization has sufficient and secure office space.
You have fire and other emergency procedures developed
and implemented.
You have a 501©3 designation from the IRS, a DUNS
number, and By-Laws and Articles of Incorporation are filed
in the State of Maryland.
Does your organization have all the proper insurances in
place required by law (i.e. Office liability coverage to include
volunteers, workers compensation, and disability insurance).
3
Needs
Work
Not
Yet
Unsure
N/A
PROGRAM DEVELOPMENT
Yes
Program Planning and Evaluation Techniques
Programs/services are developed by mission, community
needs, periodic assessments from recipients of services,
and program evaluation data.
ED and key staff monitors and evaluated outcomes of
programs and services on a periodic basis
ED and staff monitor the number of clients served and the
type of services provided.
Community Engagement
Partnerships and Collaborations
The organization has methods in place to effectively
communicate and connect with stakeholders, other
community organizations, and funders who have a vested
interest in the work of the organizations.
Organization seeks a collaborations and partnerships with
other organizations and government agencies as a way to
extend its work in the community and to share resources.
The Board and leadership networks with stakeholders and
other organizations through the attending of community
events, participating in forums, and networking through other
organizations.
Reflections
Please provide a detailed answer to the following questions:
1. What did you discover or confirm about your organization?
2. What did you learn about your organization that surprised you?
4
Needs
Work
Not
Yet
Unsure
N/A
3. What two areas will you address while participating in NIP, if selected?
4. What immediate actions will you take to improve performance of solve problems in your
organization?
Assessment Completed by:____________________________________
Date Completed:____________________________________________
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