TITLE:
AUTHOR:
DATE WRITTEN:
ETHICS TOPIC AREA:
TITLE/ORGANIZATION:
APPROVED:
CASE STUDY TITLE
(Please insert the name of your case study.)
1. BACKGROUND
(Please include background such as organization or type of organization, its environment, and any special
considerations you believe would help the reader to understand the context in which the ethical situation
developed.)
2. ETHICS SITUATION REVIEW
(Please describe the core ethics dilemma.)
3. PARTIES DIRECTLY INVOLVED IN ETHICS SITUATION
(List the positions of the people affected both inside and outside the organization.)
4. STAKEHOLDERS POTENTIALLY AFFECTED
(List the positions/communities that were or could have been affected.)
5. ETHICS QUESTION AND/OR DEBATE
(Briefly articulate the core question/debate as statement or in bullets.)
6. ETHICS CONSIDERATIONS TAKEN INTO ACCOUNT
(Review any key elements, people, environmental, consequential, etc. that needed to be top-of-mind in
determining the course of action.)
7. ALTERNATIVE STRATEGIC REPONSES (IF MORE THAN ONE)
(If alternatives, review different strategic paths that could have been taken.)
8. STRATEGIC DECISION
(Review the final strategic response that was selected.)
9. RATIONALE FOR DECISION AND RESPONSE
(Explain why the strategy was selected.)
10. IMPACTS, EFFECTS, AND REACTIONS (SHORT AND LONG TERM) ON ORGANIZATION
AND PEOPLE INVOLVED
(Review who was affected and how.)
11. ASSESSMENT: EFFECTIVENESS OF RESPONSE AND STRATEGIES
(Review the outcomes and how well they worked.)
12. KEY LEARNINGS
(In bullets, review what those involved, especially from a fundraising perspective, learned.)
13. RECOMMENDATIONS TO AVOID REPEATING THE ETHICAL SITUATION
(List the key ways you would prepare an organization.)
14. GOVERNANCE AND/OR POLICY IMPLICATIONS
Review any issues that relate to the board and fiduciary responsibilities.)
15. OTHER THOUGHTS AND INSIGHTS
(Review any other implications that you feel are important to understand the context of the case.)
For help in filling out this form, please contact any of the following members of the AFP
Toronto Ethics Committee:
Valerie Campbell: palval@sympatico.ca
Scott Fortnum: SFortnum@trca.on.ca
Cynthia Foo: foo.cynthia@gmail.com
Paula Curtis: paulacurtis@gmail.com