Assessment Tools for Nonprofits:
Small organizations (those with fewer than 10 employees) make up 75% of organizations in the nonprofit sector. In these organizations, small staff complements often must take on a range of functions and job responsibilities – responsibilities that often fall outside of one’s standard job descriptions. Many of these core functions are essential, no matter the organization’s mission, area of activity, geographic location or budget. The challenge that many organizations face is ensuring that their staff team has the necessary time, knowledge and skills required to fulfill these core functions. The HR Council has developed a series of checklists to help small nonprofits evaluate their organization’s performance and identify individuals with responsibility for key indicators in seven functional areas:
1. Governance
2. Financial Management & Sustainability
3. Information & Technology Management
4. HR Management
5. Programs & Services
6. Community Relations & Engagement
7. Fund Development
- An Assessment Tools for Small Nonprofits
Smart Partnership Checklist from Smart Partnership workshop provided by Patti Balsillie on November 7, 2012 in Whitehorse
- Smart Partnership Checklist
Board Assessment Tool
This 3-pg checklist helps boards evaluate how they are performing on a broad range of board operations, roles, and responsibilities.
- Board Assessment Tool
NGO Assessment Tool ("Is Your House in Order?")
This 4-pg checklist is similar to the Board Assessment Tool, but covers the functions of the whole organization.
- NGO Assessment Tool
Office Manager Duties
- Office Manager Duties
Treasurer Duties
- Treasurer Duties
Reporting to Canada Revenue Agency
- Reporting to Canada Revenue Agency
Best vs. Prohibited Fundraising Practices
- Best vs. Prohibited Fundraising Practices
Succession Planning for Non-Profits
- Succession Planning