Organizational Audit
The following assessment provides the staff of Simon Cross, LLC a current snapshot of your organization and provides the basis for developing a plan to strengthen your agency's capacity. The assessment should take less than 10 minutes to complete and the results will be sent directly to us.
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Email *
Name, Title, and Organization *
Planning *
1 = Strongly Disagree   2 = Disagree   3 = Neither Agree or Disagree   4 =  Agree    5 = Strongly Agree
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Does your organization have and use a strategic plan?
Does your organization have a mission statement known by all staff, and board members ?
Do staff, volunteers, and key stakeholders participate in the planning process?
Does the plan guide programming, decisions and fund development efforts?
Personnel *
1 = Strongly Disagree   2 = Disagree   3 = Neither Agree or Disagree   4 =  Agree    5 = Strongly Agree
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Does the organization have written job descriptions for all positions?
Does the organization have written personnel policies and procedures?
Do all the staff have written expectations for behavior and performance for all positions?
Are all the staff trained in an Elevator Speech?
Provision - Fund Development *
1 = Strongly Disagree   2 = Disagree   3 = Neither Agree or Disagree   4 =  Agree    5 = Strongly Agree
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Is the annual event financially beneficial while creating an opportunity for new donors?
Are donors regularly asked for funding and appropriately thanked?
Are there existing policies to ensure communication with donors
Is the fund development plan used regularly to guide solicitations?
Does the organization regularly write grants to fund program and services?
Program Design *
1 = Strongly Disagree   2 = Disagree   3 = Neither Agree or Disagree   4 =  Agree    5 = Strongly Agree
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Are programs evidenced based?
Do programs achieve goals and objectives?
Do staff regularly conduct listening sessions?
Are clients developed into leaders?
Finance *
1 = Strongly Disagree   2 = Disagree   3 = Neither Agree or Disagree   4 =  Agree    5 = Strongly Agree
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Does the organization have a Fiscal Policy Manual?
Does the organization have an annual financial audit?
Does the organization prepare an annual financial and program report for stakeholders?
Does the organization have cash reserves equal to three months operating expenses?
Leadership *
1 = Strongly Disagree   2 = Disagree   3 = Neither Agree or Disagree   4 =  Agree    5 = Strongly Agree
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Do leaders have clearly defined values for the organization?
Do leaders articulate a clear mission and vision?
Professional Growth *
1 = Strongly Disagree   2 = Disagree   3 = Neither Agree or Disagree   4 =  Agree    5 = Strongly Agree
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Are there adequate staff development trainings throughout the year?
Are there opportunities for advancement?
Governance *
1 = Strongly Disagree   2 = Disagree   3 = Neither Agree or Disagree   4 =  Agree    5 = Strongly Agree
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Does the organization have a Give, Get or Get-Off policy for Board Members?
Are Board members able to articulate an elevator speech about the organization?
Do you provide a job description for Board Members?
Do you provide an orientation to new Board Members?
Is there additional information we should know about your organization?
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