Sample Timeline for Operations_July-June FY_Capacity Bridge
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Programs January February March April MayJune July (FY Begins) August September October November DecemberJanuary February March April May June (FY Ends)
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Program implementation (inclusive of programs like base building, HR, fundraising, & finance, etc.)xxxxxxxxxxxxxxxxxx
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Regularly scheduled Staff meetings that review the Action Plan take place once a week or every other week. xxxxxxxxxxxxxxxxxx
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Reguarly scheduled Board meetings take place once a month or every other month with an Executive Committee meeting on the off months. xxxxxxxxxxxxxxxxxx
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Assess programmatic & admin opportunities as they arise using the Strategy Screen formed during the RTSP process each January.xxxxxxxxxxxxxxxxxx
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Board Retreat (Annual) xx
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Priorities for next fiscal year (RTSP - Real Time Strategic Plan) determined based on ToC, mission/vision/values, impacted community input, internal capacity, and external evnironment (inclusive of admin programs).xx
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Staff create Action Plan for next FY based on Board retreat .xx
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Staff create Budget for next FY based on the Action Plan. xx
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Budget and Action Plan presented to the Board for next FY, revised if neccessary, and approved by the Board.xx
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Fundraising Plan finalized for next FY (inclusive of events, individuals, foundations, and corporations) and fundraising begins.xx
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Good month traditionally for fundraising events based on typical weather and school closures.xxx (first half) xxxxx (first half)
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Annual report (based on last FY) is sent to stakeholders.Can be distributed at fall events.Can be distributed at fall events.Can be included with the annual appeal.
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Annual appeal (for this FY funding) is sent to stakeholders. Will want to space this out from any fall event involving a donation request.
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Annual Staff performance evaluations (by ED).xx
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Annual ED performance evaluation (by Board).x (post annual action plan report ) x (post annual action plan report)
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Annual Board self-evaluation and officer elections (facilitated by Board Chair).x x (post annual action plan report)
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Quarterly Action Plan progress report to Board (by ED).xxxx
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Annual final report on FY Action Plan to Board (by ED).xx
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Year end financial audit. Official process not required for organizations with a budget under $750,000, however going through these readiness processes anyway is prudent. Step by step readiness process sample: http://nonprofitinformation.com/10-simple-steps-to-prepare-for-the-year-end-audit/Readiness processReadiness processReadiness processOfficial Annual Audit begins if required.
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Created by Capacity Bridge: www.capacitybridge.com
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