Powerhouse Solutions

Organizations Self-Assessment of Needs

Put a check mark ( ) in the box that you think best matches how much help your group needs:

Area of possible assistance (score) Governance

Organization board meets regularly Is Incorporated with State of Indiana as a nonprofit organization Federal 501c3 tax exemption approved Board of Directors (Knows their role, actively functioning, terms of office are defined, elections are conducted annually, has committee structure, etc.) Accountability (Policies in place regarding keeping commitments, leaders act responsibly and ethically)

Needs a lot of work (1) A lot

Needs some work (2) Some

Needs a little work(3) A little

Meets current needs (4) OK

Priority of Need (#1 = most urgent)

Strategic Planning
Mission & Vision (clear and matches organizations actual work) Strategic Plan (written down, approved by board, utilized and revised regularly) Organizational Evaluation (methodology in place, degree to which you meet your organizational goals are regularly monitored, reviewed and discussed)

A lot

Some

A little

OK

Programming & Activities

Alignment (programs clearly relate to client needs, relate to the organizations mission and vision, are based on best practices, clear delineation of who is responsible for program decision making, etc.) Program Evaluation (programs have evaluation incorporated into the program design, program-related data is collected and analyzed regularly, appropriate ratios are monitored and maintained)

A lot

Some

A little

OK

Powerhouse Solutions

http://powerhousegroup.org

Area of possible assistance (score) Business Practices

Finances (written policies in place and implemented for handling money, board reviews monthly statements, established accounting practices are in place including the use of a bank account, bookkeeping, tracking grants, etc.) Staff (written human resources policies in place, up to date job descriptions for all staff, regular performance reviews occur, compensation, benefits& scheduling reviewed on a regular basis) Facilities (appropriate space available and utilized for both program and administrative needs) Technology (up to date computers and other equipment in place, high speed internet access, etc.) Operations (organization functions smoothly on a day to day basis) Internal Communications (regular sharing of information between leadership, staff and volunteers)

Needs a lot of work (1) A lot

Needs some work (2) Some

Needs a little work(3) A little

Meets current needs (4) OK

Priority of Need (#1 = most urgent)

Sustainability
Leadership (paid Executive Director, ED performance review conducted regularly by board ) Volunteers (adequate and appropriate use of unpaid workers, liability issues addressed) Fundraising (adequate grants and gifts to build the organization are acquired, reports to funders submitted as required) Marketing and Promotional Activities (publicity, advertising, flyers etc. developed and updated on a regular basis) External Communications (appropriate opportunities for support communicated to the public on a regular basis) Risk Management (strategies to reduce organizational risks are implemented and reviewed on a regular basis)

A lot

Some

A little

OK

Powerhouse Solutions

http://powerhousegroup.org