Organizational Health Assessment

Nonprofit New York's Organizational Health Assessment enables organizations to reflect on their management practices based on our Key Areas of Nonprofit Excellence. By asking organizations to identify where they are in the process of implementing these practices, this tool helps nonprofits identify their management strengths and areas for improvement. Read each practice, then select the option that best reflects the state of that practice at your organization. A score will be generated at the end of this assessment.

YOUR CONTACT INFORMATION

First Name

Last Name

Phone

Title

Organization Name

City

ADVOCACY AND STRATEGIC ALLIANCES

	We don't do this at all	We are thinking of doing this	We've started doing this, but not sure how well we're doing	We do this, but not well	We do this, but just ok	We do this very well
Organization is aware of and monitors the current public policy environment for any potential impact on its mission and/or the community it serves.
Organization creates space for its constituents, board, and staff to engage in mission-related policy issues.
Organization develops relationships with key stakeholders in order to share knowledge, resources, and improve programs through partnerships and coalitions.
Organization participates in strategic partnerships, such as coalitions and collaborations, to achieve organizational policy goals.
The organization takes positions that are aligned with those of the communities served, taking into account the people who have been historically marginalized and adversely impacted by policy actions.

COMMUNICATIONS

	We don't do this at all	We are thinking of doing this	We've started doing this, but not sure how well we're doing	We do this, but not well	We do this, but just ok	We do this very well
Organization has a current communications/marketing plan with clear tactics and measurable goals.
Organization’s brand and style are consistently used in all marketing and messaging.
Organization evaluates and determines which communications platforms best drive its communications goals.
Organization has developed internal communication policies and procedures that promote candor and open communications.
Organization is thoughtful about how best to communicate with those served by the nonprofit, and communicates to constituencies beyond funders and those with power.

DIVERSITY, EQUITY, INCLUSION, AND ACCESSIBILITY

	We don't do this at all	We are thinking of doing this	We've started doing this, but not sure how well we're doing	We do this, but not well	We do this, but just ok	We do this very well
Organization's board, staff, and management are diverse and reflect the community the organization serves.
Organization regularly assesses the state of diversity, equity, inclusion and accessibility among staff, board, and other stakeholders and sets growth goals with authentic measurable results.
Organization has a clearly articulated vision, developed by and with staff, for how a focus on diversity, equity, and inclusion forwards their mission.
Organization regularly works to improve its cultural awareness relating to the community it serves, works in, and/or is composed of.
Organization consistently uses equity primes to assess who is burdened and who is advantaged by key decisions.

FINANCIAL MANAGEMENT

	We don't do this at all	We are thinking of doing this	We've started doing this, but not sure how well we're doing	We do this, but not well	We do this, but just ok	We do this very well
Organization has procedures for periodically updating the board and staff on tracking and reporting of budget performance, liquidity, and cash flow.
Organization budget is created using a “bottom-up” approach and informed by input from staff at all levels.
Organization budgets towards cash reserves and has a reserve oversight policy.
Organization's financial management results in clean (unqualified opinion) audits.
Organization trains all staff in financial management so that they are able to understand the organization’s business model, budget, and financial position.

FUNDRAISING AND RESOURCE DEVELOPMENT

	We don't do this at all	We are thinking of doing this	We've started doing this, but not sure how well we're doing	We do this, but not well	We do this, but just ok	We do this very well
Organization has a written development plan and fundraising calendar that are monitored regularly.
Organization tracks donations and uses them in accordance with donor intentions.
Organization seeks an appropriate mix of funding streams, given its size, business model, and aspirations.
Organization provides appropriate acknowledgements and receipts to donors and nurtures donor relationships year-round.
Organization is inclusive in engaging constituents and community, as well as staff and board, in the work of resource development in authentic and meaningful ways.

GOVERNANCE

	We don't do this at all	We are thinking of doing this	We've started doing this, but not sure how well we're doing	We do this, but not well	We do this, but just ok	We do this very well
Organization's board oversees and ensures accountability for strategic and financial forward planning.
Organization’s board uses clearly assessed needs, job descriptions, and performance evaluations in board recruitment and retention strategies.
Organization has 100% giving which is demonstrated by volunteering their expertise, raising external funds, and/or making a personal financial contribution.
Organization's board has active committees that meet regularly, and have tasks on which they report to the full board.
Organization prioritizes building a diverse and inclusive board.

HUMAN RESOURCES

	We don't do this at all	We are thinking of doing this	We've started doing this, but not sure how well we're doing	We do this, but not well	We do this, but just ok	We do this very well
Organization intentionally engages in periodic discussion to identify and interrogate gaps between the organization’s aspirational culture, current practice, and articulated values.
Organization assesses monetary and non-monetary forms of compensation periodically to ensure that they are within range of professional norms and reflect staff skills/performance.
Organization provides meaningful feedback regarding performance to staff as well as solicits feedback on staff satisfaction on a regular basis.
Organization assesses and meets professional growth needs of staff and has a growth pipeline for staff and a succession plan for senior leadership.
Organization has an internal values document created collaboratively with staff, board, and other key stakeholders which reflects the organization's approach to racial equity, inclusion and accessibility.

PLANNING AND EVALUATION

	We don't do this at all	We are thinking of doing this	We've started doing this, but not sure how well we're doing	We do this, but not well	We do this, but just ok	We do this very well
Organization has a clear mission, vision, and articulated values which drive planning strategies and programmatic and operational activities.
Organization measures, evaluates, and monitors progress towards achieving its mission based on established goals.
Organization clearly communicates about its work in terms of the impact it achieves.
Organization sets strategy through periodic needs assessments that include all stakeholders, from board, to staff, to the populations it serves.
Organization shares and provides equitable access to data and findings to all staff teams to promote cross-functional/departmental learning.

TECHNOLOGY

	We don't do this at all	We are thinking of doing this	We've started doing this, but not sure how well we're doing	We do this, but not well	We do this, but just ok	We do this very well
Organization uses reliable technology systems to advance the mission, track data, and increase efficiency.
Organization offers technology training to all staff on an ongoing basis.
Organization has a disaster recovery plan that outlines how work will continue in the case of a disaster.
Organization tracks, adopts, budgets for, and invests in technology that enhances its mission.
The organization provides all staff access to training and technology needed to accomplish their specific function/role/responsibilities.

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