Free Checklist Form | www.NonprofitSuccessNetwork.com
Nonprofit Success Network  

FREE Checklist - How are you doing?

Each nonprofit strives to have the best practices possible to deliver quality services and raise the necessary funds with a smooth-running operation. Here is a checklist to see how you are doing and where you can improve.  Let's make your agency strong and build your confidence and credibility together.

* Email
* First Name
* Last Name
Organization
1. Do you have an annual review process to check and update information for compliance (State and Federal) and current listing on prominent charity websites?
Yes
No
2. Does the Board of Directors and staff understand the difference between Governance and Management?
Yes
No
3. Do you have written job descriptions for paid and volunteer staff?
Yes
No
4. Do you have an annual budget process including Board approval for the final budget?
Yes
No
5. Are the financial reports reviewed monthly by the Executive Director and a Board member?
Yes
No
6. Do you know the difference between a Finance Committee and an Audit Committee and the different roles they serve?
Yes
No
7. Do you have a written process for how program numbers are tracked and how impact is measures and evaluated?
Yes
No
8. Do you have a written Standard Operating Procedure Manual to ensure continuity with staff/volunteer turnover?
Yes
No
9. Does the agency have an Annual Report (Program and Financial) to share with the community and donors and a method of distribution to tell your story?
Yes
No
10. As Executive Director, do you have a support system and resources available to you to improve the agency and yourself?
Yes
No

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