Nonprofit Effectiveness Audit 2018-05-28T16:37:52+00:00

Nonprofit Effectiveness Audit

From document reviews to focus groups, this in-depth analysis utilizes qualitative and quantitative data to measure organizational success and provide recommendations to overcome challenges and achieve goals.

Following is a summary of our standard process for conducting Nonprofit Effectiveness Audits. Note that this outline should be used as a general example only as processes are often customized based on organization and client need.

I. Plan & Facilitate Kickoff Meeting

  • Introductions
  • Purpose & Project Objectives
  • Process & Timeline
  • Audiences & Communications

II. Collect Data & Conduct Document Review

  • Governance
  • By-laws & Articles of Incorporation
  • Mission, Vision & Values Statements
  • Strategic Plan and/or Summary of Organization’s Goals & Priorities
  • Board Meeting Minutes
  • Organizational Policies, Standard Operating Procedures, Handbooks etc.
  • Dashboard/Key Organizational Metrics
  • Finance
  • Budget & Year End P&L (Last Five Years)
  • Audit & Form 990
  • Annual Report
  • Internal Control System
  • Grant Tracking
  • Leadership & Human Resources
  • Org Chart
  • Management Structure with Resumes
  • Position Descriptions (Staff & Volunteer)
  • Performance Management Documents
  • Employee Handbook
  • Programs & Services
  • Program Overview/Logic Model
  • Population & Program Participation Data
  • Sample Program Grants
  • Program Evaluation
  • Needs Assessment
  • Other Documents as Relevant

III. Observe Program & Operations

  • Board & Staff Meeting
  • Core Programs

IV. Select & Administer Online Survey/Assessments

  • Examples
  • 360 Degree Leadership Feedback
  • Board of Directors Evaluation
  • Staff Satisfaction Survey
  • Org Life Cycle
  • Org Capacity
  • Org Climate
  • Client Feedback

V. Conduct Key Stakeholder Interviews (Optional)

  • Examples
  • Board Chair
  • Treasurer
  • CEO/ED
  • Management Team
  • Funder
  • Partners
  • Clients

VI. Data Analysis & Interpretation

VII. Report Generation

VIII. Presentation with Recommendations

IX. Action Planning Facilitation (Optional)

X. Consulting & Implementation Support (Optional)

Schedule a complimentary Painefree discovery conversation to learn more.