DIAGNOSIS / NON-PROFITS

I keep six honest serving-men.
(They taught me all I knew.);
Their names are What and Why and When
And How and Where and Who.
- Rudyard Kipling
“The Elephant’s Child,” Just-So Stories (1902)

Exempt Organizations – Diagnostic Questions (by area):

PLANNING
If each of the people in charge wrote a brief description of what's important to the organization, how well would they match?

FINANCE & BUDGETING
Why develop a budget? Why go about it the way you do?

BOARD EFFECTIVENESS
In one minute, list 7 ways board meetings could improve.

PAY/BENEFIT PLANNING
In addition to salary, how can staff be compensated?

CHARITABLE GIVING
What are 5 things donors expect?

TAX COMPLIANCE
Who cares? Why? How do you make sure things are being done right?

MANAGEMENT
How well does authority match responsibility?

ACCOUNTING SYSTEMS
Who needs what information when?

INTERNAL CONTROLS
Are the organization's resources used entirely to attain its objectives? Efficiently?

HUMAN RESOURCES
How explicitly does your staff understand what’s expected of them?

OFFICE PROCEDURES
If something happened to you, who would know where to find the things you’re in charge of?