Orchid's 50-Point Assessment for Non-Profits

This structured questionnaire covers various aspects of operations within non-profits, providing a detailed assessment in 10 key categories.

1: Mission and Strategy
2: Programs and Impact Assessment
3: Fundraising and Financial Management
4: Governance and Leadership
5: Community Engagement and Communication
6: Volunteer Management
7: Technology and Data Management
8: Advocacy and Public Policy
9: Training and Capacity Building
10: Legal Compliance and Ethics

To get the most out of this tool complete it in depth (in a focused setting with stakeholders from each area of the organization) once per year and, more briefly, each quarter.

This activity will maximize focus and alignment.

NameEmail

1 / 50

Category: Mission and Strategy

1. To what extent is the organization's mission aligned with current societal needs?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

2 / 50

Category: Mission and Strategy

2. Rate the effectiveness of your non-profit's strategic planning process.

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

3 / 50

Category: Mission and Strategy

3. How often is the organizational strategy reviewed and adapted to changing circumstances?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

4 / 50

Category: Mission and Strategy

4. To what extent does the non-profit involve stakeholders in the strategic planning process?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

5 / 50

Category: Mission and Strategy

5. What measures are in place to ensure continuous alignment with the organization's mission?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

6 / 50

Category: Programs and Impact Assessment

1. Rate the effectiveness of your non-profit's programs in achieving intended outcomes.

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

7 / 50

Category: Programs and Impact Assessment

2. How well does the organization assess and measure its impact in the community?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

8 / 50

Category: Programs and Impact Assessment

3. Are there measures in place to regularly review and update program offerings?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

9 / 50

Category: Programs and Impact Assessment

4. To what extent is community feedback incorporated into program improvement?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

10 / 50

Category: Programs and Impact Assessment

5. What strategies are employed to address emerging needs and challenges in the community?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

11 / 50

Category: Fundraising and Financial Management

1. Rate the effectiveness of your non-profit's fundraising strategies.

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

12 / 50

Category: Fundraising and Financial Management

2. How well does the organization manage financial resources to meet its mission?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

13 / 50

Category: Fundraising and Financial Management

3. Are there measures in place to ensure financial transparency and accountability?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

14 / 50

Category: Fundraising and Financial Management

4. How often are financial plans and budgets reviewed and adjusted?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

15 / 50

Category: Fundraising and Financial Management

5. What strategies are employed to diversify revenue sources and manage costs effectively?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

16 / 50

Category: Governance and Leadership

1. Rate the effectiveness of the non-profit's governance structure and leadership.

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

17 / 50

Category: Governance and Leadership

2. How well does leadership communicate with and engage various stakeholders?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

18 / 50

Category: Governance and Leadership

3. Are there mechanisms in place for stakeholder participation in decision-making?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

19 / 50

Category: Governance and Leadership

4. How does the non-profit assess leadership effectiveness and accountability?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

20 / 50

Category: Governance and Leadership

5. What measures are taken to ensure ethical leadership and governance practices?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

21 / 50

Category: Community Engagement and Communication

1. Rate the effectiveness of community engagement initiatives and public outreach.

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

22 / 50

Category: Community Engagement and Communication

2. How well does the non-profit communicate important information to stakeholders?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

23 / 50

Category: Community Engagement and Communication

3. Are there mechanisms in place to gather and respond to stakeholder feedback and concerns?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

24 / 50

Category: Community Engagement and Communication

4. To what extent are stakeholders involved in the decision-making process for community projects?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

25 / 50

Category: Community Engagement and Communication

5. What measures are taken to ensure inclusivity and diversity in community engagement efforts?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

26 / 50

Category: Volunteer Management

1. Rate the effectiveness of volunteer recruitment and retention strategies.

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

27 / 50

Category: Volunteer Management

2. How well does the organization provide training and support for volunteers?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

28 / 50

Category: Volunteer Management

3. Are there measures in place to recognize and appreciate volunteer contributions?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

29 / 50

Category: Volunteer Management

4. To what extent are volunteers involved in decision-making processes within the non-profit?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

30 / 50

Category: Volunteer Management

5. What strategies are employed to address challenges in volunteer management?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

31 / 50

Category: Technology and Data Management

1. Rate the effectiveness of technology integration in non-profit operations.

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

32 / 50

Category: Technology and Data Management

2. How well does the non-profit use technology to enhance stakeholder engagement?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

33 / 50

Category: Technology and Data Management

3. Are there challenges or limitations in adopting new technologies within the organization?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

34 / 50

Category: Technology and Data Management

4. How often are technological systems and infrastructure updated and upgraded?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

35 / 50

Category: Technology and Data Management

5. What measures are in place to ensure data security and privacy in non-profit technologies?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

36 / 50

Category: Advocacy and Public Policy

1. Rate the effectiveness of the non-profit in advocating for its mission and goals.

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

37 / 50

Category: Advocacy and Public Policy

2. Rate the effectiveness of the non-profit in advocating for its mission and goals.

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

38 / 50

Category: Advocacy and Public Policy

3. Are there measures in place to assess the impact and effectiveness of advocacy efforts?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

39 / 50

Category: Advocacy and Public Policy

4. To what extent does the non-profit adapt its advocacy strategies to changing circumstances?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

40 / 50

Category: Advocacy and Public Policy

5. What strategies are employed to address challenges in advocacy and public policy work?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

41 / 50

Category: Training and Capacity Building

1. Rate the effectiveness of training and capacity-building programs within the non-profit.

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

42 / 50

Category: Training and Capacity Building

2. How well does the organization support professional development for its staff?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

43 / 50

Category: Training and Capacity Building

3. Are there measures in place to assess and improve the effectiveness of training initiatives?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

44 / 50

Category: Training and Capacity Building

4. To what extent does the non-profit invest in building the capacity of its team?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

45 / 50

Category: Training and Capacity Building

5. What strategies are employed to address gaps in skills and knowledge among staff?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

46 / 50

Category: Legal Compliance and Ethics

1. Rate the effectiveness of the non-profit in ensuring legal compliance in its operations.

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

47 / 50

Category: Legal Compliance and Ethics

2. How well does the organization address ethical considerations in decision-making?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

48 / 50

Category: Legal Compliance and Ethics

3. Are there mechanisms in place to regularly review and update legal compliance measures?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

49 / 50

Category: Legal Compliance and Ethics

4. To what extent does the non-profit involve legal experts in decision-making processes?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

50 / 50

Category: Legal Compliance and Ethics

5. What strategies are employed to ensure transparency and adherence to ethical standards?

1 - We are quite bad at this

2 - We could absolutely improve

3 - Passing, but nothing special

4 - We could be better but we're not bad

5 - We are very good at this

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Orchid’s 50-Point Assessment for Non-Profits