Partec Group Non Profit Organizational Assessment

Answer questions as they relate to you. For most answers, check the boxes most applicable to you or fill in the blanks.

Please provide the following (*required)

First Name*

Last Name*

Title*

Organization*

Address*

City*

State*

Zip*

Email*

Website

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General Background and Information

What are the organization’s mission and goals?

Who is the Executive Director?

Number of Full Time staff?

Number of Part Time staff?

Number of Volunteers?

Number of Interns?

Number of Board Members?

Does the organization have any other offices? Remote workers? If so, where are they located and how many are at that location?

Number and type of clients/ users/ beneficiaries/ members/ constituents.

Who are these beneficiaries?

What is the scale of your constituency / beneficiary group?

	(Select all that apply.)
	Neighborhood
	Town/City
	State/Province
	Country
	Region
	Continent

Do you track the number of beneficiaries in any way?

	(Select all that apply.)
	Yes
	No
	Other:

Is there a way to estimate if this number has gone up, gone down or stayed relatively the same over the years?

	Yes
	No

How frequently does the organization communicate with its constituents?

	Daily
	Weekly
	Monthly
	Infrequently
	Never

Do you have non-profit status?

	Yes
	No
	Other:

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History

How was the organization founded?

By whom? Is the current ED the founder? If not, what is the founder doing now, is s/he still involved?

When was the organization established?

Has the organization changed significantly over the years?

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Organizational Structure / Staffing / Strategies

What strategic/business plans do you have for the future of the organization?

Who is responsible for fundraising in your organization?

How dependent is the organization on the ED?

How much responsibility are the staff members given by the ED?

Do they run their own departments?

How do they communicate to each other and the ED?

Are there regular staff meetings?

	Yes
	No

Does the organization do any training for its staff or any other forms of professional development?

	(Select all that apply.)
	Yes
	No
	Describe:

What is the organization’s capacity to manage interns and volunteers? (1-Poor, 5-Excellent)

	1
	2
	3
	4
	5

What is the overall satisfaction of other interns and volunteers? (1-Very Unsatisfied - 5-Very Satisfied)

	1
	2
	3
	4
	5

Is there an organizational chart?

	Yes
	No

Is there one staff member for each position or do staff members take on multiple roles?

	One staff member for each position
	Staff members take on multiple roles

Are there multiple staff members doing the same thing?

	(Select all that apply.)
	Yes
	No
	Comment:

Is there a Board?

	Yes
	No

What does the Board do?

How often do they meet?

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Funding / Budget

What is the overall organizational budget projected for 2009?

Do you have a fundraising strategy?

	Yes
	No
	Describe:

Who are your main donors/funders?

Are these mostly program-related or are there core donors as well?

	Program-related
	Core donors
	Other:

Can you generate a list of current and past donors as complete as possible?

	(Select all that apply.)
	Yes
	No
	Other:

Do you expect any major changes to your funding?

	(Select all that apply.)
	Yes
	No
	Other:

What is the division of funding in terms of private foundations vs. government funding vs. individual contributors?

Do you have any income-generating activities?

	Yes
	No

If yes to the prior question, what are they?

Do you have a membership base (small individual donors that give on a continuous basis, e.g. $50 every year)?

	(Select all that apply.)
	Yes
	No
	Explain:

What proposals do you have in the works or recently submitted?

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Projects / Evaluation

What are your current projects?

What projects were completed recently?

Has funding been granted to any new projects?

	(Select all that apply.)
	Yes
	No
	Other:

List new projects that are funded.

What are projects you would like to do but don’t have the funding for?

Does the organization have any methodology in place for evaluating the impact of its projects?

	(Select all that apply.)
	Yes
	No
	Other:

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External Communications / Info Production and Dissemination / Networking

Who do you need to be communicating with more?

Do you publish your own press releases, news bulletins, newsletters, brochures, flyers, email alerts, etc?

	(Select all that apply.)
	Yes
	No
	Other:

Are the publications in printed or online format?

	Online
	Printed
	Both

Who writes content for the press releases, newsletters, etc.?

Do you have any contacts with the local press? Have there been articles written about your organization or published in outside sources

	Yes
	No
	Explain:

Do you have any other promotional materials – brochures, annual report, etc

	(Select all that apply.)
	Yes
	No
	Other:

Is your organization a part of a larger network?

	(Select all that apply.)
	Yes
	No
	Explain:

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