Nonprofit Self Assessment Workbook

Permission is granted ONLY to nonprofit community-based organizations to reproduce and/or adapt this document, and only for their own use.

Check the column that best describes your organization's written procedures.

Our organization ...

has ...	plans to have by (write date) ...	needs help to draft ...
			... a relevant written strategic plan for the next three to five years.
			... written organizational operating policies and procedures.
			... a written personnel plan with staff job descriptions.
			... an employee manual and formal orientation for new staff members.
			... written and enforced travel policies.
			... written and enforced procurement policies.
			... a written property inventory (including all property, plant and equipment).
			.. a written housing needs assessment for our constituent community.
			.. documented financial controls to prevent mismanagement.
			... a written transition plan for the executive director's position.
			... written board election procedures and regular elections.
			... written contingency plans to deal with financial and operating risks.
			... a board manual and formal orientation for new board members.