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NGO NEEDS IDENTIFICATION SURVEY

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NGO NEEDS IDENTIFICATION SURVEY Powered By Docstoc
					              NGO NEEDS IDENTIFICATION SURVEY

NGO Name:                                        Date:
Person contacted:                                Designation:
Contact Number:                                  Email:
Area of NGO work:

Fund raising and communication

  1. Budgets for different projects are:
        Prepared as per need (information gathered and then budget is prepared)
        Available as “Project based estimated budgets”

  2. Proposals for different projects are:
        Prepared as per need (information gathered and then proposal writing is done)
        Available in “Project based formats”

  3. Potential funding agencies are approached through:
         Networking with NGOs
         Networking with current funding partners
         Database maintained at your NGO
         Personal references
         Any other way

  4. Website URL of your NGO: www.

  5. Website is updated for:
        Each event at NGO
        Change in project information
        Only change in Contact info, address info

  6. Website is updated by:
        NGO staff
        Outside agency
        Volunteers

  7. Your official mail id:

  8. Initial discussion with potential funding agency is done:
          Using standard presentation (.ppt) of your NGO
          Only through discussions and meetings

  9. Documentation done by NGO staff is:
        Using standard templates (header, footer, date, place)
        On NGO letterhead
        Non-standard format (differs from person to person)

  10. NGO Newsletter is published – Monthly, Quarterly, Annually, Other

  11. Newsletter is prepared by:
         NGO staff
         Outside agency
         Volunteers




                                   Page 1 of 5
  12. Database of supporting funding agencies for your NGO contains:
         Name of agency
         Contact person with phone number and email
         Start and end date of grant
         Project supported
         Tenure with your NGO
         Reporting cycle
         Any other information -

  13. Data compilation is done for projects:
         In standard formats in MS-Excel
         Using software specially developed
         Using standard software
         Manually

  14. Project reports are prepared from:
          Pivot tables in MS-Excel
          Software generated reports
          Manually

  15. NGO events are organized for:
        Only NGO staff
        Funding partners
        Volunteers
        General public
        Any other -

  16. Events are organized with purpose of:
         Fund raising
         Publicity/showcasing the work
         Seeking volunteers
         Any other -




Finance management:

  1. NGO finance manual is prepared by:
       NGO staff
       Outside agency
       Volunteers

  2. Books of accounts are kept in:
        Tally
        MS-Excel
        Manually

  3. Grant management done at NGO:
        Using funding grid in MS-Excel
        Inflow and outflow analysis in tally
        Reports manually done in MS-Excel

  4. Do you have 80G and FCRA benefit?            Yes     No




                                  Page 2 of 5
  5. Payroll at NGO is managed by:
        Manually
        MS-Excel
        Payroll software
        Outside agency

  6. Internal audits are done by:
         NGO staff
         Internal auditor by other agency




Human Resources:

  1. Number of employees at NGO:

  2. Organization manual is prepared by:
        NGO staff
        Outside agency
        Volunteers

  3. Organization manual is updated by:
        NGO staff
        Outside agency
        Volunteers

  4. HR manual is prepared by:
        NGO staff
        Outside agency
        Volunteers

  5. HR manual is updated by:
        NGO staff
        Outside agency
        Volunteers

  6. HR policies exists like:
        Joining and Exit policy
        Code of conduct
        Leave policy
        Any benefit defined by organization like PF, medical insurance policy
        Educational policy
        Promotion policy
        Any other policy, please specify:

  7. Revision in HR policies is done:
        After certain period – mention the period
        As per need
        Never after creation

  8. Compensation package designed by:
        NGO staff
        Outside agency
        Volunteers



                                  Page 3 of 5
9. Revision in compensation package is done:
      After certain period – mention the period
      As per need
      Never after creation

10. Organization chart designed by:
       NGO staff
       Outside agency
       Volunteers

11. Revision in Organization chart is done:
       After certain period – mention the period
       As per need
       Never after creation

12. “Roles and responsibility” for each designation are defined:
       NGO staff
       Outside agency
       Volunteers

13. Revision in “Roles and responsibility” matrix is done:
       After certain period – mention the period
       As per need
       Never after creation

14. “Project assessment” process followed:
       Every project at NGO
       Some projects at NGO
       As per need

15. Revision in “Project assessment” is done:
       After certain period – mention the period
       As per need
       Never after creation

16. “Performance appraisal” process followed for:
       Each employee of NGO
       For some employees only
       As per need

17. Revision in “Performance appraisal” evaluation is done:
       After certain period – mention the period
       As per need
       Never after creation

18. Volunteer program at NGO:
        As per guidelines designed by NGO
        As per need of NGO
        As per interest of volunteers




                                 Page 4 of 5
Training:

   1. NGO program training done by:
        NGO staff
        Outside staff
        Volunteers

   2. MS-Office training done by:
         NGO staff
         Outside agency
         Volunteers

   3. For NGO staff Behavioural training need:
          Personality development
          Effective communication
          Team building
          Stress management
          Building leadership
          Any other


Special Needs: (Please specify any need specially required at your NGO)




Enclosures:

   Brochures
   Reports
   Excels – database
   Presentation
   HR policies
   Training manuals
   Newsletters
   Annual reports
   HR manual
   Organization manual
   Finance manual
   Organization chart




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posted:4/25/2011
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Lingjuan Ma Lingjuan Ma
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