Non Profit Succession Planning - Excel by wnl11701

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									                                                                                                  5/5/2011

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Address:

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Contact Person:                                        Tel.#:


CAPACITY DEVELOPMENT SURVEY FOR O.C. JMHCA NON-PROFIT ORGANIZATIONS
The purpose of this survey is to explore collaborating with other organizations to
purchase/obtain equal or better quality for cost effectiveness.

Please review the organizational areas listed below and rate each item in terms of
the priority level of need for your organization:


                                                       Priority Need-
                                                       Rate 1 for lowest need to 3 for highest need "  "
                                                                1               2                3

Organizational Assessment
                                    Governance
                          Executive Leadership
                       Infrastructure evaluation
        Mission/Vision & Program Effectiveness
                         Financial Management
                            Fund Development:
                                             Grants
                                             Donors
                           Multiple revenue streams
                                         Fundraising
                Human Resource Management
               Strategic & Operational Planning
                                     Marketing

Board Development
                           Board Recruitment
                            Board Orientation
                       Best Practices Training
                         Succession Planning
                              Bylaws analysis
                    Customized Board Training
                           Financial Oversight
                                  Fundraising
                               Board Diversity
                                                                                                    5/5/2011
                                                         Priority Need-
                                                          Rate 1 for lowest need to 3 for highest need ""
                                                                1                 2                3

Volunteer Resources
                       Volunteer program audit
                         Recruitment/ Retention
                                Training Design
                      Volunteer Staff coaching
          Training staff to work with volunteers
                         Supervising volunteers

Human Resources
                              Staff Orientation
              Performance Evaluation Program
                     Evaluation of HR policies
                      Executive Development
                    Team-building Workshops
Alternative Compensation (in answer to low wages)
                         Succession Planning

Risk Management
                                Insurance Plans:
                                           Property
                                       Motor Vehicle
                                             Liability
                                  Health related:
                                              Health
                                               Vision
                                              Dental
                                   Workman's Comp
                              Life/Accident/Disability

Leadership
                       Networking opportunities
                        Idea/Solution Exchange
                         Peer Support/coaching

Staff Development
                      Management Certification
                       Staff training/certification
                             Grant Writing Skills

Retirement Planning
                           Retirement Planning
                              Retirement Plans
                            Investment Options
                                                                                                    5/5/2011
                                                         Priority Need-
                                                          Rate 1 for lowest need to 3 for highest need ""
                                                                1                 2                3

Financial Management
                       Budget development
   Finance Committee Function (*Board Training)
            Board Oversight (Board Training)
          Record-Keeping / Systems updates
                     Reporting/ Compliance
                         Audit/Management

Legal Counsel
                       Personnel / Labor related:
                                      Corporate
                      Other:
                      Other:

Office Operations
                                    Office Space
                              Equipment/Supplies
                                           Items:
                                           Items:
    Purchase of Services (ie; printing, storage, etc.)
                                              Items:
                                              Items:
                      Lawn care/Landscaping

Technology
                           Needs Assessment
                             Technology Plans
                 Systems Implementation/install
                         Intranet Development
                             Database projects
                                   Web Design
  Education/training (Microsoft Windows Programs)

Collaboration
                               Resource Sharing
                                 Problem Solving
                                        Teamwork
                          Building Shared Vision
                       Planning for joint ventures
                                                                                                        5/5/2011
                                                             Priority Need-
                                                              Rate 1 for lowest need to 3 for highest need ""
                                                                    1                 2                3
Communication
                            Telephone systems
               Email organization and response
      Information dissemination to staff & others
                     Other:


 Other (please write in additional items not listed above)




Additional Comments:

								
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