Financial planning

The Texas Commission on the Arts (TCA) Organizational Self-Assessment Tool

—PDF, free

This short offline survey will help non-profits quickly assess the overall status of their organization through looking at its culture, human resources, financial planning, etc. The scoring is clear. On its website, the TCA has also put available other resources for non-profit arts and cultural organizations in Texas and beyond. The resources cover six topic areas: Fundraising & Development, Programs & Exhibitions, Cultural Tourism, Marketing, Advocacy, Leadership Transitions, and Nonprofit Basics.

http://www.arts.state.tx.us/toolkit/nonprofit/templates/organizationalassess.pdf

Type of Organization:: Non-profit / civil society organizations (CSOs)
Size of Organization:: Large, Small
Sector:: All, Arts
Area of the IOA Model:: Capacity
Keywords:: Clear instructions, Culture, Financial planning, Human resources, Offline survey, Short

Massachusetts Cultural Council Organizational Self-Assessment Tool

—Website, free

This comprehensive offline assessment tool will help any non-profit assess its performance with regard to the following areas: mission and vision; strategic planning and evaluation; programming; community participation; advocacy/public relations; marketing; financial health and planning, monitoring and reporting; fundraising; governance/board management; human resources; information technology systems; facilities management. Larger organizations will find the tool useful to identify strenghts and weaknesses.

http://www.massculturalcouncil.org/services/self_assessment.asp

Type of Organization:: Non-profit / civil society organizations (CSOs)
Size of Organization:: Large, Small
Sector:: All
Area of the IOA Model:: Capacity, Motivation, Performance
Keywords:: Board development, Community involvement, Evaluation processes, Financial planning, Fundraising, Governance, Human resources, Infrastructures, IT, Marketing, Mission, Monitoring, Offline survey, Program design, Public relations, Recruitment, Strategic planning, Transition, Vision

Technical Assistance for Community Services (TACS) - Nonprofit Financial Management Self-Assessment Tool

—PDF, free

This short offline survey can help non profit evaluate their financial performance with regard to the following areas: financial planning, execution, recording, reporting, and monitoring.

http://www.nonprofitoregon.org/sites/default/files/uploads/file/Fin%20Mgmt%20Self%20Assessment.pdf

Type of Organization:: Non-profit / civil society organizations (CSOs)
Size of Organization:: Large, Small
Sector:: All
Area of the IOA Model:: Capacity
Keywords:: Finance execution, Finance monitoring, Finance recording, Finance reporting, Financial performance, Financial planning, Offline survey, Short