Organization Checkup Sample
1. Has the organization's mission changed in the last five years?

Response
Percent
Response
Count
 Yes 40.0%  2 
 No 40.0%  2 
 Don't Know 20.0%  1 
Optional Commentview comment
 3 

answered question  5 

skipped question  0 
2. Do you anticipate a change in your organization's mission statement in the next five years?

Response
Percent
Response
Count
 Yes 40.0%  2 
 No 20.0%  1 
 Don't Know 40.0%  2 
Optional Commentview comment
 3 

answered question  5 

skipped question  0 
3. Does your organization refer to the Mission in decision making?

Response
Percent
Response
Count
 Yes 60.0%  3 
 No 20.0%  1 
 Don't Know 20.0%  1 
Optional Comment 
 0 

answered question  5 

skipped question  0 
4. Does your organization have a strategic plan?

Response
Percent
Response
Count
 Yes 100.0%  5 
 No 0.0%  0 
 Don't Know 0.0%  0 
Optional Commentview comment
 1 

answered question  5 

skipped question  0 
5. If you do have a strategic plan, does it:

YesNoDon't KnowResponse
Count
Include specific action steps?80.0% (4)20.0% (1)0.0% (0)
Include milestone dates?60.0% (3)40.0% (2)0.0% (0)
Is consulted regularly?60.0% (3)40.0% (2)0.0% (0)
Assigns specific responsibilities?40.0% (2)60.0% (3)0.0% (0)
Optional Commentview comment
 1 

answered question  5 

skipped question  0 
6. If you have a strategic plan, who is involved in formulating the strategic plan? (check those that apply)

Response
Percent
Response
Count
 Development Committee 0.0%  0 
 Board’s Executive Committee 20.0%  1 
 Full Board 80.0%  4 
 Executive Director 80.0%  4 
 Director of Development 40.0%  2 
 Staff 40.0%  2 
 Volunteers 20.0%  1 
 Other (please specify) 0.0%  0 

answered question  5 

skipped question  0 
7. In the last three years, has your organization done an agency analysis which identifies the organization’s Strengths, Weaknesses, Opportunities, and Threats?

Response
Percent
Response
Count
 Yes 40.0%  2 
 No 40.0%  2 
 Don't Know 20.0%  1 
Optional Comment 
 0 

answered question  5 

skipped question  0 
8. Does your organization have separate and specific plans in other organizational areas such as

YesNoDon't knowResponse
Count
Marketing40.0% (2)40.0% (2)20.0% (1)
Fundraising80.0% (4)20.0% (1)0.0% (0)
Disaster20.0% (1)40.0% (2)40.0% (2)
Succession20.0% (1)20.0% (1)60.0% (3)
Financial80.0% (4)20.0% (1)0.0% (0)
Evaluation20.0% (1)40.0% (2)40.0% (2)
Optional Comment 
 0 

answered question  5 

skipped question  0 
9. Do you think your organization utilizes planning

Response
Percent
Response
Count
 Too much 0.0%  0 
 Not enough 60.0%  3 
 Sufficient level 40.0%  2 
Optional Commentview comment
 1 

answered question  5 

skipped question  0 
10. What is the organization’s annual budget?

Response
Percent
Response
Count
 Under $100,000 20.0%  1 
 $100,000-300,000 40.0%  2 
 $300,000-600,000 20.0%  1 
 $600,000-1,000,000 0.0%  0 
 Over $1,000,000 20.0%  1 

answered question  5 

skipped question  0