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ABOUT YOU & YOUR WORK
First name
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Last name
Email
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Company name
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Position
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Organization Type
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YOUR WORK TODAY
What does your organization do, and who does it serve?
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What is working well right now?
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Where does your organization feel stuck, stretched, or overly dependent on one person?
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PEOPLE, PLACES, & COMMUNITY
How would you describe your team’s personality, tone, expectations, and camaraderie?
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Where does your work happen, and what locations, days, and times are most important?
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Who is your target audience, and what responses are you receiving from followers or the community?
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QUICK READINESS CHECK
Rate each statement from 1 star, needs immediate attention, to 5 stars, strong and consistent.
Leadership responsibilities are clear, and accountability is consistent.
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Roles, workflows, and systems support the work.
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Funding and financial support are stable enough for current needs.
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The team communicates well and follows through on commitments.
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Community engagement and follow-up are consistent.
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The organization can grow without depending too heavily on one person.
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YOUR PRIORITY
What change would make the biggest difference in your organization during the next 90 days?
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What concerns you most if nothing changes within the next six months?
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What areas may need attention that you have not recognized or considered yet?
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READINESS, PROTECTION & CONTINUITY
Rate each statement from 1 star, needs immediate attention, to 5 stars, strong and consistent.
Required registrations, licenses, certifications, filings, and insurance are current and easy to verify.
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The organization conducts scheduled internal reviews to identify compliance, governance, financial, and operational gaps.
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Essential roles, recurring responsibilities, policies, and procedures are documented and accessible to the appropriate people.
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Critical responsibilities have a designated backup person and a clear handoff process.
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Rest, vacation, and time away are planned without essential work being neglected.
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When was the organization’s last internal review, and what concerns or unfinished actions remain?
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If the founder, director, owner, board member, employee, or key volunteer became unavailable for 30 days, what might stop or fall through the cracks?
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SUBMIT MY ASSESSMENT
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