Use this checklist during your first 60–90 days. You are not auditing the organization—you are learning it.
Mission & Alignment
- ☐ I can clearly state the mission and vision
- ☐ Programs align with stated priorities
- ☐ Board decisions consistently reference mission
Programs & Impact
- ☐ I understand the core programs
- ☐ Outcomes are defined and measured
- ☐ Impact data informs decision-making
(customer feedback, performance data, etc.)
Leadership & Staff
- ☐ Leadership roles are clear
- ☐ Staff appear supported and competent
- ☐ There is trust between the board and the ED (President, Director, etc., Sr. leader titles vary by organization)
Financial Health
- ☐ Revenue sources are diversified
- ☐ Financial reporting is clear and timely
- ☐ Reserves and cash flow are monitored
Governance & Structure
- ☐ Bylaws and policies are current
- ☐ Board roles are clearly defined
- ☐ Committees have purpose and authorization
Culture & Reputation
- ☐ Organizational values are evident in practice
- ☐ The organization is respected by stakeholders
- ☐ Conflicts are addressed constructively
Let’s Talk About What You’re Seeing
If this assessment raised questions—or confirmed concerns—we’d welcome a conversation. Together, we can explore what readiness looks like for your organization and identify thoughtful next steps.