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Financial planning

Type of Tool: 
PDF

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.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Capacity
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
Website

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.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Performance
Capacity
Motivation
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
PDF

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. 

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Capacity
Charge: 
free
Size of Organisation: 
Small
Large
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