This document provides an organizational assessment tool to help non-profits evaluate the size, complexity, policies and procedures of their operations. It includes categories to assess areas like staffing levels, programs, facilities, vehicles, and the formality of policies around governance, administration, human resources, financial management, and acceptable workplace behavior. The tool aims to help organizations chart their current state and needed improvements to policies as they grow in scale and complexity.

1. Organizational Policies & Procedures
Charting the Right Stuff
Your Inventory
Evaluate how large and complex you are.
Category # Today # Next Phase Comments
Number of Paid Staff
Number of "Regular" Volunteers
Adult & Minor interaction? Counseling
Programs & Area of Emphasis behind closed doors?
a
b
c
d
e
Vehicles Insurance?
Owned and driven by staff or volunteers.
Staff and volunteers use own vehicles.
Buildings Insurance?
Owned and operated by organization
Rental arrangements.
How formalized are your policies and procedures?
Category Written Folklore Comments
Governance
Articles of Incorporation - Purpose & Place
By-Laws - Office game plan
Contracts
Administrative
Conflict of interest.
Insurance
Human Resources
Who gets benefits.
Benefits clearly defined.
Starting pay and increases.
Holiday, vacation, sick, PTO,
How much
Approval process.
Annual performance review.
Work from home or office.
Cell phone minutes.
Intellectual property.
Supervision of your own relative.
Financial
Authorize expenses
Spend $, who writes the check.
Bookkeeping
Acceptable behavior.
Dress code
Work effort / work load.
Ethical conduct.
Mission conduct.
Conflict of interest
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