Nonprofit Operations Health Check NameThis field is for validation purposes and should be left unchanged.The Nonprofit Operations Health CheckA 25-point self-assessment — is your organization one resignation away from chaos?Check every box that’s true for your organization today. Be honest — this is just for you. The boxes you can’t check are exactly where your institutional knowledge and continuity are most at risk.Want your results interpreted for you? Fill in your details below and submit — I’ll email you a personalized read on your score, including the one gap I’d tackle first.Your detailsNameOrganization nameApproximate annual budgetEmail address(Required) Your privacy: I will never share your email address. Your details stay private and are used only to send you your results.1. Institutional Knowledge & Documentation1. Institutional Knowledge & Documentation Every recurring task has a written procedure someone else could follow. Our procedures live in one central place everyone can find — not scattered across inboxes and desktops. If our most knowledgeable person left tomorrow, the work would continue without them. New staff can get up to speed from documentation, not just by shadowing someone. We review and update our documentation on a regular schedule. 2. Continuity & Crisis-Readiness2. Continuity & Crisis-Readiness Critical logins and passwords are stored securely and accessible to more than one person. We have an up-to-date list of key contacts, vendors, and account details. Our files follow a consistent, logical naming and folder structure. We have a physical or offline backup of essential information (a crisis binder). We could recover quickly if a key system, account, or person suddenly became unavailable. 3. Governance & Succession3. Governance & Succession Board packages and minutes follow a consistent, repeatable format. Bylaws, filings, and corporate records are current and easy to locate. We have a clear onboarding process for new board members and staff. Roles and responsibilities are documented, not just understood in people’s heads. We have a realistic succession plan for key positions, including leadership. 4. Technology & Systems4. Technology & Systems Our core tools (CRM, drive, finance) are set up intentionally, not cobbled together. Data lives in shared systems, not on individual personal accounts or devices. We know which tools we pay for and whether we actually use them. Routine tasks are streamlined rather than repeated manually every time. Someone owns keeping our digital systems tidy and current. 5. Leadership Time & Team Capacity5. Leadership Time & Team Capacity Our Executive Director spends most of their time leading, not fighting admin fires. Our administrative staff are treated as strategic contributors, not just task-doers. Simple requests don’t routinely spiral into 45-minute ordeals. We rarely rediscover the same problem we thought we’d already solved. I feel confident our operations could survive losing any single person. Your ScoreYour total out of 25.CAPTCHA
