Discover Your Break Through Score! N Page 1 of 5 Does your agency have a current strategic plan (created in the last year or two)? Not that I’m aware of. Sounds vaguely familiar. Yes, but we only look at it once or twice a year. Absolutely! If you have one, was your strategic plan created as a team effort by the board and key staff? I don’t think so. It was created by an outside firm, but we helped. Yes, but it was awhile ago… Of course, go team! Does your board review agency progress on the strategic plan at least quarterly? Nope, out of sight, out of mind. I think we used to… Not quarterly, but a couple times a year. Yes, always. Does your plan establish clearly-defined S.M.A.R.T. Goals? No, many of the items are vague. Some of the items are clearly defined. Most of the items are clearly defined. Yes, each one is clearly defined. Is everyone clear on who is responsible for achieving each goal? No, we don’t have a name by each goal. Sort of… it’s more of a team effort. A few of goals are definitely clear. Crystal clear! We’ve got this!Page 2 of 5 Do existing key strategies, goals, resources, and activities complement and support the Mission and Strategic Plan? No, not at all. Sounds vaguely familiar. Yes, but we could probably be doing a better job. Absolutely! Does your agency have multiple revenue sources to avoid relying on just one or two main ones? Nope, we just have one or two. We may have more than one or two, but we only focus on one. Yes, we have quite a few… I think? Absolutely! We have many different revenue sources. Has your agency conducted a client needs assessment in the last five years to determine if current programming is still appropriate? I don’t think we have ever done that? We have done them before, maybe 10 years ago? Yes, but we haven’t really done anything with it. Absolutely! We do an assessment at least every five years. Has your agency conducted an evaluation of its current programs in the last five years to determine their effectiveness in positively impacting clients’ lives? No, I don’t think so. Sounds vaguely familiar. Yes, but we haven’t really done anything with it. Absolutely! Does your agency encourage and support professional development of its leaders and key staff? No, we really don’t have anything in place for that. Sounds vaguely familiar. Yes, but it could definitely be improved. Absolutely!Page 3 of 5 Does your agency’s structure, budget, and operations all clearly and tightly align with the mission and vision? No, I don’t think so. Somewhat. Yes, but it could definitely stand for some improvements. Absolutely! Does your board review and discuss the agency’s financial results at least quarterly? No, not usually. I think we do? Yes we review them, but only once or twice a year. Absolutely every quarter! Do your board members faithfully follow-through on their responsibilities and commitments? No, they often drop the ball. It’s about 50/50. Yes, but there are always exceptions made. Absolutely! Follow-through is always a main priority for us. Is your board efficient in its operations or has it become bureaucratic with little bias toward action and impact? The board tends to be very bureaucratic — it can be difficult to get things done. Sometimes it can be difficult to make decisions and get things done. The board is usually efficient in its operations. Absolutely the board is always efficient in its operations! Does your agency perform employee, director, organizational, and board performance reviews each year? No, not usually. We do yearly reviews, but only for employees. We do reviews for everyone, but only when absolutely necessary. Absolutely!Page 4 of 5 Does your board solicit and evaluate both internal and external feedback to improve the organization’s impact, performance, and effectiveness. No, that is definitely not us. Sounds vaguely familiar. Yes, but not on a regular basis. Absolutely, as often as we can. Does your board use clear metrics to evaluate the organization’s effectiveness in positively impacting its clients lives and in achieving its stated Mission in the community? No, I don’t think we have anything like that. Sounds vaguely familiar. Yes, but there is definitely room for improvement. Yes, we often do this, and use the information to make changes as needed. Are your board and committee meetings characterized by frank, honest, and open discussion? Board and committee meetings are very few and far between. Meetings happen but I wouldn’t describe the environment in that way. Board meetings include some of those things but not as much as we would like. Absolutely! That describes our meetings perfectly. Does your board make the “tough calls” when called upon to do so? No, they struggle with tough calls. Sometimes, when it’s absolutely necessary. Yes, but there are definitely exceptions. Absolutely! Does your board have a written New Director Training Program? No, we’ve never had time to create that. We have some general guidelines, but they aren’t written. We have a written process, but it isn’t generally followed. Absolutely!Page 5 of 5 Does your board have either a Board Policy Manual or Board Procedures Manual? No, we haven’t had time to create that. We have some general guidelines, but they aren’t written. We have one, but it’s outdated, and don’t usually follow it closely. Yes, and we often refer to it. Does your agency regularly seek out new directors year round? No, our current directors are tried and true. Only when absolutely necessary. We try to keep an eye out for at least 1 new director each year. Yes! We’re always on the look out for top talent! Does your board provide new director candidates with ample information about its expectations of that new director before they are elected? No, we generally assume they know what they’re in for. We provide some high-level guidelines, but nothing formal. We give each new board member a copy of the manual, but may be fuzzy on individual expectations. Absolutely! We want everyone on the same bus, going in the same direction! Does your board use the organization’s mission, vision, values and strategic planning documents as reference points when making decisions and setting policy? No, not usually. Occasionally, if it’s a major item. Yes, more often than not. Absolutely, every single time! Does your board have and enforce term limits? No we don’t. We’ve never seen the need for them. It’s written in our by-laws, but we don’t usually enforce them unless absolutely necessary. Sometimes, but they have been known to look the other way on occasion. 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