We are only a few weeks away from the end of 2020 — a year we will always remember but can’t wait to finish. While promising news about vaccines gives us hope that there may be an end to some of our pandemic concerns, it may be years before the other impacts are fully recognized or addressed.
Charitable Advisors has developed a short, actionable tool to provide local nonprofits with a framework to assess what has changed in their organization over the past year and to begin to think about where their energies should be focused in the year ahead. If the crisis has caused your board members to back away, this might be a chance to re-engage them. If board members have stepped too far into operations, 2021 could represent an opportunity to restore some space for staff leadership and think more about the big picture.
This PDF Worksheet challenges you to rate your organization in seven important areas – as you came into the year (pre-COVID), and as you are leaving the year (mid-COVID).
Part I - 7 Areas to Rate
- Meeting Community Needs/Relevance
- Image and Influence in the Community
- Financial Flexibility
- Planning, Decision Making, and Accountability
- Right People in Right Seats (Leadership/Talent)
- Growth, Excitement, and Energy
- Strategic Partnerships
Part II - Prioritizing Actions in 2021
There is little value in assessment if it doesn’t lead to action of some sort. The second segment of the worksheet provides more than 15 ideas to translate your insights about how things have changed and where you are now as far as actions and investments for the year ahead. We recommend you define no more than three areas of focus for the new year. If your action list is long, you have not effectively prioritized. As a result, success can be that much harder to reach.
December Webinar to Talk About it/Facilitated Debrief Option
We are hosting a short webinar on Dec. 16 (see below) to talk through this simple, yet complex, tool and learn from each other about how it can best be applied to spur thinking and engagement in your organization. We are also offering a short-term facilitation service if your organization wants us to use this tool in an on-line survey of board and senior staff then facilitate a discussion from the results.
We’re looking forward to helping you realize a productive 2021. Contact me today to reserve your slot for January 2021.
Bryan Orander, President