SupportWell 1:
This self-assessment questionnaire consists of 69 questions, throughout the three key areas of operational excellence. Maximum total score for each of the three areas is 50 points.
FINANCIAL HEALTH AND PERFORMANCE
Financial efficiency (cost containment): 3 points
Continuing financial literacy training for Staff and Board (key financial ratios dashboard; GAAP standards; basic financial glossary)
(Comprehensive, periodic training = 3/some formal training =1/no training = 0)
Financial sustainability (growth and financial strength): 3 points
Multiple sources of revenue
(No source higher than 25% = 3/no source higher than 50% = 2/ one source higher than 50% = 0)
ACCOUNTABILITY AND TRANSPARENCY
Board Governance: 2 points
Board performance is evaluated through both self-assessment and independent sources; a comprehensive post-evaluation improvement plan is adopted and monitored
(Outstanding = 2/satisfactory = 1/needs improvement = 0)
Innovation and Transformation: 2 points
Board is mindful of how exterior cultural and business factors and changes can affect the future of the organization
(Outstanding = 2/satisfactory = 1/needs improvement = 0)
PROGRAM IMPACT AND EFFICIENCY
Service and Production Design: 2 points
Methodology for measuring changes: clear, written guidelines and procedures in place, leading to objective measurement of short-term and medium-term results; qualitative factors are brought into consideration, tailored to the specific services and clients
(Outstanding = 2/satisfactory = 1/needs improvement = 0)
Managing Collaboration and Growth: 3 points
Continuing improvement through data feedback (innovation, training, learning, adjusting, improving)
(Outstanding = 3/satisfactory = 2/needs improvement = 1/none = 0)
SupportWell 2:
This self-assessment questionnaire consists of 88 questions, throughout the three key areas of operational excellence. Maximum total score for each of the three areas is 100 points.
FINANCIAL HEALTH AND PERFORMANCE
Financial sustainability (growth and financial strength): 3 points
Written manuals for operational guidelines, procedures and practices (financial, accounting, administrative)
(Outstanding = 3/satisfactory = 2/needs improvement = 1/none = 0)
Innovation and Transformation: 4 points
Awareness of the Cost of Missed Opportunities: staff and Board periodically review missed opportunities for financial sustainability and transformative new programs and services
(Outstanding = 4/satisfactory = 3/needs improvement = 2/some discussions = 1/not yet = 0)
ACCOUNTABILITY AND TRANSPARENCY
Board Governance: 2 points
Board focused on outcomes; periodically discusses Board culture definition; dialogue, disagreement and dissenting views are encouraged
(Outstanding = 2/satisfactory = 1/needs improvement = 0)
Innovation and Transformation: 4 points
Planning and discussions between Board and staff seek to maintain a deliberate balance between the three principal modes of governance: operational and financial oversight, strategic planning, and disruptive, transformative discussions
(Outstanding = 4/satisfactory = 3/needs improvement = 2/some discussions = 1/not yet = 0)
PROGRAM IMPACT AND EFFICIENCY
Managing Collaboration and Growth: 3 points
Continuing improvement through data feedback (innovation, training, learning, adjusting, improving)
(Outstanding = 3/satisfactory = 2/needs improvement = 1/none = 0)
Evaluations: 4 points
Board, staff, and volunteers actively participate and contribute toward setting the agenda and scope for organizational evaluations
(Outstanding = 4/satisfactory = 3/needs improvement = 2/some discussions = 1/not yet = 0)
