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Webinar: The Organizational Assessment: Capturing an Objective Snapshot of Performance & Potential

Participate in this webinar from the comfort of your desk!

Thursday, January 13, 2022 (3:00 PM - 4:30 PM) (EST)
Event Details
  • Is your community impact organization actually having the impact it says?

  • Are effectiveness and efficiency proven attributes of your organization?

  • What role must "lived experience" play in a fair organizational assessment?

  • Are the key indicators of financial health, organizational culture, community involvement, and demonstrated leadership in diversity, equity and inclusion foundations incorporated into your decision-making and planning?

Following two years of unprecedented changes, leaders of community impact organizations must be able to identify the factors affecting the health of their enterprises and relay to the public the results of their work. It is critical that diverse people are speaking from a place of fact to move forward together.

This 90-minute overview of organizational assessments offers a framework for participants to consider the key elements of a reasonable review and have a discussion within their own association, congregation, or charitable cause about what constitutes reasonable evaluation of the key indicators of their performance. The session will feature a guest speaker that recently completed an organizational assessment for their community impact organization.

An organizational assessment is the first step in creating an accountable nonprofit corporation and creates a foundation for deeper-dive fair evaluations aimed at executive director and board performance.

Learning Outcomes:

You will have tools and information to:

  • Facilitate a deep-dive organizational discussion that will lead to a stated commitment to operating with a "Culture of Accountability" recognizing the role of data in conjunction with lived experience, anecdotal examples, and results
  • Construct a thoughtful organizational assessment process for your organization that designates a three-part process for evaluating the organization, management, and governance
  • Consider specific checklists to be associated with key priorities of your organization such as finance, fundraising, employee and volunteer satisfaction, and diversity, equity, inclusion, and access

Who Should Attend: All leaders of community impact organizations including board members, planning volunteers and consultants, and professional staff

Offered by our partner, Washington Nonprofits

NOTE: This webinar is one segment of a three-part series focused on creating a culture of accountability in your nonprofit. It has been designed for board leadership and the executive, as well as the consultants and management support organizations who support them, to engage in developing, monitoring, and evaluating performance goals for each of the critical elements of a successful organization: governance, management, and organizational performance. To register for the entire series, click here ($75 KNN members / $150 potential members).

About the Presenter: 

Jeffrey Wilcox, CFRE, is President and Chief Mission Advancement Officer for Third Sector Company. Founded in 2002, it is one of the largest teaching and support organizations for interim executive management and leadership continuity solutions for associations, congregations and charitable organizations in the country. He is the former Senior Vice President of Community Development for United Way of Greater Los Angeles, and Valley of the Sun United Way in Phoenix, Arizona. He is also the former nonprofit columnist for the Long Beach (CA) Business Journal, founder of "The Board Chairs Academy," and author of "The Nonprofit Leader of the New Decade." He co-developed and is the former lead trainer for the Wells Fargo New Executive Directors Institute of Greater Los Angeles. He is the immediate past chair of the Executive Advisory Board of the School of Business, Government and Economics at Seattle Pacific University and was named Alumnus of the Year in 2015. He is a past national chairman of the Executive Transitions and Succession Planning Affinity Group for the Alliance for Nonprofit Management and served as national governance chair for Camp Fire USA. He currently serves on the board of AFP Advancement Northwest in Seattle.


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