Fundraising and New No written fundraising and new A weak fundraising and new An adequate fundraising and new A good fundraising and new business development plan business development plan business development plan that business development plan Business Development may need updating that is regularly updated A written fundraising and Weak implementation of the and well implemented business development plan fundraising and new business Satisfactory implementation of the that is not being implemented development plan fundraising and new business Had no significant cash flow development plan problems and positive net Had frequent cash flow income over the last 2 Had occasional cash flow problems or negative net Had no significant cash flow years problems, but positive net income last year problems and positive net income income last year over the last year Sufficient funds for existing Only one major funding source programs next year Insufficient funds for existing Sufficient for existing programs next year programs next year At least three major funding Insufficient funds for existing sources programs next year Only one major funding source At two major funding sources Significant funding from Insignificant funding from cost No regular funding from cost cost recovery, sales, or recovery, sales, or Limited funding from cost recovery, recovery, or membership membership fees membership fees sales, or membership fees fees Good absorptive capacity Limited absorptive capacity for Adequate absorptive capacity for Little absorptive capacity for for additional projects additional projects additional projects additional projects Unrestricted income and Unrestricted income and cash Unrestricted income and cash Insufficient unrestricted cash reserves to cover over reserves to cover 2-3 months reserves to cover 3-6 months of income and cash reserves to 6 months of operating costs of operating costs without new operating costs without new donor cover 2 months of operating without new donor funding donor funding funding costs without new donor funding Good access to new loans No existing line of credit or Access to new loans, but no or an existing line of credit No access to new loans or a limited access to new loans existing line of credit line of credit 7.6 Internal Communications and Decision Making (within the organization) Subsection Objectives: Assess the effectiveness of the organization’s internal communications within and across departments or functions and the process Resources: Assessments of internal communications, reports on major organizational planning and program review meetings, organization chart, list of staff participants in board and major management meetings, questionnaires and interviews of senior managers and staff Low Capacity Basic Capacity Moderate Capacity Strong Capacity 1 2 3 4
Fundraising and New Business Development No written fundraising and new business development plan A written fundraising and business development plan that is not being implemented Had frequent cash flow problems or negative net income last year Only one major funding source Insufficient funds for existing programs next year No regular funding from cost recovery, or membership fees Little absorptive capacity for additional projects Insufficient unrestricted income and cash reserves to cover 2 months of operating costs without new donor funding No access to new loans or a line of credit A weak fundraising and new business development plan Weak implementation of the fundraising and new business development plan Had occasional cash flow problems, but positive net income last year Insufficient funds for existing programs next year Only one major funding source Insignificant funding from cost recovery, sales, or membership fees Limited absorptive capacity for additional projects Unrestricted income and cash reserves to cover 2-3 months of operating costs without new donor funding No existing line of credit or limited access to new loans An adequate fundraising and new business development plan that may need updating Satisfactory implementation of the fundraising and new business development plan Had no significant cash flow problems and positive net income over the last year Sufficient for existing programs next year At two major funding sources Limited funding from cost recovery, sales, or membership fees Adequate absorptive capacity for additional projects Unrestricted income and cash reserves to cover 3-6 months of operating costs without new donor funding Access to new loans, but no existing line of credit A good fundraising and new business development plan that is regularly updated and well implemented Had no significant cash flow problems and positive net income over the last 2 years Sufficient funds for existing programs next year At least three major funding sources Significant funding from cost recovery, sales, or membership fees Good absorptive capacity for additional projects Unrestricted income and cash reserves to cover over 6 months of operating costs without new donor funding Good access to new loans or an existing line of credit 7.6 Internal Communications and Decision Making (within the organization) Subsection Objectives: Assess the effectiveness of the organization’s internal communications within and across departments or functions and the process Resources: Assessments of internal communications, reports on major organizational planning and program review meetings, organization chart, list of staff participants in board and major management meetings, questionnaires and interviews of senior managers and staff Low Capacity Basic Capacity Moderate Capacity Strong Capacity 1 2 3 4
ocawithoutfacilitatorsguidewithnupas_7.27.2015.docx