Organizational Review Checklist

An organizational review provides in-depth analysis of current organizational functions compared with needed outcomes.  They are used to make specific recommendations for improving performance.  Use this framework for reviewing an organization from an external perspective.
How often should this be used?
An annual organizational review is recommended.
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Organizational Review

Board of Directors

Know its roles and responsibilities as a governing body.
Review the organization’s bylaws regularly and update them as needed.
Serve as ambassadors and advocate for the organization with the community.
Hold itself accountable.
Treat the CEO with respect.


Are fairly and reasonably compensated.
Are evaluated regularly and fairly based on the staff policies and job descriptions.
Are sufficiently and adequately trained to do work.
Have adequate offices and equipment.


Organization is engaged in financial and strategic planning.
Organization plan regularly and make updates when necessary.
Have sufficient resources to achieve the plans.
Have diversified and sustainable resources.
Have a fundraising plan that is used.
Grants are written professionally and submitted on time.


Know and understand its audience.
Conduct regular research about best ways to market.
Organization?s website is current, easy to navigate and represents the organization well.
There are sufficient resources to market appropriately.


Board members participate in local, state and national arts advocacy.
There is a written plan for arts advocacy.
Advocacy training is provided.
Partner with others to create a strong, unified advocacy voice for local and statewide issues.
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