FREE OPERATIONS AUDIT

61-Point Operations Assessment

Comprehensive self-assessment toolkit for nonprofits, social enterprises, and mission-driven organizations serving 200+ constituents.

6 Key Areas

Strategy, People, Tech, Finance, Programs, Marketing

Weighted Scoring

Prioritized items based on operational impact

Instant Results

Maturity level, quick wins, and action items

Takes approximately 15-20 minutes to complete
~/operations-audit
0/53 answeredScore: 0
[1/6]

Strategic Leadership & Governance

Mission clarity, planning, and governance structures

0/6
answered
1

Clear mission statement documented and communicated

w:3

Is your mission clearly written and shared with all stakeholders?

2

Strategic plan with measurable objectives (1-3 year)

w:3

Do you have a documented strategic plan with specific, measurable goals?

3

Board governance structure defined and active

w:2

Is your board structure documented with clear roles, responsibilities, and meeting cadence?

4

Executive leadership succession plan in place

w:2

Do you have documented succession plans for key leadership positions?

5

Regular strategic review process (quarterly minimum)

w:2

Do you conduct formal strategic reviews at least quarterly?

6

Stakeholder communication strategy documented

w:2

Is there a clear plan for how and when you communicate with different stakeholder groups?

Based on the Operations Framework by Utak West