Mission Performance Assessment: Detail EXAMPLE

	Performance Category	Sub-Category	Variable	Measure	Document	Survey	Interview	Notes
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1					.	.	.	EXAMPLE FOR ILLUSTRATIVE PURPOSES ONLY
2	Performance Index:				.	.	.	ALTRUIST Performance Assessment completed: 2 Feb 2019
3	44%				.	.	.	CONFIDENTIAL - For Discussion Purposes Only. NOT FOR CIRCULATION.
4	PEOPLE	55%	.	.	.	.	.	Copyright (C) 2019, Altruist Partners LLC. All Rights Reserved.
5	PROGRAMS	38%			.	.	.
6	PLANS	31%			.	.	.
7	FINANCE	53%			.	.	.
8					Document	Survey	Interview
9	PEOPLE	2.73
10		2.0	STAFF ---					Decent morale despite very low pay; staff development and retention plan needs investment
11			Pay	3				Increase staff comp 5%/year in financial projection
12			Turnover	0				Increased pay, paired with authentic engagement and greater involvement in decisions, will reduce turnover to goals
13			Morale	3				One problematic supervisor needs training
14		4.3	BOARD ---					Board can streamline and align committee structure; create a board development profile w/ goals
15			Network	4				Excellent access to capital
16			Expertise	4				Strong executive experience
17			Priority	5				Majority espouse strong passion for mission
18		4.0	CEO ---					CEO compensation should increase 10%; succession plan needed
19			Growth	3				Moderate growth experience
20			Speed	4				Good implementation of previous program initiative bodes well for planning
21			Ambition	5				Strong consensus for BHAG
22		2.3	FUNDRAISING ---					Complete business plan; tie to revenue strategy matrix and create funding projections
23			Efficiency	2				Events should be used for investor identification, cultivation and reporting, not solicitation
24			Experience	3				Mentorships with university partners recommended
25			Breadth	2				Training needed for potential corporate and earned income ventures
26		1.0	VOLUNTEERS ---					Significant untapped volunteer potential; strategy and measurement needs articulation in business plan
27			Recruitment	2				Adhoc recruitment polices need structuring
28			Support	1				Lack of support is leading to serious turnover problems
29			Turnover	0				Near-term priority to fix; volunteers have suffered from lack of clarity and problematic staff
30	PROGRAMS	1.89
31		2.3	QUALITY ---					Org needs lead & lag metrics tied to goal; set of no more than 5 KPIs; short-cycle analysis
32			SROI	3				Need clarity on size of problem
33			KPI	1				Selection is near-term priority
34			Perception	3				Uneven internal sense of program effectiveness
35		2.0	SCALE ---					Business plan completion will align milestones and resources with SMART goals
36			Goal	3				Last goal articulation took too long; staff concerns need facilitation
37			Milestones	0				Goal must not be soft; clear milestones essential
38			Resources	3				Concerns over lack of adequate capital
39		1.3	LEVERAGE ---					Environmental scan to determine likely cross-sector partners must be a milestone in plan; strategy for including partners needs articulation and measurement
40			Network	0				Undervalued connections with partners needs immediate redressing
41			Value	2				To be incorporated in metrics worksheet
42			Learning	2				Business plan draft will be shared with partners.
43	PLANS	1.56
44		1.0	BUSINESS ---					Need end-to-end planning process
45			Architecture	1				Complete plan is next step
46			Updates	1				Document must be "living" and authentically used
47			Focus	1				Metrics will provide focus
48		2.0	OPERATIONS ---					Multiple operational initiatives are undertaken without alignment to plan; continuous analysis needed.
49			Infrastructure	3				Lack of permanent facilities for core programs a barrier
50			Alignment	0				Technology plan is insufficient
51			Clarity	3				Recommendation: Chief Administrative Officer position to replace overwhelmed Operations Manager
52		1.7	REVENUE ---					Missing statement of ethics, gift processing documentation, job descriptions. Reporting cadence and format needs revision.
53			Policies	0				Near term priority to put in place comprehensive policies
54			Marketing	3				Marcom efforts in digital, social media need defintion
55			Reporting	2				Reporting needs cadence, clarity around lead metrics, pipelines
56	FINANCE	2.67
57		3.7	FRAMEWORK ---					Adequate controls; transparent reporting process and elevation of critical status indicators needed
58			Controls	4				Decrease reporting period to board to monthly from quarterly to reach optimum control
59			Reporting	3				Reporting format too detailed: need roll-up, roll down statements
60			Clarity	4				Monitoring will improve with increased clarity and cadence
61		3.0	HEALTH ---					Excellent cash position; missing 5-year forecast, robust reporting process
62			Cash	5				Limit liquid reserves to 6 months; revisit spending and investment policy
63			Forecast	1				Need 5-year forecast as part of plan
64			Transparency	3				Increase circulation of financial reports to all staff
65		1.3	REVENUE ---					Revenue strategy needs to be fleshed out. Entire revenue infrastructure needs design, investment and deployment.
66			Strategy	1				Revenue worksheet is near-term priority
67			Metrics	0				Comprehensive lead and pipeline metrics are ready to go
68			Awareness	3				Board and staff training to be scheduled next quarter
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