Creating a wellness plan for your nonprofit in 2019: understanding your business model

“If a man has any goodness in him, it comes to light not in one flamboyant hour, but in the ledger of his daily work.”

– Beryl Markham, first person to fly nonstop from Europe to America.

The 2019 budget has been approved, the org chart is updated, the program plan has been developed and shared – but wait – there’s more! Have you created an organizational wellness plan for your agency for 2019?

Each new year brings unknown opportunities and threats that exist outside of our control. What you can control is making sure you have a good understanding of your nonprofit’s business model. Instead of focusing on organizational illness, let’s shift our focus in the new year toward organizational wellness.

Over the years, the Support KC team has developed diagnostic tools to determine a nonprofit’s “wellness”, and these tools can help you chart your nonprofits vital signs “at-a-glance”. We call these tools our Nonprofit Organizational Assessment Tools, or NOATS. They break down in the four categories that align with our core services, and we’ve matched them up with vital signs for health.

Blood Pressure (120/80)

aligns with your financial position

Assess your organization’s financial position by using key financial ratios and metrics and fiscal management practices that demonstrate due diligence, transparency and internal controls on the part of board and staff.

Breathing (12 – 19 breaths per minute)

aligns with your fund development activities

Do you know who your donors are and their giving habits? Can you articulate your funding sources? You want to make sure development metrics align with your fund development planning. This helps your staff and your board understand their role in fund development.

Pulse (60 – 100 beats per minute)

aligns with data management and communications

Do you have a CRM or donor management system that provides the analytics you need to support donor and communications growth strategies? Do you have data standards and ongoing security and auditing procedures in place? Also, the ability to segment your constituents so they receive targeted and relevant communications should be inherent in your database design.

Temperature (97.8 – 99)

aligns with governance, mission, fiscal and strategic oversight

Keep your board engaged by creating a “governance at-a-glance” visual. Included in this visual are the metrics around board composition, diversity, strategic plan update and reporting, CEO evaluation, board evaluation, board attendance and board giving. Key information displayed in a user-friendly format can turn your board volunteers into skilled diagnosticians and practitioners.

Stay tuned for Part Two of your nonprofit organizational wellness plan: Embracing Change.

Debra Box, M.A.
President and CEO
Support Kansas City, Inc.

About the Author

Support KC

For the benefit of the nonprofit sector everywhere, we wanted to provide resources for ways we can continue to operate and grow within this era. And once social distancing begins to fade, what lessons can we take from this to improve our operations permanently. Come back often for more updates.

Accounting & Fiscal Management

  • Structure general ledger, chart of accounts, setup assistance
  • Monthly accounting support: accounts payable, accounts receivable, deposits and receipts, bank reconciliation
  • Payroll preparation
  • Preparation of management reports
  • Financial report preparation for board meetings
  • Grant tracking and reporting
  • Preparation of IRS Form 990
  • Preparation of annual 1099’s
  • Preparation of schedules for independent audit, assistance with audit completion
  • Cleanup of past accounting records
  • Budget preparation assistance, reporting and analysis
  • QuickBooks training

Governance & Strategy Development

  • Governance training
  • Executive mentoring and coaching
  • Board retreat facilitation
  • Strategic planning documents
  • Outcomes and impact measurement and reporting
  • Survey assistance

Database Management

  • Database design and development
  • Gift and demographic data entry
  • Donor acknowledgement letters
  • Import and export of data; mail merges; exports to mail house
  • Data and donor analysis
  • Integration with accounting systems, fund development and social media activities
  • Database training
  • Ongoing support and technical assistance

Fund Development

  • Create annual fund development plan
  • Fund development plan audits
  • Board Training
  • Capital campaigns
  • Grant management: research, writing and reporting
  • Major gifts and planned giving
  • Special event planning and support
  • Annual fund drives
  • Annual appeal mailings