Organizational vitality is a synergy of elements that are at the heart of every organization’s success. It is the starting point of any strategic, fundraising, or communications plan, but more importantly, it goes beyond simple planning and traditional capacity building to achieve truly transformative results.
Every organization has its challenges or “pain points.” Too often organizations address these challenges one by one. For example, problems with fundraising are addressed using special campaigns and board of directors issues are addressed with board development plans.
However, fixing one challenging area of your organization may not alleviate your organization’s pain. Through this seminar you will learn how organizational vitality can ensure the core of your organization is resilient and effective. You will learn how to use organizational vitality as a quick nonprofit assessment or as a mini-strategic planning tool. You will also receive valuable information and expert advice on how to devise an integrated, holistic approach to assessing and improving your organization. You will take away practical tools that can be tailored and applied to your own organization’s challenges.
4. A strategic plan determines where an
organization wants to go and how it will
get there.
A departmental plan identifies
objectives, strategies and tactics for one
function, e.g. fundraising, finance,
programs, board governance.
A Plan is a Roadmap
19. • A lens for assessing an organization’s health
• A planning tool in lieu of full strategic planning
• A check-in for a strategic plan which feels stuck
• A prelude to targeted planning (e.g. marketing,
fundraising, etc.)
• A way to bring board, staff, and key volunteers
together to create transformative impact
Organizational Vitality Can Be Used As
22.
2
Rate
1-‐5
(1
low/
5
high)
GOALS
Organizational
Goals:
§ Set
direction
for
next
3-‐5
years
to
further
the
mission
§ Define
top
4-‐7
priorities
How
well
do
your
goals
and
strategies
support
your
vision?
How
aligned
are
individual
employee
goals
with
the
organizational
goals?
How
well
do
leaders
set
and
measure
expectations
for
organizational
performance?
How
clearly
has
your
leadership
set
your
top
priorities?
Do
you
have
dynamic
mechanisms
to
assess
possible
changes
in
priorities
and
strategies?
Goals
Total:
ENGAGEMENT
Board,
Organizational
Leaders,
Staff
&
Volunteers:
§ Understand
and
support
the
vision
and
mission
§ Understand
their
and
others’
roles
–
how
all
contribute
to
the
shared
vision
§ Are
empowered
to
take
action
§ Implement
/
execute
the
goals
Supporters,
Volunteers
&
Community
Stakeholders:
§ Are
excited
and
inspired
by
the
vision
§ Take
action
to
support
the
shared
vision
How
well
are
employees
inspired
by
the
vision?
How
well
are
stakeholders
inspired
by
the
vision?
How
well
do
senior
leaders
effectively
create
an
environment
for
employee
engagement
and
high
performance?
How
well
does
leadership
empower
employees
to
take
action?
How
well
does
the
organization
create
a
supportive
environment
for
employees
and
stakeholders?
Engagement
Total:
TOTAL
ORGANIZATIONAL
VITALITY
SCORE
Use
the
columns
below
to
add
up
your
scores
from
each
of
the
four
categories
above:
Vision
Leadership
Goals
Engagement
TOTAL
ORGANIZATIONAL
VITALITY
SCORE:
23.
3
Interpreting
Your
Vitality
Scores
1.
Individual
Vitality
Components
Check
your
scores
in
each
of
the
assessment’s
four
components
(Vision,
Leadership,
Goals,
and
Engagement):
21-‐25
points:
Your
organization’s
performance
in
this
component
is
excellent.
Keep
up
the
good
work!
16-‐20
points:
Your
organization’s
performance
in
this
component
is
good
but
could
be
improved.
See
which
questions
deserve
further
attention
and
make
sure
to
keep
these
questions
in
mind
when
conducting
organizational
planning.
10-‐15
points:
Your
organization’s
performance
in
this
component
needs
work.
Certainly
examine
which
questions
brought
down
your
organization’s
score,
but
also
consider
devising
a
plan
that
strengthens
this
component.
Below
10
points:
You
need
to
strengthen
your
vitality
in
this
area.
You
must
absolutely
examine
which
questions
brought
down
your
organization’s
score
for
this
component,
and
a
comprehensive
plan
will
be
essential.
2.
Total
Organizational
Vitality
Score
Check
your
total
organizational
vitality
score:
81-‐100
points:
Your
organization’s
vitality
is
excellent.
Still,
take
note
of
the
individual
focus
areas
that
may
need
more
work
than
others.
61-‐80
points:
Your
organization’s
vitality
is
in
relatively
good
shape.
Of
course,
there
is
always
room
for
improvement.
Devise
plans
for
addressing
any
problem
areas.
25-‐60
points:
Your
organization
needs
work
to
achieve
vitality
and
will
likely
need
a
targeted
plan
for
improvement.
Below
25
points:
You
need
to
strengthen
your
organizational
vitality
significantly.
Understand
that
every
focus
area
will
need
considerable
attention
via
a
comprehensive
plan.