Every so often, it’s important to pause and ask: How are we really doing? In this episode of the Nonprofit Radio Show, Nancy and Sarah explore practical ways nonprofit boards and staff can take stock of their organization’s health and direction.
From classic tools like SWOT to strengths-based approaches like SOAR, and from balanced scorecards to simple dashboards and lifecycle models, you’ll hear how these frameworks help teams move beyond gut feelings to evidence-based decisions.
Assessment isn’t about judgment—it’s about clarity. It’s a chance to gather insight, involve more voices, and make sure your organization is focused on what matters most. Whether you’re gearing up for strategic planning, setting next year’s budget, or just need a reset, this episode will help you choose the right tool and use it to guide your next steps.
Question to consider before listening:
What might you learn if your board or staff took a clear-eyed look at how your organization is doing right now?
Questions to consider:
- What are you doing really well right now? Where are you struggling?
- What opportunities or challenges are showing up in your community or the larger nonprofit world?
- What are your biggest hopes or goals, and how will you know if you’re moving toward them?
Word of the Week: Assess
How can you check in with your organization to ensure the best start in the new year?