Please provide the following contact information:

* Required

First Name	*
Last Name	*
Middle Initial
Title
Company	*
Street Address
Address (cont.)
City
State/Province
Zip/Postal Code
Country
Work Phone	*
FAX
E-mail	*
Company URL

Part 1- Primary Value

1.  Nature of the Non-Profit Enterprise

2.  The enterprise Vision and/or Mission (Statement)

3.  Average Annual contributions or funding for the last three years

4.  Years in business

5.  Number of potential clients or others served through the enterprise

6.  Number of current clients or others served

7.  Average funding need per client

8.  Budgeted funding need per client

9.  Do you have a Client Satisfaction Program in place and actively monitor for performance?

Yes
No

10. Key Performance Indicators identified and monitored on a regular basis (Please list and give performance parameters)

11.  Total Quality Management Program in place and monitored on a regular basis?  Please Describe

12.  Potential Client database and current client databases actively monitored and maintained?

Yes
No

13.  Client Contact Management Program in place and monitored regularly with a client contact plan and strategy?

Yes
No

14.  New Products and Services Plan and Program to meet mission goals?

Yes
No
 

15.  Funding Plan and Program with proactive work daily?

Yes
No

16. Definable and measurable funding results from deployed assets monitored monthly?

Yes
No

Part 2- Specific Value

1.  Do you have a Performance Specific Zero Based Budgeting System?

Yes
No

2.  Do you have a Productivity Enhancement system?

Yes
No

3.  Do you have a Base Salary/ Performance Based Compensation Program for the salaried workers?

Yes
No

4.  Do you have an ongoing program to recruit volunteers?

Yes
No

5.  Do you have an ongoing program to recognize volunteer performance?

Yes
No

6.  Do you have a training and development program for all salaried and volunteer employees?

Yes
No

7.  Best Practices Programs:

a. Do you have a benchmark program?

Yes
No

b. Do you have a organizational development program?

Yes
No

c. Do you have a funding (supplier) relationship program?

Yes
No

d. Do you have a systems, technology and processes development program?

Yes
No

e. Do you have employee job descriptions for all salaried and volunteer employees?

Yes
No

f. Do you have a company procedure manual and guide?

Yes
No

8.  Is the business dependent on one or more employees?

Yes
No

9.  Do you have a high performance funding collection system?

Yes
No

10.  Do you have a high performance real time cash flow management system?

Yes
No

Part 3- Value Building

1.  Is there a great public interest (high profile/ Top Ten Non Profit areas in the country) in your non-profit sector?

Yes
No

2.  Do you have at least one sustainable advantage over other competing programs?

Yes
No

3.  Are you in a highly competitive non-profit environment?

Yes
No

4.  Do you invest annually in building the capacity and capabilities of the firm?

Yes
No

5.  Do you serve 20% or more new clients annually?

Yes
No

6.  Do you have a perpetuity plan for the non-profit enterprise?

Yes
No

7.  Is your non-profit not dependent on one major funding source or method for one half or more of its needed funds?

Yes
No

8.  Do you set annual value goals and track them monthly?

Yes
No

9.  Do you have a stable work force (salaried and volunteer) with less than a 10% turnover annually?

Yes
No

10.  Do you have one or more sources for volunteer labor that can supply your needs as requested?

Yes
No

11.  Are you the benchmark for your non-profit sector in regards to your key performance indicators?

Yes
No