Archive for February, 2014

Preventive Medicine for Non Profit Boards

Wednesday, February 19th, 2014

Commit to Annual Wellness Checks for Your Organization

By Joseph John

Whenever you read the news, you can’t avoid seeing the numerous health-related articles. Health news is everywhere, whether it’s The Affordable Care Act, wellness, insurance, healthy living, exercise,

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and so forth.

What isn’t news is the fact that we have always known that people should get annual wellness checks, one of the best procedures for preventative medicine. Yes, routine medical checkups instead of becoming a real life actor being wheeled into the emergency room and the professional staff beginning the complicated triage process, as the vital life signs are being analyzed.

Whew. Kind of depressing thought isn’t it? Well, let’s move the triage process, and the severity of the Emergency Room to the nonprofits. Yes, triage for nonprofits. How many nonprofits are consistently being admitted to the emergency room? Doesn’t it make a lot more sense for nonprofits to get annual wellness checkups before there are serious consequences to the health of the organization?

So, in this annual wellness checkup, what is the “doctor” looking for to ensure the health of the non profit organization? What has changed over the year? Any change in the “vital signs”? Any new “allergies?” Well, the non profit wellness checklist could include the following items (this is NOT all-inclusive) with each one followed by a checkmark under categories such as “excellent, good, fair, or poor” followed by “commentary,” “prognosis” and “prescription (if needed):”

1) Vision, Mission, and Values

2) Bylaws

3) Membership drives

4) Funding — short and long range including legacy programs

5) Organizational objectives and benchmarks (1-3-5 year plans)

6) Committee structures and board member participation

7) Board member assessments

8) Staff assessments

9) Current marketing & communications processes (communications audit)

10) Special projects

11) Community awareness

As you can see, the list is extensive, but not all-inclusive. However, it certainly is a good start to begin the annual checkup to check out the health of the organization. What must be on the list has to be an endless and thorough list of all the factors that contribute to the health and well-being of the non profit organization.

In other articles, I have referred to the Mediocrity-Good-Great continuum. In other words, the annual physical will help determine if your organization is “just getting by” or if your organization is in great shape and should keep up the good work of “healthy habits”.

Commit to Organizational Wellness — your organization’s primary New Year’s resolution, each-and-every year.