Management Review
An ESCCO Management Review provides a comprehensive, independent, examination of a nonprofit organization. It is designed to make actionable recommendations to improve the overall effectiveness of the organization.
A Management Review team may include the following areas with the depth of coverage in each area depending upon the needs of the organization:
Organizational Governance
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Review of board meeting minutes for the past six months (or longer if needed).
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Review of board and organizational policies.
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Review of the bylaws.
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Conduct interviews with Board Members (a sample) to gain their perspective.
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Conduct interviews with the Executive Director and other key staff individuals.
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Review list of Board and/or Advisory Board members.
Financial
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Review current operating statements and balance sheets.
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Review audit reports and auditor’s management letter for the past three years
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Review auditor’s letter on significant transactions or disagreements.
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Interview board Finance Committee Chairperson.
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Review latest form 990 filing and tax payment information.
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Financial policy manual
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Bonding and liability insurance
Programs
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Review Mission and Vision statements for an understanding of the organizations objectives.
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Interview each program director to gain perspective.
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Review each program to determine if it meets mission criteria.
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Review outcome measurements for each program to determine their effectiveness.
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Determine possible benchmarking programs against other similar organizations.
Human Resources
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Review organization chart and job descriptions.
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Review practices with respect to performance reviews, succession planning, rewards/retention.
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Review volunteer job descriptions, recruiting, vetting, scheduling, recognition and management.
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Review documentation with respect to safety practices, incidents, culture
Marketing/Public Awareness:
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Review organization’s identification of key audiences.
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For service
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For volunteers
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For funding
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Review message content and delivery vehicles
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Determine metrics for measuring success
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Web site review