Organizational Audits
When every dollar is needed for program, how do you know what to invest in infrastructure?
You may know that things are not working as they should, but you are not sure why.
You may have been adding staff and offices and noticing the strain on your systems.
You are ready to invest in infrastructure, but you want to make sure it is needed.
With rapidly changing norms around staffing and technology for administrative systems, it can be hard to know what is needed.
Engaging in an organizational audit provides you with the analysis you need to make informed decisions and lead the organization to a new way of operating.
Conducting an organizational audit
If you have recently been through rapid growth or a merger, you may find that you need to take a look at your infrastructure to be sure that you are investing enough, but not duplicating effort.
A management audit may include some or all of the following standard systems:
Leadership and staff capacity
- Roles, reporting and decision making
- Staffing levels and assignments
- Comm/coord/collaboration
- Metrics – reporting & analysis
Governance
- Board relations
- Board meetings
- Board committees
Finances
- Financial management and accountability – budgets, reports, etc.
- Financial processes – payroll, bookkeeping, grant management, audits, taxes, etc.
- Financial capacity – staffing and software
Development
- Donor relationships
- Grant writing
- Individual giving, events
- Income generation – products, services
Planning
- Strategic plan
- Annual plan
- Program, department and individual workplans
Human Resources
- Recruiting, selecting, hiring, developing
- Compensation & benefits
- Policies & procedures
- Job descriptions
- Staff development, training and performance management
- Monitoring of leaves – vacation, sick, parental, etc.
Communications & IT
- Internal communication
- Media relations
- Website & social media
- Equipment and software – phones, computers, printers, etc.
- Internet/Networks
- Database systems
- Training and support
Office and Facilities management
- Mortgages/leases
- Facilitates management – cleaning, repair, furniture
- Insurance
- Supplies
- Security
- Administrative support
Leadership Development
Strategy & Planning
Meetings & Retreats