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Question: |
Possible Answers: |
Answer (Check One): |
| Strategic Planning |
| SP1 |
Does your organization have a Strategic Plan? |
a. Organization does not have a Strategic Plan. |
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b. Organization has a Strategic Plan. |
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| c. Organization has a Strategic Plan that is annually updated. |
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| d. Organization has a Strategic Plan that is continually evaluated and updated. |
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| SP2 |
How does your organization incorporate technology into the Strategic Plan? |
a. Technology is not part of strategic planning process or tied to the mission of the organization. |
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b. Technology is tied to the organization mission objectives. |
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| c. Technology is tied to the mission objectives, is part of the strategic planning process, and organization has an IT Plan that is annually updated. |
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| d. Technology is tied to the mission objectives, is part of the strategic planning process, and organization has an IT Plan that is continually evaluated. |
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| SP3 |
Does your organization have a sufficient budget for technology initiatives? |
a. Organization does not have technology as an organizational budget line item. |
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b. Organization has technology as an organizational budget line item. |
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| c. Organization has technology as an organizational budget line item that is annually evaluated. |
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| d. Organization has technology as an organizational budget line item that is continually evaluated. |
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| SP4 |
Strategically, how does your organization view technology when it comes to your budget? |
a. Technology is seen as an operational expense of organization. |
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b. Technology is seen as an operational expense with some capital investment. |
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| c. Technology is seen as a mix of operational expense and strategic investment. |
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| d. Technology is seen as a strategic investment of organization. |
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| Marketing |
| M1 |
Does your organization have a Marketing Plan? |
a. Organization does not have a Marketing Plan. |
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b. Organization has a Marketing Plan. |
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| c. Organization has a Marketing Plan that is annually updated. |
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| d. Organization has a Marketing Plan that is continually evaluated and updated. |
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| M2 |
Does your organization have a website? |
a. Organization does not have a website. |
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b. Organization has a web presence that communicates mission of the organization. |
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| c. Organization has a web presence that markets the mission and vision of the organization. |
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| d. Organization has an interactive web presence that is continually evaluated to ensure it markets the essence of the organization. |
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| M3 |
Does your organization utilize analytics or metrics to measure the marketing effectiveness of your website? |
a. Organization does not ulitize analytics or metrics to measure marketing effectivess of the organizational website. |
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b. Organization utilizes basic analytics and metrics to measure marketing effectiveness of the organizational website. |
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| c. Organization utilizes advanced analytics and metrics to measure marketing effectiveness of the organizational website. |
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| d. Website analytics and metrics are continually assessed to ensure the organizational website is being utilized in the most effective manner. |
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| M4 |
Is there consistency between your organization website and hard copy marketing materials? |
a. Organization does not have consistency between website and hard copy marketing materials. |
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b.Organization has consistency between the website and hard copy marketing materials. |
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| c. Organization, on a monthly basis, reviews the website and hard copy marketing materials to ensure consistency. |
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| d. Organization continually reviews the website and hard copy marketing materials to ensure consistency. |
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| M5 |
Does your organization have an individual on staff with the capability to manage the website? |
a. Organization does not have an individual in the organization with the capability to manage the website. |
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b. Organization has an individual in the organization with the capability to manage the website. |
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| c. Organization has a Web Master. |
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| d. Organization has a Web Master and Board Committee focused on leveraging the organizational website in the most effective manner. |
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| M6 |
Does your organization update your website content? |
a. Organization does not update website content. |
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b. Organization updates organizational website content. |
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| c. Organization utilizes a Content Management System to update organizational website content monthly. |
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| d. Website content is continually updated and assessed to ensure it markets the essence of the organization. |
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| Constituent Management |
| CM1 |
How does your organization manage your organization's constituent information? |
a. Organization does not manage constituent relationships or information. |
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b. Organization manages constituent relationships and information. |
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| c. Organization formally evaluates constituent relationships and information annually and leverages technology to build constituent coalitions. |
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| d. Organization continually evaluates constituent relationships and information and leverages technology to build constituent coalitions. |
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| CM2 |
Does your organization have constituent data quality standards? |
a. Organization does not have constituent data quality standards. |
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b. Organization has developed constituent data quality standards. |
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| c. Organization ensures that constituent data quality standards are organizationally followed. |
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| d. Organization continually evaluates constituent data quality standards. |
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| CM3 |
Does your organization have constituent data collection standards and guidelines? |
a. Organization does not have constituent data collection standards and guidelines. |
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b. Organization has developed constituent data collection standards and guidelines. |
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| c. Organization ensures that constituent data collection standards and guidelines are organizationally followed. |
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| d. Organization continually evaluates constituent data collection standards and guidelines. |
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| CM4 |
Through which process does your organization manage constituent information? |
a. Organization, via a spreadsheet tool, manually manages constituent information. |
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b. Organization utilizes a Constituent Relationship Management System that integrates with the organizational website, communication devices and fundraising tools. |
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| c. Organization utilizes a Constituent Relationship Management System and actively manages and reviews constituent relationships annually. |
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| d. Organization utilizes an integrated Constituent Relationship Management System and continually manages and reviews constituent relationships. |
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| CM5 |
How is Constituent Relationship Management incorporated into your strategic planning process? |
a. Organization does not include constituent management as part of the strategic planning process. |
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b. Organization includes constituent management as part of the strategic planning process. |
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| c. Organization includes constituent management as part of the strategic planning process annually. |
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| d. Organization includes constituent management as part of strategic planning process and continually reviews to ensure that constituents are leveraged in the most effective manner. |
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| Communications |
| C1 |
Does your organization have a Communications Plan? |
a. Organization does not have a Communications Plan. |
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b. Organization has a Communications Plan. |
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| c. Organization has a Communications Plan that is updated annually. |
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| d. Organization has a Communications Plan that is continually evaluated and updated to ensure technology is being leveraged in the most effective manner. |
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| C2 |
How does your organization utilize a Newsletter? |
a. Organization does not publish a Newsletter to communicate key organizational messages. |
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b. Organization publishes a periodic Newsletter to all constituents to communicate key organizational messages. |
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| c. Organization publishes a monthly Newsletter and various other communications to specific constituent groups on a regular basis. |
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| d. Organization continually evaluates communications, communication tools, constituent groups and audiences. |
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| C3 |
Does your organization use an automated email device to publish the Newsletter? |
a. Organization does not utilize an automated email communication device to publish Newsletter. |
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b. Organization utilizes an automated email communication device to periodically publish an organizational eNewsletter. |
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| c. Organization utilizes an advanced automated email communication device to publish a monthly eNewsletter and various other communications to specific constituent groups on a regular basis. |
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| d. Organization continually evaluates advanced automated email communication device to ensure tools are being leveraged in the most effective manner. |
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| C4 |
Does your organization assess telecommunications cost and use? |
a. Organization does not assess telecommunications cost and use. |
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b. Organization assesses telecommunications cost and use. |
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| c. Organization assesses telecommunications cost and use annually. |
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| d. Organization assesses telecommunications cost and use every six months. |
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| C5 |
Does your organization have an integrated email/domain strategy? |
a. Organization does not have an email/domain strategy, not using organization domain extension for email. |
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b. Organization has an email/domain strategy integrating email with organization domain. |
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| c. Organization ensures that email/domain strategy is continually implemented and evaluated. |
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| d. Organization manages multiple domains, email/domain strategy reflects all domains and is continually implemented and evaluated. |
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| C6 |
How does your organization utilize social media tools to communicate key messages of your organization? |
a. Organization does not utilize social media tools to communicate key messages. |
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b. Organization utilizes social media tools to communicate key organizational messages and has organizational policies. |
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| c. Organization utilizes social media tools to communicate key organizational messages in an organized and strategic manner. |
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| d. Organization continually evaluates social media tools to ensure that organization is strategic and effective in its social media approach. |
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| Fundraising |
| F1 |
Does your organization have a Fundraising Plan? |
a. Organization does not have a Fundraising Plan. |
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b. Organization has a Fundraising Plan. |
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| c. Organization has a Fundraising Plan that is updated annually. |
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| d. Organization has a Fundraising Plan that is continually evaluated and updated. |
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| F2 |
Does your organization have an online fundraising presence? |
a. Organization does not have an online fundraising presence. |
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b. Organization has an online fundraising presence, a donate now capability. |
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| c. Organization has an online fundraising presence, a donate now capability that is integrated with the Constituent Relationship Management System. |
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| d. Organization has an online fundraising presence, a donate now capability that is integrated with the Constituent Relationship Management and Financial Management Systems. |
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| F3 |
How does your organization utilize automated tools to manage fundraising efforts? |
a. Organization does not utilize automated tools to manage fundraising efforts. |
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b. Organization utilizes a Fundraising Management System to manage fundraising efforts, and it is integrated with the organizational Constituent Relationship Management System. |
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| c. Organization utilizes a Fundraising Management System that is integrated with the organizational Financial Management System. |
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| d. Organization utilizes a fully integrated Fundraising Management System and continually manages and reviews funding relationships. |
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| F4 |
How does your organization manage fundraising events? |
a. Organization does not manage fundraising events. |
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b. Organization utilizes a Registration System to manage fundraising events, and it is integrated with the organizational Fundraising and Constituent Relationship Management Systems. |
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| c. Organization utilizes a Registration System that is integrated with the organizational Fundraising, Constituent Relationship and Financial Management Systems. |
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| d. Organization utilizes a fully integrated Registration System and continually manages and reviews funding relationships. |
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| Service Delivery |
| SD1 |
How is technology incorporated into your delivery of services? |
a. Organization does not incorporate technology into service delivery. |
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b. Organization incorporates office productivity tools into service delivery. |
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| c. Organization utilizes a Client Management System to manage service delivery. |
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| d. Organization utilizes a Client Management System that is integrated with an Outcome Measurement System and is continually analyzed to ensure highest level of service. |
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| SD2 |
How does your organization incorporate mobile computing into your delivery of services? |
a. Organization does not incorporate mobile computing into service delivery. |
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b. Organization incorporates mobile computing into service delivery. |
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| c. Organization integrates mobile computing for service delivery into the technical day-to-day operations. |
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| d. Organization integrates mobile computing for service delivery into the technical day-to-day operations and continually analyzes to ensure highest level of capability. |
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| SD3 |
How does your organization conduct research and development of technology solutions to further enhance your delivery of services? |
a. Organization does not perform technology research and development to further enhance service delivery. |
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b. Organization performs research and development of technology to further enhance service delivery. |
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| c. Organization performs formal research and development of technology to further enhance service delivery and annually reviews capability. |
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| d. Organization continually performs formal research and development of technology to further enhance service delivery. |
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| SD4 |
Does the organization have data security of client information? |
a. Organization has no data security of client information. |
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b. Organization has data security of client information. |
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| c. Organization annually reviews data security tools to ensure client information is secure. |
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| d. Organization utilizes advanced data security tools for client information and continually analyzes to ensure information is secure. |
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| SD5 |
Does your organization have a service delivery continuity plan? |
a. Organization has no service delivery continuity plan. |
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b. Organization has a service delivery continuity plan for key program services. |
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| c.Organization has a service delivery continuity plan in place for all program services, and it is annually reviewed and tested. |
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| d. Organization has a service delivery continuity plan in place for all program services, and it is continually reviewed and tested. |
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| Reporting |
| R1 |
How does your organization manage reporting information? |
a. Organizational reporting requirements are not well understood or met, no established metrics. |
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b. Basic organizational reporting requirements are understood and met, however, no established metrics. |
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| c. Reporting requirements are met by the organization's systems, reports are available, organization has established metrics to measure against. |
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| d. Reporting requirements are met by mining data from the organization's systems, reports are complete, organization has established metrics to measure against, and they are continually analyzed. |
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| R2 |
Is your organizational data easily accessible and accurate? |
a. Organizational data is not easily accessible or accurate. |
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b. Organizational data is accurate. |
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| c. Organizational data is integrated, accurate and accessible. |
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| d. Organizational data is integrated, accurate, accessible and is continually evaluated. |
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| R3 |
How does your organization develop financial and management reports? |
a. Financial and management reporting developed via office productivity tools such as Excel. |
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b. Financial and management reporting developed via a Financial System with reporting tools. |
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| c. Financial and management systems integrated with other reporting capabilities. |
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| d. All financial and management systems are continually monitored to ensure organizational reporting is conducted in the most effective manner. |
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| R4 |
How does your organization develop Outcome Measurement reports? |
a. Outcome measurement reporting developed via office productivity tools such as Excel or Access. |
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b. Outcome measurement reporting developed via an Outcome Measurement System with reporting capabilities. |
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| c. Outcome Measurement System integrated with other reporting capabilities. |
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| d. Outcome Measurement System is continually monitored to ensure organizational reporting is conducted in the most effective manner. |
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| R5 |
How does your organization develop board reports? |
a. Board reporting developed in a non-integrated manner with office productivity tools. |
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b. Board reporting developed in an integrated manner with office productivity tools. |
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| c. Board reporting developed via collaboration tools, such as SharePoint. |
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| d. Board reporting developed via advanced collaborative tools and integrated with all other organizational reporting. |
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| Day-to-Day Operations |
| D1 |
Does your organization's leadership and board have knowledge of how technology is supporting the organization's day-to-day operations? |
a. Organizational leadership and the board have limited knowledge of how technology is supporting the day-to-day operations. |
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b. Organizational leadership and the board have knowledge of current technology in use, ongoing strategy, current challenges, and plans for future improvement. |
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| c. Organizational leadership supports technology strategies and works to engage the whole organization with IT. The board is aware of upcoming technology projects. |
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| d. Organizational leadership strives for full integration of IT and shows ongoing support for aligning IT to day-to-day operations. The board offers advice as possible and stays aware of high-impact technology projects. |
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| D2 |
How are day-to-day operational business processes conducted? |
a. Organization's day-to-day business processes are manual, and related applications are not integrated. |
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b. Organization utilizes eCommerce when appropriate for day-to-day business processes, and related applications are integrated. |
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| c. Organization utilizes eCommerce when appropriate for day-to-day business processes, and related applications are integrated and annually reviewed. |
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| d. Organization utilizes eCommerce when appropriate for day-to-day business processes, and related applications are integrated and reviewed continually to ensure best practices are being applied. |
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| D3 |
Is there a disaster recovery plan for day-to-day operations? |
a. Organization does not have a disaster recovery plan for day-to-day operations. |
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b. Organization has a disaster recovery plan for day-to-day operations. |
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| c. Organization has a disaster recovery plan for day-to-day operations, and it is annually evaluated and tested. |
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| d. Organization has a disaster recovery plan for day-to-day operations, and it is continually reviewed, tested and benchmarked against industry standards and best practices. |
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| D4 |
Does your organization have a reliable network? |
a. Organization has a reliable wired and/or wireless network with limited collaboration tools, and it is reviewed on an inconsistent basis. |
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b. Organization has a reliable wired and/or wireless network with collaboration tools, and it is annually evaluated. |
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| c. Organization has a reliable wired and/or wireless network with collaboration tools, it is annually evaluated, and it is benchmarked against industry standards. |
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| d. Organization has a reliable wired and/or wireless network with collaboration tools, it is continually evaluated, and it is benchmarked against industry standards. |
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| D5 |
Does your organization have secure, centralized organizational data? |
a. Organization does not have secure, centralized organizational data, data use is not reviewed against applicable guidelines. |
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b. Organization has secure, on-site, centralized organizational data that is backed up on a nightly basis, data use is reviewed against applicable guidelines. |
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| c. Organization has secure, on-site, centralized organizational data that is replicated off-site and is backed up on a nightly basis, data use is annually reviewed against applicable guidelines. |
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| d. Organization has secure, centralized organizational data that is replicated off-site, is backed up on a nightly basis and is continually monitored, data use is continually evaluated against applicable guidelines. |
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| D6 |
Does your organization have an individual with the capability to address technology needs? |
a. Organization does not have an individual in the organization with the capability to address technology needs, does not apply technology quality improvements. |
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b. Organization has an individual in the organization with the capability to address technology needs, seek technology quality improvements. |
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| c. Organization has a Director of IT (CIO), organization has a technology QC improvement program. |
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| d. Organization has a Director of IT (CIO) and a Board IT Committee, organization has a formal technology QC improvement program that is annually reviewed. |
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| D7 |
Does your organization manage or document IT inventory? |
a. The IT inventory is not managed or documented. |
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b. The IT inventory is managed and documented. |
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| c. The IT inventory is managed via an IT Inventory Tracking System with a replacement schedule. |
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| d. The IT inventory is managed via an IT Inventory Tracking System with an annual replacement schedule. |
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| D8 |
Does your organization have its network infrastructure documented? |
a. Organization does not have its network infrastructure documented. |
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b. Organization has its network infrastructure documented. |
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| c. Organization has its network infrastructure documented, and it is annually reviewed. |
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| d. Organization has its network infrastructure documented, and it is continually evaluated. |
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| D9 |
Is your organization dependent on dontated IT equipment? |
a. Organization is dependent on donated IT equipment. |
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b. Organization is not dependent on donated or refurbished equipment, organization has limited IT equipment budget. |
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| c. Organization is not dependent on donated or refurbished equipment, organization has a sufficient IT equipment budget. |
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| d. Organization is not dependent on donated or refurbished equipment, organization has IT equipment budget that is annually assessed. |
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| D10 |
Is your organization dependent on free volunteer technology services for day-to-day technical operations? |
a. Organization is dependent on free volunteer technology services for any technical operations, reactive approach when IT issues arise. |
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b. Organization has daily IT support for technical operations, typically on an "on-call" basis, reactive approach when IT issues arise. |
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| c. Organization utilizes internal IT staff and/or outside technical support for day-to-day technical operations, proactive IT strategy followed. |
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| d. Organization sets aside sufficient budget for internal and/or external support for day-to-day technical operations, systems are continually monitored, and proactive IT strategy is continually updated. |
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| D11 |
Does your organization monitor operational technology capacity? |
a. Organization does not monitor operational technology capacity. |
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b. Organization monitors operational technology capacity. |
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| c. Organization monitors operational technology capacity, operational planning occurs annually. |
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| d. Operational technology capacity is continually monitored, planning occurs continually. |
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| D12 |
Does your organization have an IT upgrade or refreshment plan? |
a. Organization does not have an IT upgrade or refreshment plan. |
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b. Organization has an IT upgrade and refreshment plan. |
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| c. Organization has an IT upgrade and refreshment plan that is annually assessed. |
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| d. Organization has an IT upgrade and refreshment plan that is continually assessed. |
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| D13 |
Does your organization have IT policies and procedures, and are they documented? |
a. Organization does not have documented IT policies or procedures. |
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b. Organization has documented IT policies and procedures. |
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| c. Organization has documented IT policies and procedures that are updated annually. |
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| d. Organization has documented IT policies and procedures that are continually evaluated and updated and encompass all aspects of the organization, including communications. |
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| Training and Education |
| T1 |
Does your organization have a Training and Education Plan? |
a. Organization does not have a Training and Education Plan. |
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b. Organization has a Training and Education Plan. |
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| c. Organization has a Training and Education Plan that is annually updated. |
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| d. Organization has a Training and Education Plan that is continually evaluated and updated. |
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| T2 |
Is technology training and education part of your Training and Education Plan? |
a. Technology training and education is not part of organizational Training and Education Plan. |
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b. Technology training and education is part of organizational Training and Education Plan, limited budget is set aside for technology training and education. |
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| c. Technology training and education is part of organizational Training and Education Plan, sufficient budget is set aside for technology training and education and is annually reviewed. |
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| d. Technology training and education is part of organizational Training and Education Plan, sufficient budget is set aside for technology training and education and is continually evaluated and updated. |
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| T3 |
How is your organization's technology training provided? |
a. Technology training is provided by observation or "passed down" by volunteers or employees, minimal documentation exists. |
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b. Technology training is provided by outside vendors or classes, is available on an as-needed basis, documentation exists. |
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| c. Technology training is required for key users of the business applications, documentation exists and is annually updated. |
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| d. Technology training is required for all users of all the business applications, documentation is continually evaluated, updated and integrated into trainings. |
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| T4 |
Does your organization have formal technology training and education plans, and are certifications required? |
a. No formal technology training and education plans exist, and any applicable certifications are not required. |
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b. Formal technology training and education plans exist, and applicable certifications are encouraged. |
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| c. Formal technology training and education plans exist, and applicable certifications are required and are annually evaluated. |
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| d. Formal technology training and education plans exist, and applicable certifications are required and are continually evaluated. |
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| T5 |
Is there an analysis completed to ensure technology training and education are aligned with your organization's skill requirements? |
a. No analysis occurs to ensure alignment between technology training and education and organizational skill requirements. |
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b. Analysis occurs to align technology training and education with organizational skill requirements. |
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| c. Analysis occurs annually to ensure alignment between technology training and education and organizational skill requirements. |
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| d. Analysis occurs continually to ensure alignment between technology training and education and organizational skill requirements. |
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