Organization Checklist
Table of Contents
Board of Directors
Know its roles and responsibilities as a governing body.
Review the organization's bylaws regularly and update them as needed.
Serve as ambassadors and advocate for the organization with the community.
Hold itself accountable.
Treat the CEO with respect.
Employees
Are fairly and reasonably compensated.
Are evaluated regularly and fairly based on the staff policies and job descriptions.
Are sufficiently and adequately trained to do work.
Have adequate offices and equipment.
Planning
Organization is engaged in financial and strategic planning.
Organization plan regularly and make updates when necessary.
Have sufficient resources to achieve the plans.
Have diversified and sustainable resources.
Have a fundraising plan that is used.
Grants are written professionally and submitted on time.
Marketing
Know and understand its audience.
Conduct regular research about best ways to market.
Organization?s website is current, easy to navigate and represents the organization well.
There are sufficient resources to market appropriately.
Advocacy
Board members participate in local, state and national arts advocacy.
There is a written plan for arts advocacy.
Advocacy training is provided.
Partner with others to create a strong, unified advocacy voice for local and statewide issues.
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Presented by:
Campbell Rodriguez
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Who it's for
This Organization Checklist is for anyone who wants a simple, practical way to get things done without missing steps.
- Avoid forgetting - keep all your Organization essentials in one place (external memory)
- Save time - start from a proven Organization structure instead of a blank page
- Stay on track - track progress, come back later, and keep momentum
- Coordinate with others - share the list and divide responsibilities
- Learn the process - follow the steps in a sensible order, even if it's your first time
How to use it
How to use this Organization Checklist
- Save Organization Checklist to your free Checklist account so your progress is saved and synced across devices.
- Customize it in the app: remove anything that does not apply, then add your own details for Organization (dates, sizes, addresses, notes).
- If others are involved, invite them to collaborate and divide responsibilities.
- Work through the list: check items off as you go, and set reminders for time-sensitive steps.