Organization Checklist

4.8/5 with 99 votes

Save the full checklist and customize it later.

0 of 28 completed
  • 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.

Download or Print this Organization Checklist

Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.

Download PDFDownload WordDownload Excel

Presented by:

Campbell Rodriguez

Campbell Rodriguez

Stats

Views

95

Uses

4

Tasks

28

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.

Rate this Checklist

5 stars
Scores 4.80 with 99 votes

Suggest Improvements

Not finding exactly what you need?

Generate a custom checklist with AI in seconds.

Works on Web, iOS, and Android. No credit card required.