CHECKLIST: Nonprofit Management Annual Reminder Checklist
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This checklist is intended to remind nonprofit Executive Directors, CEOs, CFOs, COOs, and other managers, officers, and Board / committee members to regularly evaluate, renew, and update documents, activities, policies, and practices to better meet the organization's changing needs.
The document is organized by key fiscal, financial, governance, and operational areas, including:
Funding and Revenue
Administration
Human Resources (HR)
Professional Services
Financial Reporting
Financial Policies and Procedures
Governance
Joanne M. Duncan is principal at JM Duncan Consulting, where she provides strategic, financial and operational analysis and planning to nonprofit organizations.
