The Organizational Audit:

Strengthening Your Nonprofit for Greater Impact

A comprehensive organizational audit helps identify strengths, uncover challenges, and enhance efficiency. Our structured approach ensures your nonprofit operates at its highest potential.

A strong organizational audit includes the following steps:

• Define the Scope and Objectives – Assess key areas such as governance, financial health, operations, and program effectiveness to align with strategic goals.

• Gather Documentation and Data – Review financial statements, policies, donor records, grant reports, and operational procedures to understand current performance.

• Engage Stakeholders – Conduct interviews and surveys with board members, staff, funders, and partners to gain valuable insights.

• Evaluate Governance and Leadership – Assess board effectiveness, decision-making, and compliance with fiduciary responsibilities.

• Review Financial Health – Analyze financial sustainability, funding diversification, internal controls, and IRS compliance.

• Assess Program Effectiveness – Ensure programs align with the mission and produce measurable impact using strong data collection and reporting.

• Identify Operational Strengths and Gaps – Examine HR policies, technology infrastructure, workflow efficiency, and risk management.

• Provide Actionable Recommendations – Deliver a detailed report with clear priorities and strategic improvements for long-term success.

• Support Implementation and Growth – Assist in implementing recommendations and establishing ongoing assessment strategies for continued organizational excellence.

With a structured audit, your nonprofit can enhance efficiency, strengthen leadership, and maximize its mission-driven impact.