Sustainability Framework: Self-Assessment Tool #1 Financial Practices 0-3 # 2 Fund Development 0-3 Clear short and long term financial goals, which outline minimum income and costs required to deliver the stated mandate and mission

Fund development is an active priority for the organization supported by appropriate resources

Clear and transparent financial reporting, which is robust and instructive and can be used strategically to aid in decisions

There is a diverse range of income sources (specifically a minimum of 5 income sources representing at least 60% of earnings)

Funds are used efficiently and transparently, thus aiding in promoting organizational legitimacy

The organization has its own income generation mechanisms to produce unrestricted assets that can be used at the organization’s discretion

#3 Strategic Thinking & Planning 0-3 #4 The Capacity to Innovate 0-3 Sustainability is a deliberate and strategic approach by board and staff and mission attainment is considered alongside revenue assurance

The organization has adopted entrepreneurial approaches, for-profit strategies and exhibits sector blurring or bending

The organization has strong, effective leadership and a proper, functioning governance model

There is evidence of interdisciplinary community collaboration to address limitations within services

There are well articulated strategic and operational plans with ongoing performance monitoring and analysis

The organization has effective knowledge management, exhibits systems thinking and can effectively utilize, collect and deploy social capital

Grading 0 – not applicable/not present/no organizational awareness or not a focus of the organization 1 – applicable/in development/insufficient or limited data to support or evaluate 2 – fair and reasonable or standard/some data to support or evaluate 3 – superior organizational awareness/excellent metrics/extensive results

Source Williams, K. S. (2014). Non-profit financial sustainability. Master’s thesis. Royal Roads University, British Columbia. Retrieved from: http://dspace.royalroads.ca/docs/handle/10170/747