How healthy are your organizations operations?
Policies, filing deadlines, staff reviews, board reporting. Behind every well-run charity or nonprofit is a lot of work that has to happen on time. Take our free 5-minute self-assessment to see where you stand and where a little structure will make the biggest difference.
- Free
- 5 minutes
- Built for charities and nonprofits
- Instant results
What you'll get...
Your overall score out of 100
See how your operations stack up at a glance.
Results across
9 areas
From policies and filing deadlines to risk and complaint tracking.
Your top
opportunities
The areas where a little structure will make the biggest difference, with practical first steps for each.
A custom
PDF report
Download it and share it with your board, your leadership team or your next funder conversation.
What the scorecard uncovers.
Most charities and nonprofits don’t struggle because people aren’t working hard. They struggle when important work depends on siloed systems, scattered spreadsheets, and shared drives. The scorecard looks at nine areas where that shows up most.
| Area | Why it matters |
|---|---|
1Policies & procedures | Written, board-approved policies protect your organization, but only if they’re reviewed on schedule and people know where to find them. |
2Annual compliance deadlines | Charity returns, corporate filings, insurance renewals and licences each come due once a year, which makes them easy to forget. |
3Staff reviews | Regular performance conversations, including the board’s review of the Executive Director, keep people supported and accountable. |
4Board reporting | Directors can only govern well when they get consistent, timely information before each meeting. |
5Strategic plan follow-through | A plan only matters if objectives have owners, targets and regular progress updates. |
6Ownership & accountability | When every responsibility has one named owner, work doesn’t stall when someone is away or moves on. |
7Documentation | Funders, auditors and new board members all eventually ask for proof. Good records make that a same-day answer. |
8Recurring operational tasks | Background checks, certifications and inspections are routine, until one lapses. |
9Risk & complaint tracking | A risk register and a clear complaints process help you spot problems early and show you take them seriously. |
Built for the people who keep your organization running...
Take it on your own, or ask a few colleagues to take it and compare results. Different roles often see things differently.
- Executive Directors and CEOs who want to know nothing is slipping through the cracks.
- Operations, finance and HR staff who carry the day-to-day work of keeping things on track.
- Board chairs and directors who want confidence that the organization is well run.
- Growing nonprofits moving from “a few people who know everything” to systems the whole team can rely on.
Got questions?
Is the Charity & Nonprofit Operations Scorecard really free?
Yes. There’s no cost and no credit card. You’ll get your score, your results by area and a downloadable PDF report.
How long does it take?
About 5 minutes. There are 27 questions across nine areas, and “Not sure” is always an option.
Who should take it?
Anyone who helps keep your nonprofit running: the Executive Director, operations, finance or HR staff, or board members. It’s often useful to have a few people take it and compare answers.
What happens to my answers?
We use them to create your report. We never share or sell your information, and we’ll only send you tips and updates if you opt in.
Is this a legal or accounting assessment?
No. It’s a self-assessment of how well your operations are organized. For legal or financial advice, speak with a qualified professional.
What is CauseWell?
CauseWell is a governance and compliance tracking platform built for Canadian charities and nonprofits. It gives you one place to track policies, filing deadlines, staff and director requirements, board reporting and strategic goals, with a named owner and a due date on every item.