Free Diagnostic

Organizational Sustainability Score

12 questions on strategic clarity, risk management, impact/financial integration, and execution discipline, grounded in Harvard Kennedy School's Strategic Triangle, the COSO risk framework, the nonprofit sector's own "dual bottom line" research, and Harvard Business School's Balanced Scorecard. If you've completed the Revenue & Growth and Leadership scores, this tool ties all three together. Takes about 7 minutes. New here? The free Self-Assessment is a faster 5-minute starting point across all five sustainability dimensions.

Section 1 of 4: Strategic Clarity & Public Value

1. Strategic Clarity & Public Value

Based on Mark Moore's Strategic Triangle (Harvard Kennedy School).

Staff, board, and leadership could each independently describe our top 2-3 strategic priorities in similar terms.
Our strategy clearly identifies who benefits from our work and what specific value we create for them.
When a new opportunity or request comes in, it's clear whether it fits our strategic priorities or not.

2. Risk Identification & Management

Based on the COSO Enterprise Risk Management Framework.

We maintain a written list of our top risks (financial, operational, reputational, and strategic), not just an informal sense of them.
Risk is reviewed on a regular, scheduled basis, not just when something goes wrong or during a funding application.
Leadership and the board have discussed what we would do if our largest funding source or a key leader left suddenly.

3. Impact & Financial Sustainability Integration

Based on the Matrix Map / "dual bottom line" model (Bell, Masaoka & Zimmerman, "Nonprofit Sustainability").

We know, program by program, which ones are financially self-sustaining and which are subsidized by other revenue.
Decisions about which programs to grow, maintain, or sunset weigh both mission impact and financial contribution together.
Leadership and the board have had an honest conversation about programs that are mission-critical but not financially sustainable on their own.

4. Roadmap & Implementation Discipline

Based on the Balanced Scorecard (Kaplan & Norton, Harvard Business School).

Our strategic priorities are translated into specific initiatives with owners and timelines, not just stated goals.
We track a small set of key metrics regularly (at least quarterly) that show whether we're actually executing the strategy.
Progress against our strategic plan is reviewed and adjusted at least once or twice a year, not filed away until the next planning cycle.