ROAR – Rapid Organizational Assessment Report
An Efficient and Affordable Tool to Promote Non-profit Success
What is ROAR?
ROAR is a tightly-focused, objective assessment of an organization's capacity to achieve its mission and near-term strategic goals.
Competitive pricing with a negotiated fixed fee, ensuring a manageable expense.
Quick Turnaround, usually within 12 weeks from beginning to conclusion.
Complete Data Assessment of budgets, fund-raising results, membership trends, etc...
In-Depth Interviews with board/volunteer leadership, staff leadership, other key stakeholders.
Written evaluation shared with Board Chair and CEO.
Recommendations for next steps for success.
Why do it?
Your non-profit organization (NPO) is contemplating a fund-raising campaign.
Your NPO is experiencing a major transition in professional and/or voluntary leadership.
Your NPO is experiencing worrisome staff and volunteer turn-over.
Your NPO is concerned about downward trends in supporting revenues from various sources.
Your NPO wants to revisit its strategic plan and evaluate progress towards stated goals.
Your NPO wants to use ROAR findings as the basis for a board or staff retreat. Your NPO wants an assessment of its current fund-raising efforts. Your NPO wants a critique of its current marketing efforts.
And............countless other good reasons.
How it works
WAA requests information from your organization: budget; strategic plan; organizational chart, including tenures; board roster with titles and committees; communications samples, membership and fund-raising data and other performance measures.
WAA then conducts personal and confidential consultations with:
- The president/CEO, board chair and other selected volunteer leaders;
- chief financial officer, chief marketing/communications officer, chief development officer, other selected staff members; and,
- key constituents including customers, donors, patrons and others who have benefited from the organization.
WAA presents draft report to president/CEO and board chair.
Final report and recommendations delivered and, if requested, presented to full board and staff.