Shared Webinar: Organizational Assessment: An Annual Snapshot of a Nonprofit's Performance Potential
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Shared Webinar: Organizational Assessment: An Annual Snapshot of a Nonprofit's Performance Potential

A thoughtful organizational assessment can draw attention to underperforming processes and systems. Learn what to include in a reasonable review of your work and start the discussion within your own organization.

When: Thursday, June 4, 2020
2:00pm - 3:00pm
Where: webinar
Contact: Rosey

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The Organizational Assessment: An Annual Snapshot of a Nonprofit's Performance Potential

60-minute webinar: Thursday, June 4, 2020 at 12:00pm Pacific Time/ 2:00pm Central Time

This webinar is offered in partnership with our partners at Washington Nonprofits

It's a well-known fact that people and organizations are stronger and more grounded in creating their futures when accurate information is the basis for their decision-making. Yet, as diverse stakeholders are invited into solving problems, leveraging opportunities, and charting the future, many are taking part in conversations that are based on a low-degree of facts and a high-degree of subjectivity.

A well-timed and thoughtful assessment is as fundamental to the health and vitality of an organization as a physical examination is for any living thing. The results provide an indication of areas that are functioning as needed and expected. It also can draw attention to processes or systems that may be underperforming or putting the organization's viability ultimately at risk.

This one-hour overview of organizational assessments offers a framework for participants to consider the key elements of a reasonable review and have a discussion within their own association, congregation or charitable cause about what constitutes reasonable evaluation of the key indicators of their performance. At Third Sector Company, we believe that the results of an organizational assessment create a foundation for deeper dive evaluations aimed at the chief executive performance review process and an annual board assessment.

Learning Outcomes:

You will leave this course ready to:

·         Construct a thoughtful organizational assessment framework

·         Engage in a directed conversation with board and management about starting a reasonable organizational assessment process and its value to both management and governance

·         Coordinate a timed evaluation culture that creates a synergistic relationship between an organizational assessment and the resulting impact on executive and board performance reviews


Who Should Attend: Board Members, Nonprofit Staff, Executive Directors


  • $20 Members 
  • $40 Not-yet-members

About the Presenter

Jeffrey WilcoxCFRE, is President and Chief Mission Advancement Officer for Third Sector Company. Founded in 2002, it is one of the largest teaching and support organizations for interim executive management and leadership continuity solutions for associations, congregations and charitable organizations in the country. He is the former Senior Vice President of Community Development for United Way of Greater Los Angeles, and Valley of the Sun United Way in Phoenix, Arizona. He is also the former nonprofit columnist for the Long Beach (CA) Business Journal, founder of "The Board Chairs Academy," and author of "The Nonprofit Leader of the New Decade." He co-developed and is the former lead trainer for the Wells Fargo New Executive Directors Institute of Greater Los Angeles. He is the immediate past chair of the Executive Advisory Board of the School of Business, Government and Economics at Seattle Pacific University and was named Alumnus of the Year in 2015. He is a past national chairman of the Executive Transitions and Succession Planning Affinity Group for the Alliance for Nonprofit Management and served as national governance chair for Camp Fire USA. He currently serves on the board of AFP Advancement Northwest in Seattle.