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PLEASE ANSWER THIS QUESTIONNAIRE AND BOOK YOUR
1 ON 1 APPOINTMENT AFTERWARDS.


At the 438 Society, we’re committed to more than just motivation we’re here to build legacy-level businesses with entrepreneurs who are ready to stop hustling and start building. Your responses will help us tailor your experience, ensuring we deliver a program that aligns with your goals, values, and stage of growth.
Thank you for trusting us with your vision.

Comprehensive Assessment

for Business Clients

Welcome to the Comprehensive Nonprofit Business Assessment. This form will help evaluate key areas of your nonprofit organization and provide insights to strengthen performance, sustainability, and impact. 

Instructions

  • Rate each statement on a scale of 1 to 5:

    • 1 = Strongly Disagree

    • 2 = Disagree

    • 3 = Neutral

    • 4 = Agree

    • 5 = Strongly Agree

  • Provide actionable recommendations based on lower scores (1-3) and celebrate high scores (4-5).

 Your responses will guide the development of tailored recommendations and strategies.

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1. Mission and Vision Clarity

Description:
This section evaluates how well the nonprofit’s mission and vision are defined, understood, and aligned with the organization’s goals and community needs.

What to Discuss:

  • The clarity of the mission statement and its alignment with organizational activities.

  • Whether the vision provides a compelling, long-term goal that inspires stakeholders.

  • How well the mission and vision resonate with beneficiaries and supporters.

  • Challenges in communicating or aligning with the mission and vision.

2. Governance and Leadership

Description:
This section focuses on the structure, roles, and effectiveness of the nonprofit’s board and leadership team.

What to Discuss:

  • Board diversity, skills, and engagement in organizational activities.

  • Clarity in leadership roles and responsibilities.

  • Availability of leadership development and training programs.

  • Succession planning for key roles and potential leadership gaps.

3. Operational Capacity

Description:
This section assesses the infrastructure, staffing, and processes that support the organization’s daily operations.

What to Discuss:

  • The adequacy of staff and volunteer roles to meet organizational needs.

  • Efficiency of workflows and operational processes.

  • Use of technology and tools to improve efficiency.

  • Identification of resource or capacity gaps.

4. Funding and Financial Management

Description:
This section evaluates the nonprofit’s ability to secure, manage, and sustain financial resources.

What to Discuss:

  • The diversity of funding sources, including grants, donations, and earned income.

  • Donor engagement and retention practices.

  • Transparency and accuracy of financial records.

  • Challenges in maintaining financial sustainability and budgeting.

5. Program Development and Delivery

Description:
This section examines how well the nonprofit’s programs align with its mission and deliver measurable impact.

What to Discuss:

  • The connection between programs and the organization’s mission.

  • Methods for evaluating program outcomes and incorporating feedback.

  • Scalability and adaptability of programs.

  • Challenges in program implementation or resource allocation.

6. Community Engagement and Impact

Description:
This section focuses on the nonprofit’s relationships with stakeholders and the impact of its work on the community.

What to Discuss:

  • Strategies for engaging key stakeholders, including donors, volunteers, and beneficiaries.

  • Methods for measuring and communicating community impact.

  • Volunteer recruitment, retention, and recognition.

  • Partnerships and collaborations with other organizations.

7. Branding and Communication

Description:
This section evaluates the nonprofit’s ability to communicate its mission, values, and programs effectively to the public.

What to Discuss:

  • The consistency and effectiveness of branding efforts.

  • Use of digital platforms and social media for outreach.

  • Storytelling techniques to connect with donors and the community.

  • Challenges in building a strong public presence.

8. Innovation and Adaptability

Description:
This section assesses the nonprofit’s openness to new ideas, technologies, and strategies in response to changing circumstances.

What to Discuss:

  • Adoption of innovative technologies or methods.

  • Responsiveness to trends and changes in the nonprofit landscape.

  • Encouragement of staff and stakeholder input for innovation.

  • Challenges in implementing new ideas or approaches.

9. Cultural Competence and Inclusion

Description:
This section evaluates the organization’s commitment to diversity, equity, and inclusion in its operations and programs.

What to Discuss:

  • Representation of diverse voices in leadership and programs.

  • Training in cultural competence for staff and volunteers.

  • Inclusion of underrepresented groups in decision-making processes.

  • Challenges in fostering equity and inclusion.

10. Risk Management and Sustainability

Description:
This section examines the organization’s ability to manage risks and plan for long-term sustainability.

What to Discuss:

  • Existing risk management and contingency plans.

  • Preparation for financial, operational, or reputational risks.

  • Strategies for long-term sustainability, including leadership and funding.

  • Areas of vulnerability and opportunities for improvement.

Thank You Message for Assessment Completion

Thank you for completing the Comprehensive Nonprofit Business Assessment. Your responses have been successfully submitted and will be carefully reviewed.

You can expect to receive a detailed analysis of your results, along with tailored recommendations and actionable strategies, within the next 48 to 72 hours. If you have any immediate questions or need further assistance, please feel free to contact us at [email protected] or (305) 561-4130.

We appreciate your time and effort in providing these insights. Together, we’ll work to help your nonprofit achieve its goals and maximize its impact!

Warm regards,

Coach Jt

NEXT

Meet the Head Coach
of the 438 Society

James Johnson, Strategic Business Architect. Faith-Fueled Leader. Builder of CEOs.

At the helm of the 438 Society is James Johnson a powerhouse coach and transformational leader who doesn’t just talk strategy he builds it with you.

With over a decade of experience mentoring entrepreneurs through every stage of growth, James brings a rare blend of

high-level business strategy and unwavering biblical conviction

. He’s walked the road from startup to seven figures and now he’s walking alongside you.


James is known for his no-fluff coaching style, sharp strategic mind, and a gift for helping entrepreneurs unlock clarity, confidence, and sustainable success.

UNDER HIS LEADERSHIP CLIENTS:

Multiply their income with proven revenue strategies

Build systems that scale without burning out

Align their business with kingdom principles

Step fully into their identity as visionary, faith-led CEOs

“This journey isn’t just about profit it’s about purpose. When you walk in alignment with God’s vision for your business, you don’t just grow you multiply.

coach James Johnson

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What others are saying!

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"After struggling with donor engagement, Nefertiria completely transformed our communication strategy. We doubled our donor retention rate in one quarter."

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