Indicador de Sustentabilidade Institucional

See instrunctions at the end of the tableIndicator/weight 1,00 2,00 3,00 4,00 N.c. X Fator total

Points 0,25 0.5 0.75 1,00 5 31,25

Total

1 Strategic planning indicator – 10 points 0,25 0.5 0.75 1,00 N.c. 7,25

1.1 Mission x 2 1,00 -

1.2 Vision x 1 0,75 -

1.3 Strategies x 1 0,75 -

1.4 Strategic Planning x 2 2,00 -

1.5 Beneficiary x 2 1,50 -

1.6 Networking x 1 0,50 -

1.7 Geographical area x 1 0,75 -

2 Human resources management - 20 points 0,25 0.5 0.75 1,00 N.c. 16,00

2.1 Teamwork x 5 3,75 -

2.2 Recruitment and selection x 4 4,00 -

2.3 Dismissal process x 2 1,50 -

2.4 Board meetings x 2 1,50 -

2.5 Board of directors x 3 2,25 -

2.6 Financial board x 2 2,00 -

2.7 Advisory board x 1 - 1

2.8 Partnerships x 1 1,00 -

3 Financial management indicator - 10 points 0,25 0.5 0.75 1,00 N.c. 4,25

3.1 Control of expenses x 2 1,50 -

3.2 Cashflow x 2 1,00 -

3.3 Financial reports for donors x 1 0,75 -

3.4 Financial statements and spread sheets x 1 1,00 -

3.5 Auditing x 1 - 1

3.6 Reserves and savings x 1 - 1

3.7 Investment of surplus fund x 1 - 1

4 Administrative management – 7 points 0,25 0.5 0.75 1,00 N.c. 2,50

4.1 Trademark x 2 - 1

4.2 Formal partnerships x 2 1,00 -

4.3 Assets management x 1 0,50 -

4.4 Buying x 2 1,00 -

5 . Intellectual property management Indicator – 8 points 0,25 0.5 0.75 1,00 N.c. 1,25

5.1 Database x 2 0,50 -

5.2 Record of activities x 2 0,50 -

5.3 Collate and storage system x 1 0,25 -

5.4 Information/data management 1 - -

5.5 Sharing knowledge and informtion 2 - -

6 Resource mobilization indicator – 30 points 0,25 0.5 0.75 1,00 N.c. 0,00

6.1 Code of conduct in fundraising 4 - -

6.2 Fundraising planning 4 - -

6.3 Diversified source of funds 3 - -

6.4 Fundraising team 4 - -

6.5 The board of directors’ participation in fundraising 2 - -

6.6 The advisory board’s participation in fundraising 1 - -

6.7 Participation of the whole organization in fundraising 2 - -

6.8 Local resources mobilisation 4 - -

6.9

Mobilisation of non-financial resources (volunteer work, in kind

donations pro bono partnerships)

3

- -

6.10 Partnerships with corporate sector 2 - -

6.11 Innovative fundraising strategies 1 - -

7 Institutional communication Indicator – 10 points 0,25 0.5 0.75 1,00 N.c. 0,00

7.1 Branding 2 - -

7.2 Internal communication 2 - -

7.3 Communication with donors 2 - -

7.4 Communication with beneficiaries 2 - -

7.5 Communication with local community 1 - -

7.6 Management of complaints 1 - -

How to input your answers:

1. Each one of the four alternatives has a different weight as bellow:

For the alternative 1, type 0.25

For the alternative 2, type 0.50

For the alternative 3, type 0.75

For the alternative 4, type 1.00

For "not appropriate", type 0

All the calculations will be automatic

The final results will be briefly describe in the folder "Resumo"

For further information email to secretaria@peabiru.org.br