Complete the SWOT Analysis Worksheet
Overview: Because the money needed to operate a not-for-profit organization comes largely from private donations and public grants, spending the money
wisely is a top priority. In addition, where there is money, there is the temptation to misuse it. Strong financial management and a commitment to ethics go
hand-in-hand for a well-managed not-for-profit organization.
Complete the SWOT Analysis Worksheet to assist you in evaluating the financial management practices and ethical considerations of your chosen not-for-profit
organization. You will use this information to prepare your analysis. You will not submit the worksheet as part of the milestone assignment.
Prompt: Analyze the financial management and ethical practices of the not-for-profit organization on which you will perform your strategic analysis.
Specifically, the following critical elements must be addressed:
I. Introduction: Write an introduction to your paper that includes a hook and a controlling idea (thesis). The introduction should generate interest and let
the reader know what to expect in the paper.
II. Analysis:
a. Finances:
i. Discuss the organization’s current budgetary resources, structure, and responsibilities.
ii. Discuss the organization’s current fundraising campaigns, grant possibilities, and planned giving opportunities and their impact on the
overall budget.
iii. Determine potential challenges to the financial operation of the organization based on your analysis of its overall financial management.
b. Ethics:
i. Discuss the organization’s handling of budget and fundraising transparency, specifically in regards to its adherence to established codes,
principles, and ethics of the industry.
ii. Discuss ethical considerations the organization faces related to conflict of interest, privacy, and compensation.
iii. Evaluate how the ethical operation of this organization has impacted its public image.
III. Conclusion: Write a conclusion to your paper that summarizes the organization’s leadership strategies and communication practices. Tie the conclusion
back to your controlling idea (thesis).
Rubric
Guidelines for Submission: Submit a 3- to 4-page Microsoft Word document (not including the title page or references). It should be double spaced with 12-point
Times New Roman font, one-inch margins, and APA formatting.
Critical Elements Exemplary (100%) Proficient (90%) Needs Improvement (70%) Not Evident (0%) Value
Introduction Meets “Proficient” criteria and
uses organizational information
and anecdotes to create a hook,
and a controlling idea (thesis)
alerts the reader to what to
expect from the discussion of
finances and ethics
Introduces leadership and
communication for the chosen
organization by creating a
hook and providing a
controlling idea (thesis)
Introduces leadership and
communication for the chosen
organization but the hook and
controlling idea (thesis) are weak
Does not generate interest or
provide a controlling idea
(thesis)
15
Finances: Budgetary
Resources, Structure,
and Responsibilities
Meets “Proficient” criteria, and
discussion demonstrates nuanced
understanding of budgetary
resources, structure, and
responsibilities
Discusses the organization’s
current budgetary resources,
structure, and responsibilities
Discusses the organization’s current
budgetary resources, structure, and
responsibilities, but discussion is
cursory or includes inaccuracies
Does not discuss the
organization’s current
budgetary resources, structure,
and responsibilities
10
Finances: Fundraising
Campaigns, Grant
Possibilities, and
Planned Giving
Opportunities
Meets “Proficient” criteria, and
discussion demonstrates a
sophisticated awareness of the
impact of fundraising on the
organization’s budget
Discusses the organization’s
current fundraising campaigns,
grant possibilities, and
planned giving opportunities
and their impact on the overall
budget
Discusses the organization’s current
fundraising campaigns, grant
possibilities, and planned giving
opportunities and their impact on
the overall budget, but discussion is
cursory or includes inaccuracies
Does not discuss the
organization’s current
fundraising campaigns, grant
possibilities, and planned
giving opportunities or their
impact on the overall budget
10
Finances: Financial
Management
Meets “Proficient” criteria, and
determination demonstrates a
nuanced understanding of
financial management and
fiduciary responsibilities
Determines potential
challenges to the financial
operation of the organization
based on the analysis of its
overall financial management
Determines potential challenges to
the financial operation of the
organization based on the analysis
of its overall financial management
, but determinations are cursory or
illogical
Does not determine potential
challenges to the financial
operation of the organization
based on the analysis of its
overall financial management
10
Ethics: Budget and
Fundraising
Transparency
Meets “Proficient” criteria, and
discussion demonstrates a
sophisticated awareness of
transparency and industry-wide
ethical standards
Discusses the organization’s
handling of budget and
fundraising transparency,
specifically in regards to
adherence to established
codes, principles, and ethics of
the industry
Discusses the organization’s
handling of budget and fundraising
transparency, specifically in regards
to adherence to established codes,
principles, and ethics of the
industry, but discussion is cursory
or includes inaccuracies
Does not discuss the
organization’s handling of
budget and fundraising
transparency, specifically in
regards to adherence to
established codes, principles,
and ethics of the industry
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