Complete the SWOT Analysis Worksheet to help you evaluate the & Financial management practices and ethical considerations of your chosen not-for-profit organization.
OL 665 Milestone Three Guidelines and Rubric
Not-for-profit organizations mostly rely on private donations and public grants to fund their operations. Therefore, it is crucial that these organizations spend their money wisely. Not-for-
pro�t organizations also need to avoid misusing money. Strong �nancial management and a commitment to ethics are necessary for a well-managed not-for-pro�t organization.
Complete the SWOT Analysis Worksheet to help you evaluate the �nancial management practices and ethical considerations of your chosen not-for-pro�t organization. Use this information
to prepare your analysis, but do not submit the worksheet as part of the milestone assignment.
Prompt
Analyze the �nancial management and ethical practices of the not-for-pro�t organization you chose for your strategic analysis.
Speci�cally, address the following critical elements:
I. Introduction: Introduce your chosen organization. Include background information relevant to communicating your strategic analysis. Consider when, where, and how the organization
was founded.
II. Analysis:
C. Finances:
1. Discuss the organization’s current budgetary resources, structure, and responsibilities.
2. Discuss the organization’s current fundraising campaigns, grant possibilities, and planned giving opportunities and their impact on the overall budget.
3. Determine potential challenges to the organization’s �nancial operation based on your analysis of its overall �nancial management.
D. Ethics:
1. Discuss the organization’s handling of budget and fundraising transparency, speci�cally regarding its adherence to established codes, principles, and ethics of the industry.
2. Discuss ethical considerations the organization faces related to con�ict of interest, privacy, and compensation.
3. Evaluate the impact of the organization’s ethical practices on its public image.
III. Conclusion: Write a conclusion to your paper that summarizes the organization’s �nances and ethics.
What to Submit
Submit a 3- to 4-page Microsoft Word document (not including the title page or references) with double spacing, 12-point Times New Roman font, one-inch margins, and APA formatting.
1/24/24, 4:53 PM Assignment Information
https://learn.snhu.edu/d2l/le/content/1445625/viewContent/28506348/View 2/3
Milestone Three Rubric
Criteria Exemplary (100%) Pro�cient (90%) Needs Improvement (70%) Not Evident (0%) Value
Introduction Meets “Pro�cient” criteria, uses
organizational information and
anecdotes to create a hook, and
introduces a controlling idea
(thesis) to alert the reader to
what to expect from the
discussion of �nances and
ethics
Introduces chosen
organization, including all
necessary background
information relevant to
communicating the strategic
analysis
Introduces chosen
organization, including all
necessary background
information relevant to
communicating the strategic
analysis, but introduction is
cursory
Does not introduce chosen
organization
15
Finances: Budgetary
Resources, Structure, and
Responsibilities
Meets “Pro�cient” 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 “Pro�cient” 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 “Pro�cient” criteria, and
determination demonstrates
nuanced understanding of
�nancial management and
�duciary responsibilities
Determines potential
challenges to the organization’s
�nancial operation based on
the analysis of its overall
�nancial management
Determines potential
challenges to the organization’s
�nancial operation based on
the analysis of its overall
�nancial management, but
determinations are cursory or
illogical
Does not determine potential
challenges to the organization’s
�nancial operation based on
the analysis of its overall
�nancial management
10
1/24/24, 4:53 PM Assignment Information
https://learn.snhu.edu/d2l/le/content/1445625/viewContent/28506348/View 3/3
Criteria Exemplary (100%) Pro�cient (90%) Needs Improvement (70%) Not Evident (0%) Value
Ethics: Budget and
Fundraising Transparency
Meets “Pro�cient” criteria, and
discussion demonstrates a
sophisticated awareness of
transparency and industry-
wide ethical standards
Discusses the organization’s
handling of budget and
fundraising transparency,
speci�cally regarding
adherence to established
codes, principles, and ethics of
the industry
Discusses the organization’s
handling of budget and
fundraising transparency,
speci�cally regarding
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, speci�cally
regarding adherence to
established codes, principles,
and ethics of the industry
10
Ethics: Ethical
Considerations
Meets “Pro�cient” criteria, and
discussion demonstrates a
sophisticated awareness of
ethical considerations related
to a not-for-pro�t organization
Discusses ethical
considerations the organization
faces related to con�ict of
interest, privacy, and
compensation
Discusses ethical
considerations the organization
faces related to con�ict of
interest, privacy, and
compensation, but discussion is
cursory or overlooks key
concerns
Does not discuss additional
ethical considerations related
to con�ict of interest, privacy,
and compensation
10
Ethics: Public Image Meets “Pro�cient” criteria, and
evaluation demonstrates
nuanced understanding of
ethical considerations
Evaluates the impact of the
organization’s ethical practices
on its public image
Evaluates the impact of the
organization’s ethical practices
on its public image, but
evaluation is cursory
Does not evaluate how the
ethical operation of the
organization has impacted its
public image
10
Conclusion Meets “Pro�cient” criteria, and
rationale demonstrates an
insightful analysis of the
organization’s leadership
strategies and communication
practices
Summarizes the organization’s
�nances and ethics
Summarizes the organization’s
�nances and ethics, but
summary is cursory and lacks
re�ection on the effectiveness
of the strategies and practices
used
Does not summarize the
organization’s �nances and
ethics
15
Articulation of Response Submission is free of errors
related to citations, grammar,
spelling, syntax, and
organization and is presented
in a professional and easy-to-
read format
Submission has no major errors
related to citations, grammar,
spelling, syntax, or organization
Submission has major errors
related to citations, grammar,
spelling, syntax, or organization
that negatively impact
readability and articulation of
main ideas
Submission has critical errors
related to citations, grammar,
spelling, syntax, or organization
that prevent understanding of
ideas
10
Total: 100%
,
OL 665 SWOT Analysis Worksheet
Instructions: Complete this SWOT analysis and use the information to support your analysis in Milestone Three: Financial Management and Ethics. You will not submit this worksheet as part of the milestone.
|
Strengths (What are the financial strengths of the not-for-profit organization that you selected for your course project? Consider financial management practices, transparency, and ethical handling of finances.)
|
Weaknesses (What are the financial weaknesses of the not-for-profit organization that you selected for your course project? Consider financial management practices, transparency, and ethical handling of finances.) |
|
· List at least 4 strengths here. Use complete sentences. |
· List at least 4 weaknesses here. Use complete sentences. |
|
Opportunities (What opportunities for improvement in financial management exist for the not-for-profit organization that you selected for your course project? Consider the implementation of policies and procedures that would eliminate weaknesses and mitigate threats.)
|
Threats (Do current financial management practices pose threats to the organization? Consider threats to public relations, perceptions of ethical practices, impacts on sustainability, and so on.) |
|
· List at least 4 opportunities here. Use complete sentences. |
· List at least 4 threats here. Use complete sentences. |
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