Standards for Excellence

“Standards for Excellence” Consulting

standards-for-excellenceThe Standards for Excellence Institute provides a model for organizations to implement in their operating plans so they can gain a deeper understanding of their effectiveness, improve their decision-making and minimize risks.

Nonprofits can demonstrate that they adhere to this model through several options:

  • Full Accreditation
  • Standards Basics Enhanced
  • Standards Basics

As a Standards for Excellence Licensed Consultant, we can help your organization review the following benchmarks and prepare for certification:

Mission, Strategy and Evaluation
  • Mission, Impact and Planning
  • Program Evaluation
  • Strategic Partnerships
Leadership: Board, Staff and Volunteers
  • Board Member Responsibilities
  • Board and Executive Partnership
  • Succession Planning
  • Board Member Composition and Independence
  • Personnel Policies, Employee Orientation, Compensation and Evaluation
  • Sustainability and Sustainable Planning
  • Volunteer Policies
  • Cultural Competency
Legal Compliance and Ethics
  • Legal Compliance Checklist
  • Disclose It: A Charitable Nonprofit’s Guide to Disclosure Requirements
  • Reporting Misconduct and Whistleblower Protection
  • Conflict of Interest
  • Developing a Code of Ethics
  • Working Professionally and Respectfully with Program Stakeholders
Finance and Operations
  • Financial Budgeting, Reporting and Monitoring
  • Financial Policies and Internal Controls
  • Administrative Policies
    • Crisis and Disaster Planning
    • Information Technology Planning
    • Communications, Engaging the Public and Social Media
  • Risk Management and Insurance
Resource Development
  • Resource Development Planning and Sources of Income
  • Fundraising Costs
  • Fundraising, Solicitation, Acceptance of Gifts and Working with Donors
  • Fundraising on Behalf of the Organization


Public Awareness, Engagement and Advocacy
  • Educating and Engaging the Public
  • Advancing the Mission through Public Policy
  • IRS Form 990 Governance and Management Policy Compendium

Contact us today for a free checklist and assessment to better decide which certification level to pursue!