• Sustainable fiscal health

Performance Goals
• Positive community engagement
CAUSAL ANALYSIS
LEVEL RESULTS INDICATORS SOURCES METHODS ANALYSIS
APPROACH/TOOL
• Dichotimize scores of 4 or 5 by 3 or below (two
levels of satisfaction by neutral and two levels of
Donor experience index • Donors • Dual Response Survey Force-field
STRATEGIC dissatisfaction. Aggregated open question
Organizational results Informed citizens, prepared to face the answers.
that ultimately benefit challenges of the world • Dichotimize scores of 4 or 5 by 3 or below (two
society levels of satisfaction by neutral and two levels of
Ticket-buyer satisfaction index • Customers • Dual Response Survey Force-field
dissatisfaction. Aggregated open question
answers.

TACTICAL • Budgets & financial • Document review of budget & • # of years with balanced budgets divided by #
Overall organizational A financially stable environment where Balanced budgets Fishbone
reports financial reports of years of missed fundraising targets
contribution learning and creating foster excellence,
innovation, collaboration, inclusivness, • Accreditation agency • Document review of • Comparison of institution's ranking among
stewardship, and service Institutional rankings on regional,
reports accreditation reports peers CCA
national, and international levels • 2x2 matrix of weighted SWOT results
• Board & staf • SWOT

• Gift records • Document review of • Comparison of total fundraising revenue

Five-year fundraising index and
three-year fundraising forecast
Sustainable framework of philanthropic
support and efective cost controls
Five-year budget index and three-
year budget forecast
• Donors (individual & fundraising reports
institutional) • Interviews
• Document review of budget &
• Budgets
financial reports
• Financial reports
• Interviews
against fundraising goal, identified by
BEM
fundraising type.
• Aggregated results of donor responses.
• Comparison of budget goals to budget reality,
identified by fundraising type CCA
• Aggregated results of Finance Cmte responses.

• Professional trade • Document review of assoc. • Comparison of institution's ranking among Interrelationship
Industry standards index
OPERATIONAL associations reports peers diagram
Building block results, Resource allocation supports
Teams, Groups, advancement of employee eforts
Departments • Employees (managers &
Employee satisfaction index • Nominal Group Technique • Aggregated ranked responses BEM
staf)

• Professional trade • Document review of assoc. • Comparison of institution's ranking among Interrelationship
Industry standards index peers
associations reports diagram
Execution of fundraising activities meets
expectation of efort
• Employees (managers &
Employee experience index • Nominal Group Technique • Aggregated ranked responses BEM
staf)