A National Resource to Support Excellence in Community Action

The Community Action Risk Mitigation Blog Series: #3

This is the third in a series of Virtual CAP news feeds, which can be used to support your agency’s efforts in relation to risk mitigation and meeting the CSBG Organizational Standards – full listing of Community Action Risk Mitigation Blogs.

These resources and training materials are drawn from the Community Action Partnership’s National Training Center and the Resource Bank of the CSBG Training & Technical Assistance Resource Center.

Visualizing the Health of Your Agency

Using Dashboards and Scorecards

Take advantage of these resources to help develop an approach that works for you!
  1. Critical Indicators for CAA Sustainability – CAPLAW webinar recording
  2. Applying Financial Indicators and Dashboards in a CAA – Community Action Partnership curriculum
  3. Constructing a Community Action Agency Dashboard – CAPLAW webinar recording
  4. Improving Performance, Scoring Success: Using Balanced Scorecards for Organizational Excellence (toolkit and webinar recording) – Community Action Partnership and Balanced Scorecard Institute
  5. Performance Management Scorecard: A performance management instrument for CAAs – Community Action Partnership of Mid-Nebraska
  6. Financial SCAN – GuideStar and Nonprofit Finance Fund


CAPLAW webinar recording (67 minutes) – PowerPoint slides
Presenter: Kay Sohl, Kay Sohl Consulting

Related Resource from CompassPoint Nonprofit Services
The Nonprofit Organizational Dashboard: Library of Sample Performance Indicators

Discover new tools – including Financial Management Dashboards – which CAAs are using to focus board attention on their organization’s most important financial choices and challenges.  Learn how improving the presentation of financial information can actually improve the usefulness of Board discussions by helping board members identify and evaluate the choices they need to make to strengthen their organization and monitor progress toward increased sustainability.

Applying Financial Indicators and Dashboards in a CAA

The Community Action Partnership offers a financial leadership curriculum which further explains how to apply financial indicators and dashboards in a Community Action Agency.  The curriculum is a daylong peer-to-peer training course covered through seven training videos with two manuals and actual dashboard examples based in Excel.  For more information on the financial leadership curriculum contact Jarle Crocker at the Partnership.


CAPLAW webinar recording (61 minutes) – PowerPoint Slides
Presenter: Michael Anderson, Nonprofits Assistance Fund

Webinar Goals:
  1. Discuss the purpose of a dashboard report and how it complements other financial reports
  2. Review four different types of dashboard reports
  3. Provide example benchmarks for use by community action agencies
  4. Present an example community action agency dashboard

This Toolkit guides the user through a comprehensive planning and outcome measurement process using the five stages of the ROMA cycle: Assessment, Planning, Implementation, Achievement of Results, and Evaluation.


Performance Management Scorecard:
A performance management instrument for CAAs
Word format
Community Action Partnership of Mid-Nebraska

WHY A PERFORMANCE SCORECARD?
  • It assists in meeting the Organizational Standards, Pathways and Award for Excellence requirement
  • It provides benchmarks that can be used to evaluate the program’s and agency’s core strengths.
  • It provides benchmarks that can be used to evaluate the program’s and agency’s core weaknesses.
  • It provides a measure of risk assessment in daily operations.
  • It provides a measure of assurance to funding sources (existing and potential) that additional internal controls are in place.
  • Keeps Executive Director/CEO Informed
  • Keeps Board Informed


Introductory Video

GuideStar and Nonprofit Finance Fund

Financial SCAN goes beyond IRS Form 990 data to create comprehensive, standardized analysis of nonprofits' financial health.  Combining GuideStar data with Nonprofit Finance Fund expert analysis, Financial SCAN brings insights to financial data, supporting mission-drive decisions.  It is a valuable tool for anyone who needs to understand, analyze, or communicate a nonprofit's financial story – Sample Nonprofit Report.

This publication was created by the National Association of Community Action Agencies – Community Action Partnership, in the performance of the U.S. Department of Health and Human Services, Administration for Children and Families, Office of Community Services Grant Number 90ET0428.  Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families.

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