GUIDE TO THE CEG390/MGT399 Final Project
Title Page: title, name, course, date and perhaps below that …
Executive Summary (10%)
(executive summary is a one-page (max) summary of the entire report, usually printed on its own page with the title and author name above)
Use Headers (your name, organization you are reviewing, Spring 2021)
Use Footers (page # or #)
Background/History – briefly summarize the history of the organization, one paragraph would be sufficient. (Cite sources)
Objective: 1-3 sentences: What is YOUR objective?
I Mission and Vision (10%)
Documents to consider in Modules:
II Organizational Structure (10%)
Board of Directors (balance, terms, Time/Tender/Talent)
Sense of engagement? Why they are there? Anyone standout?
Can you build an org chart? Do they have one?
Do you see any gaps in the team?
Redundancies in the team
Can you profile the Exec Director?
See below under financials
IRS 990 form gives top 10 salaries. In line or out of whack? Compare to other “like” organizations
Employees & Volunteers
Documents to Consider:
Under Carluccio: Selected sections taken from: Newman, B.M. and Newman, P.R. (2017). Development Through Life: A Psychosocial Approach. Boston: Cengage Learning, ISBN:978-1-337-09814- 4, Chapter 2, Overview of the Nonprofit Sector
See under Potter League Module:
(optional) Strategic Plan (you may or may not find one: not required but a goldmine if you can find it!)
Does plan meet mission, is there “mission effectiveness”? Evidence needed.
III Financial Position (20%) (might be your longest section given how much detail there is available)
Documents: Guidestar, Charity Navigator, IRS 990, Reasonableness Checklist (“8 tips”), Sacco’s ppt, Kennedy’s ppt.
IV Development/Fundraising (10%)
Review: The Seven Faces of Philanthropy– By Russ Alan Prince and Karen Maru File under Development Director modules
(google search news – good press, bad press, internal, external; review website and social media
(optional) Other areas as you see fit
May be more expansive than Executive Summary
REFERENCES (APA format) (10%)
In-text citations (paraphrase whenever possible): https://owl.purdue.edu/owl/research_and_citation/apa_style/apa_formatting_and_style_guide/in_text_citations_the_basics.html
Writing Skills (5%) at the college level: Spelling, Grammar, Usage, Structure
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