Recommended Plan Review Criteria
by Laurel Jones
[Reprinted from the "National Endowment for the Arts Advancement 95/96 Handbook."]
I. SENSE OF IDENTITY
- Is it clear that the organization knows who it is?
- Has it expressed a set of core values?
- Does it have a significant vision for the future?
- Is the vision shared within the organization?
- Is its mission one that is vital to an identified community?
- Can the organization describe its artistic philosophy and product?
II. CURRENT REALITIES
- Does the organization recognize and understand its current realities?
- Does the plan present and analyze relevant facts about the organization?
- Does the plan present and analyze relevant facts and information about the organization's
target markets (audience, donors, communities)?
- Does the plan present and analyze relevant facts about the wider external environment?
III. FUTURE PLANS
- Has the organization articulated a clear sense of direction for its future?
- Will the goals expressed advance the organization toward its vision?
- Has the organization assessed its ability to compete for and secure resources?
- Does the organization have the capacity to implement the actions it enumerates?
- Does the plan differentiate between primary and secondary priorities?
- Does the plan provide contingency plans or multiple scenario?
- Does the plan identify expected outcomes/results and evaluation measures?
IV. BUDGETS AND TIMELINES
- Are budgets built upon elements of data review - such as expenses by program/cost center and
cash flow projections?
- Are budgets realistic and healthy?
- Are they accurate and complete with sufficient detail including fund balances?
- Are timelines realistic? Are key tasks clearly allocated? Is there sufficient detail?
V. PLANNING PROCESS
- Does the plan evidence that all parts of the organization have been involved in planning?
- Has learning taken place in the organization?
- Have internal processes (such as decision-making, conflict resolution, critical response to
artistic product) been made explicit?
- What specific organizational capacities have increased during the planning process?
- Will planning continue to take place in the organization?
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