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Nonprofit Performance Review
"I need a Nonprofit Performance Review template for evaluating our program managers, focusing heavily on grant management metrics and volunteer coordination, to be implemented across our multi-state education nonprofit starting March 2025."
1. Employee and Organization Information: Basic identifying information including employee name, position, department, supervisor, and review period
2. Performance Rating Scale: Explanation of the rating system used in the evaluation (e.g., 1-5 scale, definitions of each rating level)
3. Core Competencies Assessment: Evaluation of fundamental skills and behaviors expected across all roles
4. Mission-Aligned Goals Review: Assessment of performance against nonprofit mission-specific objectives
5. Key Performance Indicators (KPIs): Quantitative and qualitative metrics evaluation specific to role and nonprofit impact
6. Professional Development Progress: Review of progress on previously set development goals and training completion
7. Overall Performance Summary: Comprehensive assessment combining all evaluation areas
8. Future Goals and Objectives: Setting of new performance and development goals for the next review period
9. Signatures and Acknowledgment: Space for employee and supervisor signatures, dates, and any comments
1. Peer Feedback Summary: Include when 360-degree feedback is part of the review process
2. Fundraising Performance: For development staff or roles with fundraising responsibilities
3. Program Impact Metrics: For program staff or managers overseeing specific nonprofit initiatives
4. Volunteer Management Assessment: For staff who supervise or coordinate volunteers
5. Budget Management Review: For roles with financial responsibilities
6. Grant Compliance Performance: For staff involved in grant management and reporting
7. Leadership Competencies: For management or supervisory positions
1. Appendix A: Performance Metrics Detail: Detailed breakdown of quantitative performance measures and calculations
2. Appendix B: Competency Framework: Detailed descriptions of each core competency and rating criteria
3. Appendix C: Development Resources: List of available training, education, and development opportunities
4. Appendix D: Prior Period Goals: Documentation of previous review period's goals and completion status
5. Schedule 1: Role-Specific KPIs: Detailed metrics specific to the employee's role and department
6. Schedule 2: Professional Development Plan: Detailed action plan for addressing development needs and career growth
Authors
Performance Metrics
Core Competencies
Mission-Aligned Goals
Key Performance Indicators (KPIs)
Professional Development Plan
Rating Scale
Exceeds Expectations
Meets Expectations
Needs Improvement
Development Objectives
Program Impact
Organizational Mission
Performance Improvement Plan
Evaluation Criteria
Peer Review
Self-Assessment
Stakeholder Feedback
Mission-Critical Activities
Nonprofit Impact Metrics
Grant Deliverables
Volunteer Management Metrics
Fundraising Targets
Professional Competencies
Leadership Competencies
Performance Documentation
Review Cycle
Development Resources
Corrective Action
Performance Standards
Rating Methodology
Confidentiality
Employee Rights
Documentation Requirements
Appeals Process
Performance Metrics
Goal Setting
Professional Development
Mission Alignment
Review Period
Evaluation Frequency
Feedback Process
Improvement Plans
Acknowledgment and Signatures
Record Retention
Performance Standards
Development Resources
Evaluation Criteria
Impact Assessment
Education
Healthcare
Social Services
Environmental Conservation
Arts and Culture
Religious Organizations
Animal Welfare
International Development
Community Development
Research and Policy
Youth Services
Humanitarian Aid
Public Health
Human Resources
Program Development
Fundraising
Operations
Finance
Communications
Volunteer Management
Grant Management
Research
Administration
Community Outreach
Executive Leadership
Executive Director
Program Manager
Development Director
Volunteer Coordinator
Grant Writer
Program Officer
Communications Manager
Finance Director
Operations Manager
Case Manager
Outreach Coordinator
Research Associate
Administrative Assistant
Project Manager
Social Worker
Education Coordinator
Fundraising Specialist
Policy Analyst
Community Organizer
HR Manager
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