To Take a Step Back From Your Organization, Think About an Audit!

Do you need an outside perspective to understand the positive and negative aspects of your organization? With an organizational audit, we analyze your management, financing and solicitation strategies as well as your human resources and your communication practices.

Organizational Audit

Why carry out an organizational audit?

This audit is necessary and essential, because it will allow you to step back, start again on better footing in order to build and deploy better strategic planning. Below are the seven (7) points explaining why it is necessary and important to carry out this audit.

  • Reestablish and redefine your challenges and your mission.
  • Analyze the scope of your organization’s fundraising programs.
  • Analyze your business practices.
  • Review your legal framework and governance.
  • Analyze your organization’s paid resources.
  • Define your communication programs.
  • Review your recognition program.

What are the stages of your organizational audit?

1

We analyze all the aspects that make up the environment of your organization

To create an organizational audit, we consider the following steps:

A study of
your external environment

  • The market
  • The community
  • Donors
  • Sponsorships

An analysis of your organization
and your actions

  • Management strategy
  • Legal framework
  • Funding
  • Solicitation
  • Human resources management
  • Governance
  • Communications

An evaluation report
of programs

  • A written report including many suggestions from our experts
Step 1
35%
Step 2
35%
Step 3
30%

It is by carrying out this complete audit that we will be able to understand your practices, the effectiveness of your solicitations, the avenues for growth available to your organization and its financial potential.

It is in this way, thanks to our knowledge, experience and understanding of the philanthropic sector and fundraising that we will be able to give you the best suggestions and recommendations.

Following this audit, you will also be able to embark on a strategic planning exercise and set up a recognition and loyalty program for your donors.

Contact our team now to learn more about organizational audits.

Resources to consult in Organizational Management

Career transition guide to the philanthropic sector
Organizational Management

Career transition guide to the philanthropic sector

Want to give meaning to your career? Get started by downloading our free guide to career transition to the philanthropic sector. Download Philanthropy appeals to you, but you need to know more about the reality of the sector to better understand the jobs on offer and to define your added

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2023 Jean Robert Nolet Scholarship
Organizational Management

2023 Jean Robert Nolet Scholarship

In recognition of its co-founder, BNP Philanthropic Performance created a fund in 2017 to annually award the Jean Robert Nolet Scholarship in order to encourage professionals and students of this sector to follow fundraising trainings. This $750 training and development scholarship will be used for 2023 to fund a portion

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Relations presse et publiques
Organizational Management

Media and Public Relations: In Philanthropy, How Important are They?

Today’s interview is with Mathilde Duval, who has been Communications, Marketing and Public Relations Officer with BNP Philanthropic Performance since January 2022. Following a five‑year program of study at a prestigious school of business administration in Paris, Mathilde completed a degree at McGill University in Montréal with a double major in

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