The organization's practices fully meet the standard, as indicated by full implementation of the practices outlined in the GOV 2 Practice standards.
Practices are basically sound but there is room for improvement, as noted in the ratings for the GOV 2 Practice standards.
Practice requires significant improvement, as noted in the ratings for the GOV 2 Practice standards.
Implementation of the standard is minimal or there is no evidence of implementation at all, as noted in the ratings for the GOV 2 Practice standards.
Strategic and annual planning procedures
Long-term strategic plan
Review of service population demographics
Assessment of strengths and weaknesses
Governing Body and/or committee meeting minutes where mission fulfillment and strategic planning were discussed
Interviews may include:
Long-term strategic planning responsibilities of the governing body include:
monitoring progress toward fulfilling the mission;
envisioning and setting the organization’s strategic direction; and
supporting inclusive, management-directed, organization-wide, long-term planning every four years.
Organizations may use a policy governance model to demonstrate that the governing body has developed the organization’s broad vision and provided oversight to the operational planning activities conducted by management. The governing body need not conduct these planning activities itself.
For credit counseling organizations long-term planning must occur every 2-3 years.
Examples: To enhance its assessment, organizations can draw upon the findings of other external needs assessments, such as those conducted by the United Way, municipal planning boards, universities, or other organizations with a community-wide focus.