This document contains an institutional sustainability indicator to evaluate different aspects of an organization. It includes 7 categories to measure strategic planning, human resources management, financial management, administrative management, intellectual property management, resource mobilization, and institutional communication. Each category contains several sub-indicators that are scored on a scale of 0 to 1 based on 4 alternatives or not applicable. The total scores across all categories are automatically calculated to assess the institution's overall sustainability. Instructions are provided on how to input scores for evaluation.

1. Indicador de Sustentabilidade Institucional
See instrunctions at the end of the table
Indicator/weight 1,00 2,00 3,00 4,00 N.c. X Fator total
Points 0,25 0.5 0.75 1,00 5 31,25
Total
1 Strategic planning indicator – 10 points 0,25 0.5 0.75 1,00 N.c. 7,25
1.1 Mission x 2 1,00 -
1.2 Vision x 1 0,75 -
1.3 Strategies x 1 0,75 -
1.4 Strategic Planning x 2 2,00 -
1.5 Beneficiary x 2 1,50 -
1.6 Networking x 1 0,50 -
1.7 Geographical area x 1 0,75 -
2 Human resources management - 20 points 0,25 0.5 0.75 1,00 N.c. 16,00
2.1 Teamwork x 5 3,75 -
2.2 Recruitment and selection x 4 4,00 -
2.3 Dismissal process x 2 1,50 -
2.4 Board meetings x 2 1,50 -
2.5 Board of directors x 3 2,25 -
2.6 Financial board x 2 2,00 -
2.7 Advisory board x 1 - 1
2.8 Partnerships x 1 1,00 -
3 Financial management indicator - 10 points 0,25 0.5 0.75 1,00 N.c. 4,25
3.1 Control of expenses x 2 1,50 -
3.2 Cashflow x 2 1,00 -
3.3 Financial reports for donors x 1 0,75 -
3.4 Financial statements and spread sheets x 1 1,00 -
3.5 Auditing x 1 - 1
3.6 Reserves and savings x 1 - 1
3.7 Investment of surplus fund x 1 - 1
4 Administrative management – 7 points 0,25 0.5 0.75 1,00 N.c. 2,50
4.1 Trademark x 2 - 1
4.2 Formal partnerships x 2 1,00 -
4.3 Assets management x 1 0,50 -
4.4 Buying x 2 1,00 -
5 . Intellectual property management Indicator – 8 points 0,25 0.5 0.75 1,00 N.c. 1,25
5.1 Database x 2 0,50 -
5.2 Record of activities x 2 0,50 -
5.3 Collate and storage system x 1 0,25 -
5.4 Information/data management 1 - -
5.5 Sharing knowledge and informtion 2 - -
6 Resource mobilization indicator – 30 points 0,25 0.5 0.75 1,00 N.c. 0,00
6.1 Code of conduct in fundraising 4 - -
6.2 Fundraising planning 4 - -
6.3 Diversified source of funds 3 - -
6.4 Fundraising team 4 - -
6.5 The board of directors’ participation in fundraising 2 - -
6.6 The advisory board’s participation in fundraising 1 - -
6.7 Participation of the whole organization in fundraising 2 - -
6.8 Local resources mobilisation 4 - -
Mobilisation of non-financial resources (volunteer work, in kind 3
6.9 donations pro bono partnerships) - -
6.10 Partnerships with corporate sector 2 - -
6.11 Innovative fundraising strategies 1 - -
7 Institutional communication Indicator – 10 points 0,25 0.5 0.75 1,00 N.c. 0,00
7.1 Branding 2 - -
7.2 Internal communication 2 - -
7.3 Communication with donors 2 - -
7.4 Communication with beneficiaries 2 - -
7.5 Communication with local community 1 - -
7.6 Management of complaints 1 - -
How to input your answers:
1. Each one of the four alternatives has a different weight as bellow:
For the alternative 1, type 0.25
For the alternative 2, type 0.50
For the alternative 3, type 0.75
For the alternative 4, type 1.00
For "not appropriate", type 0
All the calculations will be automatic
The final results will be briefly describe in the folder "Resumo"
For further information email to secretaria@peabiru.org.br