| We have the systems and processes to adapt to new challenges and opportunities | list of key strategic initiatives undertaken/completed |
| budget devoted to capacity building | |
| success of technology initiatives* | |
| % process documentation completed | |
| We have a solid assets and are financially sustainable | accumulated annual surplus (operating reserve) |
| # customers accounting for x% of sales | |
| $ or % revenue by source | |
| debt/asset ratio (if managing debt) | |
| current Ratio (current assets / current liabilities) | |
| revenues lost to inadequate assets | |
| Key partners in the community appreciate and trust us | # complaints or withdrawals of support |
| list of ways the community supports what you do | |
| feedback from partners | |
| We enable our parent organization to be more financial sustainable (This applies to some social enterprises) | list of the use(s) of surplus generated |
| $ value of revenues (and/or profit) generated | |
| for non-profit parent organization | |
| We show leadership, and have considerable experience and expertise | combined years of staff experience |
| board profile | |
| list of awards/achievements/milestones | |
| years in operation | |
| change in scale/scope offered (products, markets…) | |
| # and type of media exposure | |
| Key stakeholders appreciate and trust the program | # complaints or withdrawals of __(stakeholder group)__ |
| % of __(stakeholder group)__ that are satisfied with the program | |
| % of __(stakeholder group)__ that recommend program | |
| % cumulative average satisfaction score of specific stakeholders | |
| We meet the needs of __(particular stakeholder group)__ | Description of connection points |
| Relevant corporate-wide performance indicators |
You may also be interested in the following DV tools, resources and blogs on the DV website:
Organizational Sustainability Assessment Tool
Social Enterprise Evaluation Question Set
Demonstrating Organizational Sustainability is More Important than You Think (Blog)