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Financial Self-Assessment and Action Plan

The tool is designed to allow programs to assess themselves on various criteria of organizational financial health and then use that data to inform achievable goals. There are no right or wrong answers because it is your program’s financial story.

This tool downloads as an Excel File. 

Don’t have Excel? Follow these steps to open in Google Sheets:

  1. In Sheets, create a new or open an existing spreadsheet.
  2. Click File. Import.
  3. Choose the Excel file and click Select.
  4. Choose an import option: Create new spreadsheet
  5. Click Import data.
  6. If prompted, click Open now.

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