Do you have written job descriptions for all current staff?

✅ Yes, all are up to date

🟡 Some are outdated or missing

❌ No, or very few

How often do you conduct performance reviews?

✅ Annually or more often

🟡 Occasionally, but not consistently

❌ Never or not in recent years

Is there a formal onboarding process for new hires?

✅ Yes, with checklists, welcome packets, and clear expectations

🟡 Kind of—we do the basics

❌ Nope, it’s informal or ad hoc

Do you have an employee handbook that is current and legally compliant?

✅ Yes, updated in the last 12 months and reviewed an attorney

🟡 Yes, but it’s been over a year

❌ No, or it’s outdated or has never been reviewed by an attorney

How are employee files managed?

✅ Securely stored and up to date

🟡 Mostly complete, but not consistently maintained

❌ Disorganized or incomplete

Do you track and manage PTO, sick leave, and other time off?

✅ Yes, with a formal tracking system

🟡 Kind of—it’s tracked but inconsistently

❌ No, or it's informal and error-prone

Do employees have clear goals and performance expectations?

✅ Yes, with documented goals and check-ins

🟡 Somewhat, but it's inconsistent

❌ No, goals are unclear or not documented

How confident are you in your legal compliance (wage laws, anti-discrimination, etc.)?

✅ Very confident—we’ve had an audit or training

🟡 Somewhat confident

❌ Not confident or unsure

Do you have a documented process for handling employee complaints or conflict?

✅ Yes, and staff know how to use it

🟡 Sort of—we have a loose process or we rely on our open-door policy

❌ No, or we handle it case-by-case

Do you have an HR strategy that aligns with your mission and funding goals?

✅ Yes, HR is aligned with organizational growth

🟡 Partially—we react more than plan

❌ No clear HR strategy

Do you have written remote work or hybrid work policies in place?

✅ Yes, fully documented and communicated

🟡 Some guidelines exist, but not formalized

❌ No policies—we rely on trust or case-by-case decisions

How are you addressing staff burnout, stress, and well-being?

✅ We have proactive strategies and resources in place

🟡 We’re aware but act only when issues arise

❌ We don’t have a formal approach to well-being

Do you have succession plans or cross-training in case of staff turnover?

✅ Yes, key roles are backed up or documented

🟡 Some knowledge-sharing happens informally

❌ No succession or contingency plans

Are you tracking fairness in your hiring and HR practices?

✅ Yes, fairness is embedded in our policies and metrics

🟡 We care about it, but haven’t formalized tracking

❌ No active efforts to track fairness in hiring yet

Do employees know how their roles connect to your nonprofit’s mission and impact?

✅ Yes, we regularly reinforce mission alignment

🟡 Occasionally, during staff meetings or reviews

❌ No, it’s rarely or never discussed