Why Choose the Guided Review Add-on?
The Accountability Wizard® Review Process is comprehensive, and with good reason. Even the smallest organization is tasked with exciting but real challenges like …
- How to create a shared culture of transparency and trust as you engage your board and staff around accountability issues.
- How to best align your organizational practices and procedures for mission impact.
We’ve heard form our nonprofit partners that it can be a huge boost to receive some initial guidance to get your review process off on the right foot. That’s why we’ve created the Guided Review Add-on, an appealing option for nonprofits less practiced in organizational assessment or for leaders who appreciate the help of one-on-one attention and the accountability of deadlines.
This add-on will take about four hours of your time total, and the investment for this additional coaching is $250. You can get started today by following the instructions below to get started. Questions? Please contact us.
What Are Other Organizations Saying?
“I had my hands full adding staff and expanding statewide, so the thought of undertaking the Accountability Wizard at the same time was a bit daunting. But, I also knew it would be a great tool for the organization – to create a roadmap and to grow with care and stability. When I heard about Charity’s Guided Review, I knew it was the best option for me. I greatly appreciated the direction the guided review process provided, instead of piecing it all together myself in the midst of everything else I was balancing. I’d recommend the guided review to anyone who is hesitating to take that first step with the Accountability Wizard!”
— New Vision Foundation Executive Director & Founder Hussein Farah
The Accountability Wizard® Guided Review Add-on Process
Estimated Time Required: 2 hours of prep work & 2 hours for your one-on-one session. Download Process Overview (PDF)
Prior to your One-on-One Session
- Create Account – 5 minutes
Go to http://bit.ly/SetupNewReview to create your new account. When creating your account, identify a Primary User for your organization and enter their contact information in the account creation form.
- Submit Enrollment Fee & Guided Review Fee– 10 minutes
The enrollment fee is .02% of your annual operating expenses. You can find this amount on your organization’s most recent IRS Form 990, Part I, Line 18, current year column. Prior to our meeting, submit your enrollment fee and the guided review fee ($250) add-on at https://smartgivers.org/invoice-payment/.TIP: You can calculate your enrollment fee here: http://bit.ly/CalculateFee
- Upload Documents & Answer Questions – 1 hour 45 minutes
Once your account is created and payment is received, a Council team member will send you login information. Log in to the Accountability Wizard® and upload the documents you have and answer the questions to the best of your ability.TIP: Work at your own pace! You can save your work and come back to it as many times as you’d like. Also, don’t spend more than 5 minutes on any question. We’ll go through all of the questions in more detail during our meeting.
- Schedule One-on-One Session
If you haven’t already, schedule your 2-hour, one-on-one session with a Nonprofit Services Team member. Email email@example.com to schedule.
During your One-on-One Session
- Complete One-on-One Session – 2 hours
During your one-on-one session, we’ll go through the Accountability Wizard® review process, question by question. You’ll leave the meeting with a detailed list of next steps, or action items as we like to call them, to take back to your organization. Once the action items are complete and approved by the Council’s Nonprofit Services Team, you’ll be added to our list of strong and trustworthy Meets Standards® Nonprofits.
Thanks for your interest in the Accountability Wizard® Review process, and our new Guided Review Add-on service! We look forward to working with you. Begin your review today.