Model Performance Report for Charitable Organizations In support of Charity Navigator's 3.0 initiative, focusing on results, this is a template charities can use to render their missions, visions, values, goals, objectives, stakeholders, and performance indicators in open, standard, machine-readable Strategy Markup Language (StratML) format. You can edit this template to replace its content with the text (and numbers) for your own report using StrategicLearningApp by:
- Login or register on the app at https://www.StrategicLearningApp.com.
- Click on the "Project" pulldown near the top right of the screen, and select "All Projects".
- On the screen that follows, click on the "gear" icon near the top right and select "Create from StratML".
- On the following screen, enter the URL for this template - in this case: https://www.strategiclearningapp.com/Report/StratML/c8363c24-a33d-4aab-9bf5-8e0307500bee?StratMLPart=Part2&IncludeStylesheet=trueall on one line.
- Once the import is complete, you can click on and edit each of the elements from the template.
- When you're plan is ready you can publish it by select "Edit this Project" and then ticking "Make StratML public".
If you require further assistance, please feel free to contact Chris at http://www.chriscfox.com/Home/Contact .
In your report, a brief description of the report can be provided in this field.The URL where your report will be published on your website should be included in the Source of Plan field. The start, end, and publication dates of your report should be designated in the date fields. If you'd like to provide additional general information about your report that is not accommodated in other, more explicit elements below, it can be provided here.Insert Your Organization's Name Here
Insert Your Organization's Acronym Here
Organization_defee539-2ca3-43b9-b0c4-980be41f298cIf you'd like, you may briefly describe your organization here.[To be named]In addition to naming your stakeholders, you may also briefly describe them. The Stakeholder
Type element may be used to indicate whether each stakeholder is a person, an organization, or
a group.[To be named]The role(s) of each stakeholder may be named and described. Each stakeholder may also
be designated as a performer or beneficiary. If a stakeholder is both, a second Role
Type element may be inserted to provide for such designation.The organization's vision statement may be included here. Ideally, vision
statements should be brief (e.g., a single sentence or phrase) and inspirational.
However, it is up to your stakeholders themselves to determine the quality and value
of your vision.Vision_c8363c24-a33d-4aab-9bf5-8e0307500beeYour mission statement should briefly describe the basic, overall purpose of your
organization. Again, however, it is your own stakeholders who will decide the quality
and value of your mission, in relation to their own values.Mission_c8363c24-a33d-4aab-9bf5-8e0307500bee[To be named]Values are basic principles that are important and define the character of the
organization, against which its performance can be evaluated. As many of them
as appropriate may be named and described, but it may be appropriate to designate
three to five of them that may distinguish the organization from others.GAAP ComplianceGenerally Accepted Accounting Principles (GAAP)[To be named]
Goals are results to be achieved over more than a single budgetary allocation and
performance reporting period. As many of them as appropriate may be named and
described, and the Sequence Indicator element can be used to indicate their serial
order. The Identifier element will be automatically populated with a globally
unique identifier (GUID) unless the organization has its own system of identifiers
for its goals and objectives.
Goal_ab219352-4b6f-4c30-bc13-4531535384de1This element can be used to provide addition information about the goal if desired.[To be named]To the degree that individual goals may have particular stakeholders, as many of
them as appropriate may be named and described.[To be named]The role(s) of each stakeholder may be named and described in terms of their
relationships to each goal.[To be named]To the degree that individual objectives may have particular stakeholders, as
many of them as appropriate may be named and described.[To be named]The role(s) of each stakeholder may be named and described in terms of their
relationships to each goal. In performance plans and reports, each objective
should have at least one named stakeholder of the performer type, although an
organizational position rather than a particular person may be designated.
To facilitate feedback from stakeholders, intended beneficiary groups should
also be named.[To be named]
Objectives are results to be achieved within a single budgetary allocation and
performance reporting cycle. As many of them as appropriate may be named and
described under each Goal, and the Sequence Indicator element can be used to
indicate their serial order. The Identifier element will be automatically
populated with a globally unique identifier (GUID) unless the organization
has its own system of identifiers for its goals and objectives.
Objective_805fe610-37b8-43df-8770-fb24f2376a5f1This element can be used to provide addition information about the objective
if desired.[To be named]To the degree that individual objectives may have particular stakeholders, as
many of them as appropriate may be named and described.[To be named]The role(s) of each stakeholder may be named and described in terms of their
relationships to each goal. In performance plans and reports, each objective
should have at least one named stakeholder of the performer type, although an
organizational position rather than a particular person may be designated.
To facilitate feedback from stakeholders, intended beneficiary groups should
also be named.GAAP Compliance
Goals are results to be achieved over more than a single budgetary allocation
and performance reporting period.
Source : Financial Accounting Standards Board (FASB)
Goal_6fdd9ae9-e23e-4e96-a3ef-ab065d5f9c152See Also Accounting Standards Update No. 2016-14Prior Year Compliance
Objectives are results to be achieved within a single budgetary allocation and
performance reporting cycle.
Objective_c25ab9db-70e0-41ae-a62e-b9fe632409ce1StrategyPlan_c8363c24-a33d-4aab-9bf5-8e0307500bee2017-01-012017-12-312025-12-24https://www.stratnavapp.com/StratML/Part1/c8363c24-a33d-4aab-9bf5-8e0307500beeSubmitter_c8363c24-a33d-4aab-9bf5-8e0307500beeFirst and last name of the submitter of thereport