Selecting Facts to Collect about Your Field

 

This worksheet was created by The Denver Foundation's Inclusiveness Project (http://www.nonprofitinclusiveness.org/) to support organizations doing inclusiveness work.

Users are encouraged to customize the worksheet (both content and formatting) to meet the needs of their respective organizations. A Word version is attached. A writable PDF version is also attached.

 

There are many types of information that may be helpful for you to collect about your field.  

 

Instructions

  • Select the areas that are most relevant to your inclusiveness initiative. 
  • For each area, mark an "X" to indicate on the following charts whether the area is a high priority or low priority for your inclusiveness assessment process.  You need not begin gathering information at this point; first, simply focus on determining the priority level for each area.
  • Use the "other" lines to add other priority areas.

 

 

Field-Wide Facts on Clients/Beneficiaries

Field Information

High Priority

Low Priority

1. Racial/ethnic breakdown

 

 

2. Income levels

 

 

3. Percentage of immigrant and U.S.-born individuals

 

 

4. Historical information on changes of constituent groups (board, staff, clients or customers, volunteers, donors, or the community) 

 

 

5. Projected changes of constituent groups

 

 

Other

 

 

Other

 

 

Other

 

 

Field-Wide Facts on Staff/Board/Volunteers

Field Information

High Priority

Low Priority

1. Racial/ethnic breakdown

 

 

2. Income levels

 

 

3. Percentage of immigrant and U.S.-born individuals

 

 

Other

 

 

Other

 

 

Other

 

 

Field-Wide Facts on Inclusiveness Topics

Field Information

High Priority

Low Priority

1. Best practices and barriers in the field in relation to inclusiveness

 

 

2. Data on the extent to which people of color are impacted by the issue that our field addresses (e.g., African Americans and diabetes; Native Americans and higher education scholarships)

 

 

3. Market research on attitudes of people of color toward the field

 

 

4. Data on giving trends of people of color to the field

 

 

Other

 

 

Other

 

 

Other

 

 

Other Information on Similar Organizations

Field Information

High Priority

Low Priority

1. Mission and values

 

 

2. Board of directors

 

 

3. Personnel: staffing, recruiting, hiring/firing, promotions, mentoring

 

 

4. Organizational culture

 

 

5. Volunteers and helpers

 

 

6. Programs and constituents

 

 

7. Marketing and community relations

 

 

8. Fundraising and membership

 

 

Other

 

 

Other

 

 

Other

 

 

Other Field-Wide Facts Relevant to Our Organization 

 

Field Information

High Priority

Low Priority

Other

 

 

 

Other

 

 

 

Other

 

 

 

 

Name of Organization __________________________________________

 

Date Worksheet Completed _________

 

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