Shared HR Services Framework



Take Stock: Assess your organization’s core functions

The Take Stock online interactive tool helps small nonprofits better understand and assess their performance as it relates to seven core functions:

  1. • Governance
  2. • Financial management and sustainability
  3. • Information and technology management
  4. • Human resource management
  5. • Programs and services
  6. • Community relations and engagement
  7. • Fund development

Use this tool regardless of your organization’s mission or mandate. Work through the checklists, access detailed information to improve your understanding of each core function and assign individuals or teams to the work. Share your results and track your progress over time.

Learn more about how you can use Take Stock!


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For more information, if you have questions or would like to provide feedback on Take Stock please contact Tanara Pickard – Manager, Human Capital (613) 321-236-2664 (ext 226) / tpickard@communityfoundations.ca