Turn what you found into a short, ordered plan that names your first guide, the guides that follow, any professional already on an active problem, and the date you start.
At the end of the diagnostic, once you know your finding and have tested it for proof and for active problems.
List the guides your finding names, in the required order: calendar first, then status, then foundations, then audit, then risk. An overdue status problem goes first regardless.
| If this is true | Record |
|---|---|
| Active legal or regulator problem: an attorney is engaged | |
| Tax, return, or audit problem: a nonprofit accountant is engaged | |
| A person's safety or a duty to report: acted on immediately and reported | |
| Board will not oversee compliance: add board governance and development |
Do the first guide before you open the second, and let the professionals carry anything acute in parallel. A short plan you finish beats a long one you abandon.
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