Financial resources
Integrated Toolkit For Institutional Development - Mark Renzi and Management Systems International (MSI)
—PDF, free
This toolkit is intended to be used by the non-profits themselves to address the following shortcomings: inadequate measures of institutional capacity, difficulty diagnosing priority areas within an organization for improvement, lack of simple mechanisms to improve understanding by staff of the interrelated components of the organization, and inadequate mechanisms to compare institutional development across organizations. The Toolkit emphasizes participation, use of management systems, and the independence of the organization.
http://documents.reflectlearn.org/Offline%20OA%20Tools/IntegratedToolkitForInsti...UNDP Participatory Organizational Evaluation Tool (POET)
—Website, free
To be used by Southern CSOs and their partners, this tool is framed on the PROSE methodology (Participatory, Results-Oriented Self-Evaluation). It will help you measure your organizational capacities and consensus level in seven capacity areas: human and financial resources management, equitable participation, sustainability of program benefits, partnerships, organizational learning and strategic management/governance. The 63 pages user guide is available in pdf format from which you can print your necessary worksheets.
http://www.g-rap.org/docs/icb/poet-undp_participatory_organisational_evaluation_tool.pdf
