Fundraising
McKinsey Capacity Assessment Grid
—PDF, free
This self-assessment tool is comprehensive and evaluates the organization aspirations (mission and vision), strategy, organizational skills (including planning and fundraising for instance), human resources (board, staff, volunteers, etc.), systems and infrastructures, culture, etc. This tool is found in appendix of the report on Effective Capacity Building in Nonprofit Organizations. The full report is available at www.vppartners.org.
http://www.vppartners.org/learning/reports/capacity/assessment.pdfMassachusetts Cultural Council Organizational Self-Assessment Tool
—Website, free
This comprehensive offline assessment tool will help any non-profit assess its performance with regard to the following areas: mission and vision; strategic planning and evaluation; programming; community participation; advocacy/public relations; marketing; financial health and planning, monitoring and reporting; fundraising; governance/board management; human resources; information technology systems; facilities management. Larger organizations will find the tool useful to identify strenghts and weaknesses.
http://www.massculturalcouncil.org/services/self_assessment.aspNonprofit Organizational Assessment Tool - Marcia K. Festen Associates & Marianne Philbin Consulting
—PDF, free
This short offline survey can help non-profit evaluate their overall performance with regard to the following areas: mission, vision, program, team, structure, governance, finance, planning, fundraising and other resources development.
http://www.austincc.edu/npo/library/documents/Nonprofit%20Organizational%20Assessment%20Tool.pdfBruner Foundation Effectiveness Initiatives: Evaluative Thinking Assessment Tool
—Excel Document, free
This tool provides all interested organizations with an comprehensive assessment tool. Format of the tool is an Excel file (contact us to obtain the pdf version of the tool).
http://brunerfoundation.org/ei/docs/evaluativethinking.assessment.v4.xlsOrganizational Self-Assessment Tool (Bailey House, Inc.) - AIDS Housing of Washington Resource Library
—Website, free
"This self-assessment tool is intended to help organizations evaluate their strengths and weaknesses and move towards greater sustainability. Primary areas of focus include board development, finance, fundraising, human resources, planning, program and services, and public relations and marketing. Also includes a housing section for organizations that currently provide, or are interesting in providing, supportive housing.
http://www.aidshousing.org/ahw_library2275/ahw_library_show.htm?doc_id=236854La Piana Associates - Tool for Assessing Startup Nonprofits: A due diligence supplement for grantmakers
—Website, free
This offline guide helps grantmakers evaluate startup nonprofits, i.e. nonprofit organizations that have not operated long enough to have an established record and reputation or with little management experience. Funders can use this tool as a supplement to their standard proposal review process.
http://www.lapiana.org/consulting/pubs/reports/assessing.htmlInnovation Network Organizational Assessment Tool file
—Website, free
Here is a comprehensive assessment that will review the organizational planning and structure, the leadership, fundraising, finance and accountability, communication, and the evaluation processes of your organization. Before starting the survey (approx. 70 multiple choice questions), you need to go through a few steps. First register on the link given here (free). Second, you must log in using the link provided in the confirmation email you will receive. Then you need to "Create New Assessment". After creation of your assessment, you will automatically be directed to the survey.
http://www.innonet.org/index.php?section_id=64&content_id=185Information Management-Information Technology (IM/IT) Canada Toolkits
—Website, free
This website provides non-profit organizations with different tools to encourage their "strategic use of technology to achieve the mission work" of their organizations. The IT tools listed on that webpage will help you determine "how to make compelling requests for technology funding"; "how to assess needs"; "how to plan upgrades and to determine cost-effectiveness". The tools are downloadable in pdf, MS power point, or html format. Also available in French.
http://www.vsi-isbc.org/eng/imit/reports.cfmAuthenticity Consulting Checklist of Non-profit Organizational Indicators
—Website, free
This website provides non-profit organisations with different a checklist of indicators for each of the following organisational aspect: legal, governing board, human resources, planning, financial, and fundraising. You can select any the list(s) that are of interest for you. These checklists will help you identify and understand the organisation's "management needs and/or make improvements to management operations." In sum, it will help the organisation focus on the right aspects to become more effective and efficient.
http://www.managementhelp.org/org_eval/uw_list.htmAuthenticity Consulting Non-profit Organizational Assessment Survey
—Website, Free
This online survey (approx. 100 multiple choice questions) will help you determine the quality of your non-profit organisation practices. Filling the survey requires a good knowledge of the organisation, i.e. it is helpful to know its next 12 months priorities, legal management, governing board, staff and volunteer human resources, strategic planning, program planning, organizational and program evaluations, fundraising, and financial management. The results analysis gives you the strengths and weaknesses of your organisation.
http://www.surveymonkey.com/s.asp?u=3754722401
