Human resources
The Texas Commission on the Arts (TCA) Organizational Self-Assessment Tool
—PDF, free
This short offline survey will help non-profits quickly assess the overall status of their organization through looking at its culture, human resources, financial planning, etc. The scoring is clear. On its website, the TCA has also put available other resources for non-profit arts and cultural organizations in Texas and beyond. The resources cover six topic areas: Fundraising & Development, Programs & Exhibitions, Cultural Tourism, Marketing, Advocacy, Leadership Transitions, and Nonprofit Basics.
http://www.arts.state.tx.us/toolkit/nonprofit/templates/organizationalassess.pdfThe Cultural Competence Self Assessment Protocol for Health Care Organizations and Systems
—Website, free
"This offline tool is to be used by health care providers, including hospitals and clinics, to conduct organizational assessments of their cultural competence. It is particularly useful for services involving racially and ethnically diverse populations. The protocol's questions are organized according to four cornerstones of cultural competence: a health care organization's relationship with its community; the administration and management's relationship with staff; inter-staff relationships at all levels; and the patient/enrollee-provider encounter.
http://erc.msh.org/mainpage.cfm?file=9.1g.htm&module=provider&language=EnglishCultural and Linguistic Competence Policy Assessment (CLCPA) - National Center for Cultural Competence
—Website, free
Cultural competence embraces the principles of equal access and non-discriminatory practices in service delivery. The CLCPA particularly concentrates on cultural competence of community health centers. The tool gives clear definitions and instructions. It aims to (1) improve health care access and utilization, (2) enhance the quality of services within culturally diverse and underserved communities, and (3) promote cultural and linguistic competence as essential approaches in the elimination of health disparities.
http://www.clcpa.info/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.aspMcBassi & Company - Human Capital Management Assessment Tool
—PDF, free
This short assessment tool allow businesses (and also non-profits) to evaluate their performance with regard to human resources management by attributing a score to the three following systems: performance management, talent retention, and leadership succession planning. Other human capital self-assessment tools are available at www.mcbassi.com.
http://www.mcbassi.com/pdfs/Assessment-HCSystems.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.htmlAcademy for Educational Development (AED) Organizational Capacity Self-Assessment Tool - Guidelines for Developing an Organizational Training Plan
—Word Document, free
Initially drafted for the Croatia's Non-Governmental Sector (CroNGO), this offline questionnaire will be usefull to all NGOs who wish to self-assess their capacity in the following areas: human resources, governance, constituence, monitoring and evalution processes, and planning. For each area, determined open-ended questions are to discuss in group, with the help of a facilitator.
http://www.aed-ccsg.org/resources/tools/IDAssess.docIntegrated 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.pdfEsperanza USA Organizational Assessment Tool
—Website, free
Initially designed for Hispanic organizations, this organizational assessment tool can also be used by any other communities and any type of organizations. The online survey consists of 99 multiple-choice questions (approx. 30 minutes to complete). The results should help you determine the areas where improvement is needed in your organization, would it be leadership, structure (including governance, human resources, etc.), administration, programs' design, or resources management.
http://www.esperanza.us/site/c.giKPL8PQLvF/b.3917203/apps/s/content.asp?ct=58315...EPI Connection Professional Development Organization Assessment
—Website, free
Designed more specifically for the industries working in the architectural, engineering, and construction sectors, this 50 questions online survey will help you determine what needs improvement regarding the professional development program of your organization. To undertake the survey, you first need to create a new user account; you will then simultaneously receive a password in your email account. After having chosen your own password, you will be able to take the assessment.
http://tools.epiconnection.org/node/185CFL Leadership Toolkit
—Website, free
Two short online surveys are available on this site for you to assess your organisational effectiveness and performance. The Organizational Effectiveness Survey (47 yes-no questions) looks at the place your organization gives to its mission, human and financial sustainability, customers, entrepreneurial aspect, outcomes, and adaptability.
http://www.centerpointforleaders.org/toolkit.html
