Leadership
Understanding Organizational Success: A Self-Assessment Tool for Nonprofit Organizations - Southern Minnesota Initiative Foundation (SMI)
—PDF, free
This comprehensive offline assessment tool will help any non-profit assess its performance with regard to the following areas: organizational philosophy (culture, mission, vision, etc.), leadership, governance, accountability, finance, technological expertise, etc. Instructions for completion and scoring are clear and some worksheets are provided.
http://www.cherith.com/association/Conference2004/NPAssessmentTool.pdfMarguerite Casey Foundation Organizational Capacity Assessment Tool
—Excel Document, free
"The Marguerite Casey Foundation Organizational Capacity Assessment Tool helps nonprofits identify capacity strengths and challenges and establish capacity building goals. It is primarily a diagnostic and learning tool. Results from the Assessment can also help grantmakers deepen their understanding of the current capacity of their grantees as well as track their growth in capacity over time." Format of the tool is an Excel file.
http://documents.reflectlearn.org/Offline%20OA%20Tools/Marguerite%20Casey%20Capa...Bruner 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.xlsLa 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.htmlLeading English Education and Resource Network (LEARN) - Rubric for Reform Implementation Tool - Self-Monitoring Progress in Successful Implementation of the Quebec Education Program (QEP)
—PDF, free
This link directs you to the Rubric for Reform Implementation Tool. Initially designed for the implementation of the Quebec Education Program (QEP), this tools can be used by any school that is implementing a reform. The tool has been developed to help schools and school boards monitor their progress in implementing curriculum reform.
http://www.learnquebec.ca/export/sites/learn/en/content/reform/documents/rubric_...National Environmental Education Advancement Project (NEEAP) Organizational Assessment Tool
—Website, approximately US$10
This workbook is particularly addressed to environmental education organizations and professionals. It aims to help you improve your effectiveness and fill your mission and objectives. Covering all areas that concern internal development (culture, team building, governance, strategic planning, management, stakeholders, and program evaluation), this tool provides you with a comprehensive review of your organization so that you can increase its leadership and sustainability.
http://www.uwsp.edu/cnr/neeap/publications/oat/oatintro.htmJournal of Extension (JOE) Checklist to Assess Collaboration
—Website, free
This article provides a self-evaluation tool to assess the performance or utility of your "existing and forming" collaborative groups. You can find two main sections on this page: a short literature review on collaboration and the collaboration checklist (with its terms being defined and guidelines for interpreting your results). You might want to print the checklist section and distribute it to other collaborators.
http://www.joe.org/joe/1999april/tt1.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=185Esperanza 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...CFL 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.htmlCenter for the Advancement of Collaborative Strategies in Health (CACSH) Partnership Self-Assessment Tool
—Website, free
This website direct you to a short offline questionnaire (approx. 15 minutes to fill) regarding the efficiency of your partnerships. The questionnaire is to be distributed to each participant of the partnership, including the coordinator. It evaluate the synergy, leadership, efficiency, administration and management, non-financial and financial resources, decision-making, and the benefits and drawbacks of each one's participation. A partnership Tool Report is thereafter available to analyze everyone results together.
http://partnershiptool.net/Cornell University BeneQual Organizational Assessment Tool
—Website, free
BeneQual is a comprehensive and user-friendly online survey (approx. 50 questions) that helps you determine the quality of your Benefits Planning, Assistance, and Outreach (BPA&O) Projects with the help of some indicators. More specifically, the survey covers the following areas of your projects: leadership, strategic planning, customer needs and satisfaction, work organization and flow, human resources, and organizational performance and results.
http://www.ilr.cornell.edu/ped/benequal/
