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Management Capacity

Marguerite 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...
Type of Organization:
Donors / grantmakers / funders, Non-profit / civil society organizations (CSOs)
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity, Motivation, Performance
Keywords:
Adaptive capacity, Capacity building, Grantmakers, Leadership, Management Capacity, Monitoring, Operational capacity, Resources management, Strengths, Weaknesses

Academy 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.doc
Type of Organization:
Non-profit / civil society organizations (CSOs)
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity
Keywords:
Constituency, Evaluation processes, Governance, Human resources, Management Capacity, Monitoring, Offline survey, Planning

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.htm
Type of Organization:
Non-profit / civil society organizations (CSOs), Profit
Size of Organization:
Large, Small
Sector:
Environmental education
Area of the IOA Model:
All four areas (comprehensive tool), Capacity, Environment, Motivation, Performance
Keywords:
Case studies, Comprehensive review, Culture, Effectiveness, Environment, Governance, Internal Development, Latest trends, Leadership, Management Capacity, Program evaluation, Stakeholders, Strategic planning, Sustainability, Team building, Workbook

Institute for Human Services (IHS) "McKinsey-Ameen Capacity Assessment Sample Questions"

—Website, free

This webpage from the Institute for Human Services defines and explains in a simple way its view of organizational assessment. At the bottom of page, you can click on the link entitled "McKinsey-Ameen Capacity Assessment Sample Questions" (below graph) to open an offline survey. While you get no analysis of your results, the survey can still be used as a basic tool for you and your team to identify possible areas of improvement among the ones explored (leadership, management, operational, and adaptative capacities). Also available in French and Spanish.

http://www.ihsnet.org/pages.asp?CatID=8&PageID=114
Type of Organization:
Governmental agencies / departments / organizations, Non-profit / civil society organizations (CSOs)
Size of Organization:
Large, Small
Sector:
Education, Health care
Area of the IOA Model:
Capacity
Keywords:
Adaptive capacity, Basic, Capacity building, Leadership capacity, Management Capacity, Offline survey, Operational capacity, Simple
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