Mission
Discussion-Oriented Organizational Self-Assessment (DOSA) Tool
—Website, free
The DOSA is dedicated to helping organizations develop new methods to identify organizational strengths and weaknesses, interpret highly valuable data generated by the process and to translate findings into action plans for meaningful change. The DOSA tool builds capacity by bringing staff together in cross-functional, cross-hierarchical groups for open exchange. It identifies divergent viewpoints to foster growth.
http://www.edc.org/GLG/CapDev/dosapage.htmUnderstanding 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.pdfCultural 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/register.lasso?process=1&FirstName=&LastName=&EmailAddress...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.htmlNonprofit 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.donorsforum.org/forms_pdf/BTL-1014-tool.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.xlsDrucker Foundation Self-Assessment Tool - Leader to Leader Institute
—Website, approximately US$60
The link brings you to discover The Drucker Foundation Self-Assessment Tool, which is composed of a participant workbook and a process guide. Both books can be bought online. The Drucker Foundation Self-Assessment Tool focuses on clarifying the mission, client expectations, strategy and performance of the organization. It comes with a clear, structured methodology including guidelines for group discussions and client surveys. The tool will help you improve your organization through answering five important questions: What is our Mission? Who is our Customer? What does the Customer Value?
http://www.leadertoleader.org/tools/sat/index.htmlCFL 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