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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.htm
Type of Organization:
Non-profit / civil society organizations (CSOs)
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity, Motivation
Keywords:
Capacity building, Change, Consensus creation, Development strategies, Facilitator, Focus group, Growth, Marketing, Mission, Strengths, Weaknesses

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.pdf
Type of Organization:
Non-profit / civil society organizations (CSOs)
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity, Motivation
Keywords:
Accountability, Clear instructions, Finance, Governance, Leadership, Mission, Organizational philosophy, Technologies, Vision, Worksheet

Cultural 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...
Type of Organization:
Governmental agencies / departments / organizations, Non-profit / civil society organizations (CSOs)
Size of Organization:
Large, Small
Sector:
Health care
Area of the IOA Model:
All four areas (comprehensive tool), Capacity, Environment, Motivation, Performance
Keywords:
Community-based health center, Cultural competence, Diversity, Equality, Human resources, Knowledge management, Linguistic competence, Mission, Non-discriminatory practices, Organizational philosophy, Policies, Practice, Structure, Value

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.pdf
Type of Organization:
Non-profit / civil society organizations (CSOs)
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity, Motivation, Performance
Keywords:
Board development, Community involvement, Fundraising, Human resources, Infrastructures, Marketing, Mission, Partnerships, Planning, Public relations, Vision

Massachusetts 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.html
Type of Organization:
Non-profit / civil society organizations (CSOs)
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity, Motivation, Performance
Keywords:
Board development, Community involvement, Evaluation processes, Financial planning, Fundraising, Governance, Human resources, Infrastructures, IT, Marketing, Mission, Monitoring, Offline survey, Program design, Public relations, Recruitment, Strategic planning, Transition, Vision

Nonprofit 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.pdf
Type of Organization:
Non-profit / civil society organizations (CSOs)
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity, Motivation, Performance
Keywords:
Development needs, Finance, Fundraising, Governance, Mission, Planning, Program design, Short, Structure, Team, Vision

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.xls
Type of Organization:
Non-profit / civil society organizations (CSOs), Profit
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
All four areas (comprehensive tool), Capacity, Environment, Motivation, Performance
Keywords:
Communication, Development needs, Evaluation processes, Finance, Fundraising, Governance, Human resources, Leadership, Marketing, Mission, Partnerships, Program design, Strategic planning, Technologies, Training

Drucker 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.html
Type of Organization:
Non-profit / civil society organizations (CSOs)
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity, Motivation
Keywords:
Customer, Development strategies, Mission, Process guide, Results analysis, Value, Workbook

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.html
Type of Organization:
Non-profit / civil society organizations (CSOs), Profit
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity, Motivation, Performance
Keywords:
Accountability, Adaptability, Communication, Customer, Effectiveness, Entrepreneurial aspect, Ethics, Financial sustainability, Human resources, Indicators, IT, Leadership, Management, Mission, Online survey, Outcomes, Performance, Strategic planning
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