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Self-Assessment Tools

You would like to assess how your organization is performing? You would like to improve, but you do not know which specific areas of your organization need to be upgraded? You need some tools to identify these areas? The OA Tools database is what you need!

We have included over 60 practical tools for you to be able to conduct your self-assessment, whatever your sector, your interest, or your experience. These tools are classified in the following database from which you can search for the ones most appropriate to your organization. You can search the ideal tool:

  • by keywords
  • by type of organization (profit, non-profit, donors/grantmakers, governmental agencies/organizations)
  • by area of the Universalia IOA Model (organizational capacity, external environment, organizational motivation, organizational performance)

A description is provided for each tool, detailing the aspects of the assessment it is concentrating on and whom it addresses to. We hope you find the tool you need to conduct your assessment. Feel free to suggest us new tools.

We also suggest that you try the Universalia-IDRC Development Agency Performance web-based self diagnostic tool.  This tool will help you rate your own organization's capabilities on a set of selected factors that influence performance, this in entire confidentiality. Upon the completion of the diagnostic assessment tool, you will receive a summary report via email. The results will give you an overview of where your organization is now and will establish what areas would be most useful for you and your individual situation to focus on.

Using Data to Improve Service Delivery: A Self-Evaluation Approach - African Networks for Health Research and Development (AFRO-NETS)

—Website, free

"This user-friendly guide (download the pdf on the website) has been designed to help frontline healthcare workers use data collected at their health facility to solve common problems in service delivery and improve their response to community needs. It is intended for doctors, nurses, and midwives in both community health centers and rehabilitated district health centers. The overall aim of the guide is to promote greater use of existing data in delivering health services. It outlines the 5 essential steps to self-evaluation using the examples of 6 essential services: prenatal care, assisted delivery, preventative infant visits, vaccinations, family planning, and community participation in health center management. Blank copies of data recording tables (worksheets) are provided."

http://www.afronets.org/pubview.php/90/
Type of Organization:
Non-profit / civil society organizations (CSOs)
Size of Organization:
Small
Sector:
Community, Health care
Area of the IOA Model:
Performance
Keywords:
Management, Community involvement, Healthcare workers, Midwives, Doctors, Nurses, Use of existing data, Prenatal care, Assisted delivery, Preventive infant visit (PIV), Vaccination, Family planning, Community-based health center

UW Extension Non-profit Organizational Assessment Tool

—Website, free

This tool is addressed to non-profit organizations and aims to help them identify their improvement potential through evaluation of nine areas: strategic planning, resources management, board development, marketing, financial empowerment, social entrepreneurship, volunteer involvement, partnerships, and results analysis.

http://www.uwex.edu/ces/cced/nonprofits/management/assessment.cfm
Type of Organization:
Non-profit / civil society organizations (CSOs)
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity, Performance
Keywords:
Results analysis, Resources management, Partnerships, Improvement, Board development, Marketing, Financial empowerment, Social entrepreneurship, Volunteer involvement, Strategic planning

Web Accessibility Initiative (WAI) - Web Accessibility Evaluation Tools for people with disabilities

—Website, free

This website gives you access to a list of evaluation tools to assess the ease of access your website for people with disabilities. Some recommended evaluation tools are free software or online services while others are demo or commercial.

http://www.w3.org/WAI/ER/tools/Overview
Type of Organization:
Non-profit / civil society organizations (CSOs), Profit
Size of Organization:
Large, Small
Sector:
All, IT
Area of the IOA Model:
Capacity, Performance
Keywords:
Website accessibility, People with disabilities, Free software, Online services, Demo, Commercial, Webmaster

Youth on Board Organizational Self-Assessment Checklist

—Website, free

At bottom of this webpage, you will find a link to a checklist that will help you assess your success into involving youth in your organization. Although it addresses to students' club or association, to schools, and other youth organizations, this 15 questions (yes/no/na format) offline survey can be used by any organizations involving youth.

http://www.youthonboard.org/assessment-checklist
Type of Organization:
Non-profit / civil society organizations (CSOs), Profit
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity
Keywords:
Offline survey, Offline checklist, Youth organization, Student club, Student association, School