Finance

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

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.austincc.edu/npo/library/documents/Nonprofit%20Organizational%20Assessment%20Tool.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

Organizational Self-Assessment Tool (Bailey House, Inc.) - AIDS Housing of Washington Resource Library

—Website, free

"This self-assessment tool is intended to help organizations evaluate their strengths and weaknesses and move towards greater sustainability. Primary areas of focus include board development, finance, fundraising, human resources, planning, program and services, and public relations and marketing. Also includes a housing section for organizations that currently provide, or are interesting in providing, supportive housing.

http://www.aidshousing.org/ahw_library2275/ahw_library_show.htm?doc_id=236854

Type of Organization:: Non-profit / civil society organizations (CSOs), Profit
Size of Organization:: Large, Small
Sector:: AIDS, All
Area of the IOA Model:: Capacity, Environment, Performance
Keywords:: Board development, Decision-making, Finance, Fundraising, Housing, Human resources, Learning objectives, Marketing, Planning, Public relations, Services provided, Strengths, Sustainability, Weaknesses

La 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.html

Type of Organization:: Donors / grantmakers / funders, Non-profit / civil society organizations (CSOs)
Size of Organization:: Small
Sector:: All
Area of the IOA Model:: Capacity, Performance
Keywords:: Communication, Development needs, Finance, Fundraising, Governance, Grantmakers, Human resources, Leadership, Stability, Startup nonprofits, Worksheet

Innovation 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=185

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, Performance
Keywords:: Accountability, Communication, Effectiveness, Evaluation process, Finance, Fundraising, Leadership, Online survey, Organizational planning, Organizational structure