Governance
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.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.aspNonprofit 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.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.xlsLa 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.htmlAcademy 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.docUNDP Participatory Organizational Evaluation Tool (POET)
—Website, free
To be used by Southern CSOs and their partners, this tool is framed on the PROSE methodology (Participatory, Results-Oriented Self-Evaluation). It will help you measure your organizational capacities and consensus level in seven capacity areas: human and financial resources management, equitable participation, sustainability of program benefits, partnerships, organizational learning and strategic management/governance. The 63 pages user guide is available in pdf format from which you can print your necessary worksheets.
http://www.g-rap.org/docs/icb/poet-undp_participatory_organisational_evaluation_tool.pdfNational 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.htmInstitute on Governance - Governance Effectiveness 'Quick Check'
—Website, free
Specifically directed to board members and CEOs, this user friendly tool will help you assess the effectiveness of your board through 15 multiple choice questions (approx. 10 minutes), providing you with a general diagnosis at the end of survey.
http://iog.ca/en/knowledge-areas/board-organizational-governance/assess-your-governanceEsperanza USA Organizational Assessment Tool
—Website, free
Initially designed for Hispanic organizations, this organizational assessment tool can also be used by any other communities and any type of organizations. The online survey consists of 99 multiple-choice questions (approx. 30 minutes to complete). The results should help you determine the areas where improvement is needed in your organization, would it be leadership, structure (including governance, human resources, etc.), administration, programs' design, or resources management.
http://www.esperanza.us/site/c.giKPL8PQLvF/b.3917203/apps/s/content.asp?ct=58315...Authenticity Consulting Checklist of Non-profit Organizational Indicators
—Website, free
This website provides non-profit organisations with different a checklist of indicators for each of the following organisational aspect: legal, governing board, human resources, planning, financial, and fundraising. You can select any the list(s) that are of interest for you. These checklists will help you identify and understand the organisation's "management needs and/or make improvements to management operations." In sum, it will help the organisation focus on the right aspects to become more effective and efficient.
http://www.managementhelp.org/org_eval/uw_list.htmAuthenticity Consulting Non-profit Organizational Assessment Survey
—Website, Free
This online survey (approx. 100 multiple choice questions) will help you determine the quality of your non-profit organisation practices. Filling the survey requires a good knowledge of the organisation, i.e. it is helpful to know its next 12 months priorities, legal management, governing board, staff and volunteer human resources, strategic planning, program planning, organizational and program evaluations, fundraising, and financial management. The results analysis gives you the strengths and weaknesses of your organisation.
http://www.surveymonkey.com/s.asp?u=3754722401
