Marketing

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

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.asp

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

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

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:: Board development, Financial empowerment, Improvement, Marketing, Partnerships, Resources management, Results analysis, Social entrepreneurship, Strategic planning, Volunteer involvement