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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

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

Integrated Toolkit For Institutional Development - Mark Renzi and Management Systems International (MSI)

—PDF, free

This toolkit is intended to be used by the non-profits themselves to address the following shortcomings: inadequate measures of institutional capacity, difficulty diagnosing priority areas within an organization for improvement, lack of simple mechanisms to improve understanding by staff of the interrelated components of the organization, and inadequate mechanisms to compare institutional development across organizations. The Toolkit emphasizes participation, use of management systems, and the independence of the organization.

http://documents.reflectlearn.org/Offline%20OA%20Tools/IntegratedToolkitForInsti...
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:
Financial resources, Human resources, Priority areas, Public relations, Resources management, Vision
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