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Resources management

Marguerite Casey Foundation Organizational Capacity Assessment Tool

—Excel Document, free

"The Marguerite Casey Foundation Organizational Capacity Assessment Tool helps nonprofits identify capacity strengths and challenges and establish capacity building goals. It is primarily a diagnostic and learning tool. Results from the Assessment can also help grantmakers deepen their understanding of the current capacity of their grantees as well as track their growth in capacity over time." Format of the tool is an Excel file.

http://documents.reflectlearn.org/Offline%20OA%20Tools/Marguerite%20Casey%20Capa...
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, Motivation, Performance
Keywords:
Adaptive capacity, Capacity building, Grantmakers, Leadership, Management Capacity, Monitoring, Operational capacity, Resources management, Strengths, Weaknesses

The Managing for Results Self-Assessment Tool - Government of Canada

—Website, free

"Results-based management is a life-cycle approach to management that integrates strategy, people, resources, processes and measurements to improve decision-making, transparency, and accountability.

http://www.tbs-sct.gc.ca/report/mmpa-emgm/mmpa-emgm01-eng.asp
Type of Organization:
Non-profit / civil society organizations (CSOs), Profit
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity, Performance
Keywords:
Learning objectives, Life-cycle approach, Outcomes oriented, Performance, Resources management, Result-based management, Strategic planning

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

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

Journal of Extension (JOE) Checklist to Assess Collaboration

—Website, free

This article provides a self-evaluation tool to assess the performance or utility of your "existing and forming" collaborative groups. You can find two main sections on this page: a short literature review on collaboration and the collaboration checklist (with its terms being defined and guidelines for interpreting your results). You might want to print the checklist section and distribute it to other collaborators.

http://www.joe.org/joe/1999april/tt1.html
Type of Organization:
Non-profit / civil society organizations (CSOs), Profit
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity, Environment, Motivation
Keywords:
Catalysts, Collaboration, Communication, Community development, Community understanding, Connectedness, Goals, History, Laws, Leadership, Literature review, Offline checklist, Partnerships, Policiies, Political climate, Regulations, Resources management, Sustainability

Esperanza 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...
Type of Organization:
Non-profit / civil society organizations (CSOs), Profit
Size of Organization:
Large, Small
Sector:
All
Area of the IOA Model:
Capacity, Environment
Keywords:
Administration, Governance, Hispanic community, Human resources, Leadership, Online survey, Program design, Resources management, Structure
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