Strategic planning

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

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

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

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

UNDP 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.pdf

Type of Organization:: Non-profit / civil society organizations (CSOs)
Size of Organization:: Large, Small
Sector:: All
Area of the IOA Model:: Capacity, Performance
Keywords:: Equitable participation, Financial resources, Governance, Human resources, Organizational learning, Participatory, Partnerships, PROSE methodology, Results analysis, Strategic planning, Sustainability, User guide, Worksheet

National 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.htm

Type of Organization:: Non-profit / civil society organizations (CSOs), Profit
Size of Organization:: Large, Small
Sector:: Environmental education
Area of the IOA Model:: All four areas (comprehensive tool), Capacity, Environment, Motivation, Performance
Keywords:: Case studies, Comprehensive review, Culture, Effectiveness, Environment, Governance, Internal Development, Latest trends, Leadership, Management Capacity, Program evaluation, Stakeholders, Strategic planning, Sustainability, Team building, Workbook

Enhancing Organizational Performance: A Toolbox for Self-assessment - Universalia Management Group and International Development Research Center

—Website, free

Based on Universalia's innovative and thoroughly tested model for organizational evaluation (the IOA Model ), this self-assessment guidebook (can be read online, downloaded, and even ordered) provides tools and tips that go beyond measuring the impact of programs, products, and services. The tools integrate techniques of formative assessment, in which the assessment team becomes involved in helping its organization become more effective in meeting its goals.

http://www.idrc.ca/en/ev-9370-201-1-DO_TOPIC.html

Type of Organization:: Donors / grantmakers / funders, Governmental agencies / departments / organizations, 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:: Change, Exercises, Flexible, Goals, Guidebook, Hands-on, Impacts, Internal Development, Program evaluation, Services provided, Strategic planning, Tasks officers, Techniques, Worksheet

CFL Leadership Toolkit

—Website, free

Two short online surveys are available on this site for you to assess your organisational effectiveness and performance. The Organizational Effectiveness Survey (47 yes-no questions) looks at the place your organization gives to its mission, human and financial sustainability, customers, entrepreneurial aspect, outcomes, and adaptability.

http://www.centerpointforleaders.org/toolkit.html

Type of Organization:: Non-profit / civil society organizations (CSOs), Profit
Size of Organization:: Large, Small
Sector:: All
Area of the IOA Model:: Capacity, Motivation, Performance
Keywords:: Accountability, Adaptability, Communication, Customer, Effectiveness, Entrepreneurial aspect, Ethics, Financial sustainability, Human resources, Indicators, IT, Leadership, Management, Mission, Online survey, Outcomes, Performance, Strategic planning

Cornell University BeneQual Organizational Assessment Tool

—Website, free

BeneQual is a comprehensive and user-friendly online survey (approx. 50 questions) that helps you determine the quality of your Benefits Planning, Assistance, and Outreach (BPA&O) Projects with the help of some indicators. More specifically, the survey covers the following areas of your projects: leadership, strategic planning, customer needs and satisfaction, work organization and flow, human resources, and organizational performance and results.

http://www.ilr.cornell.edu/ped/benequal/

Type of Organization:: Non-profit / civil society organizations (CSOs), Profit
Size of Organization:: Large, Small
Sector:: All
Area of the IOA Model:: Capacity
Keywords:: Appraisal, Assistance, Benequal user guide, Customer, Human resources, Leadership, OA Guide, Online survey, Outreach, Performance, Planning, Quality improvement, Strategic planning, Work flow