Prepared by the Canadian International Development Agency (CIDA)'s Evaluation Division Performance and Knowledge Management Branch and by Universalia, this "Organizational Assessment Guide" (2006) intends to guide and facilitate carrying OAs.
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.
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.
This tool is addressed to NGOs, and to consultants and support organisations working with them. From this webpage, you can download the 24 pages user guide (pdf format) while the brainstorming, action plan and other worksheets are also available in Word format, so that you can modify them according to your needs. Using the SWOT analysis (strengths, weaknesses, opportunities, and threats assessment), this tool will go over your "management processes, finances, staffing, relationships with others and results" so to provide you with a comprehensive review of your organization.
The link brings you to discover The Drucker Foundation Self-Assessment Tool, which is composed of a participant workbook and a process guide. Both books can be bought online. The Drucker Foundation Self-Assessment Tool focuses on clarifying the mission, client expectations, strategy and performance of the organization. It comes with a clear, structured methodology including guidelines for group discussions and client surveys. The tool will help you improve your organization through answering five important questions: What is our Mission? Who is our Customer? What does the Customer Value?
This webpage is a source of links and references for familiarizing with organizations (basics, dimensions, life cycles, etc.), their management and their performance measurements through organizational assessment. Navigating through given links and in the Free Management Library is a good way to discover many introductory resources for organizations and their assessment.