Skip to Navigation

Leadership

Type of Tool: 
Website

The Core Capacity Assessment Tool (CCAT) is an online, survey-based tool designed to collect information from key decision-makers in your organization and create prioritized recommendations for building organizational capacity.

Type of Organization: 
Profit
Governmental agencies / departments / organizations
Universalia IOA Model Classification: 
All four areas (comprehensive tool)
Charge: 
350 USD or less
Size of Organisation: 
Small
Large
Type of Tool: 
Excel Document

"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.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Donors / grantmakers / funders
Universalia IOA Model Classification: 
Performance
Capacity
Motivation
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
Excel Document

This tool provides all interested organizations with an comprehensive assessment tool.  Format of the tool is an Excel file.

Type of Organization: 
Profit
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Performance
Capacity
Environment
Motivation
All four areas (comprehensive tool)
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
PDF

This guide helps grantmakers evaluate startup nonprofits, i.e. nonprofit organizations that have not operated long enough to have an established record and reputation or with little management experience.  Funders can use this tool as a supplement to their standard proposal review process.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Donors / grantmakers / funders
Universalia IOA Model Classification: 
Performance
Capacity
Charge: 
free
Size of Organisation: 
Small
Type of Tool: 
PDF

This link directs you to the Rubric for Reform Implementation Tool. Initially designed for the implementation of the Quebec Education Program (QEP), this tools can be used by any school that is implementing a reform.  The tool has been developed to help schools and school boards monitor their progress in implementing curriculum reform.

Type of Organization: 
Governmental agencies / departments / organizations
Universalia IOA Model Classification: 
Capacity
Environment
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
Website

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.

Type of Organization: 
Profit
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Performance
Capacity
Environment
Motivation
All four areas (comprehensive tool)
Charge: 
approximately US$10
Size of Organisation: 
Small
Large
Type of Tool: 
Website

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.

Type of Organization: 
Profit
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Capacity
Environment
Motivation
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
Website

Here is a comprehensive assessment that will review the organizational planning and structure, the leadership, fundraising, finance and accountability, communication, and the evaluation processes of your organization. Before starting the survey (approx. 70 multiple choice questions), you need to go through a few steps. First register on the link given here (free). Second, you must log in using the link provided in the confirmation email you will receive. Then you need to "Create New Assessment". After creation of your assessment, you will automatically be directed to the survey.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Donors / grantmakers / funders
Universalia IOA Model Classification: 
Performance
Capacity
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
Website

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.

Type of Organization: 
Profit
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Capacity
Environment
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
Website

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.

Type of Organization: 
Profit
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Performance
Capacity
Motivation
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
Website

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.

Type of Organization: 
Profit
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Capacity
Charge: 
free
Size of Organisation: 
Small
Large
Syndicate content