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Offline survey

Type of Tool: 
PDF

This short offline survey will help non-profits quickly assess the overall status of their organization through looking at its culture, human resources, financial planning, etc. The scoring is clear. On its website, the TCA has also put available other resources for non-profit arts and cultural organizations in Texas and beyond.  The resources cover six topic areas: Fundraising & Development, Programs & Exhibitions, Cultural Tourism, Marketing, Advocacy, Leadership Transitions, and Nonprofit Basics.

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

"This offline tool is to be used by health care providers, including hospitals and clinics, to conduct organizational assessments of their cultural competence. It is particularly useful for services involving racially and ethnically diverse populations. The protocol's questions are organized according to four cornerstones of cultural competence: a health care organization's relationship with its community; the administration and management's relationship with staff; inter-staff relationships at all levels; and the patient/enrollee-provider encounter.

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

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.

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

This short offline survey can help non profit evaluate their financial performance with regard to the following areas: financial planning, execution, recording, reporting, and monitoring. 

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

Initially drafted for the Croatia's Non-Governmental Sector (CroNGO), this offline questionnaire will be usefull to all NGOs who wish to self-assess their capacity in the following areas: human resources, governance, constituence, monitoring and evalution processes, and planning.  For each area, determined open-ended questions are to discuss in group, with the help of a facilitator.

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

The EPA Compliance Assistance & Pollution Prevention program provides hospital with an Environmental Assessment Template, an offline questionnaire to evaluate performance with regard to the management of water, air, wastes, etc. within healthcare organizations.

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

At bottom of this webpage, you will find a link to a checklist that will help you assess your success into involving youth in your organization. Although it addresses to students' club or association, to schools, and other youth organizations, this 15 questions (yes/no/na format) offline survey can be used by any organizations involving youth.

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

As described in DfID's book entitled Promoting Institutional and Organisational Development: A Source Book of Tools and Techniques, "SWOT analysis is a tool for assessing and communicating the current position of an organisation [...] in terms of its internal Strengths and Weakness and the external Opportunities and Threats it faces.  It provides a clear basis on which to develop a picture of the changes needed [...]." The SWOT Analysis is made out of a set

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: 
Website

This webpage from the Institute for Human Services defines and explains in a simple way its view of organizational assessment. At the bottom of page, you can click on the link entitled "McKinsey-Ameen Capacity Assessment Sample Questions" (below graph) to open an offline survey. While you get no analysis of your results, the survey can still be used as a basic tool for you and your team to identify possible areas of improvement among the ones explored (leadership, management, operational, and adaptative capacities). Also available in French and Spanish.

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

David Skyrme Associates promote knowledge management (KM), i.e. the better use of your people and organizational knowledge so to achieve greater outcomes. The following link directs you to a short 10 questions survey that you can fill offline to assess if your organization makes good use of all the knowledge available to it. You might wish print the questionnaire and distribute it to your colleagues so to discuss further how the knowledge could be better managed in your organization.

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