Worksheet
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.
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.
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
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.
