Vision

Understanding Organizational Success: A Self-Assessment Tool for Nonprofit Organizations - Southern Minnesota Initiative Foundation (SMI)

—PDF, free

This comprehensive offline assessment tool will help any non-profit assess its performance with regard to the following areas: organizational philosophy (culture, mission, vision, etc.), leadership, governance, accountability, finance, technological expertise, etc. Instructions for completion and scoring are clear and some worksheets are provided.

http://www.cherith.com/association/Conference2004/NPAssessmentTool.pdf

Type of Organization:: Non-profit / civil society organizations (CSOs)
Size of Organization:: Large, Small
Sector:: All
Area of the IOA Model:: Capacity, Motivation
Keywords:: Accountability, Clear instructions, Finance, Governance, Leadership, Mission, Organizational philosophy, Technologies, Vision, Worksheet

McKinsey Capacity Assessment Grid

—PDF, free

This self-assessment tool is comprehensive and evaluates the organization aspirations (mission and vision), strategy, organizational skills (including planning and fundraising for instance), human resources (board, staff, volunteers, etc.), systems and infrastructures, culture, etc. This tool is found in appendix of the report on Effective Capacity Building in Nonprofit Organizations. The full report is available at www.vppartners.org.

http://www.vppartners.org/learning/reports/capacity/assessment.pdf

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, Fundraising, Human resources, Infrastructures, Marketing, Mission, Partnerships, Planning, Public relations, Vision

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.html

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

Nonprofit Organizational Assessment Tool - Marcia K. Festen Associates & Marianne Philbin Consulting

—PDF, free

This short offline survey can help non-profit evaluate their overall performance with regard to the following areas: mission, vision, program, team, structure, governance, finance, planning, fundraising and other resources development.

http://www.donorsforum.org/forms_pdf/BTL-1014-tool.pdf

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:: Development needs, Finance, Fundraising, Governance, Mission, Planning, Program design, Short, Structure, Team, Vision

Integrated Toolkit For Institutional Development - Mark Renzi and Management Systems International (MSI)

—PDF, free

This toolkit is intended to be used by the non-profits themselves to address the following shortcomings: inadequate measures of institutional capacity, difficulty diagnosing priority areas within an organization for improvement, lack of simple mechanisms to improve understanding by staff of the interrelated components of the organization, and inadequate mechanisms to compare institutional development across organizations. The Toolkit emphasizes participation, use of management systems, and the independence of the organization.

http://documents.reflectlearn.org/Offline%20OA%20Tools/IntegratedToolkitForInsti...

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:: Financial resources, Human resources, Priority areas, Public relations, Resources management, Vision

Leading English Education and Resource Network (LEARN) - Rubric for Reform Implementation Tool - Self-Monitoring Progress in Successful Implementation of the Quebec Education Program (QEP)

—PDF, free

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.

http://www.learnquebec.ca/export/sites/learn/en/content/reform/documents/rubric_...

Type of Organization:: Governmental agencies / departments / organizations
Size of Organization:: Large, Small
Sector:: Education
Area of the IOA Model:: Capacity, Environment
Keywords:: Community involvement, Educational reform, Leadership, Monitoring, Parent's role, Pedagogy, Quebec Education Program (QEP), Team building, Technology integration, Time management, Vision