Self-Assessment Tools
You would like to assess how your organization is performing? You would like to improve, but you do not know which specific areas of your organization need to be upgraded? You need some tools to identify these areas? The OA Tools database is what you need!
We have included over 60 practical tools for you to be able to conduct your self-assessment, whatever your sector, your interest, or your experience. These tools are classified in the following database from which you can search for the ones most appropriate to your organization. You can search the ideal tool:
- by keywords
- by type of organization (profit, non-profit, donors/grantmakers, governmental agencie/organizations)
- by area of the Universalia IOA Model (organizational capacity, external environment, organizational motivation, organizational performance)
A description is provided for each tool, detailing the aspects of the assessment it is concentrating on and whom it addresses to. We hope you find the tool you need to conduct your assessment. Feel free to suggest us new tools.
Academy for Educational Development (AED) Organizational Capacity Self-Assessment Tool - Guidelines for Developing an Organizational Training Plan
—Word Document, free
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.
http://www.aed-ccsg.org/resources/tools/IDAssess.docAction Management Associates Short Organizational Assessment Survey
—Website, Free
This tool will help you “measure your organization's critical thinking effectiveness” in a very short time, through 11 multiple-choice questions. After having completed the online assessment, you will obtain a free report suggesting concrete actions to undertake to improve “the problem solving capabilities of your company, your department, or your team.”
http://www.actionm.com/Assessment.aspxAuthenticity Consulting Checklist of Non-profit Organizational Indicators
—Website, free
This website provides non-profit organisations with different a checklist of indicators for each of the following organisational aspect: legal, governing board, human resources, planning, financial, and fundraising. You can select any the list(s) that are of interest for you. These checklists will help you identify and understand the organisation's "management needs and/or make improvements to management operations." In sum, it will help the organisation focus on the right aspects to become more effective and efficient.
http://www.managementhelp.org/org_eval/uw_list.htmAuthenticity Consulting Non-profit Organizational Assessment Survey
—Website, Free
This online survey (approx. 100 multiple choice questions) will help you determine the quality of your non-profit organisation practices. Filling the survey requires a good knowledge of the organisation, i.e. it is helpful to know its next 12 months priorities, legal management, governing board, staff and volunteer human resources, strategic planning, program planning, organizational and program evaluations, fundraising, and financial management. The results analysis gives you the strengths and weaknesses of your organisation.
http://www.surveymonkey.com/s.asp?u=3754722401Authenticity Consulting Organizational Performance Management
—Website, free
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.
http://www.managementhelp.org/org_perf/org_perf.htmBalanced Scorecard Institute Performance Measure/Metrics
—Website, free
Navigating through this website will introduce you to the Balanced Scorecard strategic planning and management system. Two main steps of the evaluation make the Balanced Scorecard distinctive from other measurement tools. First, the organisation's Strategic Objectives are identified and second, the organisation finds the performance measurements indicators that will perfectly suits these objectives. That way, the organization effectiveness and efficiency could be really measured - correctly measuring the gap between actual and targeted performance.
http://www.balancedscorecard.org/BSCResources/PerformanceMeasurement/tabid/59/De...Bruner Foundation Effectiveness Initiatives: Evaluative Thinking Assessment Tool
—Excel Document, free
This tool provides all interested organizations with an comprehensive assessment tool. Format of the tool is an Excel file (contact us to obtain the pdf version of the tool).
http://brunerfoundation.org/ei/docs/evaluativethinking.assessment.v4.xlsCenter for the Advancement of Collaborative Strategies in Health (CACSH) Partnership Self-Assessment Tool
—Website, free
This website direct you to a short offline questionnaire (approx. 15 minutes to fill) regarding the efficiency of your partnerships. The questionnaire is to be distributed to each participant of the partnership, including the coordinator. It evaluate the synergy, leadership, efficiency, administration and management, non-financial and financial resources, decision-making, and the benefits and drawbacks of each one's participation. A partnership Tool Report is thereafter available to analyze everyone results together.
http://partnershiptool.net/CFL Leadership Toolkit
—Website, free
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.
http://www.centerpointforleaders.org/toolkit.htmlCommunity Tool Box (CTB) - Guide to Building Culturally Competent Organizations - Competency Building Toolkits
—Website, free
Building Culturally Competent Organizations is an online guide "providing practical, step-by-step guidance in community-building skills" regarding "cultural competence in a multicultural world." This guide is only one among the multiple ones available on the Community Tool Box website concerning many different aspects of communities/organizational management. While it is addressed to a large public, community leaders or aspiring ones will find the website particularly useful.
http://ctb.ku.edu/tools/en/section_1176.htm
