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Resources management

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: 
Website

"Results-based management is a life-cycle approach to management that integrates strategy, people, resources, processes and measurements to improve decision-making, transparency, and accountability.

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

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.

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: 
Website

This tool is addressed to non-profit organizations and aims to help them identify their improvement potential through evaluation of nine areas: strategic planning, resources management, board development, marketing, financial empowerment, social entrepreneurship, volunteer involvement, partnerships, and results analysis.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Performance
Capacity
Charge: 
free
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

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
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