Assessment Tools

This innovative Online Organizational Assessment Tool is designed to easily assess your organization’s progress and build steps for your future. We partner with the Center for Nonprofit Management in Dallas, TX, to make this tool available to our organizational clients. The organizational assessment helps benchmark your organization compared to industry best practices and highlights areas for growth and strategic focus.

This Online Organizational Assessment Tool:

  • Provides a snapshot of how your organization is performing
  • Reveals the organizations strengths and challenges
  • Determines if your organization is on the right course
  • Highlights areas for growth and identifies opportunities for improvement
  • Provides focused direction
  • Provides a starting point for strategic planning

The 14 key success areas examined in the assessment tool make it one of the most in-depth and comprehensive studies of an organization available today. Information is collected, analyzed and evaluated in the following areas:

  • Mission
  • Programs
  • Board Leadership
  • Executive Leadership
  • Organizational Culture
  • Strategic and Operational Planning
  • Facilities
  • HR Administration
  • Legal and Risk
  • Technology Management
  • Marketing Management
  • Fund Development
  • Financial Administration
  • Operational Results and Efficiency

The Basic Assessment includes:

  • An online survey of the organization’s board and staff
  • Two telephone interviews to be conducted with the Board Chair and Executive Director.
  • An assessment of the organization’s current level of performance compared to best practices in nonprofit management
  • Development of an action plan to address one area of need
  • Knowledge and tools to address multiple areas of need including the Performance Maturity Models and Best Practice Guide©.

The Advanced Assessment often precedes a strategic planning process and includes everything from the Basic Assessment, as well as:

  • A thorough review of important documents
  • Extensive interviews and/or focus groups with key staff, board personnel, and stakeholders
  • Additional action planning
  • A comprehensive written report of findings and recommendations
  • A presentation to the Board of Directors
Service Organizations

Improving Performance in Service Organizations,
How to Implement a Lean Transformation

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