Strategic planning
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.
"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.
This tool provides all interested organizations with an comprehensive assessment tool. Format of the tool is an Excel file.
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.
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 workbook is particularly addressed to environmental education organizations and professionals. It aims to help you improve your effectiveness and fill your mission and objectives. Covering all areas that concern internal development (culture, team building, governance, strategic planning, management, stakeholders, and program evaluation), this tool provides you with a comprehensive review of your organization so that you can increase its leadership and sustainability.
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.
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.
BeneQual is a comprehensive and user-friendly online survey (approx. 50 questions) that helps you determine the quality of your Benefits Planning, Assistance, and Outreach (BPA&O) Projects with the help of some indicators. More specifically, the survey covers the following areas of your projects: leadership, strategic planning, customer needs and satisfaction, work organization and flow, human resources, and organizational performance and results.
