Health Check & Roadmap

What's it about? What will you get? Why do you need it?

This package is the starting point for building a strong and sustainable organization that will help you reach your goals and desired impact.

Discover your organization's strengths and areas for development. What are the unknown unknowns? What is holding you back from reaching full potential?
Get a broader understanding of building organizations: strategy, funding, communications, hiring and team building, values and culture, measuring impact.
Valuable discussions with your management team to agree on organizational priorities and align everybody on the path to success.
Experience working with a capacity coach, who will give you the light-touch support as you build your organization.

What is the process?

Step 1 - Orientation meeting with Nonprofit Builder: choose a facilitaror from the list of capacity coaches below and, book a preliminary call. We'll arrange for your selected capacity coach to join the call.
Step 2 - Health check and roadmap, 2 or 3 sessions with your coach: Focus group discussions, facilitated by the capacity coach you have chosen, and involving several members of your team, culminating in a detailed baseline using the Bridgespan tool, and a roadmap with your development priorities and goals.
Step 3 - Review meeting with Nonprofit Builder: we discuss the best way we can support you. Do you want more sessions with your coach? Or a speclialised consultant? Or staff training? We'll agree on a development plan that you funder can then sponsor.

Note: you want to use your own coach or facilitator? No problem, let us know when we meet.

Important learning about this kind of organisational assessment from Intrac:

"It works best when there is effective facilitation by an experienced facilitator. Whilst self-evaluation may seem to be the ideal, it often results in over-estimation of capacity, or sometimes overstating of the progress made by an organisation."
"Whether or not an external facilitator is involved, the value of the exercise is derived from the discussion and analysis that is involved."

Meet the capacity coaches

These coaches have confirmed experience with organizational assessment and are all excellent all-rounder consultants, and can advise you on strategy, communications, fundraising, building your team, governance.

	Aditi Chatterjee, India: "I am an Evidence & MEL specialist with 11+ years of work experience, spanning development programs and clients across India, South & South-East Asia, Africa, Europe, UK & US."
	Svitlana Pinchuk, Ukraine: "For more than 15 years I’ve been working in partnerships with non-profits and social businesses providing them my expertise in organisational assessment, capacity development, financial sustainability and impact evaluation."
	Konstantina Papadimitrio, Greece: "I'm a passionate strategist and a fundraising consulant working with organizations and donors who seek to grow and achieve impact. I am a Certified Fundraising Executive (CFRE)."
	Domingos Armani, Brazil: "Forty years of experience in social processes of change in Brazil, ranging from youth groups, social movements, ecumenical initiatives, and Ngos to international development organisations."

If you want a broader choice, you will find more capacity coaches on this page.

What assessment tool?

We work with this an assessment questionnaire recently developed by Bridgespan India: we suggest to Download the tool and spend 10 minutes reading through the questions in advance of the call. Its a concise yet comprehensive tool that combines the best questions from other well known assessment tools.

Next steps…

Do you want to learn more about this service? Write to us at support@nonprofitbuilder.org to set up a call!