ClassicTool or templateFree

Organizational Capacity Assessment Tool (OCAT)

Version 1, Excel workbook

A survey-based capacity assessment that a nonprofit's leaders complete to rate the organisation across a set of capacity areas, producing scores that show strengths and gaps. Social Venture Partners and other funders use it to open a conversation with grantees about where to invest in capacity. Social Venture Partners International hosts version 1 as a free Excel workbook.

Why it is in the libraryA widely used US capacity survey, covering ten capacity areas, and still used by funders such as SVP and the Murdock Trust to start a conversation with grantees.

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How to cite

Social Venture Partners International (n.d.). Organizational Capacity Assessment Tool (OCAT): Version 1, Excel workbook. https://www.socialventurepartners.org/svp_resources/organizational-capacity-assessment-tool-version-1

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