Resource library · free toolkits, templates and guides
The practical library for people who build nonprofits
211 really practical toolkits, templates and guides for nonprofit and NGO leaders, and the consultants and funders who support them. A mix of the classics and newer methods.
Suggestions are welcome211 resources · 15 topics · 137 publishers · 197 free to use
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- Search: organizational capacity assessment tools
- 1.2C002
A Guide to Organizational Capacity Assessment Tools
A memo for funders, consultants and nonprofits on choosing and using organisational capacity assessment tools. Informing Change reviewed 91 assessment tools, checklists and guides for the Hewlett Foundation. Sections cover methodology, what a good assessment experience looks like, cross-cutting lessons, how to select a tool and specific situations for using one. A companion spreadsheet database lists the tools. Its main finding is that the process around a tool matters as much as the tool.
ClassicKey online resourceFree - 1.2C007
Pact's Organizational Capacity Assessment
A guide for Pact staff, partners and other organisations that want to run Pact's Organizational Capacity Assessment (OCA). The OCA is a participatory, strengths-based method and tool that helps an organisation measure its capacity, rank its organisational challenges and put improvement strategies in place. The guide sets out how a facilitator prepares and runs the process with an organisation. It is released under a Creative Commons Attribution-ShareAlike 3.0 licence.
CurrentTool or templateFree - 1.2C003
Organizational Capacity Assessment Tool
A self-assessment spreadsheet that nonprofits complete to rate their own capacity. Developed by the Marguerite Casey Foundation from The Conservation Company's Capacity Assessment Grid, it covers 4 areas: leadership, adaptive, management and operational capacity. It includes instructions for filling it in and a scoring calculation, so organisations can benchmark progress over time. Grantmakers also use the results to understand grantee capacity and track its growth during a grant.
ClassicTool or templateFree - 1.2C004
Organizational Capacity Assessment Tool (OCAT)
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.
ClassicTool or templateFree - 1.2C008
Bridgespan Organizational Effectiveness Framework survey
An online team survey on Org360 that runs a Bridgespan-based organisational assessment for nonprofits. It has 85 questions and takes about 34 minutes. Areas include strategic clarity, governance, financial sustainability, and diversity, equity and inclusion, with rating questions and open reflection questions. Leaders, board members and staff respond, and Org360 produces an automatic report with strengths, gaps and a development plan. It is free to use after sign-up.
Start hereEmergingTool or templateFree with sign-upNonprofit Builder tool
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