Sound plans are a key component of organizational effectiveness. Planning can help your nonprofit prioritize and deploy limited resources, align board and staff, engage stakeholders, and prepare for the challenges that lie ahead.
If your nonprofit is anticipating change or starting a planning process, an organizaional asssessment can offer excellent starting point.
- Organizational Assessments enable board and staff leaders of established organizations to work with a skilled consultant to review key governance and management functions, identify priorities, and build consensus on next steps.
- Discovery Sessions enable smaller or all-volunteer organizations to work with a skilled consultant to focus on one or two key areas that will help the organization move forward.
- Technical Assistance Grants (TAGs) can help with organization-wide planning in the areas of strategic planning, collaborations and mergers, boards, fund development, marketing, human resources, and more.
Free Self-Assessment Tools
These resources can help your organization conduct an effective assessment either with a consultant or on your own.
- McKinsey Organizational Capacity Assessment Tool (OCAT) is a comprehensive online tool that allows input from multiple stakeholders and provides summary reports for self-analysis or consultant follow-up.
- Point-K Organizational Assessment Tool is a simple online tool that addresses key nonprofit management areas and provides a summary report.
- Principles and Practices for Nonprofit Excellence in Connecticut describes standards and best practices in nonprofit management.