Organizational assessments are a critical first step in understanding the strengths and areas for improvement within your organization. By systematically evaluating your current operations, we help you gain valuable insights that inform effective strategic planning. These assessments ensure that your initiatives are grounded in data and tailored to your unique goals and culture.

We are anchored in strategy – data informs our recommendations. We take quantitative and qualitative date to formulate future and recommended courses of action, taking into account your current state and your organizational culture.

Data Drives Mission Success

Our strategic planning process leads your organization to concretely identify the vision and mission to which your leadership team aspires, as well as to the operational goals and objectives that make your vision and mission attainable. We work with your team to adjust our process for optimum results for your organization’s unique structure and setting.

Dive Deeper with Diagnostic Tools and Engagement Activities

We gather meaningful data through stakeholder engagement activities such as :

  • Stakeholder surveys
  • One-on-one interviews
  • Focus groups
  • Town hall meetings
  • Facilitated group discussions
  • Board and leadership team retreats

We also use analysis methods such as SWOT and PESTLE to examine and interpret the organization’s situation and positioning and may use scenario planning or a program sustainability model to guide the team in critical decision-making . We document the data gathered, provide our analysis of the data, and present our findings through facilitated meetings, presentations, or reports. Read more about our facilitation services.

Every Operating Environment is Unique

There are various types of assessments which can be conducted as a part of strategic planning offerings or procured separately:

Board Assessments

This assessment evaluates the effectiveness, structure, and performance of the organization’s governing board, identifying strengths and areas for improvement to ensure strong leadership and governance.

Questions to consider

  • How well does your board fulfill its governance responsibilities?
  • Are roles and decision-making processes clearly defined?
  • What steps could strengthen board engagement and accountability?

Fundraising Readiness Assessment

This process determines whether your organization has the necessary strategies, resources, and infrastructure in place to successfully launch and sustain fundraising campaigns.

Questions to consider:

  • What is your organization’s current state of fundraising initiatives?
  • Do you have the systems and talent to support ambitious fundraising goals?
  • What gaps must be addressed to enhance fundraising success?

Program Assessment

This evaluation reviews the design, implementation, and outcomes of specific programs to measure their impact and alignment with organizational goals.

Questions to consider:

  • Are your programs achieving their intended outcomes?
  • How well do they align with your mission and strategic priorities?
  • What improvements could increase effectiveness and impact?

Product and Service Assessment

This assessment analyzes the effectiveness, quality, and market relevance of the organization’s products and services to identify opportunities for improvement or expansion.

Questions to consider:

  • Do you have the products and services to meet your customers’ needs?
  • What systems and processes are in place to provide these products and services?
  • Are you addressing customer feedback and innovating to stay competitive?

Human Capital Assessment

This process reviews workforce capabilities, organizational culture, and talent management practices to ensure the organization is equipped to achieve its strategic objectives.

Questions to consider:

  • Do you have the right talent in the right roles?
  • How strong is your organizational culture in supporting performance?
  • What strategies could improve retention and engagement?

Financial and Profitability Assessment

This assessment examines financial health, sustainability, and profitability to inform sound fiscal management and long-term planning.

Questions to consider:

  • What is the financial position of your organization?
  • Do you have the resources to support operations and growth?
  • How resilient is your financial model against future challenges?

Feasibility Studies for Capital Campaigns

This study analyzes the organization’s capacity to successfully undertake major capital campaigns by evaluating internal readiness, community support, and funding potential.

Questions to consider:

  • Does your organization have the infrastructure to manage a large campaign?
  • How strong is donor confidence and community backing?
  • What benchmarks indicate readiness for a successful campaign?

Operational Efficiency Evaluation or Audit

An operational audit is a systematic review of an organization’s processes, procedures, and internal controls to evaluate their efficiency, effectiveness, and compliance with policies or regulations. 

Questions to consider:

  • How does your product and service output compare to what is needed?
  • How efficient are you, and how are you utilizing technology to drive efficiency?
  • Are your processes and policies up to date based on current operational needs?

Organizational Health Assessment

An organizational health assessment examines the overall well-being of an organization, including its culture, leadership, structure, and internal dynamics, to identify strengths and areas for improvement.

Questions to consider:

  • How healthy is your organizational culture and leadership?
  • Are structures and systems enabling collaboration and performance?
  • What changes could strengthen resilience and adaptability?

We turn assessments into action plans.

Learn more about our organizational development services.

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