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Organizational Assessment  

Please complete the form and respond to the narrative question contained in the latter part of it. We recommend that a board member or executive director or other organizational leaders complete this on-line version of the assessment tool.

After completing the sample self-assessment tool, send it to the Oklahoma Center for Nonprofits™. We will score these items and will contact you to arrange a feedback and reporting process with you.

Please be assured that your responses to all of this information will be maintained with the utmost confidentiality.

Name of organization: 
Board president: 
Executive director: 
Nonprofit mailing address: 
City: 
State: 
Zip: 
Nonprofit's daytime telephone: 
Fax: 
Email: 
Website: 
Country: 
Area served: 
Annual number of clients: 

General population size of community in which the nonprofit is located: 
Type of nonprofit in terms of its IRS status: 
Date organization received its nonprofit status (month, year): 
Number of paid staff: 
Number full time: 
Number part-time: 
Number of board members: 
Number of other active volunteers: 
Number of volunteer hours served annually: 
Percent of board members making annual financial contributions: 
Your organization's current annual (calendar or fiscal year) budget: 

General type of your nonprofit in terms of major services offered:(check one)
children/youth services community development/housing
elderly services arts/culture/recreation
family services faith-based/religious
social services education/research
health services animal welfare/conservation
judicial/legal services other-please specify type below
civic/advocacy
job training and/or employment

Excerpts From A Baseline Assessment Tool

The following represents a sample of questions taken from Peter Brinckerhoff's "Baseline Organizational Self-Assessment Tool." Additional questions created by the Center for Nonprofits™ relating to outcome measurement are included. For a snapshot of your organization's practices, complete the questionnaire below by checking "yes" or "no." Once complete, please send it to the Center for Nonprofits™ by pressing "SUBMIT" at the end of the document. You will receive a report and will be contacted by the Center staff to discuss ways to maximize the benefits of this process.

Questions from the assessment tool listed below have been taken from the 3rd Chapter of the Mission-Based Management Workbook, the companion workbook to the second edition of Mission-Based Management, both by Peter Brinckerhoff. Parts of this assessment have been used here with permission from the author.

The remaining chapters of these books take this self-assessment and expand it significantly. You can find more complete information and other Brinckerhoff publications at: www.wiley.com and www.missionbased.com.

Note: The Center for Nonprofits™ sells Peter Brinckherhoff's books locally.

Sample of Form 3-1,
Self-Assessment - Mission Statement
(Chapter 4)

1.  Has your mission statement been reviewed by your board and staff within the past two years?
  Yes No

Sample of Form 3-2,
Self-Assessment – Board of Directors
(Chapter 5)

2.  Does the board have a mandated policy of turnover? (Are there set terms for board members? Is there a limit on the number of consecutive terms?)
  Yes No
3.  Does the board have a written list of its responsibilities?
  Yes No
4.  Have more than 75% of board meetings had a quorum over the past 24 months?
  Yes No
5.  Is there a current written board manual?
  Yes No
6.  Does the board annually evaluate the head staff person, in person and in writing?
  Yes No
7.  Is time set aside at each board meeting for ongoing orientation about the organization's work?
  Yes No
8.  Does the board annually approve the budget and then monitor it on a regular basis?
  Yes No

Self-Assessment – Outcome Measurement
(Center for Nonprofits™)

9.  Please rate your organization’s level of understanding/knowledge with regard to outcome measurement.
  Beginning Intermediate Advanced
10.  Does your organization have defined outcomes for programmatic activities?
  Yes No  
11.  Does you organization currently quantify your progress toward these defined outcomes?
  Yes No  

Sample of Form 3-3,
Self-Assessment - Staff Management
(Chapter 6)

12.  Is the staff that directly provides service included in budget development and other decisions?
  Yes No
13.  Are staff evaluations done at least annually?
  Yes No
14.  Are all staff provided training and/or continuing education at least 10 hours per year per person above any training needed for licensure or accreditation?
  Yes No

Sample of Form 3-4,
Self-Assessment - The Wired Not-for-Profit
(Chapter 7)

15.  Does the organization have a website? Has it been updated in the past 30 days?
  Yes No
16.  Are all the organization's computers Net compatible?
  Yes No
17.  Does the organization do a quarterly (four times a year) technology assessment?
  Yes No
18.  Does staff get access to classes in software and hardware use?
  Yes No
19.  Does the organization have email for all staff?
  Yes No

Form 3-5,
Self-Assessment - Social Entrepreneurship
(Chapter 8)

20.  Has the organization investigated (or is currently pursuing) non-traditional business activities to supplement income?
  Yes No
21.  Are core values and the mission statement discussed when changes are considered?
  Yes No

Form 3-6,
Self-Assessment - Marketing
(Chapter 9)

22.  Have you identified your organizational target markets for funders, people to serve and referrers?
  Yes No
23.  Have you asked your target markets what they want or how satisfied they are with your services in the past 24 months?
  Yes No
24.  Do you have a current marketing plan?
  Yes No

Form 3-7,
Self-Assessment - Financial Empowerment
(Chapter 10)

25.  Do you have 30 days cash on hand?
  Yes No
26.  Has your organization been profitable in the past three years?
  Yes No
27.  Do you have financial policies that have been updated in the past 18 months?
  Yes No
28.  Do you share your financial information widely inside the organization?
  Yes No

Form 3-8,
Self-Assessment - Planning
(Chapter 11)

29.  Do you have a current strategic plan (3 to 5 years)?
  Yes No
30.  Are both board and staff involved in the strategic planning process?
  Yes No
31.  Do you regularly review progress at implementing the strategic plan at staff and board meetings?
  Yes No

Form 3-9,
Self-Assessment - Controls
(Chapter 12)

32.  Do you have the following policies, and have they been updated within the past 24 months?
a. Bylaws
  Yes No
b. Conflict of Interest
  Yes No
c. Financial Policies
  Yes No
d. Personnel Policies
  Yes No
e. Media Policies
  Yes No
f. Quality Assurance Policies
  Yes No
33.  Do you train staff and board annually on key policies?
  Yes No
34.  Do you enforce your policies consistently?
  Yes No

Press SUBMIT to send. Your results will be handled with the utmost confidentiality. To allow us a way to follow-up with you, please list your name, email and telephone number below.
Name:
Telephone:
Email:
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