Organizational Assessment

Taking a good look at your organization from all angles will help you determine what works and what could be different.

Definition

An organizational assessment is a process of taking a step back to reflect and look at the various areas of the organization in regards to what is working and what could be different. An assessment helps to create an objective view of an organization’s current reality in regards to its funding streams, work flow processes, organizational structure, outcomes measurement, client satisfaction, employee turnover, board development, etc. It is a full systems view of where the organization stands that enables management to leverage its current assets as well as choose to do some things differently in order to maximize efficiency and effectiveness in achieving the organization’s mission. (Amy Foster, Unbridled Performance)

The organizational assessment can help to guide a group discussion about the operations of a nonprofit organization. Ideally, this group discussion would be comprised of senior staff, board members, volunteers and, sometimes, recipients.  

Key Considerations

It is often extremely helpful to have senior staff and the executive committee of the board of directors review all aspects of the organization in order to get an accurate picture of where the organization stands at this point in time — where are we strong and where do we need to improve? Below is a listing of the main areas for your consideration:

Mission & Relevance Mission & Values, impacts & outcomes
Planning, Program Delivery & Resource Management Internal and external information, written plan for the future, program & financial goals, risk management, human resources, office & programming space, communications, collaborations & partnerships, service/program policies and procedures, non-compliance
Documentation & Continuous Improvement Evaluation of organization operations, financial management, continuous improvement