Center for Community and Economic Development
Nonprofit Organizational Assessment Tool
This 9-part Nonprofit Organizational Assessment Tool can help guide a group discussion about an organization's operations. This group discussion ideally should include board members, staff, volunteers, and service recipients, but could be used as a self-assessment tool by anyone associated with a nonprofit organization.
First, check the indicators that have been completed or accomplished. Next, indicate the amount of improvement that you think is needed for that indicator (None or Not Applicable, Some, or much improvement needed). It is your perception of the organization. There are no right or wrong answers. If used with a group, each individual should complete the assessment tool. After allowing adequate time, compare responses and discuss any areas where there were different perceptions. As a final step, identify the top 2-3 priorities where there was a high level of consensus on an indicator needing "much" improvement. If you are doing this as a group, have each individual select their top three priorities and then tally the "votes" for the group to identify the top three. Begin developing an action plan that would address these issues (A suggested action plan format can be found at the end of the document). After successfully implementing your action plans that address your top priorities, revisit your assessment tool and begin developing action plans for the other indicators that need attention.The complete Nonprofit Organizational Assessment Tool is composed of nine sections based on the content presented in the eight programs that made up the curriculum of the Learning Institute for Nonprofit Organizations. The Learning Institute for Nonprofit Organizations was a collaboration involving the University of Wisconsin Extension and the Society for Nonprofit Organizations. The University has ended its formal relationship with the SNPO, but videotape presentation kits reside in most of the University of Wisconsin Extension County offices.
*LI faculty have also contributed to various sections of the Nonprofit Organizational Assessment Tool