The assessment stage is an important step to understand how you can strengthen your efforts. When making organizational changes, groups should focus on the most fundamental elements, those which will do the most to improve the effectiveness of the organization. These steps should be done up front, prior to developing a strategic plan or even looking for new board members. The assessment process will give you a much better picture of what your goals should be in these other areas.

The following items are good, solid tools for assessing the strengths and weaknesses of your organization.

Assessment Tools Index

I strive to offer these files in two different formats (whenever possible) for your convenience. The first format is a regular HTML web page which has a small file size and may be viewed with your web browser simply by clicking on the text link. A few documents, due to their graphical nature, are not available in this format.

The second is in Adobe PDF format which downloads as a separate file that you may read with a separate program called Adobe Acrobat Reader (available for free). These files are larger but present the material in a format that prints out as originally formatted. You may download the free Adobe Acrobat Reader by clicking here

HTML
PDF
Assessing Fundraising Readiness Assessing Fundraising Readiness
Elements of Evaluation Elements of Evaluation
Organizational Needs Assessment Organizational Needs Assessment
Pre-Planning Assessment Pre-Planning Assessment
Sample Organizational Assessment Sample Organizational Assessment
Staff Needs Assessment #1 Staff Needs Assessment #1