Organizational Capacity Assessment

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Welcome to the Idea Grows Idea Consult Capacity Assessment

Thank you for taking the time to complete this Organizational Capacity Assessment. This comprehensive evaluation will help us understand your organization's current capabilities and identify key areas for strategic improvement.

This assessment is designed to evaluate your organization across critical capacity areas that drive effectiveness, efficiency, and long-term sustainability. Your honest responses will enable us to provide you with a tailored analysis and recommendations aligned with your organization's specific needs.

The assessment should take approximately 20-25 minutes to complete.

your other approach

ORGANIZATION INFORMATION

1. Organization Name

2. Year Established

If other specify

7. Your Role in the Organization

8. Email

Phone:

GOVERNANCE AND LEADERSHIP

9. What is the current structure of your board/leadership team?

No formal board or leadership team
Board exists but roles and responsibilities are not clearly defined
Board with defined roles but limited engagement
Active board with defined roles and moderate engagement
Highly engaged board with clear governance structures and active committees
Not applicable

11. How would you rate the effectiveness of your board/leadership team in strategic decision-making?

Limited effectiveness (decisions often delayed or inconsistent)
Somewhat effective (decisions made but process could be improved)
Moderately effective (solid decision-making in most situations)
Highly effective (consistent, timely, and strategic decisions)
Not applicable

12. Does your organization have a leadership succession plan?

No succession planning
Informal discussions but no formal plan
Basic succession plan for top leadership only
Comprehensive succession plan for multiple leadership positions
Not applicable

STRATEGIC PLANNING AND MISSION CLARITY

13. Does your organization have a current strategic plan?

No strategic plan
Outdated strategic plan (over 3 years old)
Current strategic plan but implementation is limited
Current, actively implemented strategic plan with regular progress reviews
Not applicable

14. How clearly defined is your organization's mission, vision, and values?

Not documented or clearly defined
Documented but not widely shared or understood
Documented and generally understood within the organization
Well-documented, widely understood, and actively guides decision-making
Not applicable

15. To what extent does your organization engage in systematic planning for the future?

Minimal planning (primarily reactive to immediate needs)
Basic planning (annual budgeting and simple workplans)
Moderate planning (multi-year projections with some strategic elements)
Comprehensive planning (integrated strategic, financial, and operational planning)
Not applicable

16. How effectively does your organization adapt to changes in your operating environment?

Struggles to adapt to changes
Adapts slowly with significant disruption
Adapts reasonably well with some challenges
Adapts quickly and effectively to changing circumstances
Not applicable

FINANCIAL MANAGEMENT

17. How would you characterize your organization's financial management systems?

Basic (manual systems with limited reporting)
Developing (partial systems but gaps exist)
Solid (good systems with regular reporting)
Advanced (comprehensive systems with robust analytics)
Not applicable

18. How diversified are your organization's funding/revenue sources?

Highly concentrated (80%+ from a single source)
Limited diversity (2-3 major sources)
Moderately diverse (4-6 significant sources)
Highly diverse (many sources with none exceeding 20% of total)
Not applicable

19. How far in advance does your organization forecast its finances?

20. How would you rate your organization's financial sustainability?

Significant concerns (unstable funding/revenue with frequent cash flow issues)
Some concerns (occasional financial challenges)
Moderately stable (generally secure with occasional challenges)
Very stable (secure funding/revenue with strong reserves)
Not applicable

21. Does your organization undergo financial audits or reviews?

HUMAN RESOURCES AND TALENT MANAGEMENT

22. How would you describe your organization's staff structure and role clarity?

Informal with significant role overlap and ambiguity
Basic structure but many roles still undefined
Defined structure with some role clarity
Well-defined structure with clear roles and responsibilities
Not applicable

23. Does your organization have documented HR policies and procedures?

No formal HR policies
Limited policies covering only basic requirements
Moderate policies covering most areas
Comprehensive policies covering all aspects of employment
Not applicable

24. How would you rate your organization's approach to staff development?

Limited (minimal investment in training or development)
Basic (occasional training but no systematic approach)
Moderate (regular training and some development planning)
Comprehensive (systematic approach to training and career development)
Not applicable

25. How would you characterize staff retention and satisfaction?

Significant challenges (high turnover, low morale)
Some challenges (moderate turnover, variable morale)
Generally positive (reasonable retention, good morale)
Excellent (high retention, strong morale and engagement)
Not applicable

OPERATIONAL SYSTEMS AND PROCESSES

26. How would you rate the effectiveness of your organization's operational processes?

Ad hoc (few documented processes, highly variable execution)
Basic (some documented processes, inconsistent execution)
Developed (most processes documented, generally consistent execution)
Advanced (comprehensive, documented processes with consistent execution)
Not applicable

27. To what extent are your operational processes regularly reviewed and improved?

Rarely reviewed or improved
Occasionally reviewed when problems arise
Regularly reviewed but improvements implemented inconsistently
Systematically reviewed with continuous improvement approach
Not applicable

28. How effectively does information flow within your organization?

Poor information flow with frequent communication gaps
Inconsistent information flow with occasional gaps
Generally good information flow with few gaps
Excellent information flow with transparent communication systems
Not applicable

29. How would you rate your organization's risk management practices?

Minimal (risks addressed reactively as they occur)
Basic (some risk awareness but limited formal management)
Moderate (key risks identified with some mitigation strategies)
Comprehensive (systematic risk identification, mitigation, and monitoring)
Not applicable

TECHNOLOGY CAPABILITIES

30. How would you characterize your organization's technology infrastructure?

Basic (minimal technology with significant limitations)
Developing (functioning technology but needs upgrading)
Solid (appropriate technology that meets most needs)
Advanced (up-to-date technology that enhances productivity)
Not applicable

31. To what extent does your organization use specialized software for key functions? (Select all that apply)

32. How would you rate your organization's data management capabilities?

Limited (minimal data collection or use)
Basic (some data collection but limited analysis)
Moderate (regular data collection and basic analysis)
Advanced (comprehensive data strategy with sophisticated analysis)
Not applicable

33. How effectively does your organization leverage technology for remote work and collaboration?

Limited capability for remote work
Basic remote capability but with significant challenges
Moderate remote capability with some challenges
Highly effective remote work capabilities
Not applicable

PROGRAM/SERVICE DELIVERY

34. How well-defined are your organization's programs or service delivery models?

Loosely defined with significant variation
Basic definition but inconsistent implementation
Well-defined with generally consistent implementation
Comprehensively defined with standardized, consistent implementation
Not applicable

35. To what extent does your organization measure program/service outcomes and impact?

Minimal measurement (primarily tracks activities, not outcomes)
Basic measurement (some outcome tracking but limited)
Moderate measurement (regular outcome tracking for key programs)
Comprehensive measurement (robust impact evaluation across programs)
Not applicable

36. How systematically does your organization use data to improve program/service delivery?

Rarely uses data for improvement
Occasionally uses data but not systematically
Regularly uses data for major decisions
Continuously uses data in a comprehensive improvement cycle
Not applicable

37. How effectively does your organization respond to changing client/customer/beneficiary needs?

Reactive (responds slowly after significant changes)
Somewhat responsive (notices major changes and adapts eventually)
Responsive (regularly checks and adapts to changing needs)
Highly responsive (proactively anticipates and adapts to needs)
Not applicable

FUNDRAISING AND RESOURCE MOBILIZATION

For non-profit organizations

38. How would you characterize your organization's fundraising strategy?

No formal strategy
Basic strategy with limited diversification
Developed strategy with multiple funding streams
Comprehensive strategy with diverse, sustainable funding streams
Not applicable

40. How would you rate your organization's capacity to develop compelling funding proposals?

Limited capacity (struggles to develop proposals)
Basic capacity (develops simple proposals with effort)
Moderate capacity (regularly develops solid proposals)
Strong capacity (consistently develops compelling, successful proposals)
Not applicable

41. How effectively does your organization steward relationships with donors/funders?

Limited stewardship (minimal communication after funding received)
Basic stewardship (required reporting but limited relationship building)
Good stewardship (regular communication and relationship maintenance)
Excellent stewardship (strategic relationship management and engagement)
Not applicable

MARKETING AND BUSINESS DEVELOPMENT

For for-profit organizations

42. How well-developed is your organization's marketing strategy?

No formal marketing strategy
Basic strategy with limited implementation
Developed strategy with consistent implementation
Comprehensive strategy with sophisticated market targeting
Not applicable

44. How would you rate your organization's sales process and pipeline management?

Ad hoc (no defined sales process)
Basic (simple process with minimal tracking)
Developed (defined process with regular tracking)
Advanced (sophisticated process with full pipeline management)
Not applicable

45. How would you rate your organization's sales process and pipeline management? (copy)

Ad hoc (no defined sales process)
Basic (simple process with minimal tracking)
Developed (defined process with regular tracking)
Advanced (sophisticated process with full pipeline management)
Not applicable

46. How effectively does your organization manage customer relationships?

Not applicable
Limited (minimal systems for relationship management)
Basic (some systems but inconsistent implementation)
Good (established systems with consistent implementation)
Excellent (comprehensive relationship management approach)
Not applicable

EXTERNAL RELATIONSHIPS AND PARTNERSHIPS

47. How effectively does your organization engage with external stakeholders?

Limited engagement (few external relationships)
Basic engagement (some relationships but limited strategic value)
Moderate engagement (various relationships with some strategic benefits)
Extensive engagement (many strategic relationships that drive value)
Not applicable

48. To what extent does your organization collaborate with partners?

Minimal collaboration (works mostly independently)
Occasional collaboration on specific initiatives
Regular collaboration with several partners
Extensive collaboration as a core strategy
Not applicable

49 How would you characterize your organization's reputation and visibility in your sector?

Limited (low awareness or recognition)
Developing (some recognition but not widely known)
Established (well-known within specific networks)
Leading (widely recognized as an important sector player)
Not applicable

INNOVATION AND ADAPTATION

50. How would you describe your organization's approach to innovation?

Conservative (rarely implements new approaches)
Cautious (occasionally adopts proven innovations)
Balanced (regularly implements improvements)
Progressive (actively seeks and implements innovative approaches)
Not applicable

51. How effectively does your organization learn from successes and failures?

Limited learning (rarely examines or applies lessons)
Some learning (occasionally reviews but limited application)
Moderate learning (regularly reviews and often applies lessons)
Extensive learning (systematic review and application of lessons)
Not applicable

52. To what extent does your organization stay informed about sector trends and best practices?

Minimal awareness of external developments
Basic awareness but limited application
Moderate awareness with some application
Comprehensive awareness with systematic application
Not applicable

CURRENT CHALLENGES AND PRIORITIES

If other specify

56. How urgent is improving your organization's capacity in the selected priority areas?

Not urgent (improvements would be beneficial but not time-sensitive)
Somewhat urgent (improvements needed within the next year)
Very urgent (improvements needed within the next 3-6 months)
Critical (immediate improvements essential)

57. Is there any additional information about your organization's capacity needs that would be helpful for us to know?

If other specify

Thank you for completing this assessment! Based on your responses, we will provide you with a detailed analysis of your organization's capacity strengths and areas for development.

Next Steps:

Our team will review your assessment and prepare a customized capacity analysis within 5 business days.
We will contact you to schedule a complimentary 90-minute consultation to discuss your results and potential support options.
You will receive a summary report of key findings and recommendations tailored to your organization's specific needs.