Organizational Assessment

Effective consulting depends on having sound and current data so we can customize our work to fit your nonprofit’s specifics. Therefore, we conduct an organizational assessment at the beginning of each consulting engagement.

The quantitative and qualitative information gained through our assessment helps staff, board, community members and other stakeholders identify what is working well, what can be improved, and any barriers to effectiveness.

Thorough organizational assessment asks that a nonprofit’s staff, board and key stakeholders come together to tell their collective story and create a shared portrait of the group’s current reality. This means that they will need to systematically examine the nonprofit’s services, funding, governance, management and overall mission effectiveness. This provides a strong base and shared language for beginning to make changes.

We help stakeholders see the causes of issues they face, rather than focusing primarily on symptoms. Going beyond any one person's or subgroup's perspective, we aim to take a snapshot of the whole system in its complexity.

Benefits for the Client Organization

• Shared understanding of organizational strengths and challenges among key stakeholders
• Common language to discuss the organizational system
• A solid basis for identifying effective action steps
• Understanding of root causes, rather than just symptoms
• Shared momentum for creating change going forward

Hallmarks of Our Approach

• Honors the wisdom and experience that already exists in the organization
• Promotes collaboration and mutual understanding
• Becomes the first step in a powerful change process