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Organizational Self-Assessment Tool (PDF)
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For Organizations

The MCC Organizational Self-Assessment Tool was developed to help non-profit organizations identify institutional strengths and weaknesses. Completing a self-assessment is a good first step when doing annual planning or embarking on a new project. We recommend that organizations interested in receiving help from the MCC Advisor Corps complete a self-assessment before submitting an application.

While no single tool is applicable to all organizations or situations, we hope that most cultural groups will find something worthwhile here. The areas covered in this self-assessment include:

  • Mission and vision
  • Strategic planning and evaluation
  • Programming
  • In-school and out-of-school programming
  • Community participation
  • Advocacy / Public relations
  • Marketing
  • Benchmarks of financial health
  • Financial planning, monitoring and reporting
  • Fundraising
  • Governance / Board management
  • Management
  • Human resources
  • Information technology systems
  • Facilities management

Some ways this assessment tool can be used:

  • For larger organizations, the regular distribution of this evaluation to key staff, board members and volunteers is a springboard for internal communication about problem areas, or to identify places where you're doing a good job.

  • For organizations with limited staffing, this assessment provides a good way to identify the skills needed as you focus on board development and recruitment.

  • For newer organizations, this tool can help forecast future staffing, technology or development needs.

  • For organizations in leadership or other transition, this evaluation tool may help clarify areas of needed growth and attention before a search begins.

As always, we'd like your feedback. If this tool has been helpful to you, or if you want to talk about other ways a self-evaluation process could be useful to your organization, contact your MCC program coordinator at 617-727-3668.

MCC Organizational Self-Assessment Tool (PDF)

(You will need Adobe's FREE Acrobat Reader 4.0 or higher to access this document.)

 
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