for nonprofits - qualitative assessment services

qualitative assessments help clients establish a solid foundation for planning, implementing plans, and addressing contemporary issues their organization.  We use the following tools to help clients identify and analyze their current strategic position:

preventative - snapshot - benchmark - 180° - 360° - governance

preventative assessment - An informal review of the stress factors within the agency.  Involves a short questionnaire and self-evaluation.  Estimated time, 30 minutes.

snapshot assessment - An informal review of the client organization. Involves a review of written materials and a focused conversation with the project leader. Estimated time, 5+ hours.

benchmark assessment -  A comparison of specific areas of the client organization with industry standards and similar organizations. Involves a mutually agreed upon research process. Estimated time, 10+ hours.

180° assessment - An informal review of the client's organizational capacity. Involves 5 - 10 interviews about the client's history, purpose, aspirations, culture, guiding principles, assumptions, goals, decision-making processes, systems, structures, staff, board, and clientele. Estimated time, 50+ hours spanning one or more months.

360° assessment  - A formal assessment of the client's board, campaign readiness, annual development program, or entire organization. Involves a mutually agreed upon survey of relevant team members about culture, systems, and structures in specified organizational areas. Estimated time, 90+ hours spanning three or more months.

governance assessment - A formal assessment of the members of the client's board.  Involves a paper or online survey and a tabulation and report on the results.  Estimated time, 40+ hours spanning two months.

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