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Organizational Capacity Assessment Tool

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Facilitation & Process, LLC
Facilitation & Process, LLC

These slides are from a session presented at the November 12-13 "Hacking Social Impact: Unconference" with a spotlight social entrepreneurship, impact investment. This session discussed assessing organizations capacity from the perspective of my work as a volunteer partner with Social Venture Partners Portland. For more on the conference http://socialventuresociety.org/unconference/

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ORGANIZATIONAL CAPACITY ASSESSMENT TOOL THINKING DEEPLY ABOUT CAPACITY Mark P. Fulop, MA, MPH mark@facilitationprocess.com
Welcome & Introduction • Why Are You Here? -challenges, opportunities, ideas? • Ground we will cover • Define & Overview Capacity Building • Introduce the Organizational Capacity Assessment Tool 1.0 • Work in small groups with the Tool • Discuss the strengths and Weaknesses of the Tool.
3 What is Organizational Capacity Building? The development of core skills, management practices, strategies, and systems to enhance an organization’s effectiveness, sustainability and ability to fulfill its mission. 3
Why Capacity Building is Important Well-managed nonprofits with strong internal systems are more likely to achieve greater impact because they can:  be financially stable  retain key staff  have strong external leadership of the organization  have capable, engaged board members who carry out their fiduciary role  be adaptive to changes in the landscape, funding climate or sector  have a culture of reflection and planning  be committed to results because they have the evaluation capacity to monitor performance 4
5 The SVP Capacity Assessment Tool • A self-assessment instrument that helps nonprofits identify capacity strengths and challenges and establish capacity building goals. • Primarily a diagnostic and learning tool. • Provides a useful framework for measuring growth in organizational capacity over time. • Serves as a baseline for current skills and knowledge and helps set priorities for improvement projects. • Jointly developed by McKinsey & Co. and SVP; adopted by several SVP affiliates. 5
6 Organizational Capacity Assessment Domains 1. Financial Management 2. Fund Development 3. Information Technology 4. Marketing & Communications 5. Program Design & Evaluation 6. Human Resources 7. Mission, Vision, Strategy & Planning 8. Legal Affairs 9. Leadership Development 10. Board Governance 6
7 How to approach using the Tool 1. Goal is consensus on organization’s needs; no right/wrong answers. 2. Investee participants score each area independently in advance. 3. Team facilitates a meeting to agree on composite score for each assessment area. 4. Next step is to define projects that relate to the priorities on capacity building. 7
Highlights of Human Services Consolidated Report • Stronger Areas: • Mission & Vision • Program Design & Evaluation • CEO/ED/Senior Management Team Leadership • Weaker Areas: • Information Technology • Fund Development • Legal Affairs (lower scores ok, have what need) • Financial Management 8
Human Services OCAT Session • 3 Hour session facilitated by SVPP with 9 Human Services participants • If you were king/queen what is the 1 thing you would change about Human Services? • Funding Diversity, security, endowment, space • Solidify Programs & ways to communicate successes with strong metrics • Marketing & Communication strategy • Strong partnership & collaboration with similar organizations 9
10 Top Skills Required to Flourish in the Future 1. Strategic Long Range Planning & Vision 2. Business Acumen 3. Metrics for story to help communicate organization’s success & attract donors 4. Development & Marketing strategy & implementation 5. Outreach (broadly defined) 6. Program Replication Model 10
11 Human Services Urgent Priorities Based on review of the data & the discussions these are the priorities • Long Range Strategic Planning • BOD development • Marketing & Communication Strategy • Fund Raising & Diversity 11
Resources • Social Venture Partners Portland http://www.svpportland.org • Venture Philanthropy Partners http://www.vppartners.org/learning/mckinsey-vpp-ocat • Mckinsey & Company OCAT Website http://ocat.mckinseyonsociety.com • Comparison of Assessment Tools http://lfleadership.com/files/Resources%20for%20Organizational%20Self-Assessment.pdf
Facilitation & Process, LLC is a consulting firm based in Portland, Oregon. With Facilitation & Process, you are not our client but rather we are your partner in strategy, performance improvement and success. We design customized approaches that are tailored to your needs. Organizations that benefit most from working with us are those who are tired of the same old solutions and are ready for the fresh, imaginative and objective. We help you think about your organizational context and the larger community ecosystem in which you operate. We help you think systemically, systematically with a focus on the long view. To help you create solutions, we offer a range of supporting services including performance assessments, facilitation, strategic, capacity, business & social impact planning, board & staff development and retreats, and developing meaningful community engagement. Contact us for a free initial consultation Mark P. Fulop, MA, MPH mark@facilitationprocess.com (503) 928-4082 http://www.facilitationprocess.com

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Organizational Capacity Assessment Tool

  • 1. ORGANIZATIONAL CAPACITY ASSESSMENT TOOL THINKING DEEPLY ABOUT CAPACITY Mark P. Fulop, MA, MPH mark@facilitationprocess.com
  • 2. Welcome & Introduction • Why Are You Here? -challenges, opportunities, ideas? • Ground we will cover • Define & Overview Capacity Building • Introduce the Organizational Capacity Assessment Tool 1.0 • Work in small groups with the Tool • Discuss the strengths and Weaknesses of the Tool.
  • 3. 3 What is Organizational Capacity Building? The development of core skills, management practices, strategies, and systems to enhance an organization’s effectiveness, sustainability and ability to fulfill its mission. 3
  • 4. Why Capacity Building is Important Well-managed nonprofits with strong internal systems are more likely to achieve greater impact because they can:  be financially stable  retain key staff  have strong external leadership of the organization  have capable, engaged board members who carry out their fiduciary role  be adaptive to changes in the landscape, funding climate or sector  have a culture of reflection and planning  be committed to results because they have the evaluation capacity to monitor performance 4
  • 5. 5 The SVP Capacity Assessment Tool • A self-assessment instrument that helps nonprofits identify capacity strengths and challenges and establish capacity building goals. • Primarily a diagnostic and learning tool. • Provides a useful framework for measuring growth in organizational capacity over time. • Serves as a baseline for current skills and knowledge and helps set priorities for improvement projects. • Jointly developed by McKinsey & Co. and SVP; adopted by several SVP affiliates. 5
  • 6. 6 Organizational Capacity Assessment Domains 1. Financial Management 2. Fund Development 3. Information Technology 4. Marketing & Communications 5. Program Design & Evaluation 6. Human Resources 7. Mission, Vision, Strategy & Planning 8. Legal Affairs 9. Leadership Development 10. Board Governance 6
  • 7. 7 How to approach using the Tool 1. Goal is consensus on organization’s needs; no right/wrong answers. 2. Investee participants score each area independently in advance. 3. Team facilitates a meeting to agree on composite score for each assessment area. 4. Next step is to define projects that relate to the priorities on capacity building. 7
  • 8. Highlights of Human Services Consolidated Report • Stronger Areas: • Mission & Vision • Program Design & Evaluation • CEO/ED/Senior Management Team Leadership • Weaker Areas: • Information Technology • Fund Development • Legal Affairs (lower scores ok, have what need) • Financial Management 8
  • 9. Human Services OCAT Session • 3 Hour session facilitated by SVPP with 9 Human Services participants • If you were king/queen what is the 1 thing you would change about Human Services? • Funding Diversity, security, endowment, space • Solidify Programs & ways to communicate successes with strong metrics • Marketing & Communication strategy • Strong partnership & collaboration with similar organizations 9
  • 10. 10 Top Skills Required to Flourish in the Future 1. Strategic Long Range Planning & Vision 2. Business Acumen 3. Metrics for story to help communicate organization’s success & attract donors 4. Development & Marketing strategy & implementation 5. Outreach (broadly defined) 6. Program Replication Model 10
  • 11. 11 Human Services Urgent Priorities Based on review of the data & the discussions these are the priorities • Long Range Strategic Planning • BOD development • Marketing & Communication Strategy • Fund Raising & Diversity 11
  • 12. Resources • Social Venture Partners Portland http://www.svpportland.org • Venture Philanthropy Partners http://www.vppartners.org/learning/mckinsey-vpp-ocat • Mckinsey & Company OCAT Website http://ocat.mckinseyonsociety.com • Comparison of Assessment Tools http://lfleadership.com/files/Resources%20for%20Organizational%20Self-Assessment.pdf
  • 13. Facilitation & Process, LLC is a consulting firm based in Portland, Oregon. With Facilitation & Process, you are not our client but rather we are your partner in strategy, performance improvement and success. We design customized approaches that are tailored to your needs. Organizations that benefit most from working with us are those who are tired of the same old solutions and are ready for the fresh, imaginative and objective. We help you think about your organizational context and the larger community ecosystem in which you operate. We help you think systemically, systematically with a focus on the long view. To help you create solutions, we offer a range of supporting services including performance assessments, facilitation, strategic, capacity, business & social impact planning, board & staff development and retreats, and developing meaningful community engagement. Contact us for a free initial consultation Mark P. Fulop, MA, MPH mark@facilitationprocess.com (503) 928-4082 http://www.facilitationprocess.com