Organizational Assessment

You can feel that something in your organization isn't working the way it should. Naming exactly what is the hard part.

A great blue heron standing tall among cypress knees at the water's edge, dense green foliage behind.

The difference between guessing and knowing.

Naming It Together

We've seen what happens when planning skips this step: a plan that gets shelved because the real issues never had language. Our organizational assessment gives you a clear, whole-organization view of your governance and staffing, financials, operations, and strategic alignment, so you know what to address now, and what can wait. Bring us what you're seeing. Naming it together is what this work is for.

Scope

Two Different Assessments

  • Grant Readiness Assessment

    Our Grant Readiness Assessment starts with the free checklist and is focused on one question: is your nonprofit ready to pursue grant funding? It looks at the documents and systems a funder expects to see.

  • Organizational Assessment

    The organizational assessment is broader. Grants don't have to be anywhere in the picture. If your concern is specifically grant readiness, start with the free checklist. If you're sensing something deeper than that, this assessment is the place to start.

What We Look At

Governance & Staffing
  • How your board functions
  • How staff and roles are structured
  • Whether your organization could handle a sudden leadership change
Financials
  • How money moves through your organization and how financial decisions get made
  • How funding sources and systems work, including where money comes from and how it's tracked
Operations & Communication
  • How work actually gets done day to day: where things bottleneck, where they run smoothly
  • How your organization communicates, internally with staff and board, externally with donors, funders, and the community
Strategic Alignment
  • Whether your goals, program plans, and strategic direction match your organization's real capacity

Timeline: Assessments run 6 to 8 weeks, depending on your team's availability.

What You Get

You get a written findings summary that includes:

  • Strengths & Opportunities

    The strengths and opportunities we found: what's already working, where the biggest openings are.

  • Key Risks & Options

    The most important risks, with pros and cons of a few realistic paths forward.

  • Decisions to Make

    The key decisions your organization could explore to move forward.

Why We Start Here

We look before we build. A whole-organization assessment gives any work that follows a solid factual basis instead of a guess. Plenty of organizations use this assessment on its own, to know where they stand.

Pricing

Scoped to what you actually need

Three ways to start, depending on what you're ready for:

Grant Readiness Checklist

Free

Complete Grant Readiness Assessment

$1,000

Full Organizational Assessment

Scoped individually

The Grant Readiness Checklist is free. Full organizational assessment pricing is scoped individually, based on your organization's size and what you need us to look at.

Frequently Asked Questions

Who should be involved on our end?

More people than you might expect. We hear from all board members, stakeholders, staff, and volunteers, because a whole-organization picture depends on it. We plan the conversations around your team's availability.

Do we have to do an assessment before working with you on anything else?

No. The one exception is Organizational Design. We complete an assessment together before that work begins, because the design builds directly on what the assessment finds. Everything else stands on its own. Some organizations start with an assessment anyway, because a diagnosis sharpens whatever comes next. Others use it on its own, to know where they stand.

What if we can't afford it?

Unsure how to pay for the support you want? Let's talk, there may be options.

Next steps

Start With an Assessment

If you're sensing that something needs fixing but you're not sure what, this is the work that names it. We work with a small number of organizations at a time.

Not sure if you're ready for the full assessment? Start with our free Grant Readiness Checklist.