How do I begin my Organization Assessment?


You can start at the beginning or with any one of the standards

Desired and achievable levels of performance against which actual performance can be compared. Standards help to bolster public confidence, promote transparency and accountability, enhance performance and effectiveness, and help organizations achieve their mission, improve their practices, and educate board and staff about good practices.


  1. You can start by clicking on the “A Community

    The broad group of people who are stakeholders of an organization. Extending beyond the people that enter our buildings and use our services, an organization’s community may include cultural groups, sectoral partners, and other groups of people joined together by common identity, geography, and other bonds. Often where we use ‘community’ the word is actually short for multiple communities.

    Based Approach” tab at the top. Alternatively you can click on one of the other 3 category tabs - "GovernanceRefers to the source of strategic thinking and decisions that shape and direct an organization and its work and where, ultimately, accountability lies. Includes anything related to non‐profit boards as well as strategic leadership issues. & Strategic Leadership

    When referring to an ‘organization’s leadership’, we mean the board, ED and senior management.

    ", "Operations", and "Human Resources".

  2. You will be taken to a listing of all the standards< in the category you choose. The standards are organized into sections within the category. For example, In "A Community Based Approach", the first section is “Strengthening Communities”.

  3. Click on any of the standards. You will be taken to the standard page, where a number of indicator statements are listed below the standard statement. These statements are concrete and are specific measures of that standard.

  4. Use the rating scale listed below the indicator statement to determine how your organization is doing - choose No, In Progress, Yes, Innovative, or Not Applicable.

  5. You can click on the “?” to the right of the rating scale to get a description of what each of the elements in the rating scale mean. Or, you can click on the "Indicator Rating Scale Legend" in the Help section.

  6. You can also click on “Helpful Hints” – below the indicator statement and rating scale – to get more details on the indicator.

  7. Also, at the bottom of each page, you have the option to add private notes or files for yourself. If there are particular indicators

    Evidence or measures that show that a certain condition exists or certain results have or have not been achieved. They tell you how much progress has been made toward the intended goals, objectives, outputs or outcomes. Here, indicators are the practical and measurable markers that monitor specific aspects of a standard. Meeting certain indicators means the achievement of some level of the standard.

    that you are unsure of you may make a note to talk to a boardYour board of directors provides governance to your organization. or staff

    For our purposes, staff refers to agency employees who are neither managers nor executive directors.

    person before you respond to a particular indicator statement, or attach a file that shows evidence that you have a system, policy, practice or approach in place.

  8. When you are done with the current page, click on the “Next” button to go to the next standard within that category.

  9. Once you have completed a category you will be able to see results for that category, and when you go back to the standard you will see resources, tools, and sample policies for that standard.

PLEASE NOTE: All your answers are saved automatically so you don’t have to worry about losing your work.