Tools and Resources for Assessing Social Impact

TRASI

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Tag: survey

Sort your search results by name, sponsor, or approach type. For a complete overview of an approach, click on its name. To save or print your results in Excel, please select from the checkboxes on the right and click on the printer icon in the top right corner of the table.


Name sorted by ascending order Sponsor Approach Sector

Alliance for Justice Advocacy Capacity Tool (ACT)

This tool assesses the organizational capacity and specifically measures the advocacy capacity of a prospective or current grantee. The tool
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This tool assesses the organizational capacity and specifically measures the advocacy capacity of a prospective or current grantee. The tool includes 18 indicators divided into four categories: advocacy goals, plans and strategies; conducting advocacy; advocacy avenues; and organizational operations to sustain advocacy. The tool describes capacities to which an organization should aspire if it wants to institutionalize its advocacy work. Sample measures include "the organization has a well written agenda, adopted by its board, that identifies the organization's priorities (such as issue priorities) for legislative and other types of advocacy."  
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Focus: Organizational Effectiveness

Tags: survey

Bolder Advocacy project of Alliance for Justice

ToolCivil

Application Perception Report (APR)

The APR tool is a survey that allows foundations to understand the candid perspectives of declined applicants on a number of important dimensions.
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The APR tool is a survey that allows foundations to understand the candid perspectives of declined applicants on a number of important dimensions. Individual reports include comparative data based on applicant perceptions of more than 25 foundations.  
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Focus: Organizational Effectiveness

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

Ashoka Measuring Effectiveness Questionnaire

This tool aims to understand the impact of entrepreneurs receiving funds to do social sector work. It uses an annual self-response survey designed
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This tool aims to understand the impact of entrepreneurs receiving funds to do social sector work. It uses an annual self-response survey designed to track the progress of cohorts of Ashoka Fellows over time, distributed among groups of social entrepreneurs at the five- and ten-year anniversary of their Ashoka fellowship. The survey employs a group of proxy indicators which track data that can be aggregated across divergent fields of work, such as frequency with which the fellows' work has been replicated by other organizations and level of influence the fellow has had on public policy. Ashoka staff also carries out case studies with a subset of fellows to obtain more in-depth information.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, ready-to-use, survey

Ashoka

ToolGeneral

Assessing Number and Type of Policies

This is a tool that measures improved policies. It takes the form of a phone survey and can be used over time to see if policies have changed for
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This is a tool that measures improved policies. It takes the form of a phone survey and can be used over time to see if policies have changed for individual organizations or at a population level. Indicators of improved policies include number of organizations that have adopted policies around a particular issue and/or the number of policies that conform to elements of effective policy. Survey items address 1) whether an organization has officially adopted a policy 2) the elements of the policy 3) how the policy is enforced 4) perceived effectiveness of the policy 5) satisfaction with the policy.  
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Focus: Social Impact

Tags: case study, survey

Annie E. Casey Foundation, Organizational Research Services

ToolCivil

Beneficiary Perception Report (BPR)

This is a tool that gathers feedback from program beneficiaries. CEP's current work on beneficiary perceptions is focused on students of
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This is a tool that gathers feedback from program beneficiaries. CEP's current work on beneficiary perceptions is focused on students of foundation-supported high schools through a student survey project called YouthTruth. Developed in partnership with The Bill & Melinda Gates Foundation, YouthTruth systematically collects meaningful feedback and reports it back in ways that can influence decision making by funders, as well as by schools, school districts, and school networks.  
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Focus: Organizational Effectiveness, Social Impact

Tags: report, survey

Center for Effective Philanthropy

ToolGeneral

Billboard Survey Form

This is a tool that measures improved policies using a form that records the changes in amount and location of alcohol advertising.

Focus: Social Impact

Tags: ready-to-use, survey

Annie E. Casey Foundation, FACE

ToolCivil

Born Learning Washington Monthly Media Tracking Form

This is a tool that measures strengthened base of media support. It tracks the amount of campaign-generated media visibility that has been
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This is a tool that measures strengthened base of media support. It tracks the amount of campaign-generated media visibility that has been developed - noting dimensions such as type of media (TV, radio, print, other) and type of placement (PSA, news story, op-ed, programming).  
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Focus: Social Impact

Tags: ready-to-use, survey

Annie E. Casey Foundation, Organizational Research Services

ToolCivil

Build Initiative Checklist

This is a tool that measures strengthened base of public support. It uses a self-assessment checklist to assess progress in developing early
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This is a tool that measures strengthened base of public support. It uses a self-assessment checklist to assess progress in developing early learning systems. The checklist lists important champions - corporate leaders and economic development heads, local businesses and chambers of commerce, law enforcement and corrections, faith communities etc - and rates where they are in terms of mobilization and advocacy activities.  
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Focus: Social Impact

Tags: case study, survey

Annie E. Casey Foundation, Build, Organizational Research Services

ToolCivil

Building Future Leaders Diagnostic Survey

This free diagnostic tool is designed to help social sector leaders assess the strengths and weaknesses of their organization’s leadership
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This free diagnostic tool is designed to help social sector leaders assess the strengths and weaknesses of their organization’s leadership development and succession planning for senior leader positions. The survey includes 31 statements that relate to 5 core processes, including: 1) engagement of current leaders; 2) understanding future needs; 3) developing leaders effectively; 4) hiring leaders externally; and 5) measuring and improving practices. Organizations rate their current performance and receive a diagnostic results report with their own responses as well as the average responses of other survey takers, in order to help identify their organization’s areas for improvement and target their actions accordingly. An accompanying guide, "What’s Your “Plan A” for Growing Future Leaders?" features best practices from the field to help organizations think differently and address leadership development gaps.  
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Focus: Organizational Effectiveness

Tags: guide, ready-to-use, survey

The Bridgespan Group

ToolGeneral

Campaign Champions Data Collection Tool

This is a tool that measures strengthened base of public support. This form tracks and measures the number of "champions" (people who take actions
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This is a tool that measures strengthened base of public support. This form tracks and measures the number of "champions" (people who take actions to advance the public will) engaged and the actions these champions undertake as a part of the Born Learning campaign.  
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Focus: Social Impact

Tags: ready-to-use, survey

Annie E. Casey Foundation, Organizational Research Services

ToolCivil

Capabilities Profiler

This tool is a survey that helps organizations and their constituents assess three organizational capabilities: accountability, strategy, and
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This tool is a survey that helps organizations and their constituents assess three organizational capabilities: accountability, strategy, and operational integrity.  
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Focus: Organizational Effectiveness

Tags: survey

Keystone Accountability

ToolGeneral

Changes in Attitudes Focus Group

This is a best practice that suggests use of a focus group to measure a shift in social norms. This best practice provides example questions
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This is a best practice that suggests use of a focus group to measure a shift in social norms. This best practice provides example questions regarding attitudes about welfare such as: "What do you think the government's role should be in relation to poverty and poor people?"; "What should the federal government's priorities be for the welfare system?"; "Do you think the current welfare system encourages or discourages poor people to find work? Why?"  
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Focus: Social Impact

Tags: ready-to-use, survey

Annie E. Casey Foundation, Organizational Research Services

Best PracticeCivil

Charting Impact

This best practice effort proposes a common language and framework for organizations of various sizes, and of various missions and activities, to
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This best practice effort proposes a common language and framework for organizations of various sizes, and of various missions and activities, to consider and communicate their impact through Charting Impact Reports. At the heart of Charting Impact are five simple yet powerful questions that encourage strategic thinking about how to achieve long-term goals. Responding to them creates a unique report that shares concise, detailed information about plans and progress with key stakeholders, including the public. Charting Impact does not specify what to measure or how to assess performance, and participating is intended to complement, not replace, the other goal-setting and planning efforts of the organization.  
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Focus: Social Impact

Tags: ready-to-use, report, survey

Independent Sector, BBB Wise Giving Alliance and GuideStar USA

Best PracticeGeneral

Civic Engagement Measurement System (CEMS)

Civic Engagement Measurement System (CEMS) is a tool in the form of three surveys designed to help nonprofit human service organizations measure
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Civic Engagement Measurement System (CEMS) is a tool in the form of three surveys designed to help nonprofit human service organizations measure the impact of their civic engagement efforts. Participating organizations gain access to automated administration, scoring, and reporting services related to implementing the measurement system. The surveys (starting on p. 22 of the report) contain a measure completed by the organization itself, a measure completed by key informants in the community that are familiar with the work of the organization, and a measure completed by constituents that are served as clients or service recipients by the organization. The CEMS project was released in partnership with United Neighborhood Centers of America, Behavioral Pathway Systems, and Keystone Accountability, and with support from the W.K. Kellogg Foundation.  
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Focus: Social Impact

Tags: ready-to-use, survey

The Alliance for Children and Families

ToolCivil,
Community,
Human

Community Members' Perceptions about Prioritization of Issues Survey

This tool is a survey that measures a shift in social norms. This specific survey elicits data community members' view of how others in the
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This tool is a survey that measures a shift in social norms. This specific survey elicits data community members' view of how others in the community prioritize issues compared to their personal prioritization. Example questions are: How seriously do you think your community treats each of the following problems? How seriously do you treat each of the following problems? Rated from 1-4 (not very seriously to seriously). Problems listed include living wage, early education, access to health care, child abuse, K-12 education, environmental issues, transportation, privacy issues, drug and alcohol abuse, teen pregnancy.  
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Focus: Social Impact

Tags: ready-to-use, survey

Annie E. Casey Foundation, Organizational Research Services

ToolCivil

Comparative Constituency Feedback

This is a tool for obtaining feedback on a program's perception by various stakeholders (it can be applied at different points along the
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This is a tool for obtaining feedback on a program's perception by various stakeholders (it can be applied at different points along the development value chain, between funders and grantees, and between organizations and their primary constituents). It uses a questionnaire to collect perceptions from organizations’ constituents on key aspects of the organizations’ performance. The questionnaire is administered simultaneously to a comparable constituency group for a cohort of similar organizations.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, consultant service, survey

Keystone Accountability

ToolGeneral

Core Capacity Assessment Tool (CCAT)

CCAT is an online survey tool that allows an organization to analyze its organizational strengths. It looks at four core capacities: 1) adaptive
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CCAT is an online survey tool that allows an organization to analyze its organizational strengths. It looks at four core capacities: 1) adaptive capacity: the ability of a nonprofit to monitor, assess, and respond to and create internal and external changes; 2) leadership capacity: the ability of all organizational leaders to create and sustain the vision, inspire, model, prioritize, make decisions, provide direction and innovate; 3) management capacity: the ability of a nonprofit organization to ensure the effective and efficient use of organizational resources; and 4) technical capacity: the ability of a nonprofit to implement key organizational and programmatic functions.   
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Focus: Organizational Effectiveness

Tags: case study, survey

TCC Group

ToolGeneral

Cultural Data Project

The Cultural Data Project is an online management tool designed to strengthen arts and cultural organizations. It gathers data on the sector,
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The Cultural Data Project is an online management tool designed to strengthen arts and cultural organizations. It gathers data on the sector, allowing participating organizations, researchers, advocates, and grantmakers to track trends and benchmark progress.  
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Focus: Organizational Effectiveness

Tags: ready-to-use, report, survey

The Pew Charitable Trusts

ToolArts

Donor Perception Report (DPR)

The Donor Perception Report (DPR) is a tool that explores, on a comparative basis, donors’ perceptions of community foundations to which they
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The Donor Perception Report (DPR) is a tool that explores, on a comparative basis, donors’ perceptions of community foundations to which they contribute. The DPR is based on a customizable survey, covering topics from donor preferences and motivations to the services and resources that are most valuable to community foundation donors. Through the DPR, community foundations are able to identify actionable strategies for most effectively engaging their donors.  
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Focus: Organizational Effectiveness

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

Due Diligence Framework for Scaling Initiatives

The Due Diligence Framework for Scaling Initiatives (beta) provides funders with guidelines and best practices on basic topics to cover when doing
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The Due Diligence Framework for Scaling Initiatives (beta) provides funders with guidelines and best practices on basic topics to cover when doing due diligence on scaling initiative. A supplement for funders assessing the scalability of a program or social investment, the framework is geared toward program replication and practice dissemination models of scaling. Currently in beta, revisions are expected as the framework is reviewed, used, and modified. Additional due diligence frameworks for policy initiatives, systems change efforts, and other models of scaling are also in the works.  
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Focus: Organizational Effectiveness, Social Impact

Tags: guide, ready-to-use, survey

Social Impact Exchange, Alliance for Social Investment

Best PracticeGeneral

Echoing Green Mid-Year and Year End Reports

This is a tool to assess the ongoing impact of an organization receiving funds to do social sector work. It uses a mid-year and year end survey to
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This is a tool to assess the ongoing impact of an organization receiving funds to do social sector work. It uses a mid-year and year end survey to assess program development, organizational development, community outreach, program sustainability, personal and professional development, and outcome tracking and sustainability.  
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Focus: Organizational Effectiveness

Tags: ready-to-use, survey

Echoing Green

ToolGeneral

Gender Equality Principles Initiative

The Gender Equality Principles Initiative (GEP Initiative) offers tools to help companies around the world achieve greater gender equality and
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The Gender Equality Principles Initiative (GEP Initiative) offers tools to help companies around the world achieve greater gender equality and build more productive workplaces through practical implementation of the Gender Equality Principles (GEP). The GEP Initiative provides companies with practical standards, tools, and resources that can be used to improve gender equality from the factory floor to the boardroom. The Gender Equality Principles address 7 fundamental issues: 1) Employment and Compensation; 2) Work-Life Balance and Career Development; 3) Health, Safety and Freedom from Violence; 4) Management and Governance; 5) Business, Supply Chain, and Marketing Practices; 6) Civic and Community Engagement; and 7) Transparency and Accountability. The GEP Web site offers companies a self-assessment tool that will provide a baseline of a company’s performance on issues of gender equality, identify areas of strength and opportunities for improvement, and deliver extensive tools and resources to assist in the design of an action plan.  
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Focus: Organizational Effectiveness

Tags: ready-to-use, standards, survey

San Francisco Department on the Status of Women, Calvert Group, Ltd., Verité

ToolGeneral

Grantee Perception Report (GPR)

The GPR is a management tool that provides foundation CEOs, boards, and staff with comparative data on grantee perceptions of their foundation's
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The GPR is a management tool that provides foundation CEOs, boards, and staff with comparative data on grantee perceptions of their foundation's performance on a variety of dimensions. The GPR is based on a comprehensive survey of grantees covering issues such as interactions during the grant, the application and reporting processes, and perceived foundation impact.  
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Focus: Organizational Effectiveness

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

HAP Humanitarian Accountability and Quality Management Standard

The HAP Standard is a tool that seeks to measure: 1) Accountability and quality commitments made by an aid agency; 2) Quality management system–the
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The HAP Standard is a tool that seeks to measure: 1) Accountability and quality commitments made by an aid agency; 2) Quality management system–the processes used by the aid agency to achieve the commitments made; 3) Quality of service–as defined by disaster survivors, affected communities, partners, aid practitioners and other specified stakeholders. In order to achieve certification, an agency will demonstrate that it meets the 6 benchmarks and 19 requirements in the HAP Standard. These cover the three areas mentioned above, with specific attention to continual improvement. Designed for use by practitioners, researchers and donors, the Guide to the HAP Standard provides practical advice for improving the quality and accountability of humanitarian action. For agencies seeking HAP certification, it is an indispensible resource. The Additional Tools (in the Find Out More box) links directly to the Annex section of the Guide, which includes sample surveys, checklists, indicators, quality assurance tests, SWOT, and guidance on: conducting interviews, observations, focus groups; engaging communities; setting up feedback mechanisms; and holding lessons learned meetings.  
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Focus: Organizational Effectiveness, Social Impact

Tags: checklist, guide, standards, survey

Humanitarian Accountability Partnership (HAP) International

Toolcertified
Human,
International,
Public Safety

Intensity of Integration Tracking Form

This is a tool that measures strengthened alliances. This tracking form helps organizations capture how integrated their partnerships and
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This is a tool that measures strengthened alliances. This tracking form helps organizations capture how integrated their partnerships and alliances are ranging from information sharing and communication to formal consolidation and integration.  
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Focus: Social Impact

Tags: ready-to-use, survey

Annie E. Casey Foundation, Organizational Research Services

ToolCivil

KIDS COUNT Media Tracking Form

This is a tool that measures strengthened base of media support. It allows grantees to track their ability to disseminate messages and gain
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This is a tool that measures strengthened base of media support. It allows grantees to track their ability to disseminate messages and gain support for important issues that affect children and families, systematically tracking how effectively and accurately projects receive media coverage.  
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Focus: Social Impact

Tags: ready-to-use, survey

Annie E. Casey Foundation, Innovation Network

ToolCivil

KIDS COUNT Self-Assessment Tool

This tool assesses organizational capacity and specifically helps grantees assess their work in data collection and analysis, communications and
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This tool assesses organizational capacity and specifically helps grantees assess their work in data collection and analysis, communications and dissemination, policy analysis, community and constituency mobilization, and fund development/sustainability. The tool includes a rating section and related work plan for further improvement in each assessment area.  
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Focus: Organizational Effectiveness, Social Impact

Tags: ready-to-use, survey

Annie E. Casey Foundation, Innovation Network

ToolCivil

Making the Case™

Making the Case™ is a tool developed by Women's Funding Network in response to an increasing demand among member funds for a tool to measure and
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Making the Case™ is a tool developed by Women's Funding Network in response to an increasing demand among member funds for a tool to measure and evaluate social change. Funders invite grantees to use the online tool to enter information into a database that allows the funder to aggregate data and run reports. The tool is currently available to members of the Women’s Funding Network and Grantee Partners, and other organizations that wish to purchase access.  
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Focus: Organizational Effectiveness, Social Impact

Tags: report, survey

Women's Funding Network

ToolOther

Multidimensional Assessment Process (MAP)

Multidimensional Assessment Process (MAP) is a tool that provides foundations with an integrated assessment of performance based on comparative
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Multidimensional Assessment Process (MAP) is a tool that provides foundations with an integrated assessment of performance based on comparative data collected from a variety of different sources, including grantees, declined applicants, foundation staff, and foundation board members. The MAP assimilates results and data from all of CEP’s assessment tools into key findings, implications, and recommended action steps for improved foundation performance.  
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Focus: Organizational Effectiveness, Social Impact

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

Operational Benchmarking Report (OBR)

The Operational Benchmarking Report (OBR) is a tool that provides comparative data, relative to a selected group of peer foundations, on aspects of
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The Operational Benchmarking Report (OBR) is a tool that provides comparative data, relative to a selected group of peer foundations, on aspects of funder operations – including staffing, program officer workload, grant characteristics, and administrative costs.  
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Focus: Organizational Effectiveness

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

Organizational Assessment Tool

This is a self-assessment survey and reporting tool that provides nonprofit leaders and stakeholders with a snapshot of organizational strengths
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This is a self-assessment survey and reporting tool that provides nonprofit leaders and stakeholders with a snapshot of organizational strengths and areas for improvement.  
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Focus: Organizational Effectiveness

Tags: survey

Innovation Network

ToolGeneral

Organizational Capacity Assessment Tool (OCAT)

This is a tool to measure organizational capacity. Each element from the Capacity Framework's seven elements of organizational capacity is scored
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This is a tool to measure organizational capacity. Each element from the Capacity Framework's seven elements of organizational capacity is scored on a grid, by selecting the text that best describes the organization's current status or performance. The seven elements of organizational capacity are: 1) Aspirations; 2) Strategy; 3) Organizatonal Skills; 4) Human Resources; 5) Systems and Infrastructure; 6) Organizational Structure; and 7) Culture.  
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Focus: Organizational Effectiveness

Tags: ready-to-use, survey

McKinsey & Company, Venture Philanthropy Partners

ToolGeneral

PerformWell

Performwell provides measurement tools and practical knowledge that human services professionals can use to manage their programs’ day-to-day
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Performwell provides measurement tools and practical knowledge that human services professionals can use to manage their programs’ day-to-day performance. Information in PerformWell leverages research-based findings that have been synthesized and simplified by experts in the field. By providing information and tools to measure program quality and outcomes, PerformWell helps human services practitioners deliver more effective social programs by guiding them on what and how to measure. (PerformWell also integrates with ETO software so that software users can dowload the tools directly into ETO.)  
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Focus: Organizational Effectiveness, Social Impact

Tags: checklist, indicators, ready-to-use, scorecard/rating, survey, worksheet

Urban Institute, ChildTrends, Social Solutions

ToolCommunity,
Education,
Employment...

Policy Brief Stakeholder Survey

This is a tool that measures a shift in social norms. This specific survey assesses the impact and use of the policy brief released by the
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This is a tool that measures a shift in social norms. This specific survey assesses the impact and use of the policy brief released by the California Center for Public Health Advocacy ranking death rates due to diabetes based on California Assembly and Senate member districts. This is a survey of key individuals associated with the state legislature and community organizations working with diabetes programs and nutrition and physical activity programs. Interviewees include legislative staff, members of the scientific community, and members of local community organizations throughout the state. This survey utilizes retrospective questions that ask respondents to reflect on how they have changed as a result of the policy brief.  
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Focus: Social Impact

Tags: survey

Annie E. Casey Foundation, Organizational Research Services

ToolCivil

Policy Tracking Analysis Tool

This is a tool that measures improved policies by tracking and documenting the types of policies developed and their path to adoption or rejection.
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This is a tool that measures improved policies by tracking and documenting the types of policies developed and their path to adoption or rejection. Data from the tracking system can be used to describe how successful policy strategies were, and assess changes to policies over time, tracking desired policy components and whether a policy exceeds, meets, partially meets or does not meet these components.  
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Focus: Social Impact

Tags: survey

Annie E. Casey Foundation, Organizational Research Services

ToolCivil

Policy Tracking Form

This tool is a log form that tracks whether individuals have benefited from particular policies based on an organization's client experiences.

Focus: Social Impact

Tags: survey

Annie E. Casey Foundation, Organizational Research Services

ToolCivil

Project Streamline Grantmaker Assessment Tool

This tool is an online survey that generates a comparative report about your grantmaking processes. It enables you to compare these processes to
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This tool is an online survey that generates a comparative report about your grantmaking processes. It enables you to compare these processes to those of other funders, as well as to the principles described in the report, "Drowning in Paperwork, Distracted from Purpose." It will also help you to determine the costs of these processes to both your organization and your grantseekers. Once you have completed the survey, you will be able to download a comparative report that you can use to stimulate discussion within your organization about current processes and opportunities for improvement.  
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Focus: Organizational Effectiveness

Tags: ready-to-use, report, survey

Center for Effective Philanthropy, Grants Managers Network

ToolGeneral

SEEP Client Exit Survey

This tool attempts to inform and improve program effectiveness. It seeks to determine why and when clients leave the program, what clients think
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This tool attempts to inform and improve program effectiveness. It seeks to determine why and when clients leave the program, what clients think about the program strengths/weaknesses, and what they perceive the program's impact to be. It takes the form of a quantitative survey with standard questions and pre-determined answer categories in the form of an individual interview requiring 15-20 minutes to administer.   
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Focus: Organizational Effectiveness

Tags: survey

SEEP

ToolMicrofinance

SEEP Client Satisfaction Focus Group

This tool uses a focus group discussion to inform and improve program effectiveness by identifying clients' satisfaction and dissatisfaction with
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This tool uses a focus group discussion to inform and improve program effectiveness by identifying clients' satisfaction and dissatisfaction with its specific elements.  
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Focus: Organizational Effectiveness

Tags: survey

SEEP

ToolMicrofinance

SEEP Empowerment Interview

This tool uses a qualitative interview to identify the impact of women’s access to and use of microloans. It identifies changes in women’s
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This tool uses a qualitative interview to identify the impact of women’s access to and use of microloans. It identifies changes in women’s self-esteem, control over resources, skills, household relationships, and status within their communities.  
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Focus: Social Impact

Tags: survey

SEEP

ToolMicrofinance

SEEP Impact Survey

This tool assesses the impact of microenterprise programs, primarily at the enterprise, household and individual levels. It uses a cross-sectional
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This tool assesses the impact of microenterprise programs, primarily at the enterprise, household and individual levels. It uses a cross-sectional impact survey.  
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Focus: Social Impact

Tags: survey

SEEP

ToolMicrofinance

SEEP Loan and Savings Use Interview

This tool is a qualitative 60-90 minute interview that attempts to measure the impact of lending. It identifies how microentrepreneurs and low
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This tool is a qualitative 60-90 minute interview that attempts to measure the impact of lending. It identifies how microentrepreneurs and low income borrowers use financial resources (both loan capital and savings) to carry out their economic strategies for their businesses and households.   
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Focus: Social Impact

Tags: survey

SEEP

ToolMicrofinance

Social Investment Risk Assessment (SIRA)

This tool is a questionnaire designed to assess the likelihood that a nonprofit social or human services agency will deliver measurable social
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This tool is a questionnaire designed to assess the likelihood that a nonprofit social or human services agency will deliver measurable social value. The information developed with this tool is intended to be a proxy to help those social investors who want to see measurable good result from their allocation of funds to such organizations. The tool identifies three performance domains – tactical data use, strategic data use, and program value – that together define the likelihood of social value of an agency’s work with two indicators for each domain: data integrity indicator and outcomes focus indicator, making essential adjustments indicator and relating staff efforts to outcomes indicator, and capacity to deliver program/services with fidelity indicator and program impact data indicator. This tool was authored by David Hunter, with assistance from Ingvild Bjornvold and Marie Louise Refsgaard.  
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Focus: Organizational Effectiveness, Social Impact

Tags: scorecard/rating, survey, training

Hunter Consulting LLC

ToolGeneral

Social Performance Indicators (SPI)

This is a social audit tool for microfinance institutions that takes the form of a questionnaire. It can be self-administered by the microfinance
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This is a social audit tool for microfinance institutions that takes the form of a questionnaire. It can be self-administered by the microfinance institute or used with an external reviewer that evaluates four dimensions: 1) outreach to the poor and excluded populations; 2) adaptation of products and services for target clients; 3) improvement in social and political capital; and 4) corporate social responsibility. The SPI tool is open access. In exchange for using the tool, users send their findings to CERISE along with comments on the tool. This user collaboration has led to an improved version of the SPI and a rich database with results of over 200 social audits.  
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Focus: Organizational Effectiveness

Tags: case study, indicators, survey

CERISE

ToolMicrofinance

Spider Diagram for Capacity Building Advocacy

This tool assesses organizational capacity and specifically measures advocacy competency on a) ability to manage and monitor advocacy b) ability to
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This tool assesses organizational capacity and specifically measures advocacy competency on a) ability to manage and monitor advocacy b) ability to carry out research and policy analysis, including gender analysis of policies c) ability to create and support networks and coalitions d) ability to carry out PR work (meetings, briefings, talks), d) media and communications work e) lobbying work f) mobilization of members of the public (letter writing, demonstrations, direct action, etc.).  
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Focus: Organizational Effectiveness, Social Impact

Tags: ready-to-use, survey

Annie E. Casey Foundation, Organizational Research Services

ToolCivil

Staff Perception Report (SPR)

The Staff Perception Report (SPR) is a tool that explores foundation staff members’ perceptions of foundation effectiveness and job satisfaction on
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The Staff Perception Report (SPR) is a tool that explores foundation staff members’ perceptions of foundation effectiveness and job satisfaction on a comparative basis. The SPR is based on a survey specific to foundations that includes questions related to staff members’ impressions of their role in philanthropy, satisfaction with their jobs, their foundation’s impact, and opportunities for foundation improvement. Participating foundations have the opportunity to add a small number of questions specific to each foundation’s needs. In addition to providing participating foundations with comparative data, the staff surveys will help create a broad data set that CEP will use to report on practices and trends in the field.  
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Focus: Organizational Effectiveness, Social Impact

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

Stakeholder Assessment Report (STAR)

The Stakeholder Assessment Report (STAR) is a tool that delivers insight about a foundation's effectiveness by surveying stakeholders who the
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The Stakeholder Assessment Report (STAR) is a tool that delivers insight about a foundation's effectiveness by surveying stakeholders who the foundation seeks to influence as part of its strategy: academics, business/industry experts, government, media, nonprofit organizations, etc. It is based on a survey specific to foundation stakeholders and covers a variety of topics, from funder communications and resources to impact and effectiveness.  
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Focus: Organizational Effectiveness, Social Impact

Tags: report, survey

Center for Effective Philanthropy

ToolPhilanthropy

Survey of Constituents Receiving "Issue Alerts"

This tool is a survey that measures strengthened base of public support. This survey measures the effectiveness of issuing children’s action alerts
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This tool is a survey that measures strengthened base of public support. This survey measures the effectiveness of issuing children’s action alerts to members via email, mail and fax. It asks questions such as: Since receiving email alerts am I more knowledgeable about this issue? To which the respondent can respond from strongly disagree to strongly agree.  
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Focus: Social Impact

Tags: ready-to-use, survey

Annie E. Casey Foundation, Organizational Research Services

ToolCivil

The B Impact Ratings System

The B Impact Ratings System is a dynamic assessment tool measuring a company’s social and environmental impact. It is comprised of two parts: the
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The B Impact Ratings System is a dynamic assessment tool measuring a company’s social and environmental impact. It is comprised of two parts: the B Impact Assessment and the B Impact Report. The B Impact Assessment is a free, web-based tool designed to be comprehensive yet simple enough for small and medium sized businesses (<$1 Billion) to complete within 60-90 minutes. It is comprised of 60-200 questions divided into five Impact Areas that provide a holistic view of a company’s business: Leadership, Employees, Consumers, Community, and Environment. Each of these Categories is further sub-divided into Goals, fifteen total. The number of questions and weightings are based upon the size and industry sector of a company. The B Impact Report is the simple, one-page report that a company receives after completing the B Impact Assessment. The B Impact Report is designed to make it easy; 1) for consumers, investors, and institutions to make purpose driven consumption, investment, and purchasing decisions; and 2) for entrepreneurs to manage their companies’ social and environmental performance. Oversight of the B Impact Ratings System is the responsibility of B Lab’s Standards Advisory Council, an independent committee of nine members, each respected in the field for their wisdom and each with deep industry or stakeholder expertise. The B Impact Ratings System is used to both certify B Corporations and generate GIIRS ratings.  
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Focus: Organizational Effectiveness, Social Impact

Tags: ready-to-use, scorecard/rating, standards, survey

B Lab

Toolcertified
General

The FINCA Client Assessment Tool (FCAT)

The FCAT is an open source tool in the form of a 40 minute survey that measures internationally comparable variables of microfinance clients’
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The FCAT is an open source tool in the form of a 40 minute survey that measures internationally comparable variables of microfinance clients’ social well-being. The methodology utilizes a "two stage cluster sampling approach" to comprehensively survey clients regarding income sources and dependents, monthly household expenditures, daily per capita expenditures and poverty levels that collectively document expenditures on the six social metrics: household food security, health care, housing, education, empowerment, and social capital. Client responses are directly entered into PDA devices, which facilitate reliable data gathering and analysis.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, survey

FINCA

ToolMicrofinance

The Harvard Analytical Framework

This methodology, also known as the Gender Roles Framework or Gender Analysis Framework, is one of the earliest gender analysis and planning
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This methodology, also known as the Gender Roles Framework or Gender Analysis Framework, is one of the earliest gender analysis and planning frameworks. It aims to demonstrate that there is an economic rationale for investing in women as well as men, to assist planners to design more efficient projects and improve overall productivity, to emphasize the importance of better information as the basis for meeting the efficiency/equity goal, and to map the work of men and women in the community and highlight the key differences. It includes a matrix for collecting data at the community and household level. The framework also contains a series of key questions to ask at each stage of the project cycle: identification, design, implementation, and evaluation.  
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Focus: Organizational Effectiveness, Social Impact

Tags: framework, survey, worksheet

Harvard Institute for International Development, Women in Development office of USAID

MethodGeneral

The Outcomes Star

The Outcomes Star™ is a suite of tools for supporting and measuring change when working with vulnerable people. There are 14 versions of the
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The Outcomes Star™ is a suite of tools for supporting and measuring change when working with vulnerable people. There are 14 versions of the Outcomes Star carefully adapted for different client groups and services, including older people, mental health, families, work. The paper version of the Outcomes Star is available free of charge from the Outcomes Star website. The online version gives simultaneous guidance, instant Stars, action plans and reports and is designed to link directly to other client management systems.  
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Focus: Social Impact

Tags: ready-to-use, scorecard/rating, survey, worksheet

Triangle Consulting

ToolCommunity,
Diseases,
Health...

The Readiness for Organizational Learning and Evaluation (ROLE) Instrument

This tool is designed to help an organization determine its level of readiness for implementing organizational learning and evaluation practices
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This tool is designed to help an organization determine its level of readiness for implementing organizational learning and evaluation practices and processes that support it. The instrument’s results can be used to: 1. Identify the existence of learning organization characteristics; 2. Diagnose interest in conducting evaluation that facilitates organizational learning; 3. Identify areas of strength to leverage evaluative inquiry processes; 4. Identify areas in need of organizational change and development. The organization may use the results to focus its efforts on improving or further strengthening areas that will lead to greater individual, team, and organizational learning.  
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Focus: Organizational Effectiveness

Tags: ready-to-use, survey

FSG, Hallie Preskill & Rosalie T. Torres

ToolGeneral

Trustee Evaluation Toolkit

The Trustee Evaluation Toolkit offers best practices from interviews with dozens of foundation trustees, CEOs, and evaluation experts. The toolkit
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The Trustee Evaluation Toolkit offers best practices from interviews with dozens of foundation trustees, CEOs, and evaluation experts. The toolkit explores brief case studies that show how foundation trustees are successfully employing different types of evaluation for a variety of purposes. In addition, it provides a self-assessment survey for foundation trustees, a framework for trustee conversations, a facilitator's guide, and a planning guide for foundation trustees to create a custom action plan for improving performance through evaluation.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, guide, survey

FSG

Best PracticeGeneral

Volunteering Impact Assessment Toolkit

The Volunteering Impact Assessment Toolkit contains tools developed by IVR to help organizations and groups to measure and assess the impacts of
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The Volunteering Impact Assessment Toolkit contains tools developed by IVR to help organizations and groups to measure and assess the impacts of volunteering. It is designed to be simple and adaptable so that organizations can use it in ways that are most useful to them. The Toolkit contains a set of research methods or instruments to help organizations assess the impacts of volunteering on different stakeholders or parties. These include: questionnaires; focus group topic guides; volunteer diaries; and volunteer manager audit forms.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, guide, survey

Institute for Volunteering Research

ToolGeneral
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