Organisational Viability Toolkit: Online Self-assessment Tool

The Organisational Viability Toolkit has been developed by the REC to help CSOs assess their internal performance and then to design appropriate organisational development plans to increase their capacities. This online tool makes the organisational self-assessment process more convenient.
Before using the online tool, CSOs are recommended to study the Organisational Viability Toolkit and to familiarise themselves with the main features of organisational self-assessment, in which organisational performance is measured by benchmarking an organisation’s capacities in relation to specific products, processes and practices. The assessment tool groups these capacities into four developmental areas: institutional development; organisational development; systemic development; and programmatic development.

In addition, the self-assessment clusters a CSO’s internal functions into seven core components: strategic leadership; organisational processes; human resources; financial management; infrastructure; inter-institutional linkages; and programme management. These are each placed within one of the four developmental areas. Three performance criteria (effectiveness, efficiency and financial viability) are used to determine the CSO’s performance level with respect to its internal functions.

During the self-assessment discussion, participants are asked to reflect on a list of statements or “perceived ideal situations” covering their organisation’s seven core components. Each core component is further divided into sub-components. Strategic leadership, for example, is divided into six sub-components: leadership; strategic thinking; governance; structure; financial integration; and niche management. Under each sub-component there are a number of statements that relate to the respective organisational function. The online tool summarises these sub-components, and the full self-assessment tables can be found at the end of the online exercise.

To carry out a self-assessment, the CSO must assign a score to each of the statements (participants must jointly agree on a final average of all the individual scores). The average for the particular core component and sub-component will indicate the current performance status and identify priority points for intervention.

The assessment process provides CSOs with a comprehensive diagnosis of their organisational performance. It shows not only the weaknesses of the organisation, but also the core strengths that can be reinforced and built on.

The scoring statements are described in detail here.

Once the scoring process has been started, it is very important not to refresh the browser and not to use the back button: doing so will delete all the entered scores and the process will have to be started again from the beginning.