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Assessment Resources

Using a self-assessment is one of the most effective and efficient tools for an organization to identify areas of strength and concern. An assessment can reveal differing views of the organization's practices and overall health, often calling attention to important areas of organizational capacity that may have been overlooked.

Assessments are great tools to incorporate into staff and board retreats, as a precursor to strategic planning, or as a part of due diligence for organizational mergers or partnerships.

The following is a list of self assessments and survey tools available for free or low-cost. Except for the staff climate survey, all are “standards-based” and “behaviorally anchored.” Standards-based means the survey is based on a set of standards that represent best practices in the area being assessed. Behaviorally-anchored means that the respondent chooses from several descriptions rather than just a numerical scale.

Free or Low-Cost Assessment Tools



All areas of capacity


501 Commons Five Elements Self-Assessment. Focuses on all areas of organizational capacity. Followup consultation is available for a low fee.

Instructions and Self-Assessment (free)

The Core Capacity Assessment Tool (CCAT) measures four core capacities – leadership, adaptability, management, and technical capacities – as well as organizational culture.  Developed by TCC Group.

Core Capacity Assessment Tool (fee-based)

Marguerite Casey Foundation Organizational Assessment Activity, updated 2019.

Marguerite Casey Foundation Organizational Assessment Activity (free)

Specific areas of organizational capacity (Review and customized improvement plan available.)

Volunteer Management Assessment

Available from 501 Commons. Created by Energize, Inc. & UWKC/501 Commons.

Development Capacity Assessment

Available from 501 Commons. Created by Altruist Partners & 501 Commons: $300, included in Catalyst program

Emergency Preparedness Assessment

501 Commons: $300, included in Prepare/Respond/Serve program

Human Resources Audit

501 Commons: $495

Staff Climate Survey

501 Commons: Depends on staff count

Board Survey

501 Commons: $300-600 per organization, depending on consulting needs.