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It guides assessments of strategy, management processes, finances, staffing, relationships, and results, focusing on root causes of problems for better decision-making. Built for participatory dialogue and transparency, it uses a comprehensive management issue list and qualitative statements. It also supports downloading and adapting worksheets for tailored governance, resources, and change process planning.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/organisational-assessment-tool-oat-july-2004/292650/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/organisational-assessment-tool-oat-july-2004/292650.png","ImageObject",300,407,{"name":92,"@type":93},"Blitz","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-11-05","2026-09-17",true,{"@type":102,"interactionType":103,"userInteractionCount":44},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What is the purpose of the Organisational Assessment Tool (OAT)?","Question",{"text":112,"@type":113},"OAT helps organisations improve performance by identifying strengths and weaknesses and by clarifying causes behind problems to support decision-making.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"What areas does the OAT assessment cover?",{"text":117,"@type":113},"It focuses on organisational strategy, management processes, finances, staffing, relationships with others, and results.",{"name":119,"@type":110,"acceptedAnswer":120},"How can organisations use OAT in practice?",{"text":121,"@type":113},"OAT can be used periodically, either by individuals or groups, and its worksheets can be downloaded and adapted (e.g., via Microsoft Word) to fit each organisation’s specific management challenges.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},292650,1790511041,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":44,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":139,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":144,"read_time":26,"preview_page_count":4},24464137899374,"https://us-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","NGO MANAGER ORGANISATIONAL ASSESSMENT TOOL (OAT)  \nLatest version available at:  \n[http://www.ngomanager.org/tools.htm](http://www.ngomanager.org/tools.htm)  \nJuly 2004  \nORGANISATIONAL ASSESSMENT TOOL (OAT) 2/24  \nJULY 2004  \nNGO MANAGER  \nORGANISATIONAL ASSESSMENT TOOL (OAT)  \nMarco Kirschbaum*  \nContents  \n1.Purpose and characteristics of the tool.............................................................................................3  \n2. How to plan and carry out an organisational assessment?.............................................................. 4  \n3. Doing a SWOT analysis: Strengths, Weaknesses, Opportunities and Threats................................5  \n3.1 SWOT Brainstorming...........................................................................................................5  \n3.2 SWOT Action Plan...............................................................................................................6  \nWorksheet \\# 1 : Organisational Assessment-Question Menu.............................................................8  \nWorksheet \\#2: SWOT Analysis – Brainstorming Sheet ................................................................... 21  \nWorksheet \\#3: SWOT Analysis – Action Plan Sheet ........................................................................22  \nWorksheet \\#4: Organisational Assessment Summary Sheet............................................................23  \nUseful References.............................................................................................................................24  \n* Very special thanks to Pauline Sawh and Daniel D’Esposito for their time, knowledge, experience, patience and support.  \nORGANISATIONAL ASSESSMENT TOOL (OAT) 3/24  \nJULY 2004  \n1.  Purpose and characteristics of the tool  \nThe purpose of the Organisational Assessment Tool (OAT) is to help organisations to improve their performance. It helps to find out their strong and weak points. The OAT is a learning tool on problems and questions concerning the organisation’s strategy, it’s management processes, finances, staffing, relationships with others and it’s results. It asks to identify causes of problems and helps in the decision-making to overcome them.  \nAssessment tools are also important for consultants and support organisations, which help NGOs to build their capacity. Ideally, an organisational assessment is carried out periodically to measure change and improvement.  \nThe tool is simple, task-focused and action-oriented. The statements of the questionnaire describe the expected capacity of a “mature” or developed organisation.  \nThe characteristics of the OAT are as follows:  \n􀀁 Contains a comprehensive list of relevant management issues  \n􀀁 Promotes process-orientation instead of static listing of positive and negative points. The OAT focuses on identifying strengths, weaknesses, opportunities and threats with regard to each issue (SWOT analysis)  \n􀀁 Helps to focus on causes of problems instead of highlighting symptoms only  \n􀀁 Favours a participatory approach for the assessment , dialogue and transparency on its results. It can be used both by an individual and by groups.  \n􀀁 Leads to qualitative statements instead of giving grades  \n􀀁 Includes a detailed results section , which asks what the organisations achievements are  \n􀀁 Provides users with quick overview of level of achievement for each management issue  \n􀀁 Results in a clear list of priority subjects for improvement for each issue analysed  \n􀀁 Facilitates the setting up of a plan of action  \n􀀁 Contains easy-to-use worksheets, which can also be used to report on the results of the assessment.  \nORGANISATIONAL ASSESSMENT TOOL (OAT) 4/24  \nJULY 2004  \nMany of the existing assessment tools are difficult to adapt and modify because they are in PDF or HTML format that cannot be modified if downloaded. The OAT worksheers can be downloaded as Microsoft Word file and thus be adapted to your particular needs (see ","cbCaikz0anBa7GgS","https://ap.wps.com/l/cbCaikz0anBa7GgS","pdf",173698,24,"English","# Contents\n## Purpose and characteristics of the tool\n## How to plan and carry out an organisational assessment?\n## Doing a SWOT analysis: Strengths, Weaknesses, Opportunities and Threats\n## Worksheet #1: Organisational Assessment-Question Menu\n## Worksheet #2: SWOT Analysis – Brainstorming Sheet\n## Worksheet #3: SWOT Analysis – Action Plan Sheet\n## Worksheet #4: Organisational Assessment Summary Sheet\n## Useful References","[{\"question\":\"What is the purpose of the Organisational Assessment Tool (OAT)?\",\"answer\":\"OAT helps organisations improve performance by identifying strengths and weaknesses and by clarifying causes behind problems to support decision-making.\"},{\"question\":\"What areas does the OAT assessment cover?\",\"answer\":\"It focuses on organisational strategy, management processes, finances, staffing, relationships with others, and results.\"},{\"question\":\"How can organisations use OAT in practice?\",\"answer\":\"OAT can be used periodically, either by individuals or groups, and its worksheets can be downloaded and adapted (e.g., via Microsoft Word) to fit each organisation’s specific management challenges.\"}]","ORGANISATIONAL ASSESSMENT TOOL (OAT) - July 2004 | PDF",1789653480]