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The guide supports executive-led evaluation with consultation of key staff, board, and current funders, using a Level 1–4 performance ranking to help identify strengths, gaps, and a short prioritized advancement plan. It highlights diversity, equity, and inclusion (DEI) tasks within multiple capabilities and encourages revisiting the toolkit as organisational needs evolve.",{"@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-development-assessment-guide/582789/",{"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-development-assessment-guide/582789.png","ImageObject",300,407,{"name":92,"@type":93},"Rhys","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-11-07","2026-10-15",true,{"@type":102,"interactionType":103,"userInteractionCount":29},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"Who typically leads the organisational development assessment process?","Question",{"text":112,"@type":113},"The executive director typically leads the assessment, supported by participation or consultation with key staff members, the board, and current funders.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"How are performance ratings applied in the self-assessment?",{"text":117,"@type":113},"Organizations rank their performance as Level 1–4 on specific sub-capabilities or tasks linked to each of the 13 capabilities.",{"name":119,"@type":110,"acceptedAnswer":120},"Where does diversity, equity, and inclusion (DEI) fit in the framework?",{"text":121,"@type":113},"DEI is not separate; DEI considerations appear as specific highlighted tasks or sub-capabilities within seven of the 13 capabilities.","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},582789,1792230828,{"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":29,"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},687207024643,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","| \u003Cbr>Organisational Development Assessment Guide |\n| --- |\n| |\n\nOrganisational Development Assessment Guide  \nThis Organisational Development Assessment Guide lists 13 capabilities subdivided into specific sub-capabilities that together constitute the overarching capability. The guide walks you through a series of steps to help you identify and prioritise a short list of capabilities you can advance in order to meet your NGO’s current needs. See “How to  Build an Organisational Development Plan” for a four-step process on how you might use this guide. Over time, those needs will change as your organisation grows and matures. Thus, the guide is something to revisit as needed in the future.  \nAn NGO’s executive director typically leads the assessment process, which should include participation or consultation with key staff members, the board, and current funders. The guide’s self-assessment step involves ranking your organisation’s performance as Level 1-4 on specific sub-capabilities or tasks associated with each of the 13 capabilities. Be honest. It’s likely that you will have many Level 1 and 2 ratings. Few will achieve Level 4, and in some cases, Level 4 is not the desired end state.  \nDiversity, equity, and inclusion (DEI) comprises an important capability that does not stand apart from the others. Rather, DEI considerations appear as specific tasks or sub-capabilities associated with seven of the 13 capabilities. In each instance, the DEI tasks are highlighted.  \nOur approach has been to draw on existing knowledge and build upon it where there were gaps. Please refer to the source section at the end for further details.  \nWe hope all funders, NGOs and intermediaries in the sector will adopt this toolkit and use it to inform their organisational development work.  \nWe recognise that this is an evolving document and would welcome any feedback for refining future versions. Please write to us at [pwitindia@bridgespan.org](pwitindia@bridgespan.org) with feedback and suggestions.  \n2  \nList of capabilities and associated sub-capabilities along with definitions  \n| Capability\u003Cbr>\u003Cbr>1\u003Cbr>Strategic Clarity and Coherence | Sub-capability\u003Cbr>Mission and Vision | Description\u003Cbr>Organisation has clearly articulated its strategic vision and mission, impact goals, and theory of change (pathways to achieve impact), which are well understood by internal and external stakeholders. |\n| --- | --- | --- |\n|  | Strategic Planning |  |\n|  | DEI in Strategy* |  |\n| \u003Cbr>2\u003Cbr>Governance and Board Management | Board Composition and Characteristics | Organisation has policies and processes to build a governance structure that includes a diverse board membership with the experience and expertise to provide strategic direction and guidance to the organisation. |\n|  | Board Engagement |  |\n|  | Diversified Board* |  |\n| \u003Cbr>3\u003Cbr>Organisation Management and Culture | Organisational Structure | Organisation has a standardised way of working through defined policies, processes, roles and structures, and systems (including those for knowledge, risk, and change management) . Staff accept and adhere to these ways of working, enabling the organisation to deliver consistent quality service and to build an equitable and inclusive culture. |\n|  | Change Management |  |\n|  | Knowledge Management |  |\n|  | Administrative Procedures |  |\n|  | Staff Well-being (physical and psychological safety) |  |\n|  | Risk Management |  |\n|  | Organisational Culture* |  |\n| \u003Cbr>4\u003Cbr>Leadership Development | Management Style | Organisation has experienced, qualified, and diverse staff who are the key decision makers, and has policies and processes for the development of current and future leaders (including through clear succession planning) . |\n|  | Succession Planning and Development |  |\n|  | Diversified Leadership* |  |\n\n3  \n| Capability\u003Cbr>\u003Cbr>5\u003Cbr>Finance and Accounting | Sub-capability\u003Cbr>Financial Systems and Control | Description\u003Cbr>Organisation has effective systems a","cbCaia0dNNG90qAX","https://ap.wps.com/l/cbCaia0dNNG90qAX","pdf",583296,24,"English","# Overview\n# How to Use the Guide\n# Executive-Led Self-Assessment\n# Level 1-4 Performance Ratings\n# Capabilities and Sub-Capabilities\n## Strategic Clarity and Coherence\n## Governance and Board Management\n## Organisation Management and Culture\n## Leadership Development\n## Finance and Accounting\n## Human Resources\n## Fundraising\n## Communications, Marketing, and Advocacy\n## Monitoring, Learning, and Evaluation (MLE)\n## Programme Management","[{\"question\":\"Who typically leads the organisational development assessment process?\",\"answer\":\"The executive director typically leads the assessment, supported by participation or consultation with key staff members, the board, and current funders.\"},{\"question\":\"How are performance ratings applied in the self-assessment?\",\"answer\":\"Organizations rank their performance as Level 1–4 on specific sub-capabilities or tasks linked to each of the 13 capabilities.\"},{\"question\":\"Where does diversity, equity, and inclusion (DEI) fit in the framework?\",\"answer\":\"DEI is not separate; DEI considerations appear as specific highlighted tasks or sub-capabilities within seven of the 13 capabilities.\"}]","Organisational Development Assessment Guide | PDF",1792044492]