Organizational Assessment Tool (OAT) - Full Drucker Self-Assessment Process

Sep 17, 2026

Uploaded by Fez

Organizational Assessment Tool (OAT) for completing the full Drucker self-assessment process, intended for United Way of Allegheny County agencies and related nonprofit management stakeholders. The form collects agency details and guides respondents through structured sections covering organization and legal/ethical considerations, board responsibilities, mission/vision, strategic planning, client service and relationship practices, operations, human resources, finances, and public communication. Instructions emphasize checking shaded or italic items for eligibility, completing the entire OAT when participating in the Drucker process, and using the provided space for comments.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages12

Reading Time30 min

AccessFree to download

Guidelines for Completing the Organizational Assessment Tool

Sections of the OAT

United Way Member Agencies and Innovation Fund Agencies

Contributor Choice Agencies

Directions for Completing the Questionnaire

A. How Our Agency Is Organized

A. Legal and Ethical Considerations

B. Board

ORGANIZATIONAL ASSESSMENT TOOL (OAT) for Full Drucker Self-Assessment Process Please return to: United Way of Allegheny County / Agency Relations / P.O. Box 735 / Pittsburgh, PA 15230-0735 Date Our agency is is not participating in the Drucker Planning Process.* This form is being completed by: Name Title Agency name Address Telephone Fax E-Mail Web site Please call me to discuss the steps to entering into an indepth planning process as created by the Drucker Institute of New York. * Our agency is (please choose one): A United Way Member agency CC\# An Innovation Fund agency CC\# A Contributor Choice agency CC\# Our agency’s Tax ID/EIN \# is Our agency’s annual budget is $ for fiscal year ending Our agency has the equivalent of______FTEs (FTE = hours worked by all staff/40) Executive Director: Signature Executive Director Phone \# Executive Director E-mail Address Board President: Signature Guidelines for Completing the Organizational Assessment Tool The OAT is divided into the following sections: I. How Our Agency Is Organized II. How Our Agency Plans for Its Future III. How Our Agency Serves and Relates to Its Clients IV. How Our Agency Operates V. How Our Agency Manages Its Human Resources VI. How Our Agency Manages Its Finances VII. How Our Agency Lets People Know about Us This checklist and assessment process is not intended as a certification of any agency, but as a tool towards increasing organizational efficiency and effectiveness. The information that is submitted to United Way and the Bayer Center for Nonprofit Management is considered confidential. United Way Member Agencies and Innovation Fund Agencies • Complete all items in the shaded areas in order to meet the minimum annual requirements to secure a grant or allocation. • If you choose to participate in the Drucker Self-Assessment Process, complete the entire OAT. * Contributor Choice Agencies • Please complete all items in italic print to meet eligibility requirements for Contributor Choice designations. • If you choose to participate in the Drucker Self-Assessment Process, please complete the entire OAT. * *The Drucker Planning Process provides the tools and resources to efectively develop a three-year strategic plan. To learn more, contact Marcia Clark, MPM, at the Bayer Center for Nonprofit Management at (412) 227-6802. If you have questions regarding questions in this form, please refer to the United Way of Allegheny County [web site at www.unitedwaypittsburgh.org](web site at www.unitedwaypittsburgh.org) and click on FAQs. If you have further questions after you have reviewed that section, contact Marcia Clark at the Bayer Center for Nonprofit Management at Robert Morris University at (412) 227-6802. Directions for completing the following questionaire: 1. Please read the entire question before marking your answer. 2. Completely fill in the appropriate box Yes No Partial 3. When necessary, please use the space provided to add comments. A. How Our Agency Is Organized A. Legal and Ethical Considerations We operate under board-approved bylaws We operate under a current 501 (C) 3 We are a Health & Human Service Agency We are eligible to receive Allocations/Grants from our local United Way We have Directors & Officers Errors & Omissions Insurance We comply with the our state’s Solicitations Act State Our licensing is current, as required. It is as follows: Our bylaws are reviewed and amended at least annually Our bylaws define our board, committee and staff roles B. Board (board responsibilities appear in several sections of this tool) Our board members understand their fiduciary responsibilities and fundraising responsibilities. All of our board members serve without compensation and with an awareness of the conflict of interest policy. Our board meetings are conducted according to our bylaws

FAQs

What is the Organizational Assessment Tool (OAT) used for?

The OAT is a checklist and assessment process used to improve organizational efficiency and effectiveness. It is not intended to certify any agency.

Which sections are included in the OAT?

The OAT is divided into seven major sections: organization, future planning, client services/relationships, operations, human resources, finances, and how the agency lets people know about it.

How should United Way member agencies and Innovation Fund agencies complete the form?

They must complete all items in the shaded areas to meet minimum annual requirements, and if they choose the Drucker Self-Assessment Process, they must complete the entire OAT.

Sep 17, 2026

Uploaded by Fez