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Bridgespan Organizational Assessment

The Bridgespan Organizational Assessment Tool is a comprehensive diagnostic designed to help nonprofits assess their capacity and effectiveness across all major operational and strategic areas. Developed by The Bridgespan Group and informed by tools like OMT and OCAT, this tool supports leaders in identifying strengths, gaps, and actionable paths toward institutional improvement.

Covering topics such as strategic clarity, governance, financial sustainability, HR, DEI, M&E, and more, the tool uses a structured rating system and open-ended reflection questions. It’s ideal for strategic planning, leadership transitions, funder reporting, and strengthening overall organizational health.

Whether used for self-reflection, peer benchmarking, or facilitated strategic conversations, this tool provides a rich, evidence-based snapshot of where your organization stands—and where it can grow.

Strategic Clarity and Coherence

  • 1.1Mission/Vision >> Mission / Vision Statement(likert)
  • 1.2Strategic Planning >> Documentation(likert)
  • 1.3Strategic Planning >> Program Planning(likert)
  • 1.4Strategic Planning >> Participation and Communication(likert)
  • 1.5Diversity and Inclusion (DEI) in Strategy >> Inclusion(likert)
  • 1.6Diversity and Inclusion (DEI) in Strategy >> Documentation(likert)
  • 1.7Do you have any additional comment on this section of "Strategic Clarity and Coherence"?(open text)

Governance and Board Management

  • 2.1Board Composition and Characteristics >> Composition(likert)
  • 2.2Board Composition and Characteristics >> Experience(likert)
  • 2.3Board Engagement >> Governance(likert)
  • 2.4Board Engagement >> Clarity in roles and responsibilities(likert)
  • 2.5Board Engagement >> Contribution(likert)
  • 2.6Diversified Board >> Representation(likert)
  • 2.7Do you have any additional comment on this section of "Governance and Board Management"?(open text)

Organisation Management and Culture

  • 3.1Organisational Structure(likert)
  • 3.2Change Management >> Process(likert)
  • 3.3Change Management >> Involvement of Staff(likert)
  • 3.4Knowledge Management >> Process(likert)
  • 3.5Knowledge Management >> Awareness amongst staff(likert)
  • 3.6Knowledge Management >> Transfer of knowledge(likert)
  • 3.7Administrative Procedures >> Systems(likert)
  • 3.8Administrative Procedures >> Documentation(likert)
  • 3.9Staff Well-being (physical and psychological well-being)(likert)
  • 3.10Risk Management(likert)
  • 3.11Organisational Culture >> Beliefs / Practices(likert)
  • 3.12Organisational Culture >> Communication(likert)
  • 3.13Organisational Culture >> Environment(likert)
  • 3.14Do you have any additional comment on this section of "Organisation Management and Culture"?(open text)

Leadership Development

  • 4.1Management Style >> Influence(likert)
  • 4.2Management Style >> Involvement(likert)
  • 4.3Management Style >> Working Style(likert)
  • 4.4Succession Planning and Development >> Second-tier leadership(likert)
  • 4.5Succession Planning and Development >> Succession Planning(likert)
  • 4.6Diversified Leadership >> Representation(likert)
  • 4.7Diversified Leadership >> Role of leadership in Diversity and Inclusion (DEI)(likert)
  • 4.8Do you have any additional comment on this section of "Leadership Development"?(open text)

Finance and Accounting

  • 5.1Financial Systems and Controls >> Systems(likert)
  • 5.2Financial Systems and Controls >> Record keeping/ documentation(likert)
  • 5.3Staff Financial Skills >> Staff(likert)
  • 5.4Staff Financial Skills >> Knowledge and policies(likert)
  • 5.5Budgeting >> Budgets(likert)
  • 5.6Budgeting >> Alignment with mission(likert)
  • 5.7Accounting >> Systems(likert)
  • 5.8Accounting >> Reporting(likert)
  • 5.9Financial Sustainability >> Sufficient funding(likert)
  • 5.10Financial Sustainability >> Reserves planning(likert)
  • 5.11Financial Sustainability >> Funding priorities(likert)
  • 5.12Do you have any additional comment on this section of "Finance and Accounting"?(open text)

Human Resources

  • 6.1Job Descriptions and Appraisals >> Job descriptions(likert)
  • 6.2Job Descriptions and Appraisals >> Appraisals(likert)
  • 6.3Human Resources Policies and Plans >> Policies(likert)
  • 6.4Human Resources Policies and Plans >> Plans(likert)
  • 6.5Compensation and Benefits >> Salary bands(likert)
  • 6.6Compensation and Benefits >> Benefits(likert)
  • 6.7Staff Development(likert)
  • 6.8Staff Turnover(likert)
  • 6.9Diversity and Inclusion (DEI) in HR(likert)
  • 6.10Do you have any additional comment on this section of "Human Resources"?(open text)

Fundraising

  • 7.1Funding Diversification >> Diversity(likert)
  • 7.2Funding Diversification >> Continuity(likert)
  • 7.3Funder Management Systems(likert)
  • 7.4Fundraising Capacity >> Strategy(likert)
  • 7.5Fundraising Capacity >> Responsibility(likert)
  • 7.6Do you have any additional comment on this section of "Fundraising"?(open text)

Communications, Marketing, and Advocacy

  • 8.1Communications Strategy >> Strategy(likert)
  • 8.2Communications Strategy >> Alignment(likert)
  • 8.3Communications Strategy >> Audience(likert)
  • 8.4Diversity and Inclusion (DEI) in Communications and Marketing(likert)
  • 8.5Advocacy >> Strategy(likert)
  • 8.6Advocacy >> Policy recommendations(likert)
  • 8.7Advocacy >> Research(likert)
  • 8.8Do you have any additional comment on this section of "Communications, Marketing, and Advocacy"?(open text)

Monitoring, Learning, and Evaluation (MLE)

  • 9.1MLE Strategy >> Plans(likert)
  • 9.2MLE Strategy >> Process(likert)
  • 9.3Data collection and infrastructure >> Systems(likert)
  • 9.4Data collection and infrastructure >> Collection(likert)
  • 9.5Data Analysis and Dissemination >> Analysis(likert)
  • 9.6Data Analysis and Dissemination >> Reporting(likert)
  • 9.7Data Analysis and Dissemination >> Staff(likert)
  • 9.8Influence of evaluation on organisation >> Learning and Decision-making(likert)
  • 9.9Collection and Presentation of Diversity & Inclusion (DEI) Metrics(likert)
  • 9.10Do you have any additional comment on this section of "Monitoring, Learning, and Evaluation (MLE)"?(open text)

Programme Management

  • 10.1Theory of Change (ToC) and Results Framework >> ToC(likert)
  • 10.2Theory of Change (ToC) and Results Framework >> Results framework(likert)
  • 10.3Programme Planning(likert)
  • 10.4Programme Growth & Replication >> Assessment for scale(likert)
  • 10.5New Programme Development >> Assessment for development(likert)
  • 10.6Do you have any additional comment on this section of "Programme Management"?(open text)

Legal and Compliance

  • 11.1Legal Obligations(likert)
  • 11.2Compliance(likert)
  • 11.3Do you have any additional comment on this section of "Legal and Compliance"?(open text)

Information Technology and Systems

  • 12.1Website(likert)
  • 12.2Database Management and Reporting Systems(likert)
  • 12.3Do you have any additional comment on this section of "Information Technology and Systems"?(open text)

Partnerships and Alliances

  • 13.1Partnership Strategy >> Networks(likert)
  • 13.2Partnership Strategy >> Partnerships(likert)
  • 13.3Do you have any additional comment on this section of "Partnerships and Alliances"?(open text)

Prioritization

  • 14.1Please write 3 to 5 capacity areas that you think should be prioritised for your organisation's institutional development in the coming year(open text)