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Organizational Capacity Assessment Tool

This survey is designed to help organizations reflect on their current capacity and identify practical opportunities for growth. It provides a structured way to gather perspectives from multiple people across a team, creating a clearer picture of strengths, challenges, and priorities.

The survey is organized into a set of capacity elements, each representing an important area of organizational development. For each element, respondents are asked to assess where the organization currently sits using a ranking scale from Level 1 to Level 4, with higher levels reflecting more established or advanced practice.

The methodology is simple: by collecting responses from different stakeholders, the survey highlights patterns and shared perceptions, while also surfacing areas where views may differ. This creates a strong foundation for planning, discussion, and strategic decision-making.

This template is particularly useful for organizations that want to support learning, improve internal systems, strengthen delivery, or prepare for future growth. It can be used as part of a regular reflection cycle, during program development, or when working with partners and funders.

Ultimately, the value of this survey is that it turns individual insights into a collective understanding — helping organizations move from informal impressions to clear, actionable capacity-building priorities.

As the sender, you will have the opportunity to review and adjust the wording of each question before sharing the survey. This allows you to tailor the language to your organization’s context and ensure it feels relevant to respondents.

On the next screen, you can add respondent email addresses individually or upload them in bulk. You may also set a preferred deadline — this does not close the survey automatically, but it signals when you would like responses completed.

Before sending, you can include a custom note in the invitation message. This is a great place to encourage participation, explain why the survey matters, and clarify how the results will be used.

To get the most value from the results, it is recommended to review the findings as a group and focus on patterns rather than individual comments. The survey works best when used as a starting point for constructive discussion, shared reflection, and prioritizing the next steps in organizational capacity development.

Model

  • 1.1Mission & Vision & Values(likert)
  • 1.2Design(likert)
  • 1.3Strategic Planning(likert)
  • 1.4Operational Capacity(likert)
  • 1.5Scale/Systems Change(likert)
  • 1.6Beneficiary-Centered(likert)

Leadership

  • 2.1Local Representation(likert)
  • 2.2Board Composition(likert)
  • 2.3Board Involvement(likert)
  • 2.4Executive Team(likert)
  • 2.5Dependence on ED/ Founder(likert)

Team

  • 3.1Staff(likert)
  • 3.2Coordination & Communication(likert)
  • 3.3Organizational Chart(likert)
  • 3.4Compensation & Support(likert)
  • 3.5Decision Making(likert)

Learning

  • 4.1Evaluation(likert)
  • 4.2Tools & Systems(likert)
  • 4.3Learning(likert)
  • 4.4External research(likert)
  • 4.5Measurement team(likert)

Fundraising

  • 5.1Funding Model(likert)
  • 5.2Fundraising Plan(likert)
  • 5.3Fundraising Team(likert)
  • 5.4Visibility(likert)
  • 5.5Communications Strategy(likert)

Connections

  • 6.1Advocacy(likert)
  • 6.2Connections(likert)
  • 6.3Community Involvement(likert)