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Tools to assess the internal environment

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Tools and methods to help you analyse your organisation's strengths and weaknesses in order to develop a realistic and achievable strategy.

by NanHannah last modified Jul 27, 2010 12:29 PM

Three of the many tools have been selected here to give an overview of the different approaches.

The Capacity Assessment Grid

This is a great tool to help you understand your organisation's strengths and weaknesses.

The US-based 'Venture Philanthropy Partnership' (VPP) asked the consultancy firm McKinsey to design an internal assessment tool specifically for non profits - 'Effective Capacity Building in Nonprofits'.

The capacity assessment grid is big and can be awesome - but it can also be used in small bites - no need to tackle it all in one go!  Why not get one of your colleagues to interview you using some of the questions and see what learning you get from it.

The most important questions to ask as you carry out the assessment is: how fit are we to take advantage of the opportunities and overcome the threats that we face?

McKinsey 7-S

The international consultancy firm McKinsey has pioneered many new approaches and tools to help consider future strategic options, including the Capacity Assessment Grid above. This tool is much simpler!.

The 7S approach helps you get to grips with a range of different aspects of your organisation. Understanding how it 'ticks' gets you one step closer to understanding what you need to do to improve performance.

The language and examples are from US corporates but the principle is relevant for a UK charity. If you try the tool out, use the comment facility to report on what worked well, and what could have worked better.

The NPC Blue Book

New Philanthropy Capital have developed the Blue book to give an overview of how they analyse charities. It’s really useful to see their insights into charity effectiveness – and then to look at your organisation through their lens.

Use the framework to see how fit you are to maximise impact for your beneficiaries and deliver your strategy.

Have your say

Share your knowledge, thoughts and questions about the use of the three tools above by joining in a discussion on the Strategy forum.