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ORGANIZATIONAL ASSESSMENT SERVICES

ORGANIZATIONAL ASSESSMENT SERVICES. Evaluating Capacity & Performance of Affordable Housing and Community Development Organizations. Identifies organizational strengths and challenges Analyzes risks and provides compliance strategies Assists sponsors in determining how to target resources.

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ORGANIZATIONAL ASSESSMENT SERVICES

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  1. ORGANIZATIONAL ASSESSMENTSERVICES Evaluating Capacity & Performance of Affordable Housing and Community Development Organizations

  2. Identifies organizational strengths and challenges • Analyzes risks and provides compliance strategies • Assists sponsors in determining how to target resources PROMPT™The Value Proposition

  3. PROMPT™ Capacity Assessment Model

  4. Comprehensive analysis of lines of business

  5. PROMPT™ Process Experienced reviewers with strong credentials Off-site analysis: Extensive review of documents Preliminary telephone interviews On-site analysis (2-3 days): In-depth interviews Further document & procedures review Site review of properties & programs End product: review report Summarizes findings and offers recommendations

  6. PROMPT™ from the Nonprofit’s Perspective Process Benefits Engage leadership and other stakeholders including community partners Take a step back – and take time to think critically Reinforce program strategy Assure funders of expertise and accomplishments Process Challenges Potentially expose vulnerabilities Sharing Results

  7. Financial Health Assessment Process: Financial analysts provide independent observations Review 3+ years of audits & other documents Benefits: Assess financial health of organization Confirm solvency and sustainability Evaluate organization for financial risk

  8. Partner Testimonial “We asked NeighborWorks to help us evaluate four of our community-based partners, and the review process was thorough and professional. The assessment reports give us specific ways to work with these groups to help them improve their operations and maximize housing production in Oregoncommunities.” – Bob Gillespie Oregon Housing & Community Services

  9. Are you in the market: How can you enable your community-based partners to build their capacity while enhancing your investment? How does an organization know it is on the right track to achieve its goals? Let NeighborWorks® Organizational Assessments help you.

  10. For more information: Jeff Baloutine, Program Manager Organizational Assessment Services NeighborWorks® America 4435 Main Street, Suite 700 Kansas City, MO 64111 Phone: 816.714.1213 jbaloutine@nw.org See sample reports at: www.nw.org/oas

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