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NEAR OCA AI Assessment Tool
INTRODUCTION
NEAR OCA AI Assessment
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INTRODUCTION

Bojan Pavlovic

NEAR: ORGANIZATIONAL CAPACITY ASSESSMENT TOOL


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This is an
Organizational Capacity Assessment tool
⁠
used in assessing the capacities of local Civil Society Organizations (CSOs).


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CAPACITY ASSESSMENT AREAS

The tool contains 7 capacity areas/components namely:
Governance and Leadership
General Management and Administration
Human Resources
Financial Management
Program Development and Management
Project Performance Management
External Relations and Sustainability

These are further broken into sub capacity areas and statements of excellence/indicators that guides the respondent during the self-assessment scoring process. The facilitator will use the tool to generate discussion with individual participatin organizations and thereafter allow the individual organization’s representatives to give their scores against each statement of excellence using the scoring criteria presented below.

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ASSESSMENT CRITERIA

The responses are in form of YES, NO and NEUTRAL and are to be awarded against each statement of excellence.
There is a provision under each statement to list any evidence to support the YES, NO or NEUTRAL response given.
On very rare circumstances, respondents may be allowed to respond with a N/A (Not applicable), meaning the statement does not apply to the organization. However, the facilitator should be notified for guidance.
The responses will further be analyzed separately by the facilitator and awarded scores of on a scale of 1 – 4, where: 1: Weak 2: Average 3: Strong 4: Very Strong
With the excel sheet analysis, the scores will be averaged and rated according to the four phases of organizational development. These will appear in graphical representation and captured on the assessment report as numerical results.

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