What We Are Learning

Organizational Assessment Activity (OA2)

June 6, 2019

We are pleased to make available an updated version of Marguerite Casey Foundation’s Assessment Tool, newly named the Organizational Assessment Activity (OA2). The tool was initially introduced in 2004 and with this updated release we have enhanced the user experience making improvements that support the needs of nonprofit and community organizations. The OA2 is a self-assessment instrument that helps nonprofits identify capacity strengths and challenges and establish associated goals to track over time. It can also be used by grantmakers to deepen their understanding of the current capacity of their grantees.

Highlights different aspects of running an organization that aren't always top of mind.
MCF Grantee

Our Organizational Assessment Activity, which is an excel document, can be downloaded through the Marguerite Casey Foundation website for free.* Please fill out this short survey to help the Foundation better understand who uses this tool.

Once you have submitted this form below, you will be taken to the download page where you can download the OA2 excel document.

*Marguerite Casey Foundation does not retain any information from the OA2.

Organizational Assessment Activity (OA2)