Capacity Building Self-Assessment Tool

Financial resources consist of the tangible assets that support your organization, programs, practice improvements, and service delivery. They encompass adequate and stable funding, staffing, budget materials, the authority to direct or redirect funds, and the capacity to raise capital or advocate for increased resources.

Maximizing revenue

Benchmark of Capacity:
High Level in Place
Benchmark of Capacity:
Moderate Level in Place
Benchmark of Capacity:
Basic Level in Place
  • Your organization has identified and mobilized sufficient resources—within limited budget realities—from across the team and other partner organizations for the project to maximize impact.
  • Your organization has identified possible sources of funding and other resources from partner organizations.
  • Your organization has access to expertise to coordinate (pool) or integrate (blend or braid) funding for maximum impact.
  • Your organization has started to have discussions about leveraging and coordinating resources for funding the project and maximizing impact.

Managing finances

Benchmark of Capacity:
High Level in Place
Benchmark of Capacity:
Moderate Level in Place
Benchmark of Capacity:
Basic Level in Place
  • There are very solid financial plans and management in place.
  • There are continuous updates regarding finances.
  • The budget is integrated into full operation.
  • Use your financial plan as a strategic tool. 
  • The financing plan reflects your organization’s needs and objectives.
  • There are well-understood divisional project budgets within the overall budget.
  • The performance-to-budget is closely and regularly monitored.
  • There are solid financial plans in place.
  • Your organization is regularly updated regarding finances.
  • The budget is integrated into operations.
  • Financial plans reflect organizational needs.
  • Solid efforts are made to isolate project budgets within the central budget.
  • The performance-to-budget is monitored regularly.
  • Your organization has limited financial plans and financing is rarely discussed.
  • The budget is used as an operational tool.
  • The budget is used to guide or assess financial activities.
  • There is some attempt to isolate project budgets within the overall budget.
  • The performance-to-budget is monitored periodically.