The Drucker Foundation Self-Assessment Tool: The Five Most Important Questions You Will Ever Ask about Your NonProfit / Edition 2

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"The National Space Society board of directors held its retreat and it was an amazing success. The Self-Assessment Tool was an excellent tool to guide us through the process."
—Richard E. Biehl, National Space Society

"We have found the Self-Assessment Tool to be particularly helpful in assisting organizations to clarify their missions and reconceptualize strategy and tactics. The concepts presented and the carefully formulated questions are relevant to both established groups and those just starting out."
—Aliza Mazor, resource development coordinator, Shatil, a support project for voluntary organizations in Israel

Since its original publication in 1993, the best-selling Drucker Foundation Self-Assessment Tool has helped and inspired countless nonprofit boards, executives, and teams to rediscover the direction and potential of their organizations. This completely revised edition of the Self-Assessment Tool combines long-range planning and strategic marketing with a passion for dispersed leadership. It allows an organization to plan for results, to learn from its customers, and to release the energy of its people to further its mission.

Considered to be "the father of modern management," Peter F. Drucker applies a lifetime of wisdom and expertise to help nonprofit organizations uncover the truth about their performance, focus their direction, and improve their overall effectiveness. Regardless of your organization's size and planning experience, the Self-Assessment Tool provides the means to apply Peter Drucker's invaluable insights directly to your organization and its needs. The fully enhanced edition not only provides expanded methods of evaluation and planning, but also places special emphasis on implementing the decisions made in the self-assessment process.

Fully enhanced from extensive user feedback, the Process Guide features step-by-step guidelines as well as sample reports, customer surveys, agendas for discussions or retreats, and a completed plan. Nonprofit leaders and their teams will find detailed instructions on how to work through the three phases of self-assessment: Preparing for Self-Assessment, Conducting the Self-Assessment Process, and Completing the Plan. The revised guide contains the tools necessary to complete the self-assessment process and an effective plan. These resources include sample customer research formats, practical facilitation techniques, methods for developing a mission statement, and a more comprehensive reference section. Designed to be flexible for your specific needs, the Process Guide offers valuable tools that will help any nonprofit organization to redefine mission, cultivate solid goals for the future, and achieve positive and far-reaching results.

Multiple Uses for the Self-Assessment Tool

  • The leadership team—the chairman of the board and the chief executive—can lead the organization in conducting a comprehensive self-assessment, refining mission, goals, and results, and developing a working plan of action.
  • Teams throughout the organization can use the Tool to invigorate projects, tailoring the process to focus on specific areas as needed.
  • Governing boards can use the Tool in orientation for new members, as means to deepen thinking during retreats, and to develop clarity on mission and goals.
  • Universities and colleges can use the Tool as a guide for field projects with organizations from the nonprofit, business, and government sectors, and as a resource for boards and faculty.
  • Working groups from collaborating organizations can use the Tool to define common purpose and to develop clear goals, programs, and plans.
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Product Details

Table of Contents

Foreword: An Adventure in Organizational Self-Discovery
About Gary J. Stern
Pt. 1 The Drucker Foundation Self-Assessment Process
Introduction 3
Definition of Terms 7
Governance and Management in Self-Assessment 9
The Self-Assessment Process 11
Pt. 2 Step-by-Step Guidelines for Self-Assessment
Phase 1 Preparing for Self-Assessment 19
Phase 2 Conducting the Self-Assessment Process 47
Phase 3 Completing the Plan 101
Pt. 3 Resources for Self-Assessment
1 Uses of the Drucker Self-Assessment Tool: Four Examples 113
2 Effective Facilitation 125
3 How to Develop a Mission Statement 133
4 Sample Plans 141
5 Recommended Reading 149
About the Drucker Foundation 152
Self-Assessment Tool Customer Feedback Form 154
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