THE MAXCI ASSESSMENT TOOL™ THE M AX CI ASSESSMENT TOOL ™ IS AN ONLINE, CONFIDENT IAL, THIRD PART Y ASSESSMENT FOR NONPROF IT ORGANIZAT IONS THAT UTILIZES COMPAR AT IVE SCORING TO MEASURE THE ORGANIZAT ION’S STATUS QUO AND ITS GROW TH POTENTIAL. The Nonprofit Edge M AX CI ASSESSMENT TOOL™ B U S I N ES S C H A L L E N G ES F O R N O N P R O F I T S MaxCI helps to navigate an increasingly complex landscape Increased competition for scarce resources Traditional sources of funding have fewer dollars and higher requirements Evidence based outcomes demanded by grant makers Economic uncertainty continues Attracting and retaining Board Members, Staff, and Volunteers are more critical. Increased oversight IRS and other regulatory groups Grant makers Your community The MaxCI Assessment Tool™ was developed as an online, systematic strategic assessment and planning tool to help navigate this landscape, to improve operations, aid strategic planning and maximize organizational potential. M AX CI ASSESSMENT TOOL™ T EST IMO NIA LS “The “Levels” and the questions forced me to think more deeply and broadly about organizations as grantees, or grantors, like never before. That p e r s p e c t i v e w a s h e l p f u l i n t h i n k i n g a b o u t w h a t o u r b o a r d s h o u l d f o c u s o n .” J i m B l o c k , Pa r t n er, J o h n s o n B l o c k C PA “T h e o r g a n i z a t i o n a l i n t r o s p e c t i o n n e c e s s a r y t o c o m p l e t e t h e a s s e s s m e n t w a s , i n a n d o f i t s e l f, w o r t h i t s w e i g h t i n g o l d .” J e f f H a i g , B o a r d M e m b e r, H a r l ey O wn e r s G r o u p “Effectiveness begins with self-awareness, and not knowing where to begin is the pressing challenge. The MaxCI Assessment is the most effective tool I have ever seen in helping nonprofit organizations begin to transform shortfalls into maximizing their potential. B i l l Tu r p i n , M a ster C o a c h , I n st r u cto r & Tr a i n e r “ T h e M a x C I A s s e s s m e nt i s a h i g h l y e f fe c t i ve o r g a n i zat i o n a l h e a l t h s e l f - a s s e s s m e nt to o l t h a t p r o d u c e d a n u m b e r o f s a l i e nt r e c o m m e n d a t i o n s f o r e a c h o f t h e f o u r n o n p r o f i t s i nv o l ve d . T h i s a s s e s s m ent f o c u s e s o n p e r fo r m a n c e a n d o r g a n i za t i on a l p o te nt i a l , w h i c h w a s exa c t l y w h a t w e n e e d e d i n t h i s i n s ta n c e . The Wisconsi n Arts Board, State of Wisconsi n M AX CI ASSESSMENT TOOL™ C O R E A P P L I C AT I O N MaxCI Assessment Tool™ Benefits Annual Assessment Implement Recommendations Priority Setting Communication • Board & staff perceptions are translated into metricbased scoring* to: A. Illustrate strengths, stability and shortcomings B. Define organizational health C. Provide participant confidentially within the total organizational analysis D. Improve competitive position in fundraising • A growth-oriented set of recommendations based on the organizational comparative score that helps your nonprofit move forward and maximize your potential. • A baseline from which to re-assess and effectively measure improvement and competencies. * Assessment answers are weighted, totaled and then compared MaxCI Assessment Tool™ in a Generalized Strategy Framework to the organization’s potential (this scoring mechanism is called “ipsative.”) The entire Assessment has been reviewed and tested by educators, nonprofit organizations and business consultants. M AX CI ASSESSMENT TOOL™ A D D I T I O N A L A P P L I C AT I O N S / B E N E F I T S T h e M a x C I Assessment Tool™ provide s ways to leverage other critical areas of your organizat i on , and to maximize its value to the commun i ty. B o a r d / L e a d e r s h i p Eva l u a t i o n It is used as confidential self-evaluation as well as assessing the effectiveness of leadership and management I d e n t i f y S k i l l / Re s o u rc e G a p s Comparative scoring may uncover the need to acquire and/ or develop talent in key areas, as well as with the board of directors, leadership and management, staff and/or volunteers Communication It will improve your communication and messaging to all your constituents, contributors and community F u n d ra i s i n g The Assessment Tool™ will give you a competitive edge over other nonprofits seeking funds from grantors and contributors. M AX CI ASSESSMENT TOOL™ P O W E R F U L A N D C O M P R E H E N S I V E E VA LU AT I O N O F N O N P RO F I T B U S I N E S S F U N C T I O N S Metrics-based scoring of organizational health from confidential stakeholder perspectives in nine business core areas Tailored and concrete recommendations to maximize organizational improvements and potential. M AX CI ASSESSMENT TOOL™ W H O S H O U L D TA K E T H E A S S E S S M E N T Successful strategic execution relies on the alignment and focus of the board of directors and staff. The greatest insight will be derived from the participation of all board members, the executive director and senior management. Recognizing there may be situations where full participation is not feasible, the Assessment Tool was developed so that it could deliver value to even a single participant – the Executive Director or Board President. Board Members Management M AX CI ASSESSMENT TOOL™ A S S E S S M E N T ST R U C T U R E OV E RV I E W The Assessment is completed online, is confidential and can be completed in less than an hour. 9 Business Functions Assessed Mission Statement Board of Directors Select a Level for each Function… then answer the questions Business Plan Administration Finance Programs & Services Marketing Fundraising Volunteers Review, then select the best match from 4-6 Levels (or scenarios) of organizational sophistication Answer the particular set of questions for the Level selected and, upon completion of the Assessment, you will receive comparative scores - one for the organization and one for each of the 9 business Functions. M AX CI ASSESSMENT © Q U A N T I TAT I V E R E S U LT S O F C O M PA R AT I V E S C O R I N G RESULTS EXAMPLE: Part of first of 7-8 pages The Following has been emailed to your inbox for future reference This is your organizational comparative score (ipsative) is 70 out of 119, or 58.8% of your potential. Mission Statement: 3 out of 10 Board of Directors: 10 out of 15 Business Plan: 8 out of 11 Administration: 3 out of 5 Financial Management: 8 out of 13 Programs & Services: 16 out of 19 T h e c o n f i de nt i a l c o m p a ra t i ve s c o re f o r t h e o r g a n i za t i o n a n d t h e 9 b u s i n e s s Fu n c t i o n s c o re s a r e s e nt i m m e d i a te l y u p o n c o m p l et i o n to t h e p a r t i c i p a nt ’s e m a i l i n b ox . O r ga n i zat i o n a l S c o r e Co m p are s t h e n o npro fit to it s o wn p o tential (ip sative ), n o t o t h er n o npro fits The scores are unique to each participant: Multiple participants from the same o r g a n i z a t i o n w i l l l i ke l y h a v e n o t o n l y d i f f e r i n g scores, but also differing total potential based on their personal perceptions, levels of participation and knowledge of the organization Sets a baseline from which to measure progress. Marketing Plan: 3 out of 16 Fundraising: 11 out of 14 Volunteers: 8 out of 16 Thank you for taking the MaxCI Assessment. If you found some of the questions difficult to answer, then our hope is that reflecting on your organization prompted a deeper understanding of where it is, and what is needed to reach your organizational capacity. The above organizational score and its percentage, the one that compares your organization to itself - to its potential and not to other organizations Functional Scores I l l u s t rate s t h e l ev e l o f d ev e l o p m e nt i n each of the nine functions H i g h l i g ht s t h e s p e c i f i c a re a s o f s t re n gt h and weakness P ro v i d e s g u i d a n c e to w a rd a re a s w h i c h w i l l l i ke l y re q u i re a s t ra te g i c a c t i o n p l a n . M AX CI ASSESSMENT TOOL™ S U M M A R I Z E D C A S E ST U DY Situation/Challenge The organizati on was challenge d to suppor t its budget , threatening its ability to sustain progr ammi ng and ser vices. Simply put - more money was needed to keep the organizati on going. Poised to hire a fundrai si ng consultant , leadership took a step back and decided to use the MaxCI Assessment to diagnose potential issues. Outcome The MaxCI Assessment Tool™ was utilized. It was immediately appare nt that the core issue was not fundr aisi ng, but the lack of adequate marketing. Constit ue nts were not clear about what the organization did. This allowed the organization to redirect attention and pursue expertise in marketing to improve messaging and awarene ss, which will suppor t developme nt efforts, then lead to increased funding. M AX CI ASSESSMENT TOOL™ M A X I M I Z I N G C O M M U N I T Y I N V E ST M E N T S I N C . Contact us to learn how to give your nonprofit organization an edge toward optimizing mission fulfillment and enriching peoples’ lives in your community. www.maxci.net MaxCI Maximizing Community Investments Inc. Assures effective and fair awarding of funds by grant -makers and maximum utilization by recipients: Stewardship works for both sides of the funding table.