National Domestic Workers Alliance GROW Organizational Assessment: Overview and Instructions Completing the GROW Organizational Assessment is the first step to participate in NDWA’s GROW Program in 2015-2016. Please complete this assessment and return it to Lisa, lisa@domesticworkers.org, by November 6th. A description of GROW can be found at www.organizing.domesticworkers.org. _______________________________________________ Instructions for filling out the Organizational Assessment: The Organizational Assessment will help NDWA staff determine which aspects of the GROW program might be a good fit for your organization. Our hope is that the program will contain a little something for every organization, helping us all move together toward the goal of growing our membership bases. Please dedicate some time with your lead staff members to fill out this assessment together. Discussing these questions and arriving at your responses to this assessment together can help surface different perspectives on the issues raised. You may wish to hand out the Organizational Assessment to staff members and ask them to fill it out on their own, and then come to a meeting prepared to discuss. If you do this, please assign one person to tally your organization’s overall responses (either reached by consensus or by averaging individuals’ responses) and submit only one completed form to NDWA. There are ABSOLUTELY no right or wrong answers to these questions. Do not assume that your organization needs to “score” high on these questions to be considered for support from NDWA. The opposite is true: we are genuinely interested in learning about the challenges you face in base-building and the areas of growth you choose to prioritize. When you send in your Organizational Assessment to Lisa, lisa@domesticworkers.org, please include both the following Organizational Background information, and the responses to the Organizational Assessment itself. _______________________________________________ 1 National Domestic Workers Alliance GROW Organizational Assessment: Organizational Background 1) Organization name: 2) Name and email of person filling out this form (compiling the results of Assessments done by multiple people in your organization): 3) Who was involved in completing the Organizational Assessment for your organization? Please list their positions. 4) How many domestic worker members does your organization have? 5) How many of them are active (regularly engaged in your organization’s work)? 6) What percentage of your domestic worker members are A) housecleaners, B) nannies, and C) caregivers? 7) Please describe your organization’s membership structure. What is your definition of member? Does your organization have different categories of members? 8) Did your organization explicitly name growth of your membership as a goal in its last organizational plan? If so, what is are your goals of how much you’ll grow? 9) Which of your staff are focused on domestic worker organizing? If so, what % of their time is spent on domestic worker base-building? 10) What are some of the opportunities for domestic worker organizing in your locality? 2 National Domestic Workers Alliance GROW Organizational Assessment For the statements in areas A through H, select the number 1 to 5 that you think best reflects your organization’s current state. There is no right or wrong answer! Do not feel pressured to “score” your organization high in any of these areas. NDWA is genuinely interested in knowing what your organization’s base-building goals and challenges are, so please be honest! Key for ranking: 1 = No, this does not describe our organization at all. We need a lot of work in this area. 2 = This describes our organization a little bit 3 = This describes our organization somewhat. We could stand to improve. 4 = This is a fairly accurate description of our organization 5 = This is a very accurate. We’re strong in this area. A. Theory of change: A document that articulates who your base is, what are the problems your organization exists to address, your analysis of the root causes of those problems, your vision of a better future, your strategies for getting there, the activities that allow you to carry out your strategies, and the allies you relate to along the way. _______ Our organization has a clearly articulated theory of change. _______ Everyone in the organization can easily explain our theory of change. _______ We use our theory of change to inform decisions around our programs and campaigns. _______ We use our theory of change to orient new members and staff. _______ Our theory of change includes an analysis that it is important to build a broad base of domestic workers. Comments: B. Researching our base _______ We’ve done research (surveys, field scan, regular outreach, etc.) that tells us about the conditions and needs of domestic workers in our communities. _______ We use the results of this research to inform decisions around our programs and campaigns. 3 _______ We are confident that our programming accurately reflects the needs of our base. Comments: C. Getting ready to grow _______ Base-building was clearly identified as a priority for the organization in our last (strategic) plan. _______ We set annual goals for base-building. _______ There is consensus among our Board that growing our base is a priority. _______ There is consensus among staff that growing our base is a priority. _______ We have resources (staffing and time and money) dedicated to bringing more domestic workers into our organization. _______ Our programs are structured in a way that will allow us to grow and incorporate many new members into the organization. Comments: D. Membership structure _______ We have a clear definition of membership. _______ It’s easy for domestic workers to become members of the organization. _______ Our membership structure includes opportunities for workers to take on greater leadership roles, and a clear system for how they will be able to do so. _______ Our members pay dues. Comments: 4 E. Maximizing staff and leaders _______ There are clear roles for worker leaders to play in the organization. _______ We have good systems in place for worker leaders to be trained to take on those roles. _______ Outreach and follow-up is mostly done by worker leaders, not paid staff. _______ Peer support responsibilities are shared by worker leaders and paid organizers. _______ We have good systems in place for supervision of staff and worker leaders. Comments: F. Outreach and follow-up _______ We have annual, quarterly and monthly outreach goals. _______ We treat outreach and follow-up as a system, and dedicate time in our work schedules for both. _______ We’ve done mapping in our community that tells where and how to find domestic workers. _______ We follow up with all new contacts within 48 hours of reaching them. _______ We have a trained Outreach Team made up of worker leaders _______ We have a strong and inspiring rap that we use to recruit new members. _______ We have good systems for tracking data on our contacts and members, and the right people in the organization are trained to use that system. Comments: 5 G. Program design (For the purposes of this assessment, programs include member meetings, trainings, workforce development, campaigns, services and/or any other ways that you engage your members.) _______ We feel confident that the programs we offer are the right mix of programs to attract and retain members. _______ Our programs include political education on the domestic worker movement. _______ Our programs include political education on intersections between different systems of oppression. _______ Our programs help workers know their rights on the job and feel more confident exercising them. _______ Our programs--in combination with others available in our community--reflect the needs and interests of our base. _______ Our programs include leadership development trainings. _______ Our programs include opportunities for domestic workers to connect with each other, provide peer support, and form community. _______ Our programs are transformative. Workers are able to see themselves, their potential and their own leadership in a new way as a result of their participation in our programs. _______ Workers who are recipients of the services our organization offers usually become members of the organization. (Write in N/A if your organization doesn’t provide direct services.) _______ The services our organization offers generate revenue that supports our organizing. (Write in N/A if your organization doesn’t provide direct services.) Comments: H. Digital organizing _______ We have recognized that we need to use technology to communicate with more people than we are able to reach one-on-one. 6 _______ We make use of social media to advertise our work and encourage workers to get involved. _______ We use technology to communicate with our leaders in a way that’s efficient and effective. _______ We use technology to communicate with our contacts and potential members in a way that’s efficient and effective. _______ We have a digital organizing plan. _______ We have staff who are tasked with carrying out our digital organizing plan, and have the training and skills that they need to be able to do so. Comments: I. Overall Assessment 1. Overall, which of the areas above (letters A through H) do you think are the largest challenges for your organization? 2. In the areas that you’ve identified as your biggest challenges, what are the main barriers your organization faces? 3. Which of the above areas (letters A through H) do you think should be the top priorities for your organization to address? 4. Have you already planned to do anything else in the next year to advance your basebuilding? 7 Thank you for completing this Organizational Assessment! 8