Success Factor Analysis

Organizational Assessment for Nonprofits


What are your organization's strengths and weaknesses, and what's your optimal strategy to improve performance looking forward? Organizational assessment can address these big questions.

Success Factor Analysis is Public Interest Management Group's innovative organizational assessment methodology. We've developed and tested this system with over 50 nonprofits across a wide spectrum of services. We use this system in two variations: the 360 Organizational Assessment, which provides a broad overview, and the Business Model Assessment, which focuses on financial sustainability. Both assessment types can be integrated seamlessly with strategic planning.

The Success Factor Analysis process includes data collection, data analysis, rating the organization on a wide range of metrics, identification of priority needs, and recommendation of an improvement strategy to address them.

We collect data through structured interviews with organizational leadership, online surveys of staff, management, board members and external stakeholders, and review of organizational documents, including plans, policies, procedures and financial reports. This rich body of information informs ratings on up to 35 metrics. We also compute your Organizational Success Index (OSI) value. The latter is a snapshot of the organization's performance (mission impact, financial health and growth trajectory) at a point in time.

The 35 metrics - success factors - span five categories: organizational strategy, culture, internal operations, external orientation, and revenue structure. These metrics and the way we use them constitute what makes Success Factor Analysis unique and powerful. First, they allow standardized measurement of many organizational practices. Second, we compare an organization's ratings to aggregate data from a diverse population on nonprofits. Third, we use statistical associations between individual factors and organizational success to "point" to both key strengths (major contributors to the organization's success) and priority needs (the "low-hanging fruit" for performance improvement). The system allows us to avoid two potential traps of unstructured assessments: arbitrariness or bias toward particular findings, and a "shopping list" of recommended actions, without relative priority. Further, the OSI value allows us to chart progress over time in a simple and straightforward way.

This process is comprehensive, practical and affordable. As an assessment client, you'll gain insight on your strategy, organizational culture, operations, human resources practices and business model. You'll receive specific direction on which actions can make the greatest difference in your organization's impact and health in the future. And the format allows us to deliver customized recommendations at a fraction of the rates other consulting firms may charge.

In summary, several features distinguish Success Factor Analysis from other assessment methods:

  • It's based on hard data collected from your agency and constituents
  • You'll know where you stand relative to other nonprofits
  • You'll receive your Organizational Success Index score, the only standardized measure of nonprofit organizational health
  • You'll receive receive customized recommendations and clear direction on organizational strategy moving forward.

We offer organizational assessment using Success Factor Analysis to (a) networks of nonprofits, (b) foundations interested in advancing the collective performance of grantees, and (c) individual nonprofits engaging in strategic or business planning.  We have several "flavors," with a holistic overview or a deep dive into nonprofits' business models or operations. See our evaluation services for high performance organizations.

PIMG completed a Pilot Study of Success Factor Analysis in early 2015. To learn about the methodology and related research, explore more here.

Interested? Contact us to start a dialogue.