Self and Guided Assessments

Nonprofits need more funding. Funders need more confidence. 

More confidence comes from demonstrated operational competence. Greater competence yields more funding. Operational competence can be measured and we can help you improve it with OpX360®.

The OpX360® (for Operational Excellence 360) instrument is a simple, yet comprehensive, artificial intelligence tool intended to be used by Nonprofit CEOs, Boards and Funders to get an idea of how well their organization is functioning operationally.  

OpX360® covers all Six Areas of Nonprofit Best Practices:

  • Program Management & Accountability
  • Governance, Legal & Risk Management
  • Finance & Accounting
  • Fundraising, Marketing & Communications
  • People & Organizational Development
  • Business Systems, IT and Facilities

Each of the Areas has 5-7 Key Elements describing and comprising the scope of operating concerns in each BP Area.  Any of the OpX360® Area assessments can be taken individually or together, depending on the needs of the organization.

There are 60 BP Statements in each of the 6 BP Areas (ergo, 360).  These statements are grouped into three competency levels.  Those that demonstrate:

  1. A Foundational level of competency
  2. A Mature level of competency
  3. An Optimized level of competency

Self-Assessment Diagnostic for Nonprofits 
Personalized, comprehensive report including analysis 
The OpX360 assessment can be self-administered by purchasing one or more of the Best Practice Area modules, assessing your mastery of 60 Best Practice Statements and receiving and reviewing an Executive Briefing for leadership and a Detailed Report for the responsible manager with analysis and recommendations for improvement.

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Guided Operational Competency Diagnostic for Nonprofits 
Personalized, comprehensive report including analysis 

The OpX360 assessment can also be administered with the guidance of one or more business professionals who help you understand the meaning of the BP Statements, why they are important, the consequences of not operating with them, and recommendations for improvement.

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